Sanctuary Advisors, LLC Source Capital Inc Transaction History
Sanctuary Advisors, LLC
- $15.8 Trillion
- Q4 2024
A detailed history of Sanctuary Advisors, LLC transactions in Source Capital Inc stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 14,862 shares of SOR stock, worth $619,596. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,862
Previous 15,059
1.31%
Holding current value
$619,596
Previous $665 Million
5.86%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SOR
# of Institutions
10Shares Held
125KCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL44.9KShares$1.87 Million0.0% of portfolio
-
Anchor Investment Management, LLC Columbia, SC27.4KShares$1.14 Million0.11% of portfolio
-
Lake Street Advisors Group, LLC15.4KShares$643,1090.03% of portfolio
-
Capital Investment Counsel, Inc10KShares$417,6500.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.12KShares$213,3690.0% of portfolio
About SOURCE CAPITAL INC
- Ticker SOR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs funda...