Hara Capital LLC Source Capital Inc Transaction History
Hara Capital LLC
- $164 Billion
- Q3 2024
A detailed history of Hara Capital LLC transactions in Source Capital Inc stock. As of the latest transaction made, Hara Capital LLC holds 83,395 shares of SOR stock, worth $3.67 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
83,395
Previous 85,551
2.52%
Holding current value
$3.67 Million
Previous $3.79 Billion
1.95%
% of portfolio
2.27%
Previous 2.42%
Shares
4 transactions
Others Institutions Holding SOR
# of Institutions
51Shares Held
1.06MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.139KShares$6.1 Million0.05% of portfolio
-
Morgan Stanley New York, NY86.6KShares$3.81 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.76.4KShares$3.37 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA68.9KShares$3.04 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL64.2KShares$2.83 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...