Stifel Financial Corp Advisors Inn.Circle Fd Iii Str Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

A detailed history of Stifel Financial Corp transactions in Advisors Inn.Circle Fd Iii Str stock. As of the latest transaction made, Stifel Financial Corp holds 23,293 shares of SAMT stock, worth $636,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares

23,293

Holding current value

$636,597

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$24.51 - $26.5 $570,911 - $617,264	23,293 New	23,293 $609,000

Others Institutions Holding SAMT

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

Beaumont Financial Partners, LLC

797K
Shares

$21.8 Million
1.65% of portfolio
Beaumont Financial Advisors, LLC Needham, DE

400K
Shares

$10.9 Million
0.95% of portfolio
Envestnet Asset Management Inc

362K
Shares

$9.89 Million
0.0% of portfolio
Triangle Securities Wealth Management

285K
Shares

$7.8 Million
2.14% of portfolio
Aptus Capital Advisors, LLC

248K
Shares

$6.79 Million
0.12% of portfolio

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About ADVISORS INN.CIRCLE FD III STR

Ticker SAMT

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Stifel Financial Corp Advisors Inn.Circle Fd Iii Str Transaction History