Hara Capital LLC Source Capital Inc Transaction History
Hara Capital LLC
- $167 Billion
- Q1 2024
A detailed history of Hara Capital LLC transactions in Source Capital Inc stock. As of the latest transaction made, Hara Capital LLC holds 87,051 shares of SOR stock, worth $3.8 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
87,051
Previous 74,194
17.33%
Holding current value
$3.8 Million
Previous $3 Billion
23.48%
% of portfolio
2.22%
Previous 2.11%
Shares
2 transactions
Others Institutions Holding SOR
# of Institutions
48Shares Held
1.03MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.127KShares$5.55 Million0.05% of portfolio
-
Chemistry Wealth Management LLC New York, NY102KShares$4.44 Million1.21% of portfolio
-
Morgan Stanley New York, NY86.2KShares$3.76 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.75.2KShares$3.28 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA69.9KShares$3.05 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...