Stifel Financial Corp Invesco Bulletshares 2028 Muni Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

A detailed history of Stifel Financial Corp transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Stifel Financial Corp holds 50,433 shares of BSMS stock, worth $1.17 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

50,433

Previous 55,780 9.59%

Holding current value

$1.17 Million

Previous $1.32 Million 10.57%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$23.26 - $23.6 $124,371 - $126,189	-5,347 Reduced 9.59%	50,433 $1.18 Million
Q3 2024 Nov 14, 2024	BUY	$23.15 - $23.58 $1.03 Million - $1.04 Million	44,278 Added 384.96%	55,780 $1.32 Million
Q2 2024 Aug 13, 2024	SELL	$23.05 - $23.43 $72,791 - $73,991	-3,158 Reduced 21.54%	11,502 $267,000
Q1 2024 May 13, 2024	BUY	$23.45 - $23.75 $4,455 - $4,512	190 Added 1.31%	14,660 $344,000
Q4 2023 Feb 12, 2024	SELL	$22.32 - $23.75 $2,276 - $2,422	-102 Reduced 0.7%	14,470 $343,000
Q3 2023 Nov 13, 2023	SELL	$22.53 - $23.52 $8,831 - $9,219	-392 Reduced 2.62%	14,572 $328,000
Q2 2023 Aug 14, 2023	BUY	$23.08 - $23.89 $19,802 - $20,497	858 Added 6.08%	14,964 $349,000
Q1 2023 May 12, 2023	SELL	$23.18 - $23.92 $1,298 - $1,339	-56 Reduced 0.4%	14,106 $333,000
Q4 2022 Feb 13, 2023	BUY	$22.2 - $23.45 $314,396 - $332,098	14,162 New	14,162 $328,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

3.87M

Call Options Held

Put Options Held

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp Invesco Bulletshares 2028 Muni Transaction History