Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STIFEL FINANCIAL CORP 02-12-2024 12-31-2023 8601 79,466,463,412
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APOLLO COML REAL EST FIN INC COM 3101 $570,149 48,564 0.00 0.00 5,929 13.91 12-31-2023
BLACKSTONE STRATEGIC CRED 20 COM SHS BEN IN 3102 $569,802 50,336 0.00 0.00 -214 -0.42 12-31-2023
ISHARES TR NEW YORK MUN ETF 3103 $568,488 10,510 0.00 0.00 4,138 64.94 12-31-2023
VIRTUS DIVERSIFIED INCM & CO COM 3104 $568,221 27,083 0.00 0.00 1,706 6.72 12-31-2023
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