Latest Institutional Transactions on Stifel Financial Corp (SF)
This table provides information on the latest institutional transactions involving Stifel Financial Corp (SF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$285K - $315K
|
2.7K
$301K
|
|
|
Oct 02, 2025
Q3 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
22.5KNew |
$2.36M - $2.61M
|
22.5K
$2.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
214+ 2.22% |
$22.5K - $24.9K
|
9.85K
$1.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
445+ 7.9% |
$46.8K - $51.8K
|
6.08K
$677K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.9K- 50.34% |
$831K - $1.13M
|
10.7K
$1.19M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.22K- 4.25% |
$170K - $231K
|
50.1K
$5.58M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
450New |
$34.4K - $46.7K
|
450
$50.1K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-267- 6.72% |
$20.4K - $27.7K
|
3.71K
$413K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-187K- 86.15% |
$14.3M - $19.4M
|
30K
$3.35M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
31.7K+ 178.75% |
$2.42M - $3.29M
|
49.4K
$5.51M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
232+ 0.35% |
$17.7K - $24.1K
|
65.9K
$7.34M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.92K- 59.55% |
$147K - $200K
|
1.31K
$146K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
72+ 1.11% |
$5.51K - $7.47K
|
6.55K
$730K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
47New |
$3.6K - $4.88K
|
47
$5.24K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 9.59% |
$535 - $726
|
80
$8.91K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.59K+ 33.32% |
$121K - $165K
|
6.35K
$708K
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.91K+ 0.17% |
$376K - $510K
|
2.92M
$325M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-480K- 23.9% |
$36.7M - $49.8M
|
1.53M
$170M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51New |
$3.9K - $5.29K
|
51
$5.68K
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
9.04K+ 11.99% |
$691K - $938K
|
84.4K
$9.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.25K- 39.21% |
$172K - $234K
|
3.49K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-124K- 15.67% |
$9.46M - $12.8M
|
666K
$74.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-76.6K- 2.37% |
$5.86M - $7.95M
|
3.16M
$352M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.81K+ 33.02% |
$138K - $187K
|
7.28K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.2K+ 88.44% |
$1.47M - $1.99M
|
40.8K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-179K- 56.79% |
$13.7M - $18.6M
|
136K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-37.7K- 17.05% |
$2.89M - $3.92M
|
184K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
134K+ 191.43% |
$10.2M - $13.9M
|
204K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$155K - $211K
|
2.03K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.49K- 70.75% |
$649K - $881K
|
3.51K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2K- 37.58% |
$153K - $207K
|
3.31K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-278- 10.4% |
$21.3K - $28.9K
|
2.4K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.04M - $1.41M
|
13.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.97K+ 6.56% |
$151K - $204K
|
32K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.26K- 1.57% |
$250K - $339K
|
205K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
54+ 0.12% |
$4.13K - $5.6K
|
45.7K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-26.1K- 87.88% |
$2M - $2.71M
|
3.6K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
58.2K+ 547.06% |
$4.45M - $6.04M
|
68.9K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-41.1K- 14.46% |
$3.14M - $4.26M
|
243K
$27.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
554K+ 22.37% |
$42.4M - $57.5M
|
3.03M
$338M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35+ 1.44% |
$2.68K - $3.63K
|
2.46K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.82K- 85.38% |
$216K - $293K
|
483
$53.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
217KNew |
$16.6M - $22.5M
|
217K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.17K+ 1.99% |
$472K - $640K
|
317K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.7K- 1.5% |
$1.35M - $1.83M
|
1.16M
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-50.1K- 64.67% |
$3.83M - $5.2M
|
27.4K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.08K+ 6.17% |
$312K - $423K
|
70.1K
$7.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.24K+ 2.74% |
$95.2K - $129K
|
46.7K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-316- 2.69% |
$24.2K - $32.8K
|
11.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-7.5K- 9.29% |
$574K - $778K
|
73.2K
$8.16M
|
|