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| Keyboard |
| Source Capital Inc /DE/ | |
|---|---|
| Ticker | SOR |
| CIK # | 0000091847 |
| CUSIP | 836144105 |
| Sector | - |
| Address | 11601 Wilshire Boulevard Suite 1200, Los Angeles, CA 90025 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0000091847] | 3 | |
| [0000091847] | 4 | |
| [0000091847] | 5 | |
| [0000091847] | 8-K | |
| [0000091847] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| Saba Capital Management LP | Source Capital Inc /DE/ | [2020-07-24] | 5.8 |
| First Trust Portfolios LP | Source Capital Inc /DE/ | [2014-01-08] | 6.0 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Brown Sandra
Source Capital, Inc.
|
2024-02-01 | Sell | 1,649.53 | $40.27 | 66,427 |
|
Brown Sandra
Source Capital, Inc.
|
2024-02-01 | Buy | 372 | $40.28 | 14,984 |
|
Brown Sandra
Source Capital, Inc.
|
2024-02-01 | Buy | 1 | $40.29 | 40 |
|
Selmo Brian A
Common Stock
|
2023-06-01 | Buy | 400 | $37.82 | 15,128 |
|
Lipson Mark L
Common Stock
|
2023-06-01 | Buy | 1,315 | $37.90 | 49,838 |
|
Leggio Ryan A
Common Stock
|
2023-04-03 | Buy | 500 | $37.81 | 18,905 |
|
Lipson Mark L
Common Stock
|
2022-10-03 | Buy | 1,400 | $35.64 | 49,896 |
|
Lipson Mark L
Common Stock
|
2022-07-01 | Buy | 200 | $37.80 | 7,560 |
|
Lipson Mark L
Common Stock
|
2022-07-01 | Buy | 100 | $37.83 | 3,783 |
|
Lipson Mark L
Common Stock
|
2022-07-01 | Buy | 1,025 | $37.84 | 38,786 |
|
Leggio Ryan A
Common Stock
|
2022-06-02 | Buy | 1,000 | $39.55 | 39,550 |
|
Leggio Ryan A
Common Stock
|
2022-02-01 | Buy | 300 | $42.69 | 12,807 |
|
Osborne Alfred E Jr
Common Stock
|
2021-07-01 | Buy | 1,410 | $45.77 | 64,536 |
|
Leggio Ryan A
Common Stock
|
2021-06-02 | Buy | 1,000 | $45.59 | 45,590 |
|
Brown Sandra
Source Capital, Inc.
|
2021-06-01 | Buy | 600 | $45.70 | 27,420 |
|
Leggio Ryan A
Common Stock
|
2021-06-01 | Buy | 571 | $45.60 | 26,038 |
|
Leggio Ryan A
Common Stock
|
2021-06-01 | Buy | 429 | $45.56 | 19,545 |
|
Atteberry Thomas H
Common Stock
|
2020-10-02 | Buy | 919 | $36.92 | 33,929 |
|
Selmo Brian A
Common Stock
|
2020-10-01 | Buy | 395 | $36.90 | 14,576 |
|
Lipson Mark L
Common Stock
|
2020-10-01 | Buy | 1,401 | $37.10 | 51,977 |
| showing 20 of 173 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 56 | 1,478,670 |
| 2025-12-31 | 60 | 1,450,550 |
| 2025-09-30 | 52 | 1,335,378 |
| 2025-06-30 | 47 | 1,370,658 |
| 2025-03-31 | 46 | 1,271,709 |
| 2024-12-31 | 55 | 1,333,937 |
| 2024-09-30 | 51 | 1,074,068 |
| 2024-06-30 | 50 | 992,368 |
| 2024-03-31 | 46 | 1,181,786 |
| 2023-12-31 | 45 | 1,137,426 |
| 2023-09-30 | 38 | 920,626 |
| 2023-06-30 | 38 | 1,014,870 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Shaker Financial Services LLC | [2026-06-30] | SOLE | 153,239 | 153,966 |
| Diversified Management Inc | [2026-06-30] | SOLE | 103,162 | 121,285 |
| Smith Asset Management Co LLC | [2026-06-30] | SOLE | 28,062 | 28,062 |
| Hennion & Walsh Asset Management Inc | [2026-06-30] | SOLE | 25,977 | 25,977 |
| Chemistry Wealth Management LLC | [2026-06-30] | SOLE | 0 | 14,191 |
| Cary Street Partners Financial LLC | [2026-06-30] | DFND | 4,419 | 9,812 | Prev | Page 1 | Next |