Citizens Business Bank Source Capital Inc Transaction History
Citizens Business Bank
- $466 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding SOR
# of Institutions
48Shares Held
1.03MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.127KShares$5.59 Million0.05% of portfolio
-
Chemistry Wealth Management LLC New York, NY102KShares$4.48 Million1.21% of portfolio
-
Hara Capital LLC Bellevue, WA87.1KShares$3.83 Million2.22% of portfolio
-
Morgan Stanley New York, NY86.2KShares$3.79 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.75.2KShares$3.31 Million0.07% 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...