Confluence Wealth Services, Inc. Source Capital Inc Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SOR
# of Institutions
52Shares Held
1.08MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.152KShares$6.6 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.74 Million0.0% of portfolio
-
Hara Capital LLC Bellevue, WA83.4KShares$3.63 Million2.27% of portfolio
-
Mesirow Financial Investment Management, Inc.76.4KShares$3.33 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA74.5KShares$3.24 Million0.0% 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...