Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Stifel Financial Corp Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$55.33 - $69.15 $332,035 - $414,969	-6,001 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$61.76 - $81.43 $153,597 - $202,516	2,487 Added 70.77%	6,001 $408,000
Q4 2021 Feb 14, 2022	BUY	$65.84 - $77.66 $231,361 - $272,897	3,514 New	3,514 $247,000

Others Institutions Holding SF

# of Institutions

464

Shares Held

79.7M

Call Options Held

259K

Put Options Held

54K

Vanguard Group Inc Valley Forge, PA

10.4M
Shares

$1.08 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

9.25M
Shares

$966 Million
0.02% of portfolio
Capital Research Global Investors Los Angeles, CA

3.47M
Shares

$363 Million
0.07% of portfolio
State Street Corp Boston, MA

3.12M
Shares

$326 Million
0.01% of portfolio
Alliancebernstein L.P. New York, NY

2.97M
Shares

$311 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 $11.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account