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 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.19KNew |
$111K - $140K
|
1.19K
$115K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
507+ 2.6% |
$47.4K - $59.7K
|
20K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
88New |
$8.22K - $10.4K
|
88
$8.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-39- 79.59% |
$3.64K - $4.59K
|
10
$966
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$200K - $252K
|
2.14K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.7K- 38.39% |
$1.84M - $2.32M
|
31.6K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.87% |
$654 - $824
|
802
$77.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-243- 7.49% |
$22.7K - $28.6K
|
3K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-400- 15.41% |
$37.4K - $47.1K
|
2.2K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.65% |
$1.87K - $2.35K
|
3.04K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 27.94% |
$3.55K - $4.47K
|
98
$9.47K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 8.0% |
$9.34K - $11.8K
|
1.15K
$111K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-109- 0.87% |
$10.2K - $12.8K
|
12.4K
$1.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.23KNew |
$208K - $263K
|
2.23K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 89.47% |
$1.34K - $1.6K
|
36
$3.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-33- 33.0% |
$2.6K - $3.1K
|
67
$6.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-8.4K- 67.74% |
$663K - $789K
|
4K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 18.39% |
$157K - $186K
|
12.8K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-11.7K- 70.91% |
$923K - $1.1M
|
4.8K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 12.12% |
$947 - $1.13K
|
87
$8.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-13.2K- 64.14% |
$1.04M - $1.24M
|
7.39K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.19KNew |
$251K - $299K
|
3.19K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
206New |
$16.3K - $19.3K
|
206
$19.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
284New |
$22.4K - $26.7K
|
284
$27.4K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-651- 5.42% |
$51.4K - $61.1K
|
11.4K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-398- 1.96% |
$31.4K - $37.4K
|
19.9K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-64- 40.51% |
$5.05K - $6.01K
|
94
$9.08K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-86- 1.52% |
$6.79K - $8.07K
|
5.56K
$538K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42New |
$3.31K - $3.94K
|
42
$4.06K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
53New |
$4.18K - $4.98K
|
53
$5.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$631 - $751
|
8
$773
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.76KNew |
$375K - $447K
|
4.76K
$460K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.37% |
$237 - $282
|
92
$8.89K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
228+ 8.49% |
$18K - $21.4K
|
2.92K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 3.03% |
$78.9 - $93.9
|
32
$3.09K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
196+ 6.98% |
$15.5K - $18.4K
|
3.01K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-43- 50.0% |
$3.39K - $4.04K
|
43
$4.15K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.25K- 39.92% |
$256K - $305K
|
4.89K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
363New |
$28.6K - $34.1K
|
363
$35.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.67K+ 1.47% |
$132K - $157K
|
116K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.78K+ 131.59% |
$377K - $449K
|
8.41K
$812K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74New |
$5.84K - $6.95K
|
74
$7.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 33.33% |
$7.89K - $9.39K
|
200
$19.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-250- 5.58% |
$19.7K - $23.5K
|
4.23K
$408K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.6K- 59.37% |
$865K - $980K
|
7.97K
$770K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 2.92% |
$1.34K - $1.51K
|
599
$57.9K
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-51.4K- 18.93% |
$3.82M - $4.32M
|
220K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.25K- 9.19% |
$316K - $357K
|
42K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-509- 1.1% |
$37.8K - $42.8K
|
45.6K
$4.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.29KNew |
$95.9K - $109K
|
1.29K
$125K
|
|