Jones Financial Companies Lllp Source Capital Inc Transaction History
Jones Financial Companies Lllp
- $105 Billion
- Q4 2024
A detailed history of Jones Financial Companies Lllp transactions in Source Capital Inc stock. As of the latest transaction made, Jones Financial Companies Lllp holds 4,748 shares of SOR stock, worth $202,217. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,748Holding current value
$202,217% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SOR
# of Institutions
55Shares Held
1.3MCall 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...