A detailed history of Beverly Hills Private Wealth, LLC transactions in Stifel Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 34,088 shares of SF stock, worth $4.12 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
34,088
Previous 36,582 6.82%
Holding current value
$4.12 Million
Previous $3.8 Billion 1.88%
% of portfolio
0.68%
Previous 0.71%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$105.26 - $116.4 $262,518 - $290,301
-2,494 Reduced 6.82%
34,088 $3.87 Billion
Q2 2025

Jul 29, 2025

BUY
$76.49 - $103.78 $145,254 - $197,078
1,899 Added 5.48%
36,582 $3.8 Billion
Q1 2025

Apr 29, 2025

BUY
$91.62 - $117.6 $299,230 - $384,081
3,266 Added 10.4%
34,683 $3.27 Billion
Q4 2024

Feb 13, 2025

BUY
$93.4 - $117.72 $129,359 - $163,042
1,385 Added 4.61%
31,417 $3.33 Billion
Q3 2024

Nov 12, 2024

BUY
$78.91 - $93.87 $808,275 - $961,510
10,243 Added 51.76%
30,032 $2.82 Billion
Q2 2024

Aug 07, 2024

BUY
$74.35 - $84.15 $564,762 - $639,203
7,596 Added 62.3%
19,789 $1.67 Billion
Q1 2024

May 08, 2024

BUY
$68.0 - $78.17 $487,220 - $560,088
7,165 Added 142.5%
12,193 $953 Million
Q4 2023

Jan 29, 2024

BUY
$55.44 - $69.94 $278,752 - $351,658
5,028 New
5,028 $348 Million

Others Institutions Holding SF

About STIFEL FINANCIAL CORP


  • Ticker SF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 106,225,000
  • Market Cap $12.8B
  • 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 ...
More about SF
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