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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-224- 6.84% |
$20.5K - $26.3K
|
3.05K
$295K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.1K- 8.19% |
$7.25M - $9.3M
|
887K
$85.7M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
217K+ 2.09% |
$19.9M - $25.6M
|
10.6M
$1.03B
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 7.75% |
$1.83K - $2.35K
|
278
$26.9K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.21K+ 3377.89% |
$294K - $377K
|
3.3K
$319K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.7K- 1.92% |
$2.17M - $2.79M
|
1.21M
$117M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.03K- 18.18% |
$94.5K - $121K
|
4.64K
$448K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-66- 2.66% |
$6.05K - $7.76K
|
2.42K
$233K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.52K+ 150.47% |
$322K - $413K
|
5.85K
$565K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
243+ 26.02% |
$22.3K - $28.6K
|
1.18K
$114K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-93- 0.29% |
$8.52K - $10.9K
|
31.9K
$3.09M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6.48KNew |
$593K - $762K
|
6.48K
$626K
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
32.2K+ 108.92% |
$2.95M - $3.79M
|
61.8K
$5.97M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6K+ 17.98% |
$550K - $706K
|
39.4K
$3.81M
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.72K+ 89.82% |
$524K - $672K
|
12.1K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-435- 9.09% |
$39.9K - $51.2K
|
4.35K
$421K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$641 - $823
|
5.76K
$556K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-235K- 29.75% |
$21.5M - $27.6M
|
555K
$53.6M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-714- 3.98% |
$65.4K - $84K
|
17.2K
$1.66M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 4.09% |
$203K - $261K
|
52K
$5.03M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
799+ 1.1% |
$73.2K - $94K
|
73.3K
$7.08M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.64KNew |
$242K - $311K
|
2.64K
$255K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-326- 5.79% |
$29.9K - $38.3K
|
5.31K
$513K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.41K+ 61.11% |
$130K - $166K
|
3.73K
$360K
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-28- 0.03% |
$2.57K - $3.29K
|
107K
$10.3M
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-15.2K- 70.98% |
$1.39M - $1.79M
|
6.21K
$600K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.33K+ 194.26% |
$397K - $510K
|
6.57K
$634K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.71K+ 8.13% |
$432K - $554K
|
62.7K
$6.05M
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.83KNew |
$717K - $921K
|
7.83K
$757K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.36K- 10.73% |
$125K - $160K
|
11.3K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-17.5K- 2.73% |
$1.61M - $2.06M
|
626K
$60.5M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.12K+ 129.09% |
$378K - $485K
|
7.32K
$707K
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.08K+ 51.82% |
$99.3K - $127K
|
3.18K
$307K
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-30.5K- 13.25% |
$2.79M - $3.59M
|
200K
$19.3M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 2.7% |
$13.4K - $17.2K
|
5.55K
$536K
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
3.08K+ 80.4% |
$282K - $362K
|
6.91K
$668K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 1.23% |
$27.5K - $35.3K
|
24.7K
$2.39M
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
102KNew |
$9.33M - $12M
|
102K
$9.83M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39+ 0.24% |
$3.57K - $4.59K
|
16.4K
$1.58M
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.74K- 5.18% |
$251K - $323K
|
50.3K
$4.86M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-623- 5.69% |
$57.1K - $73.3K
|
10.3K
$997K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
944+ 8.46% |
$86.5K - $111K
|
12.1K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
117+ 4.19% |
$10.7K - $13.8K
|
2.91K
$281K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
842+ 4.55% |
$77.1K - $99K
|
19.3K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
992+ 3.6% |
$90.9K - $117K
|
28.5K
$2.76M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
15.8KNew |
$1.45M - $1.86M
|
15.8K
$1.53M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-16.8K- 1.55% |
$1.54M - $1.98M
|
1.07M
$103M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.88K- 1.46% |
$172K - $221K
|
127K
$12.3M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
172+ 5.68% |
$15.8K - $20.2K
|
3.2K
$309K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
215+ 9.39% |
$19.7K - $25.3K
|
2.5K
$242K
|