Sterling Manor Financial, LLC First Tr Lge Cap Growth Transaction History

Sterling Manor Financial, LLC

$141 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	SELL	$95.63 - $104.25 $101,080 - $110,192	-1,057 Reduced 2.18%	47,391 $4.59 Million
Q2 2023 Jul 21, 2023	BUY	$90.91 - $101.29 $4.4 Million - $4.91 Million	48,448 New	48,448 $4.91 Million
Q3 2022 Oct 12, 2022	BUY	$85.55 - $100.9 $215,671 - $254,368	2,521 New	2,521 $216,000
Q1 2022 Apr 21, 2022	SELL	$97.1 - $118.68 $7.44 Million - $9.09 Million	-76,601 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$109.29 - $124.15 $1.98 Million - $2.25 Million	-18,084 Reduced 19.1%	76,601 $9.21 Million
Q3 2021 Oct 08, 2021	BUY	$107.61 - $119.12 $6.59 Million - $7.29 Million	61,225 Added 182.98%	94,685 $10.5 Million
Q2 2021 Jul 16, 2021	BUY	$96.28 - $110.18 $232,516 - $266,084	2,415 Added 7.78%	33,460 $3.67 Million
Q1 2021 Apr 20, 2021	SELL	$91.91 - $106.03 $606,697 - $699,904	-6,601 Reduced 17.53%	31,045 $3.03 Million
Q4 2020 Feb 01, 2021	BUY	$82.44 - $98.61 $3.1 Million - $3.71 Million	37,646 New	37,646 $3.64 Million

Others Institutions Holding FTC

# of Institutions

203

Shares Held

6.31M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

833K
Shares

$123 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

715K
Shares

$105 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$76.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

443K
Shares

$65.3 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$63.4 Million
0.16% of portfolio

About FIRST TR LGE CAP GROWTH

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