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 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-36.9K- 20.98% |
$2.91M - $3.46M
|
139K
$14.5M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122+ 41.36% |
$9.63K - $11.5K
|
417
$43.6K
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24.6K+ 45.66% |
$1.94M - $2.31M
|
78.4K
$8.19M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-363- 2.72% |
$28.6K - $34.1K
|
13K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.44K+ 4.38% |
$193K - $229K
|
58.2K
$6.09M
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-245K- 14.04% |
$19.3M - $23M
|
1.5M
$157M
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-7.84K- 28.82% |
$619K - $736K
|
19.4K
$2.02M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375+ 28.3% |
$29.6K - $35.2K
|
1.7K
$178K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.39K+ 7.77% |
$109K - $130K
|
19.2K
$2.01M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
464+ 3.36% |
$36.6K - $43.6K
|
14.3K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-872- 21.56% |
$68.8K - $81.9K
|
3.17K
$331K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
361+ 12.2% |
$28.5K - $33.9K
|
3.32K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
20.1K+ 1.2% |
$1.59M - $1.89M
|
1.7M
$177M
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
53.6K+ 100.33% |
$4.23M - $5.03M
|
107K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
825+ 6.28% |
$65.1K - $77.4K
|
14K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-13.2K- 64.14% |
$1.04M - $1.24M
|
7.39K
$772K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.1K- 27.05% |
$166K - $197K
|
5.67K
$592K
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
112KNew |
$8.83M - $10.5M
|
112K
$11.7M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.89K+ 9.66% |
$307K - $365K
|
44.1K
$4.61M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
39+ 0.35% |
$3.08K - $3.66K
|
11.1K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
5.24K+ 27.9% |
$413K - $492K
|
24K
$2.51M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
369+ 3.14% |
$29.1K - $34.6K
|
12.1K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
206New |
$16.3K - $19.3K
|
206
$21.5K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.32KNew |
$183K - $218K
|
2.32K
$243K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
198+ 1.03% |
$15.6K - $18.6K
|
19.5K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.72K+ 0.14% |
$136K - $161K
|
1.25M
$130M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.7K+ 12.98% |
$2.11M - $2.5M
|
232K
$24.3M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-331- 11.09% |
$26.1K - $31.1K
|
2.65K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.2K+ 51.76% |
$808K - $962K
|
30K
$3.14M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 88.85% |
$2.38M - $2.83M
|
3.79K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-198- 3.68% |
$15.6K - $18.6K
|
5.19K
$542K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.43K- 83.19% |
$191K - $228K
|
490
$51.2K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-45.6K- 80.49% |
$3.6M - $4.28M
|
11.1K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
65.1K+ 4.65% |
$5.14M - $6.11M
|
1.46M
$153M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.71K- 1.32% |
$292K - $348K
|
277K
$28.9M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.03K- 12.81% |
$81.2K - $96.6K
|
7.01K
$732K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.81K- 35.07% |
$143K - $170K
|
3.35K
$350K
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.52K+ 10.12% |
$672K - $800K
|
92.7K
$9.68M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.3K+ 4308.94% |
$418K - $498K
|
5.42K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47+ 0.71% |
$3.71K - $4.41K
|
6.66K
$696K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
209New |
$16.5K - $19.6K
|
209
$21.8K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.76K+ 27.93% |
$138K - $165K
|
8.04K
$840K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
84+ 42.0% |
$6.63K - $7.89K
|
284
$29.7K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.45K+ 52.14% |
$509K - $606K
|
18.8K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.19KNew |
$251K - $299K
|
3.19K
$333K
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-5.2K- 3.24% |
$410K - $488K
|
155K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-114- 1.63% |
$9K - $10.7K
|
6.9K
$721K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
116+ 6.42% |
$9.15K - $10.9K
|
1.92K
$201K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
173K+ 20.4% |
$13.7M - $16.2M
|
1.02M
$107M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3+ 0.11% |
$237 - $282
|
2.78K
$291K
|