A detailed history of Icon Wealth Partners, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 2,216 shares of SF stock, worth $256,103. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,216
Previous 1,866 18.76%
Holding current value
$256,103
Previous $111,000 22.52%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$58.77 - $66.33 $20,569 - $23,215
350 Added 18.76%
2,216 $136,000
Q1 2023

May 11, 2023

BUY
$54.85 - $68.04 $102,350 - $126,962
1,866 New
1,866 $110,000

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 $12.3B
  • 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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