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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.01KNew |
$341K - $392K
|
5.01K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-7.88K- 75.02% |
$536K - $616K
|
2.62K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
SELL
|
- |
-9.09K- 75.7% |
$618K - $711K
|
2.92K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
180+ 1.38% |
$12.2K - $14.1K
|
13.3K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.74% |
$68 - $78.2
|
135
$12.7K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1K- 9.09% |
$68K - $78.2K
|
10K
$943K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
409New |
$27.8K - $32K
|
409
$38.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$136 - $156
|
2
$189
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-105- 2.64% |
$7.14K - $8.21K
|
3.87K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.57KNew |
$175K - $201K
|
2.57K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.49KNew |
$101K - $116K
|
1.49K
$140K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.38% |
$20.4K - $23.5K
|
21.5K
$2.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
225New |
$15.3K - $17.6K
|
225
$21.2K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
88New |
$5.98K - $6.88K
|
88
$8.29K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.85% |
$55.4 - $69.9
|
55
$5.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$170K - $214K
|
3.06K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
25KNew |
$1.39M - $1.75M
|
25K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-31.8K- 20.77% |
$1.76M - $2.22M
|
121K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
224New |
$12.4K - $15.7K
|
224
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-23K- 57.5% |
$1.28M - $1.61M
|
17K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
12KNew |
$665K - $839K
|
12K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$1.72K - $2.17K
|
31
$2.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 34.13% |
$192K - $242K
|
6.69K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
5.78KNew |
$320K - $404K
|
5.78K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$93.9K - $118K
|
1.69K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-637Closed |
$35.3K - $44.6K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24New |
$1.33K - $1.68K
|
24
$2.26K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.37KNew |
$187K - $235K
|
3.37K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
18New |
$998 - $1.26K
|
18
$1.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16.7K- 27.74% |
$927K - $1.17M
|
43.6K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
323New |
$17.9K - $22.6K
|
323
$30.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 15.38% |
$111 - $140
|
11
$1.04K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$333 - $420
|
6
$566
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$2.16K - $2.73K
|
39
$3.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.22KNew |
$178K - $225K
|
3.22K
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40New |
$2.22K - $2.8K
|
40
$3.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$7.48K - $9.44K
|
135
$12.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-5.65K- 9.26% |
$313K - $395K
|
55.3K
$5.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 100.0% |
$1.11K - $1.4K
|
40
$3.77K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100+ 100.0% |
$5.54K - $6.99K
|
200
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 7.14% |
$5.54K - $6.99K
|
1.3K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$388 - $490
|
7
$660
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.58KNew |
$199K - $251K
|
3.58K
$338K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.15KNew |
$175K - $220K
|
3.15K
$297K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
165New |
$9.15K - $11.5K
|
165
$15.6K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-40.9K- 89.07% |
$2.4M - $2.71M
|
5.02K
$473K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
592+ 8.64% |
$34.8K - $39.3K
|
7.44K
$701K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10+ 111.11% |
$588 - $663
|
19
$1.79K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-2.8K- 40.0% |
$165K - $186K
|
4.2K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.27K- 44.82% |
$192K - $217K
|
4.03K
$380K
|
|