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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 7.75% |
$1.83K - $2.35K
|
278
$30.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
17+ 22.37% |
$1.56K - $2K
|
93
$10.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 212.5% |
$1.56K - $2K
|
25
$2.78K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.47K - $1.88K
|
16
$1.78K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.36% |
$1.47K - $1.88K
|
4.43K
$492K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 1.96% |
$1.37K - $1.76K
|
780
$86.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12New |
$1.1K - $1.41K
|
12
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
11New |
$1.01K - $1.29K
|
11
$1.22K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$1.01K - $1.29K
|
11
$1.22K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11+ 6.51% |
$1.01K - $1.29K
|
180
$20K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$1.01K - $1.29K
|
3.54K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
9+ 180.0% |
$825 - $1.06K
|
14
$1.55K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8+ 42.11% |
$733 - $941
|
27
$3K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$733 - $941
|
8
$888
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$641 - $823
|
7
$777
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$641 - $823
|
7
$777
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7+ 0.1% |
$641 - $823
|
6.75K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$550 - $706
|
6
$666
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 4.44% |
$366 - $470
|
94
$10.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$183 - $235
|
2
$222
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.82% |
$91.6 - $118
|
56
$6.22K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
162KNew |
$15.1M - $19.1M
|
162K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
99.2KNew |
$9.26M - $11.7M
|
99.2K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
53KNew |
$4.95M - $6.24M
|
53K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
43.8KNew |
$4.09M - $5.15M
|
43.8K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
38.7KNew |
$3.61M - $4.55M
|
38.7K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
36.4K+ 145.6% |
$3.4M - $4.29M
|
61.4K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
21.5KNew |
$2.01M - $2.53M
|
21.5K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
17.2KNew |
$1.61M - $2.03M
|
17.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.6KNew |
$1.27M - $1.6M
|
13.6K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
11.8KNew |
$1.1M - $1.39M
|
11.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
8.9KNew |
$831K - $1.05M
|
8.9K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
5.77K+ 77.89% |
$539K - $679K
|
13.2K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.5K+ 20.36% |
$514K - $648K
|
32.5K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.36KNew |
$501K - $631K
|
5.36K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.22KNew |
$488K - $615K
|
5.22K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
4.77KNew |
$445K - $561K
|
4.77K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.94KNew |
$368K - $464K
|
3.94K
$438K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.35K+ 166.65% |
$313K - $395K
|
5.37K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
3.14KNew |
$294K - $370K
|
3.14K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.65KNew |
$248K - $312K
|
2.65K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.62KNew |
$245K - $308K
|
2.62K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$244K - $308K
|
2.62K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.33KNew |
$217K - $274K
|
2.33K
$258K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.23KNew |
$208K - $263K
|
2.23K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 495.03% |
$205K - $258K
|
2.64K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$200K - $252K
|
2.14K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.07K+ 422.24% |
$193K - $244K
|
2.56K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$191K - $240K
|
2.04K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.98KNew |
$185K - $233K
|
1.98K
$220K
|
|