secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2023-12-21T23:59:59+00:00
Accession:  0001193125-23-301193
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel Nov 2023 total client assets $427.8B, up 6% MoM; fee-based assets up 7%
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- Total client assets $427.8B, up 7% YoY and 6% from Oct 2023.
- Fee-based assets $157.5B, up 6% YoY and 7% MoM.
- Bank loans net $20.3B, down 3% YoY and 2% MoM.
- Client money market balances $25.5B, up 1% from Oct as cash sorting slows.
- CEO: Institutional Group revenues improved from Q3; M&A delays persist.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312523301193/0001193125-23-301193-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312523301193/d452966d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-23-301193

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer