Smith Asset Management Co., LLC Source Capital Inc Transaction History
Smith Asset Management Co., LLC
- $106 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SOR
# of Institutions
8Shares Held
93.1KCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL44.9KShares$1.97 Million0.0% of portfolio
-
Lake Street Advisors Group, LLC15.4KShares$675,0410.03% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN14.9KShares$650,3610.0% of portfolio
-
Capital Investment Counsel, Inc10KShares$438,3870.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.12KShares$223,9630.0% 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...