A detailed history of Icon Wealth Advisors, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 130,880 shares of SF stock, worth $13.7 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
130,880
Holding current value
$13.7 Million
% of portfolio
0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$78.91 - $93.87 $10.1 Million - $12.1 Million
-128,518 Reduced 98.2%
2,362 $221,000
Q3 2024

Nov 12, 2024

BUY
$78.91 - $93.87 $10.3 Million - $12.3 Million
130,880 New
130,880 $12.3 Million
Q1 2024

May 15, 2024

BUY
$68.0 - $78.17 $12,648 - $14,539
186 Added 8.4%
2,400 $187,000
Q4 2023

Feb 14, 2024

BUY
$55.44 - $69.94 $122,744 - $154,847
2,214 New
2,214 $153,000

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 $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
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