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 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.08KNew |
$159K - $216K
|
2.08K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.14K+ 1.05% |
$86.8K - $118K
|
109K
$12.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-22- 0.35% |
$1.68K - $2.28K
|
6.19K
$707K
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-400- 5.92% |
$30.6K - $41.5K
|
6.36K
$727K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-54- 30.0% |
$4.13K - $5.6K
|
126
$14.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-662- 21.23% |
$50.6K - $68.7K
|
2.46K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-277K- 66.59% |
$21.2M - $28.8M
|
139K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
162+ 2.21% |
$12.4K - $16.8K
|
7.48K
$856K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
842+ 5.53% |
$64.4K - $87.4K
|
16.1K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-426- 5.12% |
$32.6K - $44.2K
|
7.89K
$902K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-15.2K- 53.81% |
$1.16M - $1.58M
|
13K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.95K+ 10.61% |
$685K - $929K
|
93.4K
$10.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$535 - $726
|
7
$800
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.84KNew |
$446K - $606K
|
5.84K
$667K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-504- 1.4% |
$38.6K - $52.3K
|
35.4K
$4.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 1.45% |
$22.9K - $31.1K
|
21.1K
$2.41M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
18+ 0.31% |
$1.38K - $1.87K
|
5.77K
$660K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 12.72% |
$87.6K - $119K
|
7.86K
$898K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.01K- 1.7% |
$77.1K - $105K
|
58.3K
$6.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.98K+ 85.06% |
$151K - $205K
|
4.3K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.5% |
$535 - $726
|
1.41K
$161K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-106- 3.97% |
$8.11K - $11K
|
2.56K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-590- 17.02% |
$45.1K - $61.2K
|
2.88K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 8.7% |
$612 - $830
|
100
$11.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 7.91% |
$1.68K - $2.28K
|
300
$34.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.25% |
$688 - $934
|
3.55K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.25K- 13.16% |
$249K - $337K
|
21.5K
$2.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-712- 14.48% |
$54.5K - $73.9K
|
4.2K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 160.0% |
$1.22K - $1.66K
|
26
$2.97K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.05% |
$22.9K - $31.1K
|
28.9K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-866- 15.61% |
$66.2K - $89.9K
|
4.68K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$1.53K - $2.08K
|
20
$2.29K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.46K- 6.64% |
$264K - $359K
|
48.6K
$5.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$459 - $623
|
9
$1.03K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$153 - $208
|
5
$572
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.34KNew |
$179K - $243K
|
2.34K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-141- 0.43% |
$10.8K - $14.6K
|
33K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.29K- 52.22% |
$481K - $653K
|
5.75K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-95- 4.33% |
$7.27K - $9.86K
|
2.1K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
356+ 30.96% |
$27.2K - $36.9K
|
1.51K
$172K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.14K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-360- 2.11% |
$27.5K - $37.4K
|
16.7K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.26K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 2.71% |
$91.2K - $124K
|
45.2K
$5.16M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 195.45% |
$3.29K - $4.46K
|
65
$7.43K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
124New |
$9.48K - $12.9K
|
124
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
SELL
|
- |
-822- 2.73% |
$62.9K - $85.3K
|
29.3K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
30.4KNew |
$2.32M - $3.15M
|
30.4K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.29K- 34.47% |
$98.3K - $133K
|
2.44K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 14.43% |
$116K - $157K
|
12K
$1.37M
|