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SOURCE CAPITAL /DE/

SORNYSE
$44.96+0.01 (+0.02% today)
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

SOURCE CAPITAL /DE/ price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-1.8%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
DKM Wealth Management, Inc.Not reported$14.4M9.41%Add 3.86%
D.A. Davidson & Co.Not reported$7.67M0.04%Reduce 1.40%
Shaker Financial Services, LLCNot reported$7.08M2.22%Add 409.74%
Diversified Management IncNot reported$5.58M1.19%Add 2.81%
Hara Capital LLCNot reported$4.58M2.41%Add 53.79%
Morgan StanleyNot reported$4.18M0.00%Not reported
First Trust Advisors LPNot reported$3.47M0.00%Add 1.37%
Mesirow Financial Investment Management, Inc.Not reported$3.47M0.05%Add 0.08%
Wells Fargo & CompanyNot reported$3.1M0.00%Not reported
Raymond James Financial IncNot reported$2.67M0.00%Not reported
Invesco Ltd.Not reported$1.56M0.00%Not reported
Smith Asset Management Co., LLCNot reported$1.29M1.01%Reduce 0.58%
Hennion & Walsh Asset Management, Inc.Not reported$1.19M0.03%Reduce 19.42%
US Bancorp \de\Not reported$1.14M0.00%Not reported
Keating Financial Advisory Services, Inc.Not reported$1.05M0.14%Reduce 44.79%
LPL Financial LLCNot reported$966K0.00%Not reported
&PartnersNot reported$726K0.00%Add 6.22%
Osaic Holdings, Inc.Not reported$695K0.00%Not reported
Chemistry Wealth Management LLCNot reported$652K0.10%Reduce 9.59%
Baltimore-Washington Financial Advisors, Inc.Not reported$647K0.02%Reduce 5.94%
Bank of America CorpNot reported$645K0.00%Not reported
Pecaut & Co.Not reported$625K0.19%Add 1.10%
Readystate Asset Management LPNot reported$565K0.02%New Not reported
AE Wealth Management LLCNot reported$541K0.00%Not reported
NWF Advisory Services Inc.Not reported$540K0.05%Not reported
Evolve Private Wealth, LLCNot reported$490K0.03%Reduce 6.16%
Pinnacle Financial Partners, Inc.Not reported$475K0.00%Add 105.37%
Cary Street Partners Financial LLCNot reported$451K0.01%Reduce 48.82%
Capital Investment Counsel, IncNot reported$414K0.04%Not reported
Private Advisor Group, LLCNot reported$367K0.00%Not reported
Cetera Investment AdvisersNot reported$290K0.00%Not reported
UBS Group AGNot reported$256K0.00%Not reported
Pension & Wealth Management Advisors, Inc.Not reported$238K0.06%Add 1.37%
NewEdge Advisors, LLCNot reported$235K0.00%Not reported
Beacon Pointe Advisors, LLCNot reported$215K0.00%Not reported
Assetmark, IncNot reported$165K0.00%Not reported
Align Financial, LLCNot reported$154K0.08%Not reported
Jones Financial Companies LLLPNot reported$124K0.00%Not reported
Royal Bank of CanadaNot reported$83K0.00%Not reported
Crossingbridge Advisors, LLCNot reported$78.1K0.01%New Not reported
AlphaCentric Advisors LLCNot reported$78.1K0.07%Not reported
Manchester Capital Management LLCNot reported$69.9K0.01%Not reported
Key Capital Management, INCNot reported$60.1K0.03%New Not reported
Lanark Financial, Inc.Not reported$51.1K0.00%Add 1.00%
Wolverine Asset Management LLCNot reported$44.4K0.00%Not reported
Rockefeller Capital Management L.P.Not reported$42K0.00%Not reported
WHI TRUST Co LLCNot reported$41.9K0.03%Not reported
JPMorgan Chase & CoNot reported$32.7K0.00%Not reported
Blue Bell Private Wealth Management, LLCNot reported$32.2K0.00%Not reported
International Assets Investment Management, LLCNot reported$22.9K0.00%Not reported
50 of 53 holders

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