Capital Investment Counsel, Inc Source Capital Inc Call Options Transaction History
Capital Investment Counsel, Inc
- $663 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SOR
# of Institutions
17Shares Held
274KCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL44.9KShares$1.87 Million0.0% of portfolio
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Anchor Investment Management, LLC Columbia, SC27.4KShares$1.14 Million0.11% of portfolio
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Lake Street Advisors Group, LLC15.4KShares$643,1090.03% of portfolio
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Sanctuary Advisors, LLC Indianapolis, IN14.9KShares$619,5960.0% of portfolio
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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...