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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 83.33% |
$3.21K - $4.12K
|
77
$6.49K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 263.2% |
$1.31M - $1.68M
|
19.7K
$1.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.9K- 5.14% |
$174K - $223K
|
35.1K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$458 - $588
|
21
$1.77K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.97K+ 136.92% |
$456K - $585K
|
8.61K
$726K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-43K- 94.88% |
$3.94M - $5.05M
|
2.32K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
75.7K+ 108.51% |
$6.94M - $8.9M
|
145K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$183 - $235
|
2
$169
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
206+ 1.06% |
$18.9K - $24.2K
|
19.7K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 6.37% |
$916 - $1.18K
|
147
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
9.54KNew |
$874K - $1.12M
|
9.54K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
542+ 50.19% |
$49.7K - $63.7K
|
1.62K
$137K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
164+ 0.88% |
$15K - $19.3K
|
18.7K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
4.94K+ 28.04% |
$453K - $581K
|
22.6K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
115+ 2875.0% |
$10.5K - $13.5K
|
119
$10K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.61KNew |
$605K - $777K
|
6.61K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
836+ 251.05% |
$76.6K - $98.3K
|
1.17K
$98.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10.8K+ 26.11% |
$986K - $1.27M
|
52K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 1.47% |
$1.01K - $1.29K
|
761
$64.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-421K- 98.94% |
$38.5M - $49.5M
|
4.51K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-26- 0.07% |
$2.38K - $3.06K
|
35.9K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$183 - $235
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.5KNew |
$229K - $294K
|
2.5K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
34New |
$3.12K - $4K
|
34
$2.87K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
147K+ 54.66% |
$13.5M - $17.3M
|
417K
$35.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
222New |
$20.3K - $26.1K
|
222
$18.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 522.0% |
$926K - $1.19M
|
12K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-178- 3.58% |
$16.3K - $20.9K
|
4.8K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
279New |
$25.6K - $32.8K
|
279
$23.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 1.96% |
$1.37K - $1.76K
|
780
$65.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.82% |
$91.6 - $118
|
56
$4.72K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.39K- 9.19% |
$127K - $163K
|
13.7K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$1.01K - $1.29K
|
3.54K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-828- 0.31% |
$75.9K - $97.4K
|
268K
$22.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 33.33% |
$91.6 - $118
|
2
$169
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 9.84% |
$26K - $33.4K
|
3.17K
$267K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 212.5% |
$1.56K - $2K
|
25
$2.11K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-37- 10.45% |
$3.39K - $4.35K
|
317
$26.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
553+ 121.01% |
$50.7K - $65K
|
1.01K
$85.2K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
183+ 123.65% |
$16.8K - $21.5K
|
331
$27.9K
|
|
| Q4 2024 | |||||||
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.73KNew |
$442K - $557K
|
4.73K
$399K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 11.43% |
$374 - $471
|
31
$2.61K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-865- 11.78% |
$80.8K - $102K
|
6.48K
$546K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 27.03% |
$93.4K - $118K
|
2.7K
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.51K+ 9.24% |
$235K - $296K
|
29.7K
$2.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$219K - $277K
|
2.35K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.55K- 6.35% |
$238K - $300K
|
37.5K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
106KNew |
$9.94M - $12.5M
|
106K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.4KNew |
$785K - $989K
|
8.4K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-464K- 26.27% |
$43.3M - $54.6M
|
1.3M
$110M
|
|