Northwestern Mutual Wealth Management CO Source Capital Inc Transaction History
Northwestern Mutual Wealth Management CO
- $118 Billion
- Q4 2024
A detailed history of Northwestern Mutual Wealth Management CO transactions in Source Capital Inc stock. As of the latest transaction made, Northwestern Mutual Wealth Management CO holds 700 shares of SOR stock, worth $29,967. This represents 0.0% of its overall portfolio holdings.
Number of Shares
700Holding current value
$29,967% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SOR
# of Institutions
57Shares Held
1.3MCall Options Held
0Put Options Held
0-
Dkm Wealth Management, Inc. Stockton, CA274KShares$11.7 Million11.31% of portfolio
-
D.A. Davidson & Co.157KShares$6.72 Million0.06% of portfolio
-
Morgan Stanley New York, NY88.3KShares$3.78 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.77.1KShares$3.3 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA72.7KShares$3.11 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...