Stifel Financial Corp Invesco Exchange Traded Fd Tr 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 2024 May 13, 2024	BUY	$75.75 - $80.28 $437,910 - $464,098	5,781 New	5,781 $463,000
Q2 2023 Aug 14, 2023	SELL	$73.94 - $79.44 $393,878 - $423,176	-5,327 Reduced 64.51%	2,930 $221,000
Q1 2023 May 12, 2023	BUY	$73.14 - $80.63 $402,855 - $444,110	5,508 Added 200.36%	8,257 $627,000
Q4 2022 Feb 13, 2023	SELL	$71.87 - $81.07 $32,628 - $36,805	-454 Reduced 14.17%	2,749 $216,000
Q3 2022 Nov 14, 2022	BUY	$70.17 - $77.44 $25,612 - $28,265	365 Added 12.86%	3,203 $228,000
Q2 2022 Aug 15, 2022	BUY	$69.08 - $83.54 $8,635 - $10,442	125 Added 4.61%	2,838 $213,000
Q1 2022 May 13, 2022	BUY	$74.31 - $80.95 $201,603 - $219,617	2,713 New	2,713 $216,000

Others Institutions Holding PJP

# of Institutions

98

Shares Held

799K

Call Options Held

0

Put Options Held

0

Peak Asset Management, LLC Louisville, CO

137K
Shares

$11.8 Million
2.25% of portfolio
Morgan Stanley New York, NY

66.7K
Shares

$5.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

52.5K
Shares

$4.54 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

43.7K
Shares

$3.77 Million
0.0% of portfolio
Dumont & Blake Investment Advisors LLC

39.5K
Shares

$3.41 Million
0.48% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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