Sowell Financial Services LLC Voya Global Equity Dividend & Premium Opportunity Fund Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$4.91 - $5.53 $111,113 - $125,143	22,630 New	22,630 $115,000
Q2 2021 Aug 05, 2021	SELL	$5.69 - $6.11 $893 - $959	-157 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$5.17 - $5.7 $134 - $148	-26 Reduced 14.21%	157 $1,000
Q4 2020 Jan 13, 2021	BUY	$4.62 - $5.28 $97 - $110	21 Added 12.96%	183 $1,000
Q3 2020 Nov 12, 2020	BUY	$4.8 - $5.12 $81 - $87	17 Added 11.72%	162 $1,000
Q1 2020 May 12, 2020	BUY	$3.85 - $6.35 $558 - $920	145 New	145 $1,000

Others Institutions Holding IGD

# of Institutions

96

Shares Held

23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.31M
Shares

$18.2 Million
0.0% of portfolio
Capital Investment Advisors, LLC

2.7M
Shares

$14.9 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

2.64M
Shares

$14.5 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

2.34M
Shares

$12.9 Million
0.43% of portfolio
Penserra Capital Management LLC Orinda, CA

2.01M
Shares

$11.1 Million
0.25% of portfolio

About Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND

Ticker IGD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Voya Global Equity Dividend and Premium Opportunity Fund is a closed-ended equity mutual fund launched by Voya Investment Management LLC. The fund is co-managed by Voya Investments, LLC and NNIP Advisors B.V. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.