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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
886+ 18.2% |
$81.2K - $104K
|
5.76K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17.5KNew |
$1.6M - $2.06M
|
17.5K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
344+ 7.81% |
$31.5K - $40.5K
|
4.75K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
78+ 3.41% |
$7.15K - $9.17K
|
2.37K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.53K- 2.53% |
$324K - $415K
|
136K
$13.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.68K- 3.47% |
$154K - $197K
|
46.7K
$4.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.35% |
$91.6 - $118
|
24
$2.32K
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
5.01K+ 3.35% |
$459K - $589K
|
155K
$14.9M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11+ 6.51% |
$1.01K - $1.29K
|
180
$17.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 8.49% |
$5.5K - $7.06K
|
767
$74.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
11.8KNew |
$1.08M - $1.39M
|
11.8K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.41K+ 11.06% |
$770K - $988K
|
84.4K
$8.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.4KNew |
$1.13M - $1.45M
|
12.4K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
22New |
$2.02K - $2.59K
|
22
$2.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
108KNew |
$9.91M - $12.7M
|
108K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
BUY
|
- |
6.76KNew |
$619K - $795K
|
6.76K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
170+ 52.96% |
$15.6K - $20K
|
491
$47.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$2.11K - $2.7K
|
23
$2.22K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.14% |
$458 - $588
|
3.54K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 90.53% |
$7.88K - $10.1K
|
181
$17.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
165+ 0.22% |
$15.1K - $19.4K
|
73.5K
$7.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
12.1K+ 46.54% |
$1.11M - $1.42M
|
38.1K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.83KNew |
$351K - $450K
|
3.83K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
300+ 0.82% |
$27.5K - $35.3K
|
36.7K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.21K- 47.7% |
$752K - $966K
|
9K
$870K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.14% |
$458 - $588
|
3.47K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-98- 0.03% |
$8.98K - $11.5K
|
292K
$28.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.08K- 28.92% |
$282K - $362K
|
7.57K
$731K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.51K+ 31.31% |
$230K - $295K
|
10.5K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12New |
$1.1K - $1.41K
|
12
$1.16K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.31KNew |
$303K - $389K
|
3.31K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
221New |
$20.2K - $26K
|
221
$21.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
372+ 2.23% |
$34.1K - $43.7K
|
17K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.3K+ 263.2% |
$1.31M - $1.68M
|
19.7K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 83.33% |
$3.21K - $4.12K
|
77
$7.44K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.9K- 5.14% |
$174K - $223K
|
35.1K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
406+ 14.97% |
$37.2K - $47.7K
|
3.12K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$458 - $588
|
21
$2.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.97K+ 136.92% |
$456K - $585K
|
8.61K
$831K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-43K- 94.88% |
$3.94M - $5.05M
|
2.32K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
75.7K+ 108.51% |
$6.94M - $8.9M
|
145K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$183 - $235
|
2
$193
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
206+ 1.06% |
$18.9K - $24.2K
|
19.7K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 6.37% |
$916 - $1.18K
|
147
$14.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
9.54KNew |
$874K - $1.12M
|
9.54K
$922K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
542+ 50.19% |
$49.7K - $63.7K
|
1.62K
$157K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
164+ 0.88% |
$15K - $19.3K
|
18.7K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
4.94K+ 28.04% |
$453K - $581K
|
22.6K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
115+ 2875.0% |
$10.5K - $13.5K
|
119
$11.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.61KNew |
$605K - $777K
|
6.61K
$638K
|