| $705M | ||
| $677M | ||
| $350M | ||
| $213M | ||
| $93M | ||
| $77M |
Buys | $0 | 0 | – |
Sells | $0 | 0 | – |
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This …
Over the last 12 months, insiders at Source Capital, Inc. have bought $0 and sold $0 worth of Source Capital, Inc. stock.
On average, over the past 5 years, insiders at Source Capital, Inc. have bought $83,758 and sold $66,427 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 373 shares for transaction amount of $15,024 was made by Brown Sandra (director) on 2024‑02‑01.
| 2024-02-01 | Sale | Brown Sandra | director | 1,649.53 0.018% | $40.27 | $66,427 | +11.52% | |
| 2024-02-01 | Brown Sandra | director | 373 0.0041% | $40.28 | $15,024 | +11.52% | ||
| 2023-06-01 | Lipson Mark L. | director | 1,315 0.0135% | $37.90 | $49,839 | +10.05% | ||
| 2023-06-01 | Selmo Brian A. | VP & Portfolio Manager | 400 0.0041% | $37.82 | $15,128 | +10.05% | ||
| 2023-04-03 | LEGGIO RYAN A. | Vice President - Strategy | 500 0.0051% | $37.81 | $18,905 | +6.45% | ||
| 2022-10-03 | Lipson Mark L. | director | 1,400 0.0135% | $35.64 | $49,892 | +9.02% | ||
| 2022-07-01 | Lipson Mark L. | director | 1,325 0.0136% | $37.83 | $50,129 | +1.15% | ||
| 2022-06-02 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0107% | $39.55 | $39,550 | -2.75% | ||
| 2022-02-01 | LEGGIO RYAN A. | Vice President - Strategy | 300 0.0035% | $42.69 | $12,807 | -7.72% | ||
| 2021-07-01 | OSBORNE ALFRED E JR | director | 1,410 0.0175% | $45.77 | $64,535 | -0.47% | ||
| 2021-06-02 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0124% | $45.59 | $45,590 | +0.85% | ||
| 2021-06-01 | LEGGIO RYAN A. | Vice President - Strategy | 1,000 0.0124% | $45.58 | $45,583 | +0.71% | ||
| 2021-06-01 | Brown Sandra | director | 600 0.0074% | $45.70 | $27,420 | +0.71% | ||
| 2020-10-02 | ATTEBERRY THOMAS H | VP & Portfolio Manager | 919 0.0092% | $36.92 | $33,929 | +22.62% | ||
| 2020-10-01 | ATTEBERRY THOMAS H | VP & Portfolio Manager | 1,725 0.0173% | $37.01 | $63,842 | +22.37% | ||
| 2020-10-01 | Selmo Brian A. | VP & Portfolio Manager | 395 0.004% | $36.90 | $14,576 | +22.37% | ||
| 2020-10-01 | Lipson Mark L. | director | 1,401 0.0141% | $37.10 | $51,977 | +22.37% | ||
| 2020-09-30 | ATWOOD J RICHARD | President | 2,000 0.0202% | $37.25 | $74,500 | +23.13% | ||
| 2020-09-30 | Landecker Mark | VP & Portfolio Manager | 3,000 0.0304% | $37.37 | $112,110 | +23.13% | ||
| 2020-09-29 | ATWOOD J RICHARD | President | 105 0.001% | $36.45 | $3,827 | +23.99% |
| ROMICK STEVEN T | VP & Portfolio Manager | 29076 0.3533% | $1.35M | 10 | 0 | +20.34% |
| ATWOOD J RICHARD | President | 27880 0.3387% | $1.3M | 15 | 0 | +13.18% |
| REES DAVID | director | 10069 0.1223% | $468,230.57 | 1 | 0 | +8.64% |
| ATTEBERRY THOMAS H | VP & Portfolio Manager | 9044 0.1099% | $420,546.00 | 9 | 0 | +12.83% |
| ONEIL STEPHEN W | 7500 0.0911% | $348,750.00 | 10 | 0 | +4.45% | |
| Lipson Mark L. | director | 6761 0.0821% | $314,386.50 | 6 | 0 | +8.97% |
| Selmo Brian A. | VP & Portfolio Manager | 5187 0.063% | $241,195.50 | 5 | 0 | +19.94% |
| LEGGIO RYAN A. | Vice President - Strategy | 4500 0.0547% | $209,250.00 | 8 | 0 | +7.91% |
| Landecker Mark | VP & Portfolio Manager | 3000 0.0364% | $139,500.00 | 1 | 0 | +23.13% |
| OSBORNE ALFRED E JR | director | 2410 0.0293% | $112,065.00 | 3 | 0 | +8.66% |
| ENDE ERIC S | President & CIO | 1850 0.0225% | $86,025.00 | 18 | 0 | +7.21% |
| RUDNICK ALLAN M | director | 1800 0.0219% | $83,700.00 | 3 | 0 | +13.17% |
| HERR GREGORY A | 1209 0.0147% | $56,213.93 | 3 | 0 | +11.2% | |
| ALTMAN WILLARD H JR | director | 1012 0.0123% | $47,058.00 | 2 | 0 | +12.43% |
| PISANO A ROBERT | director | 750 0.0091% | $34,875.00 | 2 | 1 | +9.86% |
| PATWARDHAN ABHIJEET V. | Vice President | 395 0.0048% | $18,367.50 | 2 | 0 | +3.42% |
| Brown Sandra | director | 373 0.0045% | $17,344.50 | 4 | 1 | +9.16% |
$5,430,497 | 304 | 12.86% | $307.62M | |
$99,257,367 | 263 | 6.97% | $662.11M | |
$69,241,238 | 123 | 12.47% | $643.74M | |
$8,121,707 | 113 | 7.90% | $601.31M | |
$3,793,752 | 109 | 8.48% | $258.75M |
| Increased Positions | 31 | +50.82% | 229,968 | +16.95% |
| Decreased Positions | 25 | -40.98% | 116,500 | -8.59% |
| New Positions | 14 | New | 188,704 | New |
| Sold Out Positions | 7 | Sold Out | 18,524 | Sold Out |
| Total Postitions | 67 | +9.84% | 1M | +8.36% |
| Dkm Wealth Management, Inc. | $13,276.00 | 3.57% | 285,637 | +4,194 | +1.49% | 2025-09-30 |
| D.A. Davidson & Co. | $7,906.00 | 2.13% | 170,091 | -2,057 | -1.2% | 2025-09-30 |
| Hara Capital Llc | $5,082.00 | 1.37% | 109,344 | +1,807 | +1.68% | 2025-09-30 |
| Morgan Stanley | $4,133.00 | 1.11% | 88,913 | +7,289 | +8.93% | 2025-09-30 |
| Mesirow Financial Investment Management, Inc. | $3,591.00 | 0.97% | 77,254 | +59 | +0.08% | 2025-09-30 |
| First Trust Advisors Lp | $3,387.00 | 0.91% | 72,869 | +3,717 | +5.38% | 2025-09-30 |
| Wells Fargo & Company/Mn | $2,597.00 | 0.7% | 55,872 | +689 | +1.25% | 2025-09-30 |
| Raymond James Financial Inc | $2,118.00 | 0.57% | 45,562 | -438 | -0.95% | 2025-09-30 |
| Hennion & Walsh Asset Management, Inc. | $1,523.00 | 0.41% | 32,766 | -287 | -0.87% | 2025-09-30 |
| Anchor Investment Management, Llc | $1,458.00 | 0.39% | 31,374 | -911 | -2.82% | 2025-09-30 |