$66.6 Billion is the total value of STIFEL FINANCIAL CORP's 8373 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | BIOHAVEN LTD | $78,002,262 | – | 5,619,760 | +100.0% | 0.12% | – | |
| New | BROOKFIELD CORPcl a ltd vt sh | $34,853,648 | – | 1,107,875 | +100.0% | 0.05% | – | |
| SPMB | New | SPDR SER TRport mtg bk etf | $21,608,669 | – | 995,787 | +100.0% | 0.03% | – |
| New | ATLASSIAN CORPORATIONcl a | $16,608,250 | – | 129,067 | +100.0% | 0.02% | – | |
| New | BROOKFIELD ASSET MANAGMT LTD | $7,289,747 | – | 254,275 | +100.0% | 0.01% | – | |
| DBEF | New | DBX ETF TRxtrack msci eafe | $6,467,626 | – | 200,671 | +100.0% | 0.01% | – |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $6,045,089 | – | 117,999 | +100.0% | 0.01% | – | |
| VFMF | New | VANGUARD WELLINGTON FDus multifactor | $5,915,121 | – | 59,849 | +100.0% | 0.01% | – |
| CMDY | New | ISHARES U S ETF TRbloomberg roll | $6,030,283 | – | 110,627 | +100.0% | 0.01% | – |
| PVAL | New | PUTNAM ETF TRUSTfocused lar cap | $5,129,192 | – | 189,826 | +100.0% | 0.01% | – |
| RTOKY | New | RENTOKIL INITIAL PLCsponsored adr | $4,433,354 | – | 143,893 | +100.0% | 0.01% | – |
| IEZ | New | ISHARES TRus oil eq&sv etf | $3,391,326 | – | 159,968 | +100.0% | 0.01% | – |
| FYLD | New | CAMBRIA ETF TRcambria fgn shr | $2,380,216 | – | 98,056 | +100.0% | 0.00% | – |
| New | LEONARDO DRS INC | $2,758,674 | – | 215,859 | +100.0% | 0.00% | – | |
| SKY | New | SKYLINE CHAMPION CORPORATION | $2,917,127 | – | 56,632 | +100.0% | 0.00% | – |
| VTC | New | VANGUARD SCOTTSDALE FDStotal corp bnd | $2,553,733 | – | 34,403 | +100.0% | 0.00% | – |
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $2,944,971 | – | 122,046 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Factive growth | $2,445,731 | – | 55,051 | +100.0% | 0.00% | – | |
| BSMT | New | INVESCO EXCH TRD SLF IDX FD | $2,278,643 | – | 99,524 | +100.0% | 0.00% | – |
| BSMO | New | INVESCO EXCH TRD SLF IDX FD | $2,021,840 | – | 81,690 | +100.0% | 0.00% | – |
| New | BLACKROCK INCOME TR INC | $1,693,139 | – | 137,208 | +100.0% | 0.00% | – | |
| LTPZ | New | PIMCO ETF TR15+ yr us tips | $2,072,875 | – | 35,592 | +100.0% | 0.00% | – |
| GTY | New | GETTY RLTY CORP NEW | $1,986,196 | – | 58,676 | +100.0% | 0.00% | – |
| GAA | New | CAMBRIA ETF TRglb asset allo | $1,711,591 | – | 63,595 | +100.0% | 0.00% | – |
| VAL | New | VALARIS LIMITEDcl a | $2,070,790 | – | 30,624 | +100.0% | 0.00% | – |
| VET | New | VERMILION ENERGY INC | $1,681,474 | – | 94,997 | +100.0% | 0.00% | – |
| New | U HAUL HOLDING COMPANY | $1,721,149 | – | 31,305 | +100.0% | 0.00% | – | |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $1,819,763 | – | 26,348 | +100.0% | 0.00% | – |
| EGLE | New | EAGLE BULK SHIPPING INC | $1,324,361 | – | 26,519 | +100.0% | 0.00% | – |
| NFBK | New | NORTHFIELD BANCORP INC DEL | $1,312,496 | – | 83,439 | +100.0% | 0.00% | – |
