Sowell Financial Services LLC Global X Fds Global X Lithium 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
Q4 2023 Jan 24, 2024	BUY	$45.87 - $54.17 $965,838 - $1.14 Million	21,056 New	21,056 $1.07 Million
Q2 2023 Aug 14, 2023	BUY	$58.13 - $66.31 $1.04 Million - $1.18 Million	17,817 New	17,817 $1.16 Million
Q1 2022 May 13, 2022	SELL	$66.06 - $85.93 $2.57 Million - $3.35 Million	-38,968 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$78.69 - $96.31 $149,589 - $183,085	-1,901 Reduced 4.65%	38,968 $3.3 Million
Q3 2021 Nov 04, 2021	BUY	$72.05 - $87.02 $2.94 Million - $3.56 Million	40,869 New	40,869 $3.35 Million
Q2 2021 Aug 05, 2021	SELL	$58.04 - $72.46 $226,414 - $282,666	-3,901 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$55.15 - $74.31 $33,531 - $45,180	-608 Reduced 13.48%	3,901 $242,000
Q4 2020 Jan 13, 2021	BUY	$40.07 - $62.31 $172,661 - $268,493	4,309 Added 2154.5%	4,509 $279,000
Q3 2020 Nov 12, 2020	BUY	$31.86 - $40.85 $6,372 - $8,170	200 New	200 $8,000

Others Institutions Holding LIT

# of Institutions

327

Shares Held

5.92M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$21.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$19.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$18.8 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$17.9 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X LITHIUM

Ticker LIT
Sector ETFs
Industry ETFs

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.