First Trust Advisors LP Source Capital Inc Transaction History
First Trust Advisors LP
- $108 Billion
- Q4 2024
A detailed history of First Trust Advisors LP transactions in Source Capital Inc stock. As of the latest transaction made, First Trust Advisors LP holds 65,760 shares of SOR stock, worth $2.82 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65,760
Previous 65,549
0.32%
Holding current value
$2.82 Million
Previous $2.92 Million
2.02%
% of portfolio
0.0%
Previous 0.0%
Shares
30 transactions
Others Institutions Holding SOR
# of Institutions
57Shares Held
1.3MCall Options Held
0Put Options Held
0-
Dkm Wealth Management, Inc. Stockton, CA274KShares$11.8 Million11.31% of portfolio
-
D.A. Davidson & Co.157KShares$6.74 Million0.06% of portfolio
-
Morgan Stanley New York, NY88.3KShares$3.79 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.77.1KShares$3.31 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA72.7KShares$3.12 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...