| WBND | New | LEGG MASON ETF INVTwestn aset ttl | $1,567,958 | – | 77,969 | +100.0% | 0.00% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $1,444,121 | – | 43,814 | +100.0% | 0.00% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $1,389,355 | – | 67,379 | +100.0% | 0.00% | – |
| New | NOBLE CORP PLC | $1,455,309 | – | 38,592 | +100.0% | 0.00% | – | |
| GEF | New | GREIF INCcl a | $654,035 | – | 9,753 | +100.0% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC | $739,391 | – | 14,917 | +100.0% | 0.00% | – |
| FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $703,977 | – | 35,287 | +100.0% | 0.00% | – |
| NFTY | New | FIRST TR EXCH TRD ALPHDX FDindia nfty50 eqw | $640,250 | – | 14,661 | +100.0% | 0.00% | – |
| QABA | New | FIRST TR NASDAQ ABA CMNTY BK | $493,101 | – | 9,375 | +100.0% | 0.00% | – |
| IDMO | New | INVESCO EXCH TRADED FD TR IIs&p intl momnt | $906,504 | – | 28,630 | +100.0% | 0.00% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $575,279 | – | 25,000 | +100.0% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $881,356 | – | 137,925 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRus trsprtion | $373,572 | – | 1,749 | +100.0% | 0.00% | – |
| FDUS | New | FIDUS INVT CORP | $368,639 | – | 19,371 | +100.0% | 0.00% | – |
| FLDR | New | FIDELITY MERRIMACK STR TRlow durtin etf | $384,261 | – | 7,766 | +100.0% | 0.00% | – |
| FVAL | New | FIDELITY COVINGTON TRUSTvlu factor etf | $421,793 | – | 9,619 | +100.0% | 0.00% | – |
| USRT | New | ISHARES TRcre u s reit etf | $417,357 | – | 8,440 | +100.0% | 0.00% | – |
| IDEV | New | ISHARES TRcore msci intl | $410,167 | – | 7,327 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $460,863 | – | 8,492 | +100.0% | 0.00% | – |
| JHX | New | JAMES HARDIE INDS PLCsponsored adr | $565,579 | – | 31,526 | +100.0% | 0.00% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $404,503 | – | 8,898 | +100.0% | 0.00% | – |
| SPDV | New | ETF SER SOLUTIONSaam s&p 500 | $721,956 | – | 24,771 | +100.0% | 0.00% | – |
| LMST | New | LIMESTONE BANCORP INC | $360,390 | – | 14,758 | +100.0% | 0.00% | – |
| MARA | New | MARATHON DIGITAL HOLDINGS IN | $649,350 | – | 189,868 | +100.0% | 0.00% | – |
| New | MASTERBRAND INC | $476,352 | – | 63,087 | +100.0% | 0.00% | – | |
| CROX | New | CROCS INC | $574,460 | – | 5,298 | +100.0% | 0.00% | – |
| New | COREBRIDGE FINL INC | $940,656 | – | 46,892 | +100.0% | 0.00% | – | |
| CHCT | New | COMMUNITY HEALTHCARE TR INC | $458,920 | – | 12,819 | +100.0% | 0.00% | – |
| New | RXO INC | $652,830 | – | 37,955 | +100.0% | 0.00% | – | |
| METC | New | RAMACO RES INC | $384,835 | – | 43,781 | +100.0% | 0.00% | – |
| New | RIVERNORTH MANAGED DUR MUN I | $715,828 | – | 47,156 | +100.0% | 0.00% | – | |
| SJW | New | SJW GROUP | $662,348 | – | 8,158 | +100.0% | 0.00% | – |
| DGT | New | SPDR SER TRglb dow etf | $560,914 | – | 5,550 | +100.0% | 0.00% | – |
