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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-13- 0.59% |
$1.21K - $1.53K
|
2.19K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 495.03% |
$205K - $258K
|
2.64K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-102- 2.25% |
$9.53K - $12K
|
4.44K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
11.8KNew |
$1.1M - $1.39M
|
11.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
43.8KNew |
$4.09M - $5.15M
|
43.8K
$4.23M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.19K- 2.74% |
$111K - $140K
|
42.2K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
8.9KNew |
$831K - $1.05M
|
8.9K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 550.0% |
$2.05K - $2.59K
|
26
$2.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$93.4 - $118
|
2.32K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
253+ 84.33% |
$23.6K - $29.8K
|
553
$53.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$93.4 - $118
|
1
$96.6
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.33KNew |
$217K - $274K
|
2.33K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.77KNew |
$445K - $561K
|
4.77K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.65KNew |
$248K - $312K
|
2.65K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.5K+ 20.36% |
$514K - $648K
|
32.5K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$245K - $308K
|
2.62K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.02K- 5.42% |
$95.4K - $120K
|
17.8K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
17.2KNew |
$1.61M - $2.03M
|
17.2K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-234- 2.94% |
$21.9K - $27.5K
|
7.74K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$4.39K - $5.53K
|
47
$4.54K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
37New |
$3.46K - $4.36K
|
37
$3.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$280 - $353
|
3
$290
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.07K+ 422.24% |
$193K - $244K
|
2.56K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.27K+ 7.56% |
$119K - $150K
|
18.1K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-200- 5.76% |
$18.7K - $23.5K
|
3.28K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 10.2% |
$467 - $589
|
44
$4.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$934 - $1.18K
|
10
$966
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$374 - $471
|
4
$386
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
53KNew |
$4.95M - $6.24M
|
53K
$5.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.98KNew |
$185K - $233K
|
1.98K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$93.4 - $118
|
1
$96.6
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-265- 11.32% |
$24.8K - $31.2K
|
2.08K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
162KNew |
$15.1M - $19.1M
|
162K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
80+ 0.06% |
$7.47K - $9.42K
|
142K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$191K - $240K
|
2.04K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-98- 13.41% |
$9.15K - $11.5K
|
633
$61.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.9K+ 8.21% |
$177K - $224K
|
25K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
465+ 0.95% |
$43.4K - $54.7K
|
49.6K
$4.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$3.64K - $4.59K
|
39
$3.77K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-188- 27.85% |
$17.6K - $22.1K
|
487
$47.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-202- 6.91% |
$18.9K - $23.8K
|
2.72K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 10.05% |
$14K - $17.7K
|
1.64K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
242New |
$22.6K - $28.5K
|
242
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-195- 6.99% |
$18.2K - $23K
|
2.59K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-264- 9.04% |
$24.7K - $31.1K
|
2.66K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-49- 0.05% |
$4.58K - $5.77K
|
104K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.94KNew |
$368K - $464K
|
3.94K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-135- 0.23% |
$12.6K - $15.9K
|
59.3K
$5.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$374 - $471
|
4
$386
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.93KNew |
$180K - $227K
|
1.93K
$186K
|