SOR
SOURCE CAPITAL /DE/
NYSE · Financial Services · Asset Management · US
$45.32
−0.83%0
Insider buys (3m)
0
Insider sells (3m)
$0.00
Net value (3m)
+1.6%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Feb 5, 2024 | Brown Sandra · director | Purchase | 372 | $40 |
| Feb 5, 2024 | Brown Sandra · director | Purchase | 1 | $40 |
| Feb 5, 2024 | Brown Sandra · director | Sale | 1,650 | $40 |
| Jun 5, 2023 | Selmo Brian A. · officer: VP & Portfolio Manager | Purchase | 400 | $38 |
| Jun 2, 2023 | Lipson Mark L. · director | Purchase | 1,315 | $38 |
| Apr 5, 2023 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 500 | $38 |
| Oct 5, 2022 | Lipson Mark L. · director | Purchase | 1,400 | $36 |
| Jul 1, 2022 | Lipson Mark L. · director: | Purchase | 1,025 | $38 |
| Jul 1, 2022 | Lipson Mark L. · director | Purchase | 100 | $38 |
| Jul 1, 2022 | Lipson Mark L. · director | Purchase | 200 | $38 |
| Jun 3, 2022 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 1,000 | $40 |
| Feb 2, 2022 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 300 | $43 |
| Jul 15, 2021 | Landecker Mark · officer: VP & Portfolio Manager | A-Award | 5,000 | $37 |
| Jul 2, 2021 | OSBORNE ALFRED E JR · director | Purchase | 1,410 | $46 |
| Jun 3, 2021 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 1,000 | $46 |
| Jun 3, 2021 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 571 | $46 |
| Jun 2, 2021 | Brown Sandra · director | Purchase | 600 | $46 |
| Jun 2, 2021 | LEGGIO RYAN A. · officer: Vice President - Strategy | Purchase | 429 | $46 |
| Jun 2, 2021 | LEGGIO RYAN A. | Purchase | 150 | $37 |
| Jun 2, 2021 | LEGGIO RYAN A. | Purchase | 300 | $26 |
| Jun 2, 2021 | LEGGIO RYAN A. | Purchase | 250 | $36 |
| Oct 5, 2020 | ATTEBERRY THOMAS H · officer: VP & Portfolio Manager | Purchase | 919 | $37 |
| Oct 2, 2020 | Lipson Mark L. · director | Purchase | 1,401 | $37 |
| Oct 2, 2020 | ATTEBERRY THOMAS H · officer: VP & Portfolio Manager | Purchase | 1,725 | $37 |
| Oct 2, 2020 | Selmo Brian A. · officer: VP & Portfolio Manager | Purchase | 395 | $37 |
| Oct 1, 2020 | Landecker Mark · officer: VP & Portfolio Manager | Purchase | 3,000 | $37 |
| Oct 1, 2020 | ATWOOD J RICHARD · director, officer: President | Purchase | 2,000 | $37 |
| Sep 30, 2020 | Selmo Brian A. · officer: VP & Portfolio Manager | Purchase | 875 | $37 |
| Sep 30, 2020 | ATTEBERRY THOMAS H · officer: VP & Portfolio Manager | Purchase | 1,800 | $37 |
| Sep 30, 2020 | Selmo Brian A. · officer: VP & Portfolio Manager | Purchase | 587 | $37 |
Institutional positioning
13F filings over the trailing two quarters
New 12Increased 41Reduced 38Sold out 7
| Filer | Action | Shares | Filed |
|---|---|---|---|
| DKM Wealth Management, Inc. | Increased | 313,096 | Jul 30, 2026 |
| DKM WEALTH MANAGEMENT, INC. | Increased | 301,449 | Apr 10, 2026 |
| D.A. DAVIDSON & CO. | Reduced | 169,289 | May 5, 2026 |
| D.A. DAVIDSON & CO. | Reduced | 166,920 | Jul 24, 2026 |
| Shaker Financial Services, LLC | Increased | 153,966 | Jul 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | Increased | 121,285 | Jul 10, 2026 |
| DIVERSIFIED MANAGEMENT INC | Increased | 117,969 | Apr 9, 2026 |
| Hara Capital LLC | Increased | 99,565 | Aug 11, 2026 |
| MORGAN STANLEY | Increased | 90,877 | Aug 13, 2026 |
| MORGAN STANLEY | Reduced | 90,319 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | Increased | 75,554 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | Increased | 75,409 | Jul 22, 2026 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | Increased | 75,349 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | Increased | 74,530 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | Increased | 68,318 | Jul 8, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Feb 5, 2024