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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.61KNew |
$212K - $240K
|
3.61K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
42.8K+ 176.01% |
$2.52M - $2.84M
|
67.2K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45KNew |
$2.64M - $2.98M
|
45K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-1.37K- 5.73% |
$80.7K - $91.1K
|
22.6K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
86New |
$5.05K - $5.7K
|
86
$8.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
350+ 18.76% |
$20.6K - $23.2K
|
2.22K
$209K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-3.27K- 44.82% |
$192K - $217K
|
4.03K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10+ 14.29% |
$588 - $663
|
80
$7.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.6K- 53.2% |
$270K - $305K
|
4.05K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.39K+ 113.97% |
$375K - $424K
|
12K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-23K- 42.59% |
$1.35M - $1.53M
|
31K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1K- 13.16% |
$58.8K - $66.3K
|
6.6K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-42.8K- 83.31% |
$2.52M - $2.84M
|
8.57K
$808K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$1.47K - $1.66K
|
25
$2.36K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.36K+ 23.54% |
$432K - $488K
|
38.6K
$3.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-87- 1.51% |
$5.11K - $5.77K
|
5.67K
$534K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
322New |
$18.9K - $21.4K
|
322
$30.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.91K- 16.97% |
$230K - $259K
|
19.1K
$1.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.34KNew |
$196K - $221K
|
3.34K
$315K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$3.06K - $3.45K
|
52
$4.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149New |
$8.76K - $9.88K
|
149
$14K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
494New |
$29K - $32.8K
|
494
$46.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
116New |
$6.82K - $7.69K
|
116
$10.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$470 - $531
|
8
$754
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 11.54% |
$176 - $199
|
23
$2.17K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
17.6KNew |
$1.03M - $1.17M
|
17.6K
$1.66M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.24K- 32.93% |
$236K - $263K
|
8.63K
$814K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-47.7K- 48.92% |
$2.65M - $2.96M
|
49.8K
$4.69M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 15.34% |
$13.9K - $15.5K
|
1.38K
$130K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$3.28K - $3.66K
|
59
$5.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-6.91K- 27.3% |
$384K - $428K
|
18.4K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-653- 14.08% |
$36.3K - $40.5K
|
3.99K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.35K+ 19.95% |
$131K - $146K
|
14.1K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.12K+ 45.16% |
$118K - $131K
|
6.81K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
39.3KNew |
$2.19M - $2.44M
|
39.3K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
621+ 9.73% |
$34.5K - $38.5K
|
7K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-189K- 42.78% |
$10.5M - $11.7M
|
253K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.7KNew |
$428K - $478K
|
7.7K
$726K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.38K+ 14.64% |
$299K - $333K
|
42.1K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-15K- 11.71% |
$832K - $929K
|
113K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
10KNew |
$556K - $620K
|
10K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9.2K- 52.12% |
$511K - $570K
|
8.45K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.94K+ 3.49% |
$219K - $244K
|
117K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
98+ 2.48% |
$5.45K - $6.08K
|
4.04K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 42.31% |
$3.06K - $3.41K
|
185
$17.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.47K+ 30.32% |
$470K - $525K
|
36.4K
$3.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$55.6 - $62
|
16K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48New |
$2.67K - $2.98K
|
48
$4.52K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.6K+ 66.83% |
$478K - $533K
|
21.5K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-199- 0.87% |
$11.1K - $12.3K
|
22.8K
$2.14M
|
|