Waypoint Wealth Partners Inc. Source Capital Inc Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Source Capital Inc stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 7,154 shares of SOR stock, worth $300,038. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,154Holding current value
$300,038% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SOR
# of Institutions
52Shares Held
1.09MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.152KShares$6.36 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.61 Million0.0% of portfolio
-
Hara Capital LLC Bellevue, WA83.4KShares$3.5 Million2.27% of portfolio
-
Mesirow Financial Investment Management, Inc.76.4KShares$3.21 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA74.5KShares$3.13 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...