A detailed history of Beverly Hills Private Wealth, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 19,789 shares of SF stock, worth $1.9 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,789
Previous 12,193 62.3%
Holding current value
$1.9 Million
Previous $953 Million 74.72%
% of portfolio
0.36%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$74.35 - $84.15 $564,762 - $639,203
7,596 Added 62.3%
19,789 $1.67 Billion
Q1 2024

May 08, 2024

BUY
$68.0 - $78.17 $487,220 - $560,088
7,165 Added 142.5%
12,193 $953 Million
Q4 2023

Jan 29, 2024

BUY
$55.44 - $69.94 $278,752 - $351,658
5,028 New
5,028 $348 Million

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $10.2B
  • Description
  • Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...
More about SF
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