Captrust Financial Advisors Stifel Financial Corp Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Stifel Financial Corp stock. As of the latest transaction made, Captrust Financial Advisors holds 31,343 shares of SF stock, worth $3.64 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,343

Previous 29,533 6.13%

Holding current value

$3.64 Million

Previous $2.49 Million 18.39%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$78.91 - $93.87 $142,827 - $169,904	1,810 Added 6.13%	31,343 $2.94 Million
Q2 2024 Aug 14, 2024	SELL	$74.35 - $84.15 $50,781 - $57,474	-683 Reduced 2.26%	29,533 $2.49 Million
Q1 2024 May 15, 2024	SELL	$68.0 - $78.17 $443,156 - $509,433	-6,517 Reduced 17.74%	30,216 $2.36 Million
Q4 2023 Feb 14, 2024	BUY	$55.44 - $69.94 $262,619 - $331,305	4,737 Added 14.8%	36,733 $2.54 Million
Q3 2023 Nov 14, 2023	BUY	$58.77 - $66.33 $1.58 Million - $1.79 Million	26,952 Added 534.34%	31,996 $1.97 Million
Q2 2023 Aug 14, 2023	SELL	$55.57 - $62.02 $55,903 - $62,392	-1,006 Reduced 16.63%	5,044 $300,000
Q1 2023 May 15, 2023	BUY	$54.85 - $68.04 $83,372 - $103,420	1,520 Added 33.55%	6,050 $357,000
Q4 2022 Feb 15, 2023	SELL	$51.2 - $66.52 $21,043 - $27,339	-411 Reduced 8.32%	4,530 $264,000
Q3 2022 Nov 16, 2022	BUY	$24.03 - $64.87 $18,911 - $51,052	787 Added 18.95%	4,941 $256,000
Q2 2022 Aug 23, 2022	SELL	$55.33 - $69.15 $2,877 - $3,595	-52 Reduced 1.24%	4,154 $233,000
Q2 2022 Aug 16, 2022	BUY	$55.33 - $69.15 $87,974 - $109,948	1,590 Added 60.78%	4,206 $236,000
Q1 2022 May 16, 2022	BUY	$61.76 - $81.43 $2,099 - $2,768	34 Added 1.32%	2,616 $178,000
Q4 2021 Feb 14, 2022	BUY	$65.84 - $77.66 $7,044 - $8,309	107 Added 4.32%	2,582 $182,000
Q3 2021 Nov 16, 2021	BUY	$61.25 - $70.78 $27,195 - $31,426	444 Added 21.86%	2,475 $168,000
Q1 2021 May 17, 2021	BUY	$48.77 - $67.68 $60,182 - $83,517	1,234 Added 154.83%	2,031 $130,000
Q4 2020 Feb 16, 2021	BUY	$34.29 - $51.96 $11,487 - $17,406	335 Added 72.51%	797 $40,000
Q3 2020 Nov 17, 2020	BUY	$30.08 - $36.11 $2,105 - $2,527	70 Added 17.86%	462 $24,000
Q2 2020 Aug 14, 2020	BUY	$23.45 - $37.45 $9,192 - $14,680	392 New	392 $18,000
Q4 2019 Feb 14, 2020	SELL	$33.78 - $42.02 $13,241 - $16,471	-392 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$34.13 - $40.99 $5,221 - $6,271	-153 Reduced 28.07%	392 $22,000
Q2 2019 Aug 13, 2019	BUY	$35.75 - $39.79 $5,291 - $5,888	148 Added 37.28%	545 $32,000
Q1 2019 May 15, 2019	BUY	$26.67 - $37.61 $2,133 - $3,008	80 Added 25.24%	397 $21,000
Q4 2018 Feb 13, 2019	SELL	$26.01 - $34.84 $338 - $452	-13 Reduced 3.94%	317 $13,000
Q3 2018 Nov 15, 2018	SELL	$34.17 - $37.51 $478 - $525	-14 Reduced 4.07%	330 $17,000
Q1 2018 May 15, 2018	SELL	$37.83 - $45.31 $1,097 - $1,313	-29 Reduced 7.77%	344 $20,000
Q4 2017 Feb 14, 2018	BUY	$34.08 - $40.78 $12,711 - $15,210	373	373 $22,000

Others Institutions Holding SF

# of Institutions

464

Shares Held

80.7M

Call Options Held

259K

Put Options Held

54K

View Full List

About STIFEL FINANCIAL CORP

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $12.3B
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 ...

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Captrust Financial Advisors Stifel Financial Corp Transaction History