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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
SELL
|
- |
-35.2KClosed |
$2.32M - $2.73M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-198Closed |
$13K - $15.4K
|
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
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-48KClosed |
$3.16M - $3.72M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.08KClosed |
$203K - $239K
|
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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.57KClosed |
$301K - $355K
|
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
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-270Closed |
$17.8K - $21K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-7.89KClosed |
$519K - $613K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12New |
$790 - $932
|
12
$1.37K
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-462- 77.0% |
$30.4K - $35.9K
|
138
$15.8K
|
|
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
$201K
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$262K - $302K
|
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 15, 2021
Q3 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-18.3KClosed |
$1.12M - $1.3M
|
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
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$481K - $556K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$974K - $1.13M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-31Closed |
$1.9K - $2.19K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13.5KNew |
$824K - $952K
|
13.5K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.11KNew |
$435K - $503K
|
7.11K
$813K
|
|
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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
83New |
$5.08K - $5.87K
|
83
$9.49K
|
|
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
$13.7M
|
|
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
$38.4K
|
|
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
$185K
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.9KClosed |
$671K - $775K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 22, 2024
Q2 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.42KNew |
$510K - $603K
|
8.42K
$962K
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-52.6KClosed |
$3.19M - $3.76M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$182 - $215
|
3
$343
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-51.5KClosed |
$3.12M - $3.69M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.21KClosed |
$255K - $302K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-25Closed |
$1.51K - $1.79K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
198New |
$12K - $14.2K
|
198
$22.6K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-58Closed |
$3.51K - $4.15K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Polianta LTD
|
SELL
|
- |
-18.9KClosed |
$1.14M - $1.35M
|
0
$0
|
|
Q1 2021 | |||||||
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-21Closed |
$1.02K - $1.42K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.48KClosed |
$218K - $303K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-13.5KClosed |
$658K - $914K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-55KClosed |
$2.68M - $3.72M
|
0
$0
|