Private Advisor Group, LLC Source Capital Inc Transaction History
Private Advisor Group, LLC
- $14.8 Billion
- Q2 2024
A detailed history of Private Advisor Group, LLC transactions in Source Capital Inc stock. As of the latest transaction made, Private Advisor Group, LLC holds 8,995 shares of SOR stock, worth $396,949. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,995
Previous 9,807
8.28%
Holding current value
$396,949
Previous $416,000
4.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SOR
# of Institutions
51Shares Held
979KCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.139KShares$6.11 Million0.05% of portfolio
-
Morgan Stanley New York, NY86.6KShares$3.82 Million0.0% of portfolio
-
Hara Capital LLC Bellevue, WA85.6KShares$3.78 Million2.42% of portfolio
-
Mesirow Financial Investment Management, Inc.75.8KShares$3.35 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA68.9KShares$3.04 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...