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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.3K+ 353.32% |
$775K - $977K
|
10.6K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$374 - $471
|
4
$457
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
48+ 1.89% |
$4.48K - $5.65K
|
2.59K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.25% |
$654 - $824
|
2.79K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
31.3KNew |
$2.93M - $3.69M
|
31.3K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.93KNew |
$180K - $227K
|
1.93K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
239+ 8.46% |
$22.3K - $28.1K
|
3.06K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.55K+ 54.36% |
$145K - $183K
|
4.41K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 26.06% |
$97.8K - $123K
|
5.06K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
507+ 2.6% |
$47.4K - $59.7K
|
20K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 4.53% |
$14.3K - $18K
|
3.53K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-27- 0.44% |
$2.52K - $3.18K
|
6.09K
$696K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.19KNew |
$111K - $140K
|
1.19K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-139- 5.86% |
$13K - $16.4K
|
2.23K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$200K - $252K
|
2.14K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
88New |
$8.22K - $10.4K
|
88
$10.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-39- 79.59% |
$3.64K - $4.59K
|
10
$1.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 10.45% |
$654 - $824
|
74
$8.46K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.25K- 0.83% |
$210K - $265K
|
269K
$30.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 0.78% |
$14.3K - $18K
|
19.5K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.0% |
$93.4 - $118
|
26
$2.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
5.88K+ 46.62% |
$549K - $692K
|
18.5K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8KNew |
$747K - $942K
|
8K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.95K+ 115.42% |
$182K - $229K
|
3.63K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.7K- 38.39% |
$1.84M - $2.32M
|
31.6K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.87% |
$654 - $824
|
802
$91.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-400- 15.41% |
$37.4K - $47.1K
|
2.2K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-243- 7.49% |
$22.7K - $28.6K
|
3K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
210+ 24.14% |
$19.6K - $24.7K
|
1.08K
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 40.95% |
$4.02K - $5.06K
|
148
$16.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
246+ 3.48% |
$23K - $29K
|
7.31K
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.29K- 11.48% |
$214K - $269K
|
17.6K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.94KNew |
$181K - $228K
|
1.94K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17+ 1700.0% |
$1.59K - $2K
|
18
$2.06K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
55New |
$5.14K - $6.47K
|
55
$6.29K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
449+ 8.66% |
$41.9K - $52.9K
|
5.64K
$644K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.31KNew |
$216K - $272K
|
2.31K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
53K+ 315.99% |
$4.95M - $6.24M
|
69.8K
$7.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.41K+ 31.14% |
$412K - $519K
|
18.6K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.65% |
$1.87K - $2.35K
|
3.04K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11- 0.4% |
$1.03K - $1.29K
|
2.71K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
26KNew |
$2.43M - $3.06M
|
26K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.83KNew |
$358K - $451K
|
3.83K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 27.94% |
$3.55K - $4.47K
|
98
$11.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 90.63% |
$2.71K - $3.41K
|
3
$343
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$747 - $942
|
8
$914
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
779+ 16.68% |
$72.8K - $91.7K
|
5.45K
$623K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 8.0% |
$9.34K - $11.8K
|
1.15K
$131K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11.4K- 21.74% |
$1.07M - $1.35M
|
41.2K
$4.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 1.96% |
$1.4K - $1.77K
|
750
$85.7K
|