Sowell Financial Services LLC Purchases in Q4 2024

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
8.63K
+ 50.39%
$38.08 - $50.82 $329K - $438K
25.8K $980K
SO
Southern CO

Utilities
4.02K
+ 15.33%
$81.5 - $94.15 $327K - $378K
30.2K $2.49M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
5.58K
+ 14.83%
$57.96 - $64.2 $323K - $358K
43.2K $2.51M
COLB
Columbia Banking System, Inc.

Financial Services
1.81K
+ 2.62%
$25.29 - $32.01 $45.8K - $57.9K
70.9K $1.91M
AMSC
American Superconductor Corp

Industrials
3.68K
+ 32.24%
$21.33 - $36.81 $78.4K - $135K
15.1K $371K
IBM
International Business Machines Corp

Technology
641
+ 2.06%
$204.9 - $238.04 $131K - $153K
31.7K $6.97M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.62K
+ 15.11%
$55.86 - $60.21 $90.4K - $97.5K
12.3K $706K
GPS
Gap Inc

Consumer Cyclical
5.03K
+ 11.69%
N/A
48K $968K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.73K
+ 11.49%
$46.48 - $51.32 $80.3K - $88.6K
16.8K $807K
OWL
Blue Owl Capital Inc.

Financial Services
1.33K
+ 8.09%
$19.51 - $24.81 $25.9K - $32.9K
17.7K $412K
VTRS
Viatris Inc

Healthcare
4.57K
+ 14.16%
$11.32 - $13.37 $51.8K - $61.1K
36.9K $458K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.42K
+ 10.95%
$53.97 - $63.88 $76.6K - $90.6K
14.4K $824K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
11.7K
+ 5.92%
$16.5 - $17.41 $192K - $203K
208K $3.48M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.31K
+ 5.8%
$57.14 - $64.54 $189K - $214K
60.3K $3.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.22K
+ 16.18%
$20.98 - $21.19 $67.6K - $68.3K
23.1K $487K
HPQ
Hp Inc

Technology
4.59K
+ 18.07%
$32.46 - $39.3 $149K - $180K
30K $977K
DVY
Ishares Tr

ETFs
1.06K
+ 5.54%
$129.55 - $143.41 $137K - $152K
20.2K $2.65M
AIQ
Global X Funds Global X Artifi

ETFs
1.22K
+ 9.13%
$36.57 - $40.57 $44.6K - $49.5K
14.6K $562K
JLS
Nuveen Mortgage & Income Fund

Financial Services
3.97K
+ 27.15%
$17.91 - $18.99 $71K - $75.3K
18.6K $335K
EFV
Msci Eafe Value ETF

ETFs
4.55K
+ 13.1%
$51.78 - $57.15 $235K - $260K
39.3K $2.06M
PDP
Invesco Exchange Traded Fd Tr

ETFs
110
+ 0.96%
$102.88 - $117.55 $11.3K - $12.9K
11.5K $1.24M
PNW
Pinnacle West Capital Corp

Utilities
1.2K
+ 11.34%
$84.03 - $94.52 $101K - $113K
11.8K $998K
ARCC
Ares Capital Corp

Financial Services
1.05K
+ 2.88%
$20.74 - $22.27 $21.8K - $23.4K
37.5K $820K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.58K
+ 20.13%
N/A
15.4K $291K
ORCC
Owl Rock Capital Corp

Financial Services
3.46K
+ 15.06%
N/A
26.4K $354K
GIS
General Mills Inc

Consumer Defensive
9.02K
+ 17.14%
$62.78 - $74.62 $566K - $673K
61.6K $3.93M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
742
+ 5.09%
$81.68 - $82.93 $60.6K - $61.5K
15.3K $1.26M
PR
Permian Resources Corporation

Energy
1.86K
+ 9.49%
$13.41 - $16.21 $24.9K - $30.2K
21.5K $308K
HTGC
Hercules Capital, Inc.

Financial Services
1.33K
+ 4.83%
$18.53 - $20.22 $24.6K - $26.8K
28.8K $577K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
407
+ 3.91%
$100.24 - $101.35 $40.8K - $41.2K
10.8K $1.09M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
11.8K
+ 3.02%
$5.64 - $5.93 $66.6K - $70K
403K $2.29M
MET
Metlife Inc

Financial Services
710
+ 1.35%
$78.15 - $88.25 $55.5K - $62.7K
53.1K $4.35M
ERC
Allspring Multi Sector Income Fund

Financial Services
9.54K
+ 6.0%
$8.84 - $9.54 $84.3K - $91K
169K $1.55M
EXC
Exelon Corp

Utilities
2.01K
+ 10.58%
$36.22 - $40.97 $72.7K - $82.2K
21K $789K
PCEF
Invesco Cef Income Composite E

ETFs
1.84K
+ 6.76%
$19.05 - $19.86 $35K - $36.4K
29K $555K
AGNC
Agnc Investment Corp.

Real Estate
7.63K
+ 16.24%
$9.21 - $10.59 $70.3K - $80.8K
54.6K $503K
PGF
Invesco Exchange Traded Fd Tr

ETFs
3.62K
+ 9.51%
$14.4 - $15.83 $52.1K - $57.3K
41.6K $605K
UTG
Reaves Utility Income Fund

Financial Services
2.13K
+ 3.86%
$30.81 - $34.99 $65.5K - $74.4K
57.3K $1.81M
HEFA
Ishares Currency Hedged Msci E

ETFs
441
+ 2.5%
$34.42 - $35.88 $15.2K - $15.8K
18.1K $627K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.66K
+ 9.07%
$19.82 - $21.55 $52.7K - $57.3K
32K $634K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
242
+ 0.82%
N/A
29.6K $364K
PPL
Ppl Corp

Utilities
294
+ 2.53%
$31.47 - $35.0 $9.25K - $10.3K
11.9K $386K
Advisors Inner Circle Fd Ii
14.6K
New
N/A
14.6K $0
Amplify ETF Tr
33.7K
+ 190.9%
N/A
51.3K $0
CGSD
Capital Grp Core Plus Income E
1.26K
+ 8.93%
N/A
15.4K $0
Prospect Cap Corp
341K
New
N/A
341K $0
Advisors Inner Circle Fd Ii
13.7K
New
N/A
13.7K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.5K
New
N/A
11.5K $0
FLQH
Franklin Templeton Libertyq In

ETFs
12.7K
+ 109.17%
N/A
24.4K $0
Activity Summary
Buys All Purchases 323 New Holdings 99 Increased Positions 224 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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