| XPH | New | SPDR SER TRs&p pharmac | $900,371 | – | 21,987 | +100.0% | 0.00% | – |
| New | SITIO ROYALTIES CORP | $757,736 | – | 26,264 | +100.0% | 0.00% | – | |
| SONO | New | SONOS INC | $758,491 | – | 44,881 | +100.0% | 0.00% | – |
| New | TWO HBRS INVT CORP | $360,934 | – | 22,887 | +100.0% | 0.00% | – | |
| UMI | New | USCF ETF TRmidstream energy | $863,081 | – | 25,779 | +100.0% | 0.00% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $406,746 | – | 10,045 | +100.0% | 0.00% | – |
| RSX | New | VANECK ETF TRUSTvaneck russia et | $445,259 | – | 78,805 | +100.0% | 0.00% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $802,589 | – | 11,801 | +100.0% | 0.00% | – |
| TAXF | New | AMERICAN CENTY ETF TRdiversified mu | $380,235 | – | 7,771 | +100.0% | 0.00% | – |
| FRDM | New | EA SERIES TRUSTfreedom 100 em | $702,261 | – | 25,467 | +100.0% | 0.00% | – |
| ALKS | New | ALKERMES PLC | $737,938 | – | 28,241 | +100.0% | 0.00% | – |
| RE | New | EVEREST RE GROUP LTD | $602,978 | – | 1,820 | +100.0% | 0.00% | – |
| ADT | New | ADT INC DEL | $529,703 | – | 58,402 | +100.0% | 0.00% | – |
| QURE | New | UNIQURE NV | $337,124 | – | 14,871 | +100.0% | 0.00% | – |
| CPA | New | COPA HOLDINGS SAcl a | $672,184 | – | 8,082 | +100.0% | 0.00% | – |
| AIR | New | AAR CORP | $379,963 | – | 8,462 | +100.0% | 0.00% | – |
| FNKO | New | FUNKO INC | $416,217 | – | 38,150 | +100.0% | 0.00% | – |
| FLQM | New | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $850,906 | – | 20,490 | +100.0% | 0.00% | – |
| New | BENSON HILL INC | $39,545 | – | 15,507 | +100.0% | 0.00% | – | |
| NEX | New | NEXTIER OILFIELD SOLUTIONS | $110,011 | – | 11,906 | +100.0% | 0.00% | – |
| New | ON HLDG AGnamen akt a | $284,704 | – | 16,591 | +100.0% | 0.00% | – | |
| EQL | New | ALPS ETF TRequal sec etf | $304,468 | – | 3,182 | +100.0% | 0.00% | – |
| GDS | New | GDS HLDGS LTDsponsored ads | $272,740 | – | 13,227 | +100.0% | 0.00% | – |
| FREY | New | FREYR BATTERY | $327,337 | – | 37,710 | +100.0% | 0.00% | – |
| SMAR | New | SMARTSHEET INC | $238,006 | – | 6,047 | +100.0% | 0.00% | – |
| New | OMNIAB INC | $36,000 | – | 10,000 | +100.0% | 0.00% | – | |
| OIS | New | OIL STS INTL INC | $153,655 | – | 20,597 | +100.0% | 0.00% | – |
| SWX | New | SOUTHWEST GAS HLDGS INC | $200,281 | – | 3,236 | +100.0% | 0.00% | – |
| DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $190,239 | – | 11,003 | +100.0% | 0.00% | – |
| NKG | New | NUVEEN GEORGIA QLTY MUN INC | $129,372 | – | 12,773 | +100.0% | 0.00% | – |
| NAN | New | NUVEEN NEW YORK QLT MUN INC | $147,393 | – | 13,775 | +100.0% | 0.00% | – |
| NXN | New | NUVEEN N Y SELECT TAX FREE Ish ben int | $135,649 | – | 11,704 | +100.0% | 0.00% | – |
| HHC | New | HOWARD HUGHES CORP | $235,832 | – | 3,086 | +100.0% | 0.00% | – |
| STRL | New | STERLING INFRASTRUCTURE INC | $262,400 | – | 8,000 | +100.0% | 0.00% | – |
