SOR
Source Capital
SOR
SOR
54 hedge funds and large institutions have $58.9M invested in Source Capital in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
16
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
VWM
51
Venturi Wealth Management
Austin,
Texas
| $3.26K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3K | +67 | New |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.18K | – | – | – |
|
|
OPTFSNA
54
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $1.78K | +$1.78K | +41 | New |
|
|
IAIM
55
International Assets Investment Management
Orlando,
Florida
| – | -$495 | -22,040 | Closed |
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | -$924K | -20,755 | Closed |
|
|
CSPIA
57
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$240K | -5,386 | Closed |
|
|
NS
58
NBC Securities
Birmingham,
Alabama
| – | -$43K | -967 | Closed |
|
|
CFB
59
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$38.2K | -859 | Closed |
|
|
EFP
60
EnRich Financial Partners
Madison,
Wisconsin
| – | -$28.1K | -630 | Closed |
|
|
WAM
61
Wolverine Asset Management
Chicago,
Illinois
| – | -$17.3K | -389 | Closed |
|
|
GJWM
62
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$7.66K | -172 | Closed |
|