Wellington Management Group LLP Stifel Financial Corp Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Stifel Financial Corp stock. As of the latest transaction made, Wellington Management Group LLP holds 1,958,709 shares of SF stock, worth $228 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,958,709

Previous 1,098,244 78.35%

Holding current value

$228 Million

Previous $92.4 Million 98.95%

% of portfolio

0.03%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$78.91 - $93.87 $67.9 Million - $80.8 Million	860,465 Added 78.35%	1,958,709 $184 Million
Q2 2024 Aug 13, 2024	BUY	$74.35 - $84.15 $47.8 Million - $54.1 Million	643,277 Added 141.39%	1,098,244 $92.4 Million
Q1 2024 May 15, 2024	BUY	$68.0 - $78.17 $30.9 Million - $35.6 Million	454,967 New	454,967 $35.6 Million
Q4 2023 Feb 12, 2024	BUY	$55.44 - $69.94 $26.6 Million - $33.6 Million	479,718 New	479,718 $33.2 Million
Q3 2023 Nov 14, 2023	SELL	$58.77 - $66.33 $555,787 - $627,282	-9,457 Reduced 1.92%	484,045 $29.7 Million
Q2 2023 Aug 14, 2023	BUY	$55.57 - $62.02 $37,620 - $41,987	677 Added 0.14%	493,502 $29.4 Million
Q1 2023 May 12, 2023	SELL	$54.85 - $68.04 $264,541 - $328,156	-4,823 Reduced 0.97%	492,825 $29.1 Million
Q4 2022 Feb 13, 2023	BUY	$51.2 - $66.52 $2.77 Million - $3.6 Million	54,056 Added 12.19%	497,648 $29 Million
Q3 2022 Nov 14, 2022	SELL	$24.03 - $64.87 $2.01 Million - $5.43 Million	-83,705 Reduced 15.87%	443,592 $23 Million
Q2 2022 Aug 15, 2022	SELL	$55.33 - $69.15 $344,650 - $430,735	-6,229 Reduced 1.17%	527,297 $29.5 Million
Q1 2022 May 16, 2022	SELL	$61.76 - $81.43 $408,604 - $538,740	-6,616 Reduced 1.22%	533,526 $36.2 Million
Q4 2021 Feb 11, 2022	SELL	$65.84 - $77.66 $4.23 Million - $4.99 Million	-64,268 Reduced 10.63%	540,142 $38 Million
Q3 2021 Nov 15, 2021	SELL	$61.25 - $70.78 $1.05 Million - $1.21 Million	-17,092 Reduced 2.75%	604,410 $41.1 Million
Q2 2021 Aug 16, 2021	SELL	$60.57 - $71.58 $281,165 - $332,274	-4,642 Reduced 0.74%	621,502 $40.3 Million
Q1 2021 May 17, 2021	SELL	$48.77 - $67.68 $1.4 Million - $1.95 Million	-28,785 Reduced 4.4%	626,144 $40.1 Million
Q4 2020 Feb 12, 2021	BUY	$34.29 - $51.96 $7.08 Million - $10.7 Million	206,367 Added 46.01%	654,929 $33 Million
Q3 2020 Nov 16, 2020	SELL	$30.08 - $36.11 $770,679 - $925,174	-25,621 Reduced 5.4%	448,562 $22.7 Million
Q2 2020 Aug 14, 2020	BUY	$23.45 - $37.45 $446,370 - $712,860	19,035 Added 4.18%	474,183 $22.5 Million
Q1 2020 May 14, 2020	BUY	$21.97 - $45.81 $9.5 Million - $19.8 Million	432,632 Added 1921.44%	455,148 $18.8 Million
Q4 2019 Feb 11, 2020	BUY	$33.78 - $42.02 $760,590 - $946,122	22,516 New	22,516 $1.37 Million

Others Institutions Holding SF

# of Institutions

472

Shares Held

79.8M

Call Options Held

259K

Put Options Held

54K

View Full List

About STIFEL FINANCIAL CORP

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $12.3B
Description
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...

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Wellington Management Group LLP Stifel Financial Corp Transaction History