| NDLS | New | NOODLES & CO | $55,098 | – | 10,036 | +100.0% | 0.00% | – |
| TDS | New | TELEPHONE & DATA SYS INC | $112,452 | – | 10,720 | +100.0% | 0.00% | – |
| IQDF | New | FLEXSHARES TRintl qltdv idx | $221,734 | – | 10,748 | +100.0% | 0.00% | – |
| BKTI | New | BK TECHNOLOGIES CORPORATION | $39,314 | – | 11,842 | +100.0% | 0.00% | – |
| NETI | New | ENETI INC | $296,533 | – | 29,506 | +100.0% | 0.00% | – |
| TPHD | New | TIMOTHY PLANhig dv stk etf | $209,247 | – | 6,721 | +100.0% | 0.00% | – |
| HROW | New | HARROW HEALTH INC | $165,904 | – | 11,240 | +100.0% | 0.00% | – |
| New | OCEANPAL INC | $87,044 | – | 78,404 | +100.0% | 0.00% | – | |
| MGRC | New | MCGRATH RENTCORP | $212,294 | – | 2,150 | +100.0% | 0.00% | – |
| DENN | New | DENNYS CORP | $281,235 | – | 30,536 | +100.0% | 0.00% | – |
| GTN | New | GRAY TELEVISION INC | $123,505 | – | 11,037 | +100.0% | 0.00% | – |
| TPVG | New | TRIPLEPOINT VENTURE GROWTH B | $124,555 | – | 11,942 | +100.0% | 0.00% | – |
| New | DISC MEDICINE INC | $272,930 | – | 13,722 | +100.0% | 0.00% | – | |
| LINC | New | LINCOLN EDL SVCS CORP | $67,564 | – | 11,669 | +100.0% | 0.00% | – |
| UPWK | New | UPWORK INC | $234,075 | – | 22,421 | +100.0% | 0.00% | – |
| VOC | New | VOC ENERGY TRtr unit | $103,804 | – | 10,010 | +100.0% | 0.00% | – |
| New | LIANBIOsponsored ads | $34,850 | – | 21,250 | +100.0% | 0.00% | – | |
| LENB | New | LENNAR CORPcl b | $313,478 | – | 4,192 | +100.0% | 0.00% | – |
| KARS | New | KRANESHARES TRelec veh futur | $202,333 | – | 7,190 | +100.0% | 0.00% | – |
| DZSI | New | DZS INC | $146,192 | – | 11,529 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $309,825 | – | 7,748 | +100.0% | 0.00% | – |
| KGC | New | KINROSS GOLD CORP | $43,815 | – | 10,713 | +100.0% | 0.00% | – |
| APPF | New | APPFOLIO INC | $237,842 | – | 2,257 | +100.0% | 0.00% | – |
| KRC | New | KILROY RLTY CORP | $327,884 | – | 8,479 | +100.0% | 0.00% | – |
| New | ETF SER SOLUTIONSaam bahl & gayn | $203,760 | – | 9,000 | +100.0% | 0.00% | – | |
| ANIX | New | ANIXA BIOSCIENCES INC | $127,500 | – | 30,000 | +100.0% | 0.00% | – |
| JCOM | New | ZIFF DAVIS INC | $302,166 | – | 3,820 | +100.0% | 0.00% | – |
| VRCA | New | VERRICA PHARMACEUTICALS INC | $44,345 | – | 16,125 | +100.0% | 0.00% | – |
| RING | New | ISHARES INCmsci gbl gold mn | $215,239 | – | 9,639 | +100.0% | 0.00% | – |
| VFF | New | VILLAGE FARMS INTL INC | $17,755 | – | 13,250 | +100.0% | 0.00% | – |
| EDR | New | ENDEAVOR GROUP HLDGS INC | $204,781 | – | 9,085 | +100.0% | 0.00% | – |
| VC | New | VISTEON CORP | $228,036 | – | 1,743 | +100.0% | 0.00% | – |
| New | ENSYSCE BIOSCIENCES INC | $8,124 | – | 10,832 | +100.0% | 0.00% | – | |
| EOSE | New | EOS ENERGY ENTERPRISES INC | $29,600 | – | 20,000 | +100.0% | 0.00% | – |
| EPU | New | ISHARES TRmsci peru etf | $319,241 | – | 11,135 | +100.0% | 0.00% | – |
