Sowell Financial Services LLC Strategy Shs Day Hagan/Ned Dav Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$30.36 - $33.55 $33,790 - $37,341	1,113 Added 10.98%	11,249 $371,000
Q4 2022 Feb 09, 2023	BUY	$28.73 - $32.57 $291,207 - $330,129	10,136 New	10,136 $309,000
Q2 2022 Aug 15, 2022	SELL	$30.73 - $35.86 $843,599 - $984,428	-27,452 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$34.28 - $37.53 $563,357 - $616,768	16,434 Added 149.16%	27,452 $695,000
Q4 2021 Feb 09, 2022	BUY	$33.6 - $37.6 $15,792 - $17,672	470 Added 4.46%	11,018 $410,000
Q3 2021 Nov 04, 2021	SELL	$33.09 - $35.2 $106,483 - $113,273	-3,218 Reduced 23.38%	10,548 $354,000
Q2 2021 Aug 05, 2021	BUY	$31.27 - $33.51 $340,592 - $364,990	10,892 Added 378.98%	13,766 $461,000
Q1 2021 May 07, 2021	BUY	$28.78 - $31.0 $82,713 - $89,094	2,874 New	2,874 $94,000

Others Institutions Holding SSUS

# of Institutions

69

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.27M
Shares

$54.4 Million
0.68% of portfolio
Cwm, LLC

976K
Shares

$41.8 Million
0.17% of portfolio
Royal Bank Of Canada Toronto, A6

942K
Shares

$40.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

886K
Shares

$38 Million
0.05% of portfolio
Iht Wealth Management, LLC Chicago, IL

842K
Shares

$36.1 Million
1.02% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

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