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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-14.4K- 2.18% |
$1.34M - $1.69M
|
643K
$60.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
49+ 23.44% |
$4.58K - $5.77K
|
258
$24.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-10.9K- 22.79% |
$1.02M - $1.29M
|
37K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.94KNew |
$368K - $464K
|
3.94K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-49- 0.05% |
$4.58K - $5.77K
|
104K
$9.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-264- 9.04% |
$24.7K - $31.1K
|
2.66K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.33KNew |
$872K - $1.1M
|
9.33K
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$187 - $235
|
2.34K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$93.4 - $118
|
1
$94.3
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12- 0.52% |
$1.12K - $1.41K
|
2.29K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-135- 0.23% |
$12.6K - $15.9K
|
59.3K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.36% |
$467 - $589
|
1.39K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.84% |
$3.27K - $4.12K
|
4.2K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.62K- 4.3% |
$151K - $190K
|
36K
$3.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-75- 0.03% |
$7.01K - $8.83K
|
292K
$27.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.29K- 12.32% |
$214K - $270K
|
16.3K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
866+ 12.36% |
$80.9K - $102K
|
7.87K
$742K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-200- 0.55% |
$18.7K - $23.5K
|
36.4K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
828+ 14.79% |
$77.3K - $97.5K
|
6.43K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
31.3KNew |
$2.93M - $3.69M
|
31.3K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.25% |
$654 - $824
|
2.79K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
48+ 1.89% |
$4.48K - $5.65K
|
2.59K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.3K+ 353.32% |
$775K - $977K
|
10.6K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90+ 14.59% |
$8.41K - $10.6K
|
707
$66.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$374 - $471
|
4
$377
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.93KNew |
$180K - $227K
|
1.93K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
239+ 8.46% |
$22.3K - $28.1K
|
3.06K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-27- 0.44% |
$2.52K - $3.18K
|
6.09K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.55K+ 54.36% |
$145K - $183K
|
4.41K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.19KNew |
$111K - $140K
|
1.19K
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-139- 5.86% |
$13K - $16.4K
|
2.23K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 4.53% |
$14.3K - $18K
|
3.53K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
507+ 2.6% |
$47.4K - $59.7K
|
20K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
88New |
$8.22K - $10.4K
|
88
$8.29K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-39- 79.59% |
$3.64K - $4.59K
|
10
$943
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 10.45% |
$654 - $824
|
74
$6.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-2.25K- 0.83% |
$210K - $265K
|
269K
$25.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-153- 0.78% |
$14.3K - $18K
|
19.5K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.0% |
$93.4 - $118
|
26
$2.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
5.88K+ 46.62% |
$549K - $692K
|
18.5K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$200K - $252K
|
2.14K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8KNew |
$747K - $942K
|
8K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.95K+ 115.42% |
$182K - $229K
|
3.63K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.7K- 38.39% |
$1.84M - $2.32M
|
31.6K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.87% |
$654 - $824
|
802
$75.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-400- 15.41% |
$37.4K - $47.1K
|
2.2K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-243- 7.49% |
$22.7K - $28.6K
|
3K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
246+ 3.48% |
$23K - $29K
|
7.31K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
210+ 24.14% |
$19.6K - $24.7K
|
1.08K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.29K- 11.48% |
$214K - $269K
|
17.6K
$1.66M
|