Stifel Financial Corp Vaneck ETF Tr Natural Resource Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 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

55

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

527K
Shares

$24.1 Million
0.06% of portfolio
Iag Wealth Partners, LLC

285K
Shares

$13.1 Million
2.81% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

194K
Shares

$8.88 Million
2.01% of portfolio
Mercer Global Advisors Inc Denver, CO

160K
Shares

$7.33 Million
0.02% of portfolio
Cultivar Capital, Inc. Denton, TX

135K
Shares

$6.16 Million
5.84% of portfolio

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