Purchases and Sales Made in Q1 2023 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q1 2023. The information is specifically focused on institutions that hold shares of STIFEL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
503New |
$27.6K - $34.2K
|
503
$58.5K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
443+ 38.42% |
$24.3K - $30.1K
|
1.6K
$185K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
400+ 4.1% |
$21.9K - $27.2K
|
10.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 111.38% |
$19.9K - $24.6K
|
687
$79.8K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
318+ 38.27% |
$17.4K - $21.6K
|
1.15K
$134K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
301+ 0.77% |
$16.5K - $20.5K
|
39.6K
$4.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
297+ 0.29% |
$16.3K - $20.2K
|
104K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
248+ 6.61% |
$13.6K - $16.9K
|
4K
$465K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
246+ 1.81% |
$13.5K - $16.7K
|
13.8K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
228+ 2.16% |
$12.5K - $15.5K
|
10.8K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 35.88% |
$11.4K - $14.1K
|
784
$91.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
157+ 153.92% |
$8.61K - $10.7K
|
259
$30.1K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
130New |
$7.13K - $8.85K
|
130
$15.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
124+ 5.02% |
$6.8K - $8.44K
|
2.6K
$302K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
121+ 2.96% |
$6.64K - $8.23K
|
4.21K
$489K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
111+ 1.78% |
$6.09K - $7.55K
|
6.36K
$740K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.82% |
$5.49K - $6.8K
|
5.6K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
93+ 24.16% |
$5.1K - $6.33K
|
478
$55.6K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80New |
$4.39K - $5.44K
|
80
$9.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
75New |
$4.11K - $5.1K
|
75
$8.72K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72+ 35.82% |
$3.95K - $4.9K
|
273
$31.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65+ 0.25% |
$3.57K - $4.42K
|
26.2K
$3.04M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
64+ 4.16% |
$3.51K - $4.35K
|
1.6K
$186K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 9.48% |
$2.8K - $3.47K
|
589
$68.5K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 47.62% |
$2.74K - $3.4K
|
155
$18K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
50+ 0.16% |
$2.74K - $3.4K
|
32.3K
$3.75M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
42New |
$2.3K - $2.86K
|
42
$4.88K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41+ 1.03% |
$2.25K - $2.79K
|
4.03K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
41+ 4.62% |
$2.25K - $2.79K
|
928
$108K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
25New |
$1.37K - $1.7K
|
25
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25+ 0.64% |
$1.37K - $1.7K
|
3.94K
$458K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24New |
$1.32K - $1.63K
|
24
$2.79K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
21+ 0.26% |
$1.15K - $1.43K
|
7.95K
$924K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
20New |
$1.1K - $1.36K
|
20
$2.32K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
19+ 2.91% |
$1.04K - $1.29K
|
672
$78.1K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12+ 0.64% |
$658 - $816
|
1.89K
$219K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 50.0% |
$494 - $612
|
27
$3.14K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$494 - $612
|
9
$1.05K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$494 - $612
|
9
$1.05K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 17.78% |
$439 - $544
|
53
$6.16K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.6% |
$439 - $544
|
1.35K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.65% |
$384 - $476
|
1.08K
$125K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$329 - $408
|
6
$697
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 1.58% |
$329 - $408
|
386
$44.9K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 33.33% |
$219 - $272
|
16
$1.86K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$165 - $204
|
3
$349
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.69% |
$110 - $136
|
28
$3.25K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.67% |
$110 - $136
|
302
$35.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.63% |
$110 - $136
|
318
$37K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 3.45% |
$54.9 - $68
|
30
$3.49K
|