Sowell Financial Services LLC Nuveen Esg Emerging Markets Eq 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
Q2 2021 Aug 05, 2021	SELL	$34.23 - $37.26 $70,445 - $76,681	-2,058 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$33.8 - $38.11 $10,376 - $11,699	-307 Reduced 12.98%	2,058 $73,000
Q4 2020 Jan 13, 2021	SELL	$28.41 - $33.45 $21,818 - $25,689	-768 Reduced 24.51%	2,365 $79,000
Q3 2020 Nov 12, 2020	BUY	$25.09 - $29.07 $752 - $872	30 Added 0.97%	3,133 $89,000
Q2 2020 Aug 13, 2020	SELL	$20.12 - $25.42 $17,383 - $21,962	-864 Reduced 21.78%	3,103 $78,000
Q1 2020 May 12, 2020	BUY	$18.95 - $28.05 $1,516 - $2,244	80 Added 2.06%	3,967 $83,000
Q4 2019 Feb 07, 2020	BUY	$24.57 - $27.65 $44,987 - $50,627	1,831 Added 89.06%	3,887 $0
Q3 2019 Nov 14, 2019	BUY	$24.8 - $25.74 $50,988 - $52,921	2,056 New	2,056 $51,000

Others Institutions Holding NUEM

# of Institutions

101

Shares Held

8.89M

Call Options Held

0

Put Options Held

0

Tiaa, Fsb St. Louis, MO

1.66M
Shares

$48.7 Million
0.16% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.37M
Shares

$40.2 Million
0.13% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

1.1M
Shares

$32.2 Million
4.76% of portfolio
Wealthfront Advisers LLC

949K
Shares

$27.9 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

456K
Shares

$13.4 Million
0.0% of portfolio

About NUVEEN ESG EMERGING MARKETS EQ

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