Stifel Financial Corp Invesco Bulletshares 2028 Muni Transaction History

Stifel Financial Corp

  • $106 Billion
  • Q3 2025

A detailed history of Stifel Financial Corp transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Stifel Financial Corp holds 60,093 shares of BSMS stock, worth $1.41 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60,093
Previous 55,955 7.4%
Holding current value
$1.41 Million
Previous $1.3 Million 8.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$23.12 - $23.59 $95,670 - $97,615
4,138 Added 7.4%
60,093 $1.41 Million
Q2 2025

Aug 14, 2025
BUY
$22.66 - $23.35 $175,207 - $180,542
7,732 Added 16.03%
55,955 $1.3 Million
Q1 2025

May 13, 2025
SELL
$23.1 - $23.56 $51,051 - $52,067
-2,210 Reduced 4.38%
48,223 $1.12 Million
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
113
Shares Held
6.61M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

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