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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
189+ 0.15% |
$14.5K - $19.6K
|
127K
$14.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
65+ 0.05% |
$4.97K - $6.75K
|
142K
$16.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.1% |
$229 - $311
|
3K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.51K+ 451.29% |
$269K - $364K
|
4.29K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-76- 14.62% |
$5.81K - $7.89K
|
444
$50.8K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 83.33% |
$382 - $519
|
1
$114
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-21- 17.65% |
$1.61K - $2.18K
|
98
$11.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 2.69% |
$1.3K - $1.76K
|
616
$70.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.05KNew |
$80.2K - $109K
|
1.05K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-5.98K- 21.38% |
$457K - $621K
|
22K
$2.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.62K- 4.4% |
$277K - $376K
|
78.7K
$9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
15New |
$1.15K - $1.56K
|
15
$1.71K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
387+ 5528.57% |
$29.6K - $40.2K
|
394
$45K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.2K+ 0.41% |
$91.9K - $125K
|
293K
$33.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
140+ 0.18% |
$10.7K - $14.5K
|
77.5K
$8.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-691- 2.42% |
$52.9K - $71.7K
|
27.8K
$3.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
4.24KNew |
$324K - $440K
|
4.24K
$485K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 10.02% |
$148K - $201K
|
17.4K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 0.1% |
$3.67K - $4.98K
|
46.8K
$5.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32- 1.48% |
$2.45K - $3.32K
|
2.12K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
22+ 0.24% |
$1.68K - $2.28K
|
9.38K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 20.99% |
$2.91K - $3.94K
|
143
$16.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
429+ 7.13% |
$32.8K - $44.5K
|
6.45K
$737K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
88+ 17.92% |
$6.73K - $9.13K
|
579
$66.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.48K- 5.67% |
$342K - $464K
|
74.4K
$8.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.57K+ 1.66% |
$196K - $266K
|
157K
$18M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$156K - $212K
|
2.04K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 12.78% |
$37.4K - $50.7K
|
3.34K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-236- 8.46% |
$18.1K - $24.5K
|
2.55K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-13.6K- 52.02% |
$1.04M - $1.42M
|
12.6K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.65K- 64.79% |
$355K - $482K
|
2.53K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$1.3K - $1.76K
|
17
$1.94K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.51K- 2.06% |
$116K - $157K
|
72K
$8.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 2.72% |
$8.26K - $11.2K
|
4.09K
$467K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.25K- 1.44% |
$555K - $753K
|
495K
$56.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 1.29% |
$7.65K - $10.4K
|
7.84K
$896K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-109- 1.86% |
$8.34K - $11.3K
|
5.74K
$656K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.79K- 44.91% |
$213K - $290K
|
3.42K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$76.5 - $104
|
3.22K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
669+ 3.73% |
$51.2K - $69.4K
|
18.6K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.14K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-27- 93.1% |
$2.07K - $2.8K
|
2
$229
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 32.18% |
$2.14K - $2.91K
|
59
$6.74K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.88% |
$2.91K - $3.94K
|
4.29K
$490K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.18KNew |
$167K - $226K
|
2.18K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.3K- 6.55% |
$176K - $238K
|
32.8K
$3.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.8K- 38.86% |
$520K - $706K
|
10.7K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
162+ 0.18% |
$12.4K - $16.8K
|
91.8K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
9.34K+ 29.25% |
$715K - $970K
|
41.3K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.9K+ 5.48% |
$145K - $197K
|
36.6K
$4.18M
|