Everett Harris & CO First Tr Morningstar Dividend Transaction History

Everett Harris & CO

$8 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$31.58 - $36.4 $179,816 - $207,261	5,694 New	5,694 $204,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$342 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$268 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$221 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.6 Million
0.11% of portfolio

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