Concurrent Investment Advisors, LLC Stifel Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
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 7,484 shares of SF stock, worth $836,037. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,484
Previous 7,322
2.21%
Holding current value
$836,037
Previous $690 Million
12.54%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SF
# of Institutions
555Shares Held
80.5MCall Options Held
164KPut Options Held
55.5K-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.19 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY9.25MShares$1.03 Billion0.02% of portfolio
-
State Street Corp Boston, MA3.23MShares$361 Million0.01% of portfolio
-
Earnest Partners LLC Atlanta, GA2.92MShares$326 Million1.37% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.61MShares$292 Million0.06% of portfolio
About STIFEL FINANCIAL CORP
- Ticker SF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 106,225,000
- Market Cap $11.9B
- 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 ...