Advertisement
Screener

Sowell Financial Services LLC Historic Quarter Change: Foreign Preferred Shares, Reduced

Sowell Financial Services LLC historic quarter change: Foreign Preferred Shares, Reduced

In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Sowell Financial Services LLC opened 1 positions, added to 1, reduced 2 and sold out of 0.

  • Q2 2026: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 33,377.
  • Q2 2025: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 33,763.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633697), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GGB
GERDAU SA
SPON ADR REP PFD33,37732,063-1,314$120,490$129,533+$9,0432026-07-20
Q2 2025GGB
GERDAU SA
SPON ADR REP PFD33,76332,377-1,386$95,886$94,540-$1,3462025-07-14

Similar Firms

Firm NameCountry13F ValueHoldings
Leonteq Securities AGSwitzerland$2.704B1,305
Shaolin Capital Management LLCUnited States$2.705B491
HOLLENCREST CAPITAL MANAGEMENTUnited States$2.703B1,244
Longaeva Partners L.P.United States$2.701B204
Bowie Capital Management, LLCUnited States$2.708B36
Gladstone Institutional Advisory LLCUnited States$2.699B829
CAPITAL INTERNATIONAL LTD /CA/United States$2.698B146
Henshaw Capital LLCUnited States$2.697B160
NICOLET BANKSHARES INCUnited States$2.711B832
TEXAS PERMANENT SCHOOL FUND CORPUnited States$2.697B11