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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
836+ 251.05% |
$76.6K - $98.3K
|
1.17K
$113K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10.8K+ 26.11% |
$986K - $1.27M
|
52K
$5.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-26- 0.07% |
$2.38K - $3.06K
|
35.9K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 1.47% |
$1.01K - $1.29K
|
761
$73.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-421K- 98.94% |
$38.5M - $49.5M
|
4.51K
$436K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$183 - $235
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.5KNew |
$229K - $294K
|
2.5K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
222New |
$20.3K - $26.1K
|
222
$21.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
147K+ 54.66% |
$13.5M - $17.3M
|
417K
$40.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
34New |
$3.12K - $4K
|
34
$3.29K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-178- 3.58% |
$16.3K - $20.9K
|
4.8K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10.1K+ 522.0% |
$926K - $1.19M
|
12K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
279New |
$25.6K - $32.8K
|
279
$27K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 1.96% |
$1.37K - $1.76K
|
780
$75.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.82% |
$91.6 - $118
|
56
$5.41K
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.39K- 9.19% |
$127K - $163K
|
13.7K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$1.01K - $1.29K
|
3.54K
$342K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 9.84% |
$26K - $33.4K
|
3.17K
$306K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 33.33% |
$91.6 - $118
|
2
$193
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 212.5% |
$1.56K - $2K
|
25
$2.42K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-37- 10.45% |
$3.39K - $4.35K
|
317
$30.6K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
553+ 121.01% |
$50.7K - $65K
|
1.01K
$97.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
183+ 123.65% |
$16.8K - $21.5K
|
331
$32K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.35K+ 166.65% |
$313K - $395K
|
5.37K
$518K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
828+ 0.31% |
$77.3K - $97.5K
|
269K
$26M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-321- 0.42% |
$30K - $37.8K
|
77K
$7.44M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 11.43% |
$374 - $471
|
31
$3K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-865- 11.78% |
$80.8K - $102K
|
6.48K
$626K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 27.03% |
$93.4K - $118K
|
2.7K
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.35KNew |
$219K - $277K
|
2.35K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-38.3K- 41.3% |
$3.58M - $4.51M
|
54.4K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.36KNew |
$501K - $631K
|
5.36K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38New |
$3.55K - $4.47K
|
38
$3.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-26- 1.1% |
$2.43K - $3.06K
|
2.34K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
99.2KNew |
$9.26M - $11.7M
|
99.2K
$9.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
5.77K+ 77.89% |
$539K - $679K
|
13.2K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-73.9K- 18.83% |
$6.9M - $8.7M
|
319K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.51K- 64.66% |
$328K - $413K
|
1.92K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$244K - $308K
|
2.62K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
38.7KNew |
$3.61M - $4.55M
|
38.7K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$3.36K - $4.24K
|
36
$3.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.14KNew |
$294K - $370K
|
3.14K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.6KNew |
$1.27M - $1.6M
|
13.6K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-8.4K- 22.29% |
$785K - $989K
|
29.3K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
36.4K+ 145.6% |
$3.4M - $4.29M
|
61.4K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
21.5KNew |
$2.01M - $2.53M
|
21.5K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.22KNew |
$488K - $615K
|
5.22K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
99New |
$9.25K - $11.7K
|
99
$9.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7- 0.26% |
$654 - $824
|
2.64K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
631+ 24.38% |
$58.9K - $74.3K
|
3.22K
$311K
|
|