Cornerstone Advisors, LLC Source Capital Inc Transaction History

Cornerstone Advisors, LLC

  • $2.51 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 13, 2020
SELL
$33.38 - $37.72 $2.66 Million - $3.01 Million
-79,733 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$28.86 - $34.87 $339,653 - $410,385
11,769 Added 17.32%
79,733 $2.64 Million
Q1 2020

May 13, 2020
SELL
$24.98 - $41.3 $1.58 Million - $2.62 Million
-63,394 Reduced 48.26%
67,964 $2.09 Million
Q4 2019

Feb 12, 2020
BUY
$35.78 - $38.92 $4.7 Million - $5.11 Million
131,358 New
131,358 $5.08 Million

Others Institutions Holding SOR

# of Institutions
52
Shares Held
1.08M
Call Options Held
0
Put Options Held
0
View Full List

About SOURCE CAPITAL INC

SOR Quotes by TradingView
  • 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...
More about SOR
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