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 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$1.17K - $1.3K
|
21
$2.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.71% |
$167 - $186
|
25
$2.86K
|
|
| 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
$246K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
687New |
$37.7K - $46.7K
|
687
$78.5K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$406K - $504K
|
7.4K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 111.38% |
$19.9K - $24.6K
|
687
$78.5K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.54K- 40.55% |
$194K - $241K
|
5.19K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
77.8KNew |
$4.27M - $5.29M
|
77.8K
$8.89M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
12.2KNew |
$672K - $833K
|
12.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
135KNew |
$7.38M - $9.15M
|
135K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
318+ 38.27% |
$17.4K - $21.6K
|
1.15K
$131K
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
6.5KNew |
$357K - $442K
|
6.5K
$743K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 9.48% |
$2.8K - $3.47K
|
589
$67.3K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$329 - $408
|
6
$686
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$54.9 - $68
|
220
$25.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 17.78% |
$439 - $544
|
53
$6.06K
|
|
| Q4 2022 | |||||||
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
462+ 14.47% |
$23.7K - $30.7K
|
3.65K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-82- 1.92% |
$4.2K - $5.45K
|
4.2K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-15.1K- 6.56% |
$772K - $1M
|
215K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.44% |
$51.2 - $66.5
|
229
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.89K - $2.46K
|
37
$4.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29MNew |
$66M - $85.8M
|
1.29M
$147M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-20.7K- 59.01% |
$1.06M - $1.38M
|
14.4K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-500K- 45.45% |
$25.6M - $33.3M
|
600K
$68.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.19K+ 122.67% |
$163K - $212K
|
5.79K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
773New |
$39.6K - $51.4K
|
773
$88.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23KNew |
$62.7K - $81.5K
|
1.23K
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20KNew |
$1.02M - $1.33M
|
20K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.6KNew |
$184K - $239K
|
3.6K
$411K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.45KNew |
$177K - $229K
|
3.45K
$394K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
22.7KNew |
$1.16M - $1.51M
|
22.7K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.28KNew |
$424K - $550K
|
8.28K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-10.2K- 17.51% |
$521K - $678K
|
48K
$5.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$717 - $931
|
14
$1.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5.2K- 51.49% |
$266K - $346K
|
4.9K
$560K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
2.65K+ 14.83% |
$136K - $176K
|
20.5K
$2.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.74K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$1.28K - $1.66K
|
25
$2.86K
|
|
|
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
$4.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.55KNew |
$131K - $170K
|
2.55K
$291K
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
321New |
$16.4K - $21.4K
|
321
$36.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$768 - $998
|
15
$1.71K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-100Closed |
$2.4K - $6.49K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-393KClosed |
$9.45M - $25.5M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
801K+ 52.77% |
$19.2M - $52M
|
2.32M
$265M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.02K- 54.59% |
$121K - $326K
|
4.18K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-430- 54.29% |
$10.3K - $27.9K
|
362
$41.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.99K- 54.45% |
$120K - $323K
|
4.17K
$477K
|
|