Cary Street Partners Investment Advisory LLC Stifel Financial Corp Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$58.77 - $66.33 $587 - $663	10 Added 14.29%	80 $4,000
Q2 2023 Aug 10, 2023	SELL	$55.57 - $62.02 $4,723 - $5,271	-85 Reduced 54.84%	70 $4,000
Q1 2023 May 12, 2023	BUY	$54.85 - $68.04 $2,742 - $3,402	50 Added 47.62%	155 $9,000
Q4 2022 Feb 14, 2023	BUY	$51.2 - $66.52 $5,376 - $6,984	105 New	105 $6,000

Others Institutions Holding SF

# of Institutions

464

Shares Held

80.7M

Call Options Held

259K

Put Options Held

54K

Vanguard Group Inc Valley Forge, PA

10.4M
Shares

$1.21 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

9.25M
Shares

$1.07 Billion
0.02% of portfolio
Capital Research Global Investors Los Angeles, CA

3.47M
Shares

$404 Million
0.07% of portfolio
State Street Corp Boston, MA

3.12M
Shares

$363 Million
0.01% of portfolio
Alliancebernstein L.P. New York, NY

2.97M
Shares

$346 Million
0.1% of portfolio

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 ...

More about SF

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