| IEV | New | ISHARES TReurope etf | $204,667 | – | 4,519 | +100.0% | 0.00% | – |
| New | FS CREDIT OPPORTUNITIES CORP | $271,358 | – | 57,613 | +100.0% | 0.00% | – | |
| ALG | New | ALAMO GROUP INC | $210,559 | – | 1,487 | +100.0% | 0.00% | – |
| ATSG | New | AIR TRANSPORT SERVICES GRP I | $209,553 | – | 8,066 | +100.0% | 0.00% | – |
| New | WEWORK INCcl a | $14,300 | – | 10,000 | +100.0% | 0.00% | – | |
| DGL | New | INVESCO DB MULTI-SECTOR COMMgold fd | $213,546 | – | 4,202 | +100.0% | 0.00% | – |
| FXE | New | INVESCO CURRENCYSHARES EURO | $263,697 | – | 2,669 | +100.0% | 0.00% | – |
| EDOW | New | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $310,270 | – | 10,762 | +100.0% | 0.00% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FD | $256,029 | – | 11,978 | +100.0% | 0.00% | – |
| BSMP | New | INVESCO EXCH TRD SLF IDX FD | $270,582 | – | 11,126 | +100.0% | 0.00% | – |
| BSMQ | New | INVESCO EXCH TRD SLF IDX FD | $271,965 | – | 11,568 | +100.0% | 0.00% | – |
| BSMR | New | INVESCO EXCH TRD SLF IDX FD | $300,394 | – | 12,772 | +100.0% | 0.00% | – |
| BSMS | New | INVESCO EXCH TRD SLF IDX FD | $328,985 | – | 14,162 | +100.0% | 0.00% | – |
| BSCU | New | INVESCO EXCH TRD SLF IDX FDinvsco 30 corp | $265,550 | – | 16,632 | +100.0% | 0.00% | – |
| PFM | New | INVESCO EXCHANGE TRADED FD Tdivid achievev | $306,007 | – | 8,379 | +100.0% | 0.00% | – |
| XSMO | New | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $311,754 | – | 6,612 | +100.0% | 0.00% | – |
| New | ZYMEWORKS DEL INC | $312,828 | – | 39,800 | +100.0% | 0.00% | – | |
| EWMC | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 eq | $204,594 | – | 2,444 | +100.0% | 0.00% | – |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $220,939 | – | 26,428 | +100.0% | 0.00% | – |
| FEN | New | FIRST TR ENERGY INCOME & GRO | $146,047 | – | 10,293 | +100.0% | 0.00% | – |
| IMXI | New | INTERNATIONAL MNY EXPRESS IN | $252,668 | – | 10,368 | +100.0% | 0.00% | – |
| AEF | New | ABRDN EMRG MKTS EQTY INCM FD | $87,502 | – | 16,991 | +100.0% | 0.00% | – |
| GOOS | New | CANADA GOOSE HLDGS INC | $221,843 | – | 12,456 | +100.0% | 0.00% | – |
| RMI | New | RIVERNORTH OPPORTUNISTIC MUN | $180,017 | – | 11,010 | +100.0% | 0.00% | – |
| RES | New | RPC INC | $95,434 | – | 10,735 | +100.0% | 0.00% | – |
| QRHC | New | QUEST RESOURCE HLDG CORP | $120,673 | – | 19,750 | +100.0% | 0.00% | – |
| New | FTAI AVIATION LTD | $270,855 | – | 15,821 | +100.0% | 0.00% | – | |
| QUAD | New | QUAD / GRAPHICS INC | $44,880 | – | 11,000 | +100.0% | 0.00% | – |
| PMO | New | PUTNAM MUN OPPORTUNITIES TRsh ben int | $152,844 | – | 14,087 | +100.0% | 0.00% | – |
| FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $238,840 | – | 6,172 | +100.0% | 0.00% | – |
| LUNG | New | PULMONX CORP | $121,058 | – | 14,360 | +100.0% | 0.00% | – |
| GNOM | New | GLOBAL X FDSgenomic biotech | $302,806 | – | 23,937 | +100.0% | 0.00% | – |
