Sowell Financial Services LLC Vanguard Bd Index Fd Inc Long Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$97.54 - $103.68 $103,294 - $109,797	-1,059 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$96.21 - $109.25 $1.03 Million - $1.17 Million	-10,708 Reduced 91.0%	1,059 $98,000
Q4 2020 Jan 13, 2021	SELL	$108.9 - $113.64 $56,410 - $58,865	-518 Reduced 4.22%	11,767 $1.28 Million
Q3 2020 Nov 12, 2020	BUY	$111.25 - $117.53 $1.15 Million - $1.21 Million	10,324 Added 526.47%	12,285 $1.37 Million
Q2 2020 Aug 13, 2020	SELL	$105.17 - $111.65 $344,747 - $365,988	-3,278 Reduced 62.57%	1,961 $219,000
Q1 2020 May 12, 2020	SELL	$91.55 - $114.49 $425,707 - $532,378	-4,650 Reduced 47.02%	5,239 $559,000
Q4 2019 Feb 07, 2020	BUY	$98.83 - $104.1 $430,305 - $453,251	4,354 Added 78.66%	9,889 $0
Q3 2019 Nov 14, 2019	SELL	$98.92 - $103.09 $22,257 - $23,195	-225 Reduced 3.91%	5,535 $568,000
Q1 2019 May 15, 2019	BUY	N/A	1,642 Added 39.87%	5,760 $0
Q4 2018 Mar 05, 2019	SELL	N/A	-18,782 Reduced 82.02%	4,118 $360,000
Q3 2018 Nov 13, 2018	BUY	N/A	19,352 Added 545.43%	22,900 $1.84 Million
Q2 2018 Aug 14, 2018	BUY	N/A	561 Added 18.78%	3,548 $314,000
Q1 2018 May 10, 2018	BUY	N/A	2,987 New	2,987 $262,000

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$632 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$231 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$174 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$159 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$146 Million
5.15% of portfolio

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