Concurrent Investment Advisors, LLC Source Capital Inc Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Source Capital Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,366 shares of SOR stock, worth $690,481. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,366Holding current value
$690,481% of portfolio
0.02%Shares
1 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...