Concurrent Investment Advisors, LLC Stifel Financial Corp Transaction History
Concurrent Investment Advisors, LLC
- $2.48 Trillion
- Q1 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 7,401 shares of SF stock, worth $617,539. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,401
Previous 7,290
1.52%
Holding current value
$617,539
Previous $504 Million
14.77%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SF
# of Institutions
452Shares Held
82.8MCall Options Held
258KPut Options Held
39.7K-
Vanguard Group Inc Valley Forge, PA10.5MShares$873 Million0.02% of portfolio
-
Black Rock Inc. New York, NY8.99MShares$750 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA6.09MShares$508 Million0.11% of portfolio
-
State Street Corp Boston, MA3.11MShares$259 Million0.01% of portfolio
-
Earnest Partners LLC Atlanta, GA2.93MShares$245 Million1.08% of portfolio
About STIFEL FINANCIAL CORP
- Ticker SF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 106,225,000
- Market Cap $8.86B
- 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 ...