Mraz Amerine & Associates Inc. lessened its stake in shares of Source Capital, Inc. (NYSE:SOR – Free Report) by 9.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,070 shares of the financial services provider’s stock after selling 867 shares during the period. Mraz Amerine & Associates Inc.’s holdings in Source Capital were worth $359,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently made changes to their positions in SOR. International Assets Investment Management LLC raised its position in Source Capital by 4,352.5% during the third quarter. International Assets Investment Management LLC now owns 22,040 shares of the financial services provider’s stock valued at $981,000 after purchasing an additional 21,545 shares in the last quarter. Baltimore Washington Financial Advisors Inc. acquired a new stake in shares of Source Capital in the 2nd quarter valued at $662,000. Sanctuary Advisors LLC bought a new position in shares of Source Capital in the 2nd quarter valued at $583,000. D.A. Davidson & CO. raised its holdings in shares of Source Capital by 9.1% during the 2nd quarter. D.A. Davidson & CO. now owns 138,536 shares of the financial services provider’s stock worth $6,132,000 after buying an additional 11,518 shares in the last quarter. Finally, Hennion & Walsh Asset Management Inc. raised its holdings in shares of Source Capital by 220.2% during the 3rd quarter. Hennion & Walsh Asset Management Inc. now owns 14,689 shares of the financial services provider’s stock worth $654,000 after buying an additional 10,102 shares in the last quarter. 13.15% of the stock is currently owned by institutional investors and hedge funds.
Source Capital Stock Down 0.1 %
NYSE:SOR opened at $43.88 on Friday. Source Capital, Inc. has a twelve month low of $37.26 and a twelve month high of $47.91. The stock’s 50-day simple moving average is $44.08 and its 200 day simple moving average is $43.33.
Source Capital Dividend Announcement
Source Capital Profile
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.
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