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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.49KNew |
$466K - $578K
|
8.49K
$887K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$406K - $504K
|
7.4K
$773K
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
6.5KNew |
$357K - $442K
|
6.5K
$679K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
687New |
$37.7K - $46.7K
|
687
$71.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 111.38% |
$19.9K - $24.6K
|
687
$71.8K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
318+ 38.27% |
$17.4K - $21.6K
|
1.15K
$120K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 9.48% |
$2.8K - $3.47K
|
589
$61.5K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 17.78% |
$439 - $544
|
53
$5.54K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$329 - $408
|
6
$627
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$54.9 - $68
|
220
$23K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29MNew |
$66M - $85.8M
|
1.29M
$135M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42.3KNew |
$2.17M - $2.81M
|
42.3K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
33.1K+ 500.42% |
$1.69M - $2.2M
|
39.7K
$4.14M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
22.7KNew |
$1.16M - $1.51M
|
22.7K
$2.37M
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20KNew |
$1.02M - $1.33M
|
20K
$2.09M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.28KNew |
$424K - $550K
|
8.28K
$865K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.6KNew |
$184K - $239K
|
3.6K
$376K
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.45KNew |
$177K - $229K
|
3.45K
$360K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.19K+ 122.67% |
$163K - $212K
|
5.79K
$605K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
2.65K+ 14.83% |
$136K - $176K
|
20.5K
$2.15M
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.55KNew |
$131K - $170K
|
2.55K
$266K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23KNew |
$62.7K - $81.5K
|
1.23K
$128K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
773New |
$39.6K - $51.4K
|
773
$80.8K
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
462+ 14.47% |
$23.7K - $30.7K
|
3.65K
$382K
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
321New |
$16.4K - $21.4K
|
321
$33.5K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.89K - $2.46K
|
37
$3.87K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29+ 0.16% |
$1.48K - $1.93K
|
17.9K
$1.87M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$1.28K - $1.66K
|
25
$2.61K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.51K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$768 - $998
|
15
$1.57K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$717 - $931
|
14
$1.46K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.44% |
$51.2 - $66.5
|
229
$23.9K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
801K+ 52.77% |
$19.2M - $52M
|
2.32M
$242M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
125KNew |
$3M - $8.11M
|
125K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
15.8KNew |
$380K - $1.02M
|
15.8K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
9.48K+ 73.73% |
$228K - $615K
|
22.3K
$2.34M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.75KNew |
$66K - $178K
|
2.75K
$287K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.1KNew |
$26.5K - $71.4K
|
1.1K
$115K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
955+ 19.56% |
$22.9K - $62K
|
5.84K
$610K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
398+ 3.56% |
$9.56K - $25.8K
|
11.6K
$1.21M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
335+ 837.5% |
$8.05K - $21.7K
|
375
$39.2K
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$1.88K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$1.88K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
129K+ 255.3% |
$7.15M - $8.93M
|
180K
$18.8M
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.6K+ 65.33% |
$644K - $804K
|
29.4K
$3.08M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.15K+ 78.69% |
$506K - $632K
|
20.8K
$2.17M
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.03KNew |
$278K - $348K
|
5.03K
$525K
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5KNew |
$277K - $346K
|
5K
$522K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.92KNew |
$217K - $271K
|
3.92K
$409K
|