| CVE | New | CENOVUS ENERGY INC | $200,585 | – | 10,334 | +100.0% | 0.00% | – |
| New | CVENT HOLDING CORP | $311,742 | – | 57,730 | +100.0% | 0.00% | – | |
| RYLD | New | GLOBAL X FDSrussell 2000 | $233,134 | – | 12,394 | +100.0% | 0.00% | – |
| IBP | New | INSTALLED BLDG PRODS INC | $200,904 | – | 2,347 | +100.0% | 0.00% | – |
| PBPB | New | POTBELLY CORP | $55,701 | – | 10,000 | +100.0% | 0.00% | – |
| PLNT | New | PLANET FITNESS INCcl a | $308,739 | – | 3,918 | +100.0% | 0.00% | – |
| IMKTA | New | INGLES MKTS INCcl a | $235,785 | – | 2,444 | +100.0% | 0.00% | – |
| PNI | New | PIMCO NEW YORK MUN FD II | $111,704 | – | 14,051 | +100.0% | 0.00% | – |
| NOMD | New | NOMAD FOODS LTD | $277,499 | – | 16,096 | +100.0% | 0.00% | – |
| GERN | New | GERON CORP | $41,140 | – | 17,000 | +100.0% | 0.00% | – |
| RCS | New | PIMCO STRATEGIC INCOME FD | $52,401 | – | 10,607 | +100.0% | 0.00% | – |
| FWRD | New | FORWARD AIR CORP | $269,155 | – | 2,566 | +100.0% | 0.00% | – |
| PFGC | New | PERFORMANCE FOOD GROUP CO | $302,173 | – | 5,175 | +100.0% | 0.00% | – |
| PTEN | New | PATTERSON-UTI ENERGY INC | $271,158 | – | 16,102 | +100.0% | 0.00% | – |
| PCYG | New | PARK CITY GROUP INC | $176,963 | – | 35,750 | +100.0% | 0.00% | – |
| CEM | New | CLEARBRIDGE MLP AND MIDSTRM | $201,714 | – | 6,047 | +100.0% | 0.00% | – |
| BSL | New | BLACKSTONE SENIOR FLOATNG RA | $162,324 | – | 13,059 | +100.0% | 0.00% | – |
| SEEL | New | SEELOS THERAPEUTICS INC | $14,037 | – | 20,673 | +100.0% | 0.00% | – |
| ISD | New | PGIM HIGH YIELD BOND FUND IN | $121,109 | – | 10,203 | +100.0% | 0.00% | – |
| IDOG | New | ALPS ETF TRintl sec dv dog | $210,978 | – | 8,287 | +100.0% | 0.00% | – |
| New | ALPS ETF TRoshares us smlcp | $222,438 | – | 6,626 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q2 2024 | 3.3% |
| MICROSOFT CORP | 42 | Q2 2024 | 3.6% |
| SPDR S&P 500 ETF TR | 42 | Q2 2024 | 2.8% |
| AMAZON COM INC | 42 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 42 | Q2 2024 | 1.5% |
| JOHNSON & JOHNSON | 42 | Q2 2024 | 1.5% |
| UNITEDHEALTH GROUP INC | 42 | Q2 2024 | 1.6% |
| VISA INC | 42 | Q2 2024 | 1.3% |
| MERCK & CO INC NEW | 42 | Q2 2024 | 1.4% |
| ISHARES TR | 42 | Q2 2024 | 1.1% |
View STIFEL FINANCIAL CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Investcorp Credit Management BDC, Inc. | October 04, 2019 | 2,181,818 | 16.0% |
| Carlyle GMS Finance, Inc. | March 12, 2014 | 333,119 | 3.5% |
| KNIGHT CAPITAL GROUP, INC. | August 16, 2012 | 17,908,009 | 4.9% |
| STIFEL FINANCIAL CORP | June 07, 2002 | 402,720 | 5.3% |
View STIFEL FINANCIAL CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 8-K | 2024-08-22 |
| 13F-HR | 2024-08-13 |
| 10-Q | 2024-08-07 |
| 8-K | 2024-07-24 |
| 8-K | 2024-06-27 |
| 11-K | 2024-06-26 |
| 4 | 2024-06-25 |
| 4 | 2024-06-25 |
| 4 | 2024-06-07 |
View STIFEL FINANCIAL CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.