Rockefeller Capital Management L.P. Stifel Financial Corp Transaction History

Rockefeller Capital Management L.P.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$55.57 - $62.02 $117,697 - $131,358	2,118 Added 45.16%	6,808 $406,000
Q1 2023 May 17, 2023	BUY	$54.85 - $68.04 $138,660 - $172,005	2,528 Added 116.93%	4,690 $276,000
Q4 2022 Mar 06, 2023	SELL	$51.2 - $66.52 $3,481 - $4,523	-68 Reduced 3.05%	2,162 $125,000
Q3 2022 Nov 02, 2022	BUY	$24.03 - $64.87 $22,516 - $60,783	937 Added 72.47%	2,230 $115,000
Q2 2022 Aug 12, 2022	SELL	$55.33 - $69.15 $7,248 - $9,058	-131 Reduced 9.2%	1,293 $72,000
Q1 2022 May 13, 2022	SELL	$61.76 - $81.43 $5,249 - $6,921	-85 Reduced 5.63%	1,424 $95,000
Q4 2021 Feb 14, 2022	BUY	$65.84 - $77.66 $23,044 - $27,181	350 Added 30.2%	1,509 $106,000
Q3 2021 Nov 12, 2021	SELL	$61.25 - $70.78 $2,878 - $3,326	-47 Reduced 3.9%	1,159 $77,000
Q2 2021 Aug 10, 2021	BUY	$60.57 - $71.58 $49,970 - $59,053	825 Added 216.54%	1,206 $77,000
Q1 2021 May 11, 2021	BUY	$48.77 - $67.68 $6,486 - $9,001	133 Added 53.63%	381 $23,000
Q4 2020 Feb 12, 2021	BUY	$34.29 - $51.96 $5,074 - $7,690	148 Added 148.0%	248 $12,000
Q3 2020 Nov 13, 2020	SELL	$30.08 - $36.11 $2,436 - $2,924	-81 Reduced 44.75%	100 $5,000
Q2 2020 Aug 12, 2020	BUY	$23.45 - $37.45 $1,899 - $3,033	81 Added 81.0%	181 $9,000
Q3 2019 Nov 12, 2019	BUY	$34.13 - $40.99 $3,413 - $4,099	100 New	100 $6,000
Q2 2019 Aug 09, 2019	SELL	$35.75 - $39.79 $31,066 - $34,577	-869 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$26.67 - $37.61 $18,242 - $25,725	684 Added 369.73%	869 $46,000
Q2 2018 Jul 31, 2018	BUY	$34.83 - $41.07 $6,443 - $7,597	185 New	185 $10,000

465

80.8M

259K

54K

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 ...

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