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SOR
Source Capital
SOR
SOR
47.00
USD
+0.45
0.97%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
0.97%
5 days
1.49%
1 month
3.89%
3 months
3.5%
6 months
-1.96%
Year to date
1.12%
1 year
5.67%
5 years
1.58%
10 years
27.65%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
SPIA
26
Steward Partners Investment Advisory
New York
| $141K | +$147K | +3,775 | New |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $120K | -$20.9K | -537 | -14% |
|
| 28 |
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | -$10.9K | -281 | -12% |
|
| 29 |
29
First Manhattan
New York
| $57K | – | – | – |
|
| 30 |
30
Lazard Asset Management
New York
| $40K | – | – | – |
|
| 31 |
31
Rockefeller Capital Management
New York
| $19K | – | – | – |
|
| 32 |
HFA
32
HC Financial Advisors
Lafayette,
California
| $6K | – | – | – |
|
| 33 |
MTIC
33
Missouri Trust & Investment Company
Springfield,
Missouri
| $4K | – | – | – |
|
| 34 |
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1K | – | – | – |
|
| 35 |
35
HighTower Advisors
Chicago,
Illinois
| – | -$202K | -4,740 | Closed |
|
| 36 |
36
Jones Financial Companies
Des Peres,
Missouri
| – | -$145K | -3,450 | Closed |
|