Concurrent Investment Advisors, LLC Stifel Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,453 shares of SF stock, worth $866,187. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,453
Previous 7,479
0.35%
Holding current value
$866,187
Previous $629 Million
11.19%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SF
# of Institutions
464Shares Held
80.7MCall Options Held
259KPut Options Held
54K-
Vanguard Group Inc Valley Forge, PA10.4MShares$1.21 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.25MShares$1.07 Billion0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.47MShares$404 Million0.07% of portfolio
-
State Street Corp Boston, MA3.12MShares$363 Million0.01% of portfolio
-
Alliancebernstein L.P. New York, NY2.97MShares$346 Million0.1% of portfolio
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 ...