Sowell Financial Services LLC Spdr Nuveen Bloomberg Short Te Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$49.5 - $49.73 $35,689 - $35,855	-721 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$49.43 - $49.87 $35,639 - $35,956	721 New	721 $36,000
Q4 2020 Jan 13, 2021	SELL	$49.66 - $49.86 $11,918 - $11,966	-240 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$49.76 - $50.06 $10,250 - $10,312	-206 Reduced 46.19%	240 $12,000
Q2 2020 Aug 13, 2020	BUY	$48.24 - $49.96 $21,515 - $22,282	446 New	446 $22,000
Q1 2020 May 12, 2020	SELL	$43.92 - $49.69 $7,554 - $8,546	-172 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$48.87 - $49.12 $28,197 - $28,342	-577 Reduced 77.04%	172 $0
Q3 2019 Nov 14, 2019	BUY	$48.76 - $49.06 $36,521 - $36,745	749 New	749 $37,000
Q1 2019 May 15, 2019	SELL	N/A	-19,012 Closed	0 $0
Q4 2018 Mar 05, 2019	BUY	N/A	19,012 New	19,012 $914,000

Others Institutions Holding SHM

# of Institutions

440

Shares Held

72.7M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$772 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$268 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$231 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$226 Million
0.05% of portfolio

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