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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-98- 3.56% |
$7.5K - $10.2K
|
2.66K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$76.5 - $104
|
23
$2.63K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 2.75% |
$4.97K - $6.75K
|
2.43K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-430- 1.17% |
$32.9K - $44.6K
|
36.3K
$4.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-866- 39.06% |
$66.2K - $89.9K
|
1.35K
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-55- 2.34% |
$4.21K - $5.71K
|
2.29K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 42.86% |
$688 - $934
|
12
$1.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 0.64% |
$9.56K - $13K
|
19.5K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.15KNew |
$164K - $223K
|
2.15K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
484+ 1.47% |
$37K - $50.2K
|
33.4K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.13% |
$76.5 - $104
|
48
$5.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.07K- 45.11% |
$81.9K - $111K
|
1.3K
$149K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-8- 0.09% |
$612 - $830
|
9.19K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33- 0.93% |
$2.52K - $3.42K
|
3.5K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
388+ 2.07% |
$29.7K - $40.3K
|
19.1K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-280- 6.05% |
$21.4K - $29.1K
|
4.35K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 10.39% |
$612 - $830
|
85
$9.72K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 250.0% |
$382 - $519
|
7
$800
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.12K+ 24.86% |
$85.7K - $116K
|
5.63K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 10.88% |
$1.22K - $1.66K
|
163
$18.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-17- 0.14% |
$1.3K - $1.76K
|
11.8K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 0.31% |
$382 - $519
|
1.63K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.67K+ 7.38% |
$127K - $173K
|
24.2K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-754- 64.5% |
$57.7K - $78.3K
|
415
$47.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$459 - $623
|
6
$686
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 2.24% |
$5.66K - $7.68K
|
3.38K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.22K- 36.65% |
$553K - $750K
|
12.5K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-996- 20.75% |
$76.2K - $103K
|
3.8K
$435K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.47K- 32.69% |
$189K - $257K
|
5.09K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 1.05% |
$7.65K - $10.4K
|
9.64K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.53K+ 12.57% |
$499K - $678K
|
58.5K
$6.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
775+ 16.29% |
$59.3K - $80.4K
|
5.53K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-22- 2.89% |
$1.68K - $2.28K
|
739
$84.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
401+ 6.07% |
$30.7K - $41.6K
|
7.01K
$801K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
42New |
$3.21K - $4.36K
|
42
$4.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$76.5 - $104
|
207
$23.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 40.79% |
$10.3K - $14K
|
466
$53.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 25.0% |
$3.82K - $5.19K
|
150
$17.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-444- 3.24% |
$34K - $46.1K
|
13.3K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 5.74% |
$4.44K - $6.02K
|
1.07K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.4K- 13.92% |
$337K - $457K
|
27.2K
$3.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-253- 7.98% |
$19.4K - $26.3K
|
2.92K
$333K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
965+ 2.03% |
$88.4K - $113K
|
48.5K
$5.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.88KNew |
$722K - $927K
|
7.88K
$901K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$641 - $823
|
7
$800
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73New |
$6.69K - $8.58K
|
73
$8.35K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-6.21K- 1.97% |
$569K - $731K
|
309K
$35.4M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
21.1KNew |
$1.93M - $2.48M
|
21.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-419K- 38.99% |
$38.4M - $49.3M
|
656K
$75M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10.6KNew |
$969K - $1.24M
|
10.6K
$1.21M
|
|