Greenwich Wealth Management LLC Stifel Financial Corp Transaction History

Greenwich Wealth Management LLC

$1.47 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$55.57 - $62.02 $11,058 - $12,341	-199 Reduced 0.87%	22,750 $1.36 Million
Q1 2023 Apr 24, 2023	SELL	$54.85 - $68.04 $30,990 - $38,442	-565 Reduced 2.4%	22,949 $1.36 Million
Q3 2022 Nov 14, 2022	BUY	$24.03 - $64.87 $21,194 - $57,215	882 Added 3.9%	23,514 $1.22 Million
Q4 2021 Jan 28, 2022	SELL	$65.84 - $77.66 $7,703 - $9,086	-117 Reduced 0.51%	22,632 $1.59 Million
Q3 2021 Oct 19, 2021	BUY	$61.25 - $70.78 $122 - $141	2 Added 0.01%	22,749 $1.55 Million
Q2 2021 Jul 27, 2021	SELL	$60.57 - $71.58 $1,211 - $1,431	-20 Reduced 0.09%	22,747 $1.48 Million
Q1 2021 May 06, 2021	SELL	$48.77 - $67.68 $4,047 - $5,617	-83 Reduced 0.36%	22,767 $1.46 Million
Q4 2020 Feb 12, 2021	BUY	$34.29 - $51.96 $258,958 - $392,401	7,552 Added 49.37%	22,850 $1.15 Million
Q3 2020 Oct 29, 2020	BUY	$30.08 - $36.11 $5,203 - $6,247	173 Added 1.14%	15,298 $773,000
Q2 2020 Aug 11, 2020	SELL	$23.45 - $37.45 $7,035 - $11,235	-300 Reduced 1.94%	15,125 $717,000
Q1 2020 May 12, 2020	BUY	$21.97 - $45.81 $4,174 - $8,703	190 Added 1.25%	15,425 $637,000
Q4 2019 Feb 10, 2020	BUY	$33.78 - $42.02 $2,128 - $2,647	63 Added 0.42%	15,235 $924,000
Q3 2019 Nov 12, 2019	SELL	$34.13 - $40.99 $10,716 - $12,870	-314 Reduced 2.03%	15,172 $871,000
Q2 2019 Aug 13, 2019	SELL	$35.75 - $39.79 $16,516 - $18,382	-462 Reduced 2.9%	15,486 $915,000
Q1 2019 May 14, 2019	BUY	$26.67 - $37.61 $2,160 - $3,046	81 Added 0.51%	15,948 $841,000
Q4 2018 Feb 11, 2019	SELL	$26.01 - $34.84 $5,097 - $6,828	-196 Reduced 1.22%	15,867 $657,000
Q3 2018 Nov 07, 2018	BUY	$34.17 - $37.51 $546 - $600	16 Added 0.1%	16,063 $823,000
Q2 2018 Jul 25, 2018	BUY	$34.83 - $41.07 $1,288 - $1,519	37 Added 0.23%	16,047 $838,000
Q4 2017 Feb 07, 2018	SELL	$34.08 - $40.78 $5,214 - $6,239	-153 Reduced 0.95%	16,010 $954,000
Q3 2017 Nov 14, 2017	BUY	$30.16 - $35.64 $31,547 - $37,279	1,046 Added 6.92%	16,163 $864,000
Q2 2017 Aug 14, 2017	BUY	N/A	15,117	15,117 $695,000

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

$1.1 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

9.25M
Shares

$982 Million
0.02% of portfolio
Capital Research Global Investors Los Angeles, CA

3.47M
Shares

$369 Million
0.07% of portfolio
State Street Corp Boston, MA

3.12M
Shares

$331 Million
0.01% of portfolio
Alliancebernstein L.P. New York, NY

2.97M
Shares

$316 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 $11.3B
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 ...

More about SF

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