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Home > Insider Trading > Source Capital Inc

Source Capital Inc (SOR)

Market is closed
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
No. Name Shares Value % Port
1.
Dkm Wealth Management, Inc.
 281,443 $12,204,213 10.52%
2.
D.a. Davidson & Co.
 172,148 $7,464,883 0.05%
3.
Mesirow Financial Investment Management, Inc.
 77,195 $3,347,394 0.07%
4.
Shaker Financial Services, Llc
 60,873 $2,639,636 0.96%
5.
Chemistry Wealth Management Llc
 48,855 $2,118,497 0.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)