SOR Smart Money
Source Capital, Inc.
1W: -1.0%
1M: -2.7%
3M: -3.3%
YTD: -2.5%
1Y: +0.7%
3Y: +43.1%
5Y: +44.5%
$44.95
-0.02 (-0.04%)
Weekly Expected Move ±1.5%
$44
$44
$45
$46
$46
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 202663
Institutions Holding
-2 vs prior
20.2%
Ownership
+1.67%
7
New
21
Increased
25
Reduced
6
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| DKM Wealth Management, Inc. | 313,096 | $14M | +11,647 | 2026-06-30 | Filing |
| D.A. DAVIDSON & CO. | 166,920 | $8M | -2,369 | 2026-06-30 | Filing |
| Shaker Financial Services, LLC | 153,966 | $7M | +123,761 | 2026-06-30 | Filing |
| DIVERSIFIED MANAGEMENT INC | 121,285 | $6M | +3,316 | 2026-06-30 | Filing |
| Hara Capital LLC | 99,565 | $5M | +34,826 | 2026-06-30 | Filing |
| MORGAN STANLEY | 90,877 | $4M | +558 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 75,554 | $3M | +1,024 | 2026-06-30 | Filing |
| Mesirow Financial Investment Management, | 75,409 | $3M | +60 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 67,504 | $3M | -814 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 58,017 | $3M | -941 | 2026-06-30 | Filing |
| Invesco Ltd. | 33,952 | $2M | +2,031 | 2026-06-30 | Filing |
| Anchor Investment Management, LLC | 28,757 | $1M | -3,220 | 2026-06-30 | Filing |
| Smith Asset Management Co., LLC | 28,062 | $1M | -164 | 2026-06-30 | Filing |
| Hennion & Walsh Asset Management, Inc. | 25,977 | $1M | -6,259 | 2026-06-30 | Filing |
| US BANCORP \DE | 24,800 | $1M | — | 2026-06-30 | Filing |
| Keating Financial Advisory Services, Inc | 22,786 | $1M | -18,487 | 2026-06-30 | Filing |
| LPL Financial LLC | 21,025 | $966K | -287 | 2026-06-30 | Filing |
| &PARTNERS | 15,799 | $726K | +925 | 2026-06-30 | Filing |
| OSAIC HOLDINGS, INC. | 15,115 | $695K | +8,282 | 2026-06-30 | Filing |
| Chemistry Wealth Management LLC | 14,191 | $652K | -1,505 | 2026-06-30 | Filing |