Source Capital, Inc. $SOR Shares Sold by Mesirow Financial Investment Management Inc.

Posted by on May 15th, 2026

Mesirow Financial Investment Management Inc. reduced its position in shares of Source Capital, Inc. (NYSE:SOR – Free Report) by 51.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,751 shares of the financial services provider’s stock after selling 39,503 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Source Capital were worth $1,727,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. First Trust Advisors LP raised its holdings in shares of Source Capital by 2.0% in the 2nd quarter. First Trust Advisors LP now owns 69,152 shares of the financial services provider’s stock valued at $2,999,000 after buying an additional 1,353 shares during the period. Raymond James Financial Inc. grew its position in Source Capital by 4.9% in the 2nd quarter. Raymond James Financial Inc. now owns 46,000 shares of the financial services provider’s stock valued at $1,995,000 after acquiring an additional 2,165 shares in the last quarter. Osaic Holdings Inc. grew its position in Source Capital by 120.1% in the 2nd quarter. Osaic Holdings Inc. now owns 11,811 shares of the financial services provider’s stock valued at $512,000 after acquiring an additional 6,445 shares in the last quarter. Hara Capital LLC increased its stake in Source Capital by 1.7% during the third quarter. Hara Capital LLC now owns 109,344 shares of the financial services provider’s stock worth $4,923,000 after purchasing an additional 1,807 shares during the period. Finally, Capital Investment Counsel Inc purchased a new stake in Source Capital during the third quarter worth about $451,000. 13.15% of the stock is owned by institutional investors and hedge funds.

Source Capital Price Performance

Shares of SOR opened at $45.98 on Friday. The company’s 50-day simple moving average is $46.12 and its 200-day simple moving average is $46.88. Source Capital, Inc. has a 1 year low of $41.50 and a 1 year high of $50.41.

Source Capital Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Monday, August 31st. Shareholders of record on Thursday, August 13th will be issued a dividend of $0.2083 per share. The ex-dividend date is Thursday, August 13th. This represents a c) dividend on an annualized basis and a yield of 5.4%.

Source Capital Profile

(Free Report)

Source Capital Inc is an externally managed specialty finance company that provides flexible financing solutions to U.S. middle-market companies. Structured as a closed-end investment company, it focuses on investing in both debt and equity securities of businesses seeking growth capital, refinancing, acquisitions, recapitalizations and other strategic initiatives.

The company’s investment strategy encompasses senior secured loans, unitranche facilities, second-lien financings, mezzanine debt and equity co-investments.

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Institutional Ownership by Quarter for Source Capital (NYSE:SOR)

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