Hc Financial Advisors Inc Source Capital Inc Transaction History
Hc Financial Advisors Inc
- $149 Million
- Q2 2022
A detailed history of Hc Financial Advisors Inc transactions in Source Capital Inc stock. As of the latest transaction made, Hc Financial Advisors Inc holds 174 shares of SOR stock, worth $7,367. This represents 0.0% of its overall portfolio holdings.
Number of Shares
174
Previous 174
-0.0%
Holding current value
$7,367
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOR
# of Institutions
51Shares Held
1.09MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.152KShares$6.42 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.64 Million0.0% of portfolio
-
Hara Capital LLC Bellevue, WA83.4KShares$3.53 Million2.27% of portfolio
-
Mesirow Financial Investment Management, Inc.76.4KShares$3.24 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA74.5KShares$3.15 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...