Purchases and Sales Made in Q4 2024 in Source Capital Inc (SOR)
This table provides information about the institutional ownership of Source Capital Inc (SOR) during Q4 2024. The information is specifically focused on institutions that hold shares of SOURCE CAPITAL INC .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.4K+ 77.55% |
$482K - $522K
|
26.1K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.09K+ 6.69% |
$46.2K - $50K
|
17.4K
$739K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.12% |
$296 - $321
|
5.91K
$251K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4.7K- 7.55% |
$199K - $215K
|
57.6K
$2.44M
|