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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4.24K- 14.86% |
$324K - $440K
|
24.3K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-281K- 91.33% |
$21.5M - $29.1M
|
26.6K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-34.1K- 57.88% |
$2.61M - $3.54M
|
24.8K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 4.52% |
$1.68K - $2.28K
|
465
$53.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
220+ 0.97% |
$16.8K - $22.8K
|
22.9K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 6.07% |
$115K - $156K
|
23.2K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.31KNew |
$483K - $655K
|
6.31K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-495- 4.02% |
$37.9K - $51.4K
|
11.8K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.09K- 63.13% |
$160K - $217K
|
1.22K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.03K- 46.04% |
$690K - $937K
|
10.6K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66K+ 4.24% |
$203K - $276K
|
65.3K
$7.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.4K- 2.66% |
$107K - $145K
|
51.3K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 2.29% |
$28.1K - $38.2K
|
16.4K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.41K- 0.53% |
$108K - $147K
|
267K
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-13.8K- 18.34% |
$1.06M - $1.43M
|
61.4K
$7.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-158- 0.4% |
$12.1K - $16.4K
|
39.2K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-131- 3.16% |
$10K - $13.6K
|
4.02K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
176K+ 11.58% |
$13.4M - $18.2M
|
1.69M
$193M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
458+ 19.75% |
$35K - $47.5K
|
2.78K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.74KNew |
$363K - $492K
|
4.74K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.8K- 1.05% |
$977K - $1.33M
|
1.2M
$137M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.56K- 34.92% |
$195K - $265K
|
4.76K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-17- 0.58% |
$1.3K - $1.76K
|
2.89K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
856+ 0.44% |
$65.5K - $88.8K
|
196K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349+ 191.76% |
$26.7K - $36.2K
|
531
$60.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.14K- 4.57% |
$163K - $222K
|
44.6K
$5.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-39.5K- 13.03% |
$3.02M - $4.1M
|
264K
$30.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
1.9K+ 1036.61% |
$145K - $197K
|
2.08K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.01KNew |
$77.3K - $105K
|
1.01K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-873- 17.37% |
$66.8K - $90.6K
|
4.15K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.29K- 7.89% |
$98.7K - $134K
|
15.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
4.69KNew |
$359K - $487K
|
4.69K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
73.1KNew |
$5.59M - $7.59M
|
73.1K
$8.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-1.61K- 1.58% |
$123K - $167K
|
100K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-17.3K- 33.03% |
$1.32M - $1.8M
|
35.1K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
318+ 10.42% |
$24.3K - $33K
|
3.37K
$385K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.9K- 80.94% |
$988K - $1.34M
|
3.04K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.64% |
$382 - $519
|
785
$89.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 733.93% |
$2.29M - $3.11M
|
34K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-65- 43.05% |
$4.97K - $6.75K
|
86
$9.83K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.35KNew |
$485K - $658K
|
6.35K
$725K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 0.59% |
$7.27K - $9.86K
|
16.1K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-35.6K- 3.34% |
$2.73M - $3.7M
|
1.03M
$118M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-261K- 47.14% |
$20M - $27.1M
|
293K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
8.94KNew |
$684K - $928K
|
8.94K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-137- 8.34% |
$10.5K - $14.2K
|
1.51K
$172K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-34- 20.24% |
$2.6K - $3.53K
|
134
$15.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
403+ 63.17% |
$30.8K - $41.8K
|
1.04K
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
14.7K+ 54.63% |
$1.12M - $1.53M
|
41.6K
$4.76M
|