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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.94KNew |
$181K - $228K
|
1.94K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17+ 1700.0% |
$1.59K - $2K
|
18
$1.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
55New |
$5.14K - $6.47K
|
55
$5.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.31KNew |
$216K - $272K
|
2.31K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.29K- 11.48% |
$214K - $269K
|
17.6K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
53K+ 315.99% |
$4.95M - $6.24M
|
69.8K
$6.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.41K+ 31.14% |
$412K - $519K
|
18.6K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-20- 0.65% |
$1.87K - $2.35K
|
3.04K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-11- 0.4% |
$1.03K - $1.29K
|
2.71K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-29- 90.63% |
$2.71K - $3.41K
|
3
$283
|
|
|
Jan 13, 2025
Q4 2024
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
26KNew |
$2.43M - $3.06M
|
26K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 27.94% |
$3.55K - $4.47K
|
98
$9.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.83KNew |
$358K - $451K
|
3.83K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$747 - $942
|
8
$754
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 1.96% |
$1.4K - $1.77K
|
750
$70.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11.4K- 21.74% |
$1.07M - $1.35M
|
41.2K
$3.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 8.0% |
$9.34K - $11.8K
|
1.15K
$108K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-133- 2.6% |
$12.4K - $15.7K
|
4.98K
$469K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-109- 0.87% |
$10.2K - $12.8K
|
12.4K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$93.4 - $118
|
270
$25.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.23KNew |
$208K - $263K
|
2.23K
$210K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
397+ 78.93% |
$37.1K - $46.7K
|
900
$84.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
145+ 46.47% |
$13.5K - $17.1K
|
457
$43.1K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-389- 0.2% |
$30.7K - $36.5K
|
191K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 89.47% |
$1.34K - $1.6K
|
36
$3.39K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-58.7K- 95.08% |
$4.63M - $5.51M
|
3.04K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-8.4K- 67.74% |
$663K - $789K
|
4K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 18.39% |
$157K - $186K
|
12.8K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-33- 33.0% |
$2.6K - $3.1K
|
67
$6.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.19KNew |
$330K - $393K
|
4.19K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.21KNew |
$174K - $207K
|
2.21K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.09KNew |
$480K - $571K
|
6.09K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 12.12% |
$947 - $1.13K
|
87
$8.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-36.9K- 20.98% |
$2.91M - $3.46M
|
139K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-11.7K- 70.91% |
$923K - $1.1M
|
4.8K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
206New |
$16.3K - $19.3K
|
206
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.1K- 27.05% |
$166K - $197K
|
5.67K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.19KNew |
$251K - $299K
|
3.19K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-13.2K- 64.14% |
$1.04M - $1.24M
|
7.39K
$696K
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
53.6K+ 100.33% |
$4.23M - $5.03M
|
107K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.36K+ 61.11% |
$265K - $315K
|
8.85K
$834K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-651- 5.42% |
$51.4K - $61.1K
|
11.4K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.62KNew |
$759K - $903K
|
9.62K
$906K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-398- 1.96% |
$31.4K - $37.4K
|
19.9K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.77% |
$2.13K - $2.53K
|
3.53K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-64- 40.51% |
$5.05K - $6.01K
|
94
$8.86K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-86- 1.52% |
$6.79K - $8.07K
|
5.56K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42New |
$3.31K - $3.94K
|
42
$3.96K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
53New |
$4.18K - $4.98K
|
53
$5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-5.4K- 6.44% |
$426K - $507K
|
78.4K
$7.39M
|
|