Stifel Financial Corp First Tr Iii Calif Mun High In Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$47.17 - $49.28 $380,661 - $397,689	-8,070 Reduced 61.5%	5,052 $238,000
Q2 2023 Aug 14, 2023	SELL	$48.23 - $49.81 $9,260 - $9,563	-192 Reduced 1.44%	13,122 $642,000
Q1 2023 May 12, 2023	SELL	$48.34 - $49.9 $441,875 - $456,135	-9,141 Reduced 40.71%	13,314 $655,000
Q4 2022 Feb 13, 2023	SELL	$46.25 - $48.99 $14,753 - $15,627	-319 Reduced 1.4%	22,455 $1.09 Million
Q3 2022 Nov 14, 2022	SELL	$46.82 - $49.83 $212,094 - $225,729	-4,530 Reduced 16.59%	22,774 $1.07 Million
Q2 2022 Aug 15, 2022	SELL	$47.85 - $51.04 $72,397 - $77,223	-1,513 Reduced 5.25%	27,304 $1.32 Million
Q1 2022 May 13, 2022	SELL	$50.89 - $54.72 $105,851 - $113,817	-2,080 Reduced 6.73%	28,817 $1.47 Million
Q4 2021 Feb 14, 2022	BUY	$54.17 - $54.91 $56,174 - $56,941	1,037 Added 3.47%	30,897 $1.69 Million
Q3 2021 Nov 15, 2021	BUY	$54.52 - $55.63 $272,054 - $277,593	4,990 Added 20.06%	29,860 $1.63 Million
Q2 2021 Aug 13, 2021	BUY	$53.97 - $55.29 $743,706 - $761,896	13,780 Added 124.26%	24,870 $1.37 Million
Q1 2021 May 14, 2021	BUY	$53.59 - $54.94 $152,517 - $156,359	2,846 Added 34.52%	11,090 $598,000
Q4 2020 Feb 12, 2021	SELL	$52.65 - $54.26 $45,752 - $47,151	-869 Reduced 9.54%	8,244 $446,000
Q3 2020 Nov 16, 2020	SELL	$52.13 - $53.46 $199,292 - $204,377	-3,823 Reduced 29.55%	9,113 $481,000
Q2 2020 Aug 14, 2020	SELL	$49.22 - $52.2 $154,550 - $163,908	-3,140 Reduced 19.53%	12,936 $675,000
Q1 2020 May 14, 2020	BUY	$46.9 - $55.06 $753,964 - $885,144	16,076 New	16,076 $822,000

Others Institutions Holding FCAL

# of Institutions

57

Shares Held

3.68M

Call Options Held

0

Put Options Held

0

About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
Sector ETFs
Industry ETFs

More about FCAL

Track This Portfolio

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.