Stifel Financial Corp ETF Ser Sol Nationwide Nasdaq Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$23.36 - $25.92 $178,190 - $197,717	-7,628 Reduced 3.19%	231,861 $5.92 Million
Q2 2024 Aug 13, 2024	BUY	$11.36 - $25.52 $79,236 - $178,002	6,975 Added 3.0%	239,489 $6.04 Million
Q1 2024 May 13, 2024	SELL	$21.93 - $23.61 $284,695 - $306,505	-12,982 Reduced 5.29%	232,514 $5.49 Million
Q4 2023 Feb 12, 2024	BUY	$19.45 - $22.47 $198,039 - $228,789	10,182 Added 4.33%	245,496 $5.5 Million
Q3 2023 Nov 13, 2023	BUY	$20.08 - $22.14 $153,832 - $169,614	7,661 Added 3.37%	235,314 $4.74 Million
Q2 2023 Aug 14, 2023	BUY	$19.3 - $21.64 $734,365 - $823,402	38,050 Added 20.07%	227,653 $4.91 Million
Q1 2023 May 12, 2023	BUY	$18.31 - $19.89 $536,483 - $582,777	29,300 Added 18.28%	189,603 $3.73 Million
Q4 2022 Feb 13, 2023	BUY	$18.33 - $19.75 $182,878 - $197,045	9,977 Added 6.64%	160,303 $2.97 Million
Q3 2022 Nov 14, 2022	BUY	$19.22 - $21.24 $703,471 - $777,405	36,601 Added 32.18%	150,326 $2.92 Million
Q2 2022 Aug 15, 2022	BUY	$19.2 - $24.94 $186,528 - $242,292	9,715 Added 9.34%	113,725 $2.18 Million
Q1 2022 May 13, 2022	BUY	$23.58 - $27.96 $479,310 - $568,342	20,327 Added 24.29%	104,010 $2.55 Million
Q4 2021 Feb 14, 2022	BUY	$27.12 - $29.17 $1.1 Million - $1.18 Million	40,420 Added 93.43%	83,683 $2.34 Million
Q3 2021 Nov 15, 2021	BUY	$27.46 - $28.84 $1.19 Million - $1.25 Million	43,263 New	43,263 $1.19 Million

Others Institutions Holding NUSI

# of Institutions

16

Shares Held

329K

Call Options Held

2.2K

Put Options Held

100

Advisor Group Holdings, Inc. Phoenix, AZ

145K
Shares

$3.89 Million
0.01% of portfolio
Rovin Capital

43.8K
Shares

$1.17 Million
0.41% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

30.8K
Shares

$825,801
0.0% of portfolio
Chicago Partners Investment Group LLC

25.4K
Shares

$682,153
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.7K
Shares

$394,321
0.0% of portfolio

About ETF SER SOL NATIONWIDE NASDAQ-

Ticker NUSI
Sector ETFs
Industry ETFs

More about NUSI

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.