Sowell Financial Services LLC First Tr Morningstar Dividend Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 15, 2022	BUY	$32.13 - $37.78 $391,343 - $460,160	12,180 New	12,180 $391,000
Q2 2021 Aug 05, 2021	SELL	$32.86 - $35.14 $87,933 - $94,034	-2,676 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$29.2 - $32.92 $350 - $395	12 Added 0.45%	2,676 $93,000
Q4 2020 Jan 13, 2021	BUY	$25.5 - $30.51 $63,928 - $76,488	2,507 Added 1596.82%	2,664 $79,000
Q3 2020 Nov 12, 2020	BUY	$24.81 - $27.46 $49 - $54	2 Added 1.29%	157 $4,000
Q2 2020 Aug 13, 2020	SELL	$21.3 - $29.06 $74,954 - $102,262	-3,519 Reduced 95.78%	155 $4,000
Q1 2020 May 12, 2020	BUY	$19.15 - $32.68 $766 - $1,307	40 Added 1.1%	3,674 $82,000
Q4 2019 Feb 07, 2020	BUY	$29.94 - $32.68 $1,347 - $1,470	45 Added 1.25%	3,634 $118,000
Q3 2019 Nov 14, 2019	BUY	$29.15 - $31.57 $104,619 - $113,304	3,589 New	3,589 $111,000

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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