Explore more topics
Public ownership evidence

Source Capital (SOR) Ownership Disclosures

Read SOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 32 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Beacon Pointe Advisors, LLC2026-06-302026-08-194,674$214,864None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,685$307,309None
OSAIC HOLDINGS, INC.2026-06-302026-08-15140$6,436None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,290$381,218None
READYSTATE ASSET MANAGEMENT LP2026-06-302026-08-1512,280$564,512None
&PARTNERS2026-06-302026-08-1515,799$726,272None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,766$124,216None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1510,334$475,062None
ROYAL BANK OF CANADA2026-06-302026-08-15675$31,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,140$52,000None
Invesco Ltd.2026-06-302026-08-1533,952$1,560,773None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,210$607,252None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1544,807$2,059,784None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1525,621$1,177,776None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1541,883$1,925,362None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,038$645,337None
Rockefeller Capital Management L.P.2026-06-302026-08-14913$41,971None
UBS Group AG2026-06-302026-08-145,560$255,593None
Manchester Capital Management LLC2026-06-302026-08-141,520$69,889None
Baltimore-Washington Financial Advisors, Inc.2026-06-302026-08-1414,067$646,660None
Crossingbridge Advisors, LLC2026-06-302026-08-141,700$78,149None
MORGAN STANLEY2026-06-302026-08-1490,877$4,177,616None
EVOLVE PRIVATE WEALTH, LLC2026-06-302026-08-1310,666$490,316None
Cetera Investment Advisers2026-06-302026-08-136,304$289,808None
NewEdge Advisors, LLC2026-06-302026-08-135,120$235,345None
US BANCORP \DE\2026-06-302026-08-1324,800$1,140,056None
JPMORGAN CHASE & CO2026-06-302026-08-13717$32,659None
Keating Financial Advisory Services, Inc.2026-06-302026-08-1222,786$1,047,476None
WHI TRUST Co LLC2026-06-302026-08-12912$41,925None
Hara Capital LLC2026-06-302026-08-1299,565$4,577,003None
FIRST TRUST ADVISORS LP2026-06-302026-08-1275,554$3,473,217None
Colonial Trust Co / SC2026-06-302026-08-120$4None

90-day public filing window, up to 50 source positions.

Beacon Pointe Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗READYSTATE ASSET MANAGEMENT LP ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗Pinnacle Financial Partners, Inc. ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.