A detailed history of Stifel Financial Corp transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Stifel Financial Corp holds 11,477 shares of BSMR stock, worth $270,742. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,477
Previous 13,294 13.67%
Holding current value
$270,742
Previous $314,000 14.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024

SELL
$23.32 - $23.62 $42,372 - $42,917
-1,817 Reduced 13.67%
11,477 $269,000
Q1 2024

May 13, 2024

BUY
$23.62 - $23.88 $4,416 - $4,465
187 Added 1.43%
13,294 $314,000
Q4 2023

Feb 12, 2024

SELL
$22.68 - $23.9 $1,088 - $1,147
-48 Reduced 0.36%
13,107 $313,000
Q3 2023

Nov 13, 2023

SELL
$22.87 - $23.69 $8,141 - $8,433
-356 Reduced 2.63%
13,155 $301,000
Q2 2023

Aug 14, 2023

BUY
$23.32 - $24.05 $18,306 - $18,879
785 Added 6.17%
13,511 $318,000
Q1 2023

May 12, 2023

SELL
$23.42 - $24.09 $1,077 - $1,108
-46 Reduced 0.36%
12,726 $303,000
Q4 2022

Feb 13, 2023

BUY
$22.63 - $23.68 $289,030 - $302,440
12,772 New
12,772 $300,000

Others Institutions Holding BSMR

About INVESCO BULLETSHARES 2027 MUNI


  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
Track This Portfolio

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp 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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.