A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Stifel Financial Corp stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 18,188 shares of SF stock, worth $1.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,188
Previous 17,164 5.97%
Holding current value
$1.7 Million
Previous $1.34 Million 14.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$74.35 - $84.15 $76,134 - $86,169
1,024 Added 5.97%
18,188 $1.53 Million
Q1 2024

May 06, 2024

SELL
$68.0 - $78.17 $3,196 - $3,673
-47 Reduced 0.27%
17,164 $1.34 Million
Q4 2023

Feb 07, 2024

SELL
$55.44 - $69.94 $50,450 - $63,645
-910 Reduced 5.02%
17,211 $1.19 Million
Q3 2023

Nov 13, 2023

BUY
$58.77 - $66.33 $1.06 Million - $1.2 Million
18,121 New
18,121 $1.11 Million

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $9.95B
  • 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

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.