Stifel Financial Corp Purchases in Q4 2024

Stifel Financial Corp

  • $93.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTOS
Custom Truck One Source, Inc.

Industrials
1.04K
+ 10.32%
$3.11 - $6.0 $3.22K - $6.22K
11.1K $53K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
1.28K
+ 12.68%
$21.42 - $22.58 $27.5K - $29K
11.4K $244K
RYLD
Global X Fds Russell 2000 Cove

ETFs
506
+ 0.88%
$15.97 - $16.79 $8.08K - $8.5K
57.9K $946K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
737
+ 3.86%
$26.55 - $26.67 $19.6K - $19.7K
19.8K $528K
TAXF
American Centy ETF Tr Diversif

ETFs
512
+ 10.4%
$49.94 - $51.44 $25.6K - $26.3K
5.44K $272K
TIP
Ishares Tr Tips Bd ETF

ETFs
11.9K
+ 3.74%
$106.33 - $110.69 $1.26M - $1.31M
330K $35.1M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
2.43K
+ 20.37%
$9.4 - $10.0 $22.8K - $24.3K
14.3K $136K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
899
+ 1.3%
$9.1 - $9.51 $8.18K - $8.55K
70K $651K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
1.64K
+ 2.97%
$9.06 - $12.68 $14.9K - $20.8K
56.8K $693K
PKW
Invesco Exchange Traded Fd Tr

ETFs
56
+ 0.3%
$114.02 - $125.22 $6.39K - $7.01K
18.6K $2.14M
QS
Quantum Scape Corp

Consumer Cyclical
18.2K
+ 13.44%
$4.73 - $6.5 $86K - $118K
154K $796K
BWMN
Bowman Consulting Group Ltd.

Industrials
142
+ 0.87%
$20.0 - $28.42 $2.84K - $4.04K
16.5K $410K
SASR
Sandy Spring Bancorp Inc

Financial Services
55
+ 0.8%
$30.44 - $38.71 $1.67K - $2.13K
6.97K $234K
CHY
Calamos Convertible & High Income Fund

Financial Services
428
+ 0.73%
$11.79 - $12.56 $5.05K - $5.38K
58.9K $714K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
5.53K
+ 5.02%
$13.12 - $14.37 $72.6K - $79.5K
116K $1.57M
FDRR
Fidelity Covington Tr Divid Et

ETFs
335
+ 2.76%
$50.93 - $53.77 $17.1K - $18K
12.5K $641K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
5.22K
+ 4.27%
$21.25 - $22.07 $111K - $115K
128K $2.72M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.13K
+ 12.25%
$20.55 - $23.26 $84.8K - $96K
37.8K $796K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.6K
+ 2.73%
$28.6 - $29.27 $302K - $309K
397K $11.4M
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
275
+ 1.29%
$20.63 - $23.32 $5.67K - $6.41K
21.7K $475K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.1K
+ 1.21%
$77.23 - $82.11 $85.1K - $90.5K
92.4K $7.18M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
346
+ 7.96%
$50.34 - $56.61 $17.4K - $19.6K
4.7K $240K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
225
+ 4.54%
$43.37 - $47.65 $9.76K - $10.7K
5.18K $234K
IBTX
Independent Bank Group, Inc.

Financial Services
20
+ 0.45%
$55.72 - $67.74 $1.11K - $1.35K
4.46K $270K
IGHG
Proshares Investment Grade Int

ETFs
15
+ 0.12%
$76.8 - $78.32 $1.15K - $1.17K
12.6K $984K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
215
+ 2.82%
$61.21 - $68.19 $13.2K - $14.7K
7.83K $489K
DTH
Wisdomtree Tr

ETFs
1.04K
+ 15.93%
$37.38 - $41.11 $38.9K - $42.8K
7.57K $285K
CDAY
Ceridian Hcm Holding Inc.

Technology
205
+ 4.1%
N/A
5.21K $336K
FGRO
Fidelity Covington Tr

ETFs
596
+ 2.06%
N/A
29.6K $663K
FAB
First Tr Multi Cap Value Alpha

ETFs
730
+ 3.19%
$81.02 - $90.16 $59.1K - $65.8K
23.6K $1.95M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
156
+ 2.09%
$35.35 - $38.58 $5.51K - $6.02K
7.63K $280K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
2.04K
+ 6.4%
$12.31 - $13.03 $25.1K - $26.6K
33.9K $423K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
441
+ 5.63%
$35.81 - $39.43 $15.8K - $17.4K
8.27K $302K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.2K
+ 7.83%
$8.01 - $11.0 $9.61K - $13.2K
16.5K $148K
OTTR
Otter Tail Corp

Utilities
348
+ 11.44%
$73.59 - $85.52 $25.6K - $29.8K
3.39K $250K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
1.18K
+ 8.28%
$17.65 - $18.4 $20.8K - $21.7K
15.4K $274K
ACCD
Accolade, Inc.

Healthcare
45.1K
+ 13.58%
$3.15 - $4.04 $142K - $182K
377K $1.29M
CENTA
Central Garden & Pet Company C

Consumer Defensive
41
+ 0.64%
$28.13 - $36.73 $1.15K - $1.51K
6.47K $213K
IRT
Independence Realty Trust, Inc.

Real Estate
1.52K
+ 5.4%
$18.78 - $22.01 $28.5K - $33.4K
29.6K $587K
PRGS
Progress Software Corp

Technology
2.6K
+ 3.67%
$63.94 - $69.89 $166K - $181K
73.4K $4.78M
AUB
Atlantic Union Bankshares Corp

Financial Services
121
+ 0.37%
$36.13 - $43.55 $4.37K - $5.27K
32.6K $1.24M
BSMU
Invesco Exchange Self Ind Tr

ETFs
887
+ 5.34%
$21.63 - $22.25 $19.2K - $19.7K
17.5K $380K
USRT
Ishares Core U.S. Reit ETF

ETFs
833
+ 10.07%
$55.97 - $62.75 $46.6K - $52.3K
9.1K $521K
JHML
John Hancock Multifactor Large

ETFs
165
+ 5.09%
$68.78 - $73.44 $11.3K - $12.1K
3.41K $237K
JRS
Nuveen Real Estate Income Fund

Financial Services
4K
+ 12.4%
$8.09 - $9.64 $32.4K - $38.6K
36.3K $312K
MLAB
Mesa Laboratories Inc

Technology
39
+ 1.2%
$98.59 - $135.91 $3.85K - $5.3K
3.29K $433K
AN
Autonation, Inc.

Consumer Cyclical
137
+ 10.79%
$155.47 - $182.16 $21.3K - $25K
1.41K $238K
BGR
Black Rock Energy & Resources Trust

Financial Services
1.49K
+ 4.92%
$12.51 - $13.79 $18.7K - $20.6K
31.8K $400K
CNS
Cohen & Steers, Inc.

Financial Services
1.89K
+ 4.18%
$90.53 - $106.6 $171K - $202K
47.1K $4.35M
Activity Summary
Buys All Purchases 1874 New Holdings 169 Increased Positions 1705 Sells All Sells 1420 Reductions 1420 Sold out 0 Options Calls 0 Puts 0
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