Blue Bell Private Wealth Management, LLC Source Capital Inc Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Source Capital Inc stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 200 shares of SOR stock, worth $8,518. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 1,083
81.53%
Holding current value
$8,518
Previous $48,000
83.33%
% of portfolio
0.0%
Previous 0.01%
Shares
22 transactions
Others Institutions Holding SOR
# of Institutions
56Shares Held
1.36MCall Options Held
0Put Options Held
0-
Dkm Wealth Management, Inc. Stockton, CA274KShares$11.7 Million11.31% of portfolio
-
D.A. Davidson & Co.157KShares$6.69 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.66 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.77.1KShares$3.28 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA72.7KShares$3.09 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...