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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
14.4KNew |
$800K - $892K
|
14.4K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-85- 95.51% |
$4.72K - $5.27K
|
4
$395
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 11.11% |
$55.6 - $62
|
8
$789
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
10+ 18.87% |
$556 - $620
|
63
$6.22K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$1.17K - $1.3K
|
21
$2.07K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.71% |
$167 - $186
|
25
$2.47K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$329 - $408
|
0
$0
|
|
|
May 23, 2023
Q1 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-756- 26.01% |
$41.5K - $51.4K
|
2.15K
$212K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
687New |
$37.7K - $46.7K
|
687
$67.8K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
77.8KNew |
$4.27M - $5.29M
|
77.8K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 111.38% |
$19.9K - $24.6K
|
687
$67.8K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$406K - $504K
|
7.4K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.54K- 40.55% |
$194K - $241K
|
5.19K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
12.2KNew |
$672K - $833K
|
12.2K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
135KNew |
$7.38M - $9.15M
|
135K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
318+ 38.27% |
$17.4K - $21.6K
|
1.15K
$113K
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
6.5KNew |
$357K - $442K
|
6.5K
$642K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 9.48% |
$2.8K - $3.47K
|
589
$58.1K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$329 - $408
|
6
$592
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$54.9 - $68
|
220
$21.7K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 17.78% |
$439 - $544
|
53
$5.23K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 91.67% |
$9.05K - $11.2K
|
15
$1.48K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.49KNew |
$466K - $578K
|
8.49K
$838K
|
|
| Q4 2022 | |||||||
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
462+ 14.47% |
$23.7K - $30.7K
|
3.65K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-82- 1.92% |
$4.2K - $5.45K
|
4.2K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-20.7K- 59.01% |
$1.06M - $1.38M
|
14.4K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.89K - $2.46K
|
37
$3.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-500K- 45.45% |
$25.6M - $33.3M
|
600K
$59.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.44% |
$51.2 - $66.5
|
229
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-15.1K- 6.56% |
$772K - $1M
|
215K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29MNew |
$66M - $85.8M
|
1.29M
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.19K+ 122.67% |
$163K - $212K
|
5.79K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
773New |
$39.6K - $51.4K
|
773
$76.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23KNew |
$62.7K - $81.5K
|
1.23K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
33.1K+ 500.42% |
$1.69M - $2.2M
|
39.7K
$3.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.6KNew |
$184K - $239K
|
3.6K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20KNew |
$1.02M - $1.33M
|
20K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.45KNew |
$177K - $229K
|
3.45K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29+ 0.16% |
$1.48K - $1.93K
|
17.9K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
22.7KNew |
$1.16M - $1.51M
|
22.7K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.28KNew |
$424K - $550K
|
8.28K
$817K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-10.2K- 17.51% |
$521K - $678K
|
48K
$4.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$717 - $931
|
14
$1.38K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5.2K- 51.49% |
$266K - $346K
|
4.9K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
2.65K+ 14.83% |
$136K - $176K
|
20.5K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.37K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$1.28K - $1.66K
|
25
$2.47K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42.3KNew |
$2.17M - $2.81M
|
42.3K
$4.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.55KNew |
$131K - $170K
|
2.55K
$252K
|
|