Stifel Financial Corp Vaneck ETF Tr Natural Resource Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$46.28 - $52.71 $16,198 - $18,448	350 Added 8.14%	4,650 $229,000
Q4 2022 Feb 13, 2023	SELL	$44.52 - $52.84 $552,893 - $656,219	-12,419 Reduced 74.28%	4,300 $211,000
Q2 2022 Aug 15, 2022	SELL	$44.86 - $57.06 $5,921 - $7,531	-132 Reduced 0.78%	16,719 $758,000
Q1 2022 May 13, 2022	SELL	$47.52 - $56.2 $5,179 - $6,125	-109 Reduced 0.64%	16,851 $925,000
Q4 2021 Feb 14, 2022	SELL	$45.26 - $48.86 $49,695 - $53,648	-1,098 Reduced 6.08%	16,960 $800,000
Q3 2021 Nov 15, 2021	SELL	$43.53 - $46.85 $304 - $327	-7 Reduced 0.04%	18,058 $821,000
Q2 2021 Aug 13, 2021	BUY	$44.92 - $49.06 $811,479 - $886,268	18,065 New	18,065 $834,000

Others Institutions Holding HAP

# of Institutions

57

Shares Held

1.74M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

499K
Shares

$26.4 Million
0.06% of portfolio
Iag Wealth Partners, LLC

274K
Shares

$14.5 Million
2.77% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

183K
Shares

$9.68 Million
2.17% of portfolio
Mercer Global Advisors Inc Denver, CO

162K
Shares

$8.61 Million
0.02% of portfolio
Cultivar Capital, Inc. Denton, TX

133K
Shares

$7.07 Million
5.59% of portfolio

About VANECK ETF TR NATURAL RESOURCE

Ticker HAP
Sector ETFs
Industry ETFs

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.