S
Source Capital
SOR • NYSE
Source Capital is a publicly traded company on NYSE. As of Q3 2025, 46 institutional investors hold shares in this company, with total holdings valued at $59.1M. DKM Wealth Management, Inc. is the largest holder with a position valued at $12.9M.
Websitefpa.com
Overview
Overview of institutional ownership in SOR as of Q3 2025
All Institutions
- Institutions
- 46
- Value Held
- $59.1M
- Shares Held
- 1.3M
- Avg Position
- $1.3M
- Median Position
- $521.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SOR as of Q3 2025
| Institution | Position Value |
|---|---|
D DKM Wealth Management, Inc. RIA/Wealth | $12.9M 11.65% of portfolio |
D DAVIDSON D A & CO Institution | $7.7M 0.05% of portfolio |
 Hara Capital LLC RIA/Wealth | $4.9M 2.92% of portfolio |
 MORGAN STANLEY RIA/Wealth | $4.0M 0.00% of portfolio |
$3.5M 0.06% of portfolio | |
 FIRST TRUST ADVISORS LP ETF Provider | $3.3M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.5M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.1M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $1.5M 0.05% of portfolio |
 Anchor Investment Management, LLC RIA/Wealth | $1.4M 0.12% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SOR in Q3 2025
- Traded
- −$1.9M
- Buyers
- 28
- Sellers
- 16
- Total Bought
- +$3.1M
- Total Sold
- −$5.0M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Capital Investment Counsel, Inc RIA/Wealth | +$451.0K +10.0K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$367.0K +8.2K shares |
 SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth | +$351.3K +7.8K shares |
MORGAN STANLEY RIA/Wealth | +$328.2K +7.3K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | +$221.3K +4.9K shares |
C CARY STREET PARTNERS FINANCIAL LLC Institution | +$217.7K +4.8K shares |
L LPL Financial LLC Institution | +$199.6K +4.4K shares |
D DKM Wealth Management, Inc. RIA/Wealth | +$188.8K +4.2K shares |
FIRST TRUST ADVISORS LP ETF Provider | +$167.3K +3.7K shares |
+$135.1K +3.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Shaker Financial Services, LLC RIA/Wealth | −$2.3M −51.6K shares |
 Chemistry Wealth Management LLC RIA/Wealth | −$1.1M −23.8K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$576.1K −13.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$443.8K −9.9K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$230.6K −5.3K shares |
D DAVIDSON D A & CO Institution | −$92.6K −2.1K shares |
 NWF Advisory Services Inc. RIA/Wealth | −$73.0K −1.6K shares |
P PECAUT & CO. Institution | −$72.3K −1.6K shares |
Anchor Investment Management, LLC RIA/Wealth | −$41.0K −911.0 shares |
 Mraz, Amerine & Associates, Inc. RIA/Wealth | −$22.7K −504.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SOR in Q3 2025
- New Positions
- 6
- New Value
- $699.7K
- Exited Positions
- 4
- Exited Value
- $815.4K
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $367.0K 8.2K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $221.3K 4.9K shares |
 Sound Income Strategies, LLC RIA/Wealth | $59.5K 1.3K shares |
 NBC SECURITIES, INC. RIA/Wealth | $49.1K 1.1K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $2.7K 60.0 shares |
 LAZARD ASSET MANAGEMENT LLC Long Only Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $576.1K 13.3K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | $230.6K 5.3K shares |
$8.7K 200.0 shares | |
LAZARD ASSET MANAGEMENT LLC Long Only Manager | - 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in SOR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SOR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DKM Wealth Management, Inc. RIA/Wealth | 11.65% $12.9M |
Hara Capital LLC RIA/Wealth | 2.92% $4.9M |
 Smith Asset Management Co., LLC RIA/Wealth | 1.08% $1.3M |
Chemistry Wealth Management LLC RIA/Wealth | 0.22% $1.1M |
P PECAUT & CO. Institution | 0.19% $592.7K |
Shaker Financial Services, LLC RIA/Wealth | 0.14% $416.5K |
Anchor Investment Management, LLC RIA/Wealth | 0.12% $1.4M |
NWF Advisory Services Inc. RIA/Wealth | 0.09% $791.2K |
0.06% $3.5M | |
Capital Investment Counsel, Inc RIA/Wealth | 0.05% $451.0K |