Stifel Financial Corp Reduced Holdings in Q1 2025

Stifel Financial Corp

  • $91.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-29
- 0.24%
$58.38 - $64.16 $1.69K - $1.86K
12.2K $722K
CNDT
Conduent Inc

Technology
-189
- 1.06%
$2.7 - $4.42 $510 - $835
17.6K $47K
OI
O I Glass, Inc.

Consumer Cyclical
-13.9K
- 6.49%
$10.17 - $12.26 $141K - $170K
200K $2.29M
HYGV
Flexshares Tr High Yield Value

ETFs
-491
- 4.35%
$40.21 - $41.29 $19.7K - $20.3K
10.8K $435K
IIIV
I3 Verticals, Inc.

Technology
-6.61K
- 7.62%
$23.2 - $29.67 $153K - $196K
80.2K $1.98M
DLY
Double Line Yield Opportunities Fund

N/A
-2.65K
- 3.51%
$15.8 - $16.38 $41.8K - $43.4K
72.9K $1.17M
NAVI
Navient Corp

Financial Services
-98
- 0.31%
$12.63 - $14.66 $1.24K - $1.44K
32K $403K
NEU
Newmarket Corp

Basic Materials
-205
- 8.27%
$482.93 - $570.11 $99K - $117K
2.28K $1.29M
TAXF
American Centy ETF Tr Diversif

ETFs
-363
- 6.68%
$49.19 - $50.86 $17.9K - $18.5K
5.07K $250K
FDUS
Fidus Investment Corp

Financial Services
-400
- 2.18%
$20.39 - $23.37 $8.16K - $9.35K
17.9K $365K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
-2K
- 16.47%
$10.65 - $11.24 $21.3K - $22.5K
10.1K $108K
SDGR
Schrodinger, Inc.

Healthcare
-1.39K
- 7.94%
$18.69 - $26.15 $26K - $36.3K
16.1K $318K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-1.01K
- 2.53%
$9.49 - $9.97 $9.62K - $10.1K
39K $373K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-1.74K
- 7.65%
$6.39 - $7.05 $11.1K - $12.3K
21K $134K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-139
- 1.82%
$34.79 - $38.36 $4.84K - $5.33K
7.5K $261K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.53K
- 5.3%
$32.74 - $36.2 $116K - $128K
63K $2.2M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-2.11K
- 5.74%
$9.96 - $10.76 $21K - $22.7K
34.6K $352K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-1.96K
- 8.15%
$26.26 - $29.31 $51.3K - $57.3K
22K $632K
PHX
Phx Minerals Inc.

Energy
-3.88K
- 8.77%
$3.65 - $4.2 $14.2K - $16.3K
40.4K $159K
BLND
Blend Labs, Inc.

Technology
-27
- 0.13%
$2.96 - $4.05 $79.9 - $109
20.3K $68K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-511
- 1.74%
N/A
28.9K $909K
UFCS
United Fire Group Inc

Financial Services
-983
- 8.59%
$24.78 - $29.72 $24.4K - $29.2K
10.5K $308K
BIGC
Big Commerce Holdings, Inc.

Technology
-2.05K
- 16.86%
$5.76 - $7.09 $11.8K - $14.5K
10.1K $58K
PGEN
Precigen, Inc.

Healthcare
-33.4K
- 36.76%
$1.07 - $2.03 $35.7K - $67.8K
57.5K $85K
TMST
Timken Steel Corp

Basic Materials
-738
- 4.8%
N/A
14.6K $314K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-2.87K
- 4.54%
$10.91 - $11.42 $31.3K - $32.8K
60.4K $675K
FATE
Fate Therapeutics Inc

Healthcare
-2.93K
- 20.63%
$0.79 - $1.87 $2.31K - $5.47K
11.3K $8K
PFFV
Global X Variable Rate Preferr

Technology
-661
- 5.31%
$23.51 - $24.14 $15.5K - $16K
11.8K $278K
PHK
Pimco High Income Fund

Financial Services
-3.31K
- 8.0%
$4.85 - $4.98 $16K - $16.5K
38K $185K
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
-900
- 5.48%
$14.78 - $15.71 $13.3K - $14.1K
15.5K $229K
HLX
Helix Energy Solutions Group Inc

Energy
-33
- 0.25%
$7.76 - $9.68 $256 - $319
13.2K $109K
AZEK
Azek CO Inc.

Industrials
-728
- 4.64%
$39.61 - $52.0 $28.8K - $37.9K
14.9K $730K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1.58K
- 9.4%
$10.47 - $10.92 $16.5K - $17.2K
15.2K $162K
SCI
Service Corp International

Consumer Cyclical
-187
- 4.15%
$75.99 - $84.16 $14.2K - $15.7K
4.32K $346K
ALEX
Alexander & Baldwin, Inc.

Real Estate
-195
- 1.19%
$17.04 - $18.35 $3.32K - $3.58K
16.2K $278K
BRCC
Brc Inc.

Consumer Defensive
-50
- 0.45%
$1.94 - $3.19 $97 - $160
11.1K $23K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.32K
- 5.25%
$48.13 - $51.78 $63.4K - $68.2K
23.8K $1.21M
JHML
John Hancock Multifactor Large

ETFs
-66
- 1.94%
$66.07 - $73.03 $4.36K - $4.82K
3.34K $225K
PNNT
Pennantpark Investment Corp

Financial Services
-1.62K
- 6.77%
$6.78 - $7.27 $11K - $11.8K
22.4K $157K
AIV
Apartment Investment & Management CO

Real Estate
-31
- 0.08%
$8.54 - $9.12 $265 - $283
38.1K $335K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-1.47K
- 2.36%
$5.75 - $6.1 $8.42K - $8.94K
60.7K $350K
VSLU
ETF Opportunities Tr Applied F
-25
- 0.38%
$34.73 - $38.17 $868 - $954
6.53K $228K
OPEN
Opendoor Technologies Inc.

Real Estate
-1.34K
- 8.17%
$1.02 - $1.72 $1.37K - $2.31K
15.1K $15K
DGX
Quest Diagnostics Inc

Healthcare
-85
- 0.07%
N/A
126K $17.3M
VTC
Vanguard Scottsdale Fds Total

ETFs
-723
- 1.78%
$74.74 - $77.39 $54K - $56K
40K $3.07M
BGS
B&G Foods, Inc.

Consumer Defensive
-932
- 0.5%
$5.62 - $7.87 $5.24K - $7.33K
187K $1.29M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-2.63K
- 3.73%
N/A
67.7K $259K
TGNA
Tegna Inc

Communication Services
-219
- 0.27%
$16.63 - $18.95 $3.64K - $4.15K
80.4K $1.46M
CIG
Energy CO Of Minas Gerais

Utilities
-2.39K
- 0.43%
$1.71 - $1.98 $4.08K - $4.73K
556K $978K
Activity Summary
Buys All Purchases 1922 New Holdings 220 Increased Positions 1702 Sells All Sells 1433 Reductions 1433 Sold out 0 Options Calls 0 Puts 0
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