Sowell Financial Services LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$32.03 - $34.11 $19,185 - $20,431	599 Added 4.48%	13,980 $462,000
Q2 2023 Aug 14, 2023	BUY	$30.91 - $34.0 $24,109 - $26,520	780 Added 6.19%	13,381 $426,000
Q1 2023 May 12, 2023	SELL	$32.08 - $34.74 $815,345 - $882,951	-25,416 Reduced 66.85%	12,601 $417,000
Q4 2022 Feb 09, 2023	BUY	$34.05 - $36.99 $1.29 Million - $1.41 Million	38,017 New	38,017 $1.32 Million
Q2 2021 Aug 05, 2021	SELL	$27.04 - $31.0 $120,246 - $137,857	-4,447 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$25.55 - $28.19 $11,114 - $12,262	-435 Reduced 8.91%	4,447 $134,000
Q3 2020 Nov 12, 2020	BUY	$21.08 - $23.71 $56,789 - $63,874	2,694 Added 123.13%	4,882 $113,000
Q3 2019 Nov 14, 2019	BUY	$22.98 - $24.53 $50,280 - $53,671	2,188 New	2,188 $52,000

Others Institutions Holding BCD

# of Institutions

60

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Great Lakes Advisors, LLC Chicago, IL

801K
Shares

$25.7 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

176K
Shares

$5.65 Million
0.0% of portfolio
Envestnet Asset Management Inc

117K
Shares

$3.74 Million
0.0% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

101K
Shares

$3.25 Million
0.11% of portfolio
Core Cap Advisors, LLC Southfield, MI

101K
Shares

$3.23 Million
0.16% of portfolio

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