Advisor Group Holdings, Inc. Source Capital Inc Transaction History
Advisor Group Holdings, Inc.
- $39.8 Billion
- Q4 2024
A detailed history of Advisor Group Holdings, Inc. transactions in Source Capital Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 5,485 shares of SOR stock, worth $231,412. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,485
Previous 5,678
3.4%
Holding current value
$231,412
Previous $252,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding SOR
# of Institutions
52Shares Held
1.08MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.157KShares$6.63 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.63 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.77.1KShares$3.25 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA74.5KShares$3.14 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL65.5KShares$2.77 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...