HolderBook

STIFEL FINL CORP DSHS 1/40 PF (SFPRA)

Institutional ownership reported to the SEC as of Q2 2021, across 9 quarters.

2
Reporting holders
$628.0K
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Steward Partners Investment Advisory, LLC$389.0K15,1350.01%newNEW
BOK Financial Private Wealth, Inc.$239.0K9,3000.02%4qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20212$628.0K24,4351000.0%
Q1 20211$238.0K9,3000010.0%
Q4 20202$391.0K15,0710010.0%
Q3 20203$696.0K27,2712000.0%
Q2 20201$1.0K560000.0%
Q1 20201$1.0K561000.0%
Q2 20191$3.0M116,3650000.0%
Q1 20191$3.1M116,1650010.0%
Q4 20181$2.8M117,1650000.0%