Stifel Financial Corp Renaissance Cap Greenwich Fds Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$23.78 - $30.62 $168,671 - $217,187	-7,093 Reduced 25.2%	21,049 $520,000
Q3 2022 Nov 14, 2022	SELL	$28.2 - $36.45 $3,553 - $4,592	-126 Reduced 0.45%	28,142 $799,000
Q2 2022 Aug 15, 2022	BUY	$27.18 - $46.09 $44,955 - $76,232	1,654 Added 6.21%	28,268 $852,000
Q1 2022 May 13, 2022	SELL	$36.01 - $57.1 $56,823 - $90,103	-1,578 Reduced 5.6%	26,614 $1.17 Million
Q4 2021 Feb 14, 2022	BUY	$55.11 - $69.76 $42,985 - $54,412	780 Added 2.85%	28,192 $1.63 Million
Q3 2021 Nov 15, 2021	BUY	$60.61 - $69.99 $51,821 - $59,841	855 Added 3.22%	27,412 $1.76 Million
Q2 2021 Aug 13, 2021	SELL	$54.03 - $67.0 $20,099 - $24,924	-372 Reduced 1.38%	26,557 $1.76 Million
Q1 2021 May 14, 2021	BUY	$59.15 - $76.13 $79,320 - $102,090	1,341 Added 5.24%	26,929 $1.67 Million
Q4 2020 Feb 12, 2021	BUY	$50.68 - $69.79 $980,201 - $1.35 Million	19,341 Added 309.6%	25,588 $1.65 Million
Q3 2020 Nov 16, 2020	BUY	$40.84 - $52.28 $255,127 - $326,593	6,247 New	6,247 $327,000
Q1 2020 May 14, 2020	SELL	$21.62 - $35.14 $175,122 - $284,634	-8,100 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$27.6 - $31.53 $2,760 - $3,153	-100 Reduced 1.22%	8,100 $251,000
Q3 2019 Nov 13, 2019	BUY	$27.95 - $30.91 $21,018 - $23,244	752 Added 10.1%	8,200 $230,000
Q2 2019 Aug 14, 2019	BUY	N/A	7,448 New	7,448 $235,000

Others Institutions Holding IPO

# of Institutions

63

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.2 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.38 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.24 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.19 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.87 Million
0.0% of portfolio

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