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 |
---|---|---|---|---|---|---|---|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73KNew |
$107K - $141K
|
1.73K
$158K
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.1KNew |
$438K - $578K
|
7.1K
$651K
|
|
May 13, 2022
Q1 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-9.75KClosed |
$602K - $794K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-50.2KClosed |
$3.1M - $4.09M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-22.9KClosed |
$1.41M - $1.86M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-17.6KClosed |
$1.09M - $1.43M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-195Closed |
$12K - $15.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-29.1KClosed |
$1.8M - $2.37M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
226KNew |
$13.9M - $18.4M
|
226K
$20.7M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-13.5KClosed |
$833K - $1.1M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-361Closed |
$22.3K - $29.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44.7KClosed |
$2.76M - $3.64M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
4.18KNew |
$258K - $340K
|
4.18K
$383K
|
|
Q4 2021 | |||||||
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-15Closed |
$988 - $1.16K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-198Closed |
$13K - $15.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-48KClosed |
$3.16M - $3.72M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-259Closed |
$17.1K - $20.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-35.2KClosed |
$2.32M - $2.73M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-8.16KClosed |
$537K - $634K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.57KClosed |
$301K - $355K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-270Closed |
$17.8K - $21K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-4.23KClosed |
$278K - $328K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.08KClosed |
$203K - $239K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$790 - $932
|
12
$1.1K
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.89KClosed |
$519K - $613K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-462- 77.0% |
$30.4K - $35.9K
|
138
$12.6K
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.2KClosed |
$211K - $249K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-87Closed |
$5.73K - $6.76K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-95KClosed |
$6.25M - $7.38M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.44KClosed |
$292K - $344K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.6K+ 998.75% |
$97.9K - $113K
|
1.76K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$262K - $302K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$481K - $556K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-10.8KClosed |
$662K - $764K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$974K - $1.13M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-18.3KClosed |
$1.12M - $1.3M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Interval Partners, LP
New York, NY |
SELL
|
CALL |
-20KClosed |
$1.23M - $1.42M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-51.1KClosed |
$3.13M - $3.62M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
83New |
$5.08K - $5.87K
|
83
$7.6K
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.11KNew |
$435K - $503K
|
7.11K
$651K
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-31Closed |
$1.9K - $2.19K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-377Closed |
$23.1K - $26.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13.5KNew |
$824K - $952K
|
13.5K
$1.23M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.93KClosed |
$241K - $278K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
120KNew |
$7.35M - $8.49M
|
120K
$11M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
336New |
$20.6K - $23.8K
|
336
$30.8K
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-35.8KClosed |
$2.19M - $2.53M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.28KClosed |
$78.1K - $90.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.62KNew |
$99K - $114K
|
1.62K
$148K
|