Latest Institutional Purchases of Stifel Financial Corp (SF)
This list provides information on the latest institutional transactions involving Stifel Financial Corp (SF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
662+ 22.84% |
$60.7K - $77.9K
|
3.56K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
625+ 3.23% |
$57.3K - $73.5K
|
20K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
566+ 11.54% |
$51.9K - $66.6K
|
5.47K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
479+ 20.25% |
$43.9K - $56.3K
|
2.84K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
456+ 250.55% |
$41.8K - $53.6K
|
638
$70.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
446+ 5.67% |
$40.9K - $52.4K
|
8.32K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
417+ 772.22% |
$38.2K - $49K
|
471
$52.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
406+ 14.97% |
$37.2K - $47.7K
|
3.12K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
365+ 9.65% |
$33.4K - $42.9K
|
4.15K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
344+ 7.81% |
$31.5K - $40.5K
|
4.75K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
330+ 1.23% |
$30.2K - $38.8K
|
27.1K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
305New |
$27.9K - $35.9K
|
305
$33.9K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
294+ 3.9% |
$26.9K - $34.6K
|
7.84K
$870K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
279New |
$25.6K - $32.8K
|
279
$31K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
248+ 0.53% |
$22.7K - $29.2K
|
46.8K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
243+ 26.02% |
$22.3K - $28.6K
|
1.18K
$131K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
232+ 0.21% |
$21.3K - $27.3K
|
113K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
222New |
$20.3K - $26.1K
|
222
$24.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
221New |
$20.2K - $26K
|
221
$24.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
215+ 9.39% |
$19.7K - $25.3K
|
2.5K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.82% |
$18.3K - $23.5K
|
24.5K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
180+ 1000.0% |
$16.5K - $21.2K
|
198
$22K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
172+ 5.68% |
$15.8K - $20.2K
|
3.2K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
170+ 52.96% |
$15.6K - $20K
|
491
$54.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
165+ 0.22% |
$15.1K - $19.4K
|
73.5K
$8.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
156New |
$14.3K - $18.3K
|
156
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147+ 5.82% |
$13.5K - $17.3K
|
2.67K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
136+ 67.66% |
$12.5K - $16K
|
337
$37.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
127+ 3.02% |
$11.6K - $14.9K
|
4.33K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 1.03% |
$11.5K - $14.7K
|
12.3K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
117+ 4.19% |
$10.7K - $13.8K
|
2.91K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
115+ 2875.0% |
$10.5K - $13.5K
|
119
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
109+ 3.46% |
$9.99K - $12.8K
|
3.26K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105+ 0.43% |
$9.62K - $12.3K
|
24.7K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 90.53% |
$7.88K - $10.1K
|
181
$20.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73New |
$6.69K - $8.58K
|
73
$8.1K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
72+ 2.26% |
$6.6K - $8.47K
|
3.26K
$361K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
71New |
$6.51K - $8.35K
|
71
$7.88K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61+ 2.16% |
$5.59K - $7.17K
|
2.88K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60+ 1.35% |
$5.5K - $7.06K
|
4.52K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 8.49% |
$5.5K - $7.06K
|
767
$85.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 57.29% |
$5.04K - $6.47K
|
151
$16.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
54+ 0.46% |
$4.95K - $6.35K
|
11.7K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39+ 0.24% |
$3.57K - $4.59K
|
16.4K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
37New |
$3.39K - $4.35K
|
37
$4.11K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
34New |
$3.12K - $4K
|
34
$3.77K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 2800.0% |
$2.57K - $3.29K
|
29
$3.22K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
28+ 20.0% |
$2.57K - $3.29K
|
168
$18.7K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.58% |
$2.57K - $3.29K
|
4.89K
$543K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$2.11K - $2.7K
|
23
$2.55K
|