SOR
SOURCE CAPITAL INC /DE/
NYSE
Total Trades
9
Buys
8
Sells
1
Largest Trade
$50K–$100K
Insiders
4
Institutional Funds
44
Inst. Value
$1M+
Activist Filings
2
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Brown Sandra | Director | BUY | $15K–$50K | 373 | $40.28 | Feb 5, 2024 |
| Brown Sandra | Director | SELL | $50K–$100K | 2K | $40.27 | Feb 5, 2024 |
| Selmo Brian A. | VP & Portfolio Man… | BUY | $15K–$50K | 400 | $37.82 | Jun 5, 2023 |
| Lipson Mark L. | Director | BUY | $15K–$50K | 1K | $37.90 | Jun 2, 2023 |
| LEGGIO RYAN A. | Vice President - S… | BUY | $15K–$50K | 500 | $37.81 | Apr 5, 2023 |
| Lipson Mark L. | Director | BUY | $15K–$50K | 1K | $35.64 | Oct 5, 2022 |
| Lipson Mark L. | Director | BUY | $50K–$100K | 1K | $37.83 | Jul 1, 2022 |
| LEGGIO RYAN A. | Vice President - S… | BUY | $15K–$50K | 1K | $39.55 | Jun 3, 2022 |
| LEGGIO RYAN A. | Vice President - S… | BUY | $1K–$15K | 300 | $42.69 | Feb 2, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 44 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DKM Wealth Management, Inc. | 295K | $1M+ | SH |
| D.A. DAVIDSON & CO. | 170K | $1M+ | SH |
| DIVERSIFIED MANAGEMENT INC | 117K | $1M+ | SH |
| MORGAN STANLEY | 92K | $1M+ | SH |
| Hara Capital LLC | 90K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 71K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 41K | $1M+ | SH |
| Mesirow Financial Investment Management, Inc. | 38K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 33K | $1M+ | SH |
| Anchor Investment Management, LLC | 32K | $1M+ | SH |
| Keating Financial Advisory Services, Inc. | 26K | $1M+ | SH |
| LPL Financial LLC | 22K | $1M+ | SH |
| Chemistry Wealth Management LLC | 21K | $500K+ | SH |
| Shaker Financial Services, LLC | 19K | $500K+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 18K | $500K+ | SH |
| WELLS FARGO & COMPANY/MN | 17K | $500K+ | SH |
| PARK AVENUE SECURITIES LLC | 16K | $500K+ | SH |
| Baltimore-Washington Financial Advisors, Inc. | 15K | $500K+ | SH |
| PECAUT & CO. | 13K | $500K+ | SH |
| NWF Advisory Services Inc. | 12K | $500K+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 14, 2023
2.4%
199K shares
SC 13G/A · Feb 14, 2022
7.8%
653K shares