Purchases and Sales Made in Q1 2025 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
294+ 3.9% |
$26.9K - $34.6K
|
7.84K
$865K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
284+ 9.84% |
$26K - $33.4K
|
3.17K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
279New |
$25.6K - $32.8K
|
279
$30.8K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
248+ 0.53% |
$22.7K - $29.2K
|
46.8K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
243+ 26.02% |
$22.3K - $28.6K
|
1.18K
$130K
|
|
|
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
$24.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
221New |
$20.2K - $26K
|
221
$24.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
215+ 9.39% |
$19.7K - $25.3K
|
2.5K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
206+ 1.06% |
$18.9K - $24.2K
|
19.7K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.7% |
$18.3K - $23.5K
|
28.6K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.82% |
$18.3K - $23.5K
|
24.5K
$2.7M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
183+ 123.65% |
$16.8K - $21.5K
|
331
$36.6K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
180+ 1000.0% |
$16.5K - $21.2K
|
198
$21.9K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
172+ 5.68% |
$15.8K - $20.2K
|
3.2K
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
170+ 52.96% |
$15.6K - $20K
|
491
$54.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
166+ 6.41% |
$15.2K - $19.5K
|
2.76K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
165+ 0.22% |
$15.1K - $19.4K
|
73.5K
$8.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
164+ 0.88% |
$15K - $19.3K
|
18.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
156New |
$14.3K - $18.3K
|
156
$17.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
147+ 5.82% |
$13.5K - $17.3K
|
2.67K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
146+ 2.7% |
$13.4K - $17.2K
|
5.55K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
136+ 67.66% |
$12.5K - $16K
|
337
$37.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
127+ 3.02% |
$11.6K - $14.9K
|
4.33K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 1.03% |
$11.5K - $14.7K
|
12.3K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
117+ 4.19% |
$10.7K - $13.8K
|
2.91K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
115+ 2875.0% |
$10.5K - $13.5K
|
119
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
109+ 3.46% |
$9.99K - $12.8K
|
3.26K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
105+ 0.43% |
$9.62K - $12.3K
|
24.7K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 90.53% |
$7.88K - $10.1K
|
181
$20K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
78+ 3.41% |
$7.15K - $9.17K
|
2.37K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
78+ 0.18% |
$7.15K - $9.17K
|
44K
$4.86M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73New |
$6.69K - $8.58K
|
73
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
72+ 2.26% |
$6.6K - $8.47K
|
3.26K
$359K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
71New |
$6.51K - $8.35K
|
71
$7.84K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61+ 2.16% |
$5.59K - $7.17K
|
2.88K
$319K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60+ 8.49% |
$5.5K - $7.06K
|
767
$84.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60+ 1.35% |
$5.5K - $7.06K
|
4.52K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
55+ 57.29% |
$5.04K - $6.47K
|
151
$16.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
54+ 0.46% |
$4.95K - $6.35K
|
11.7K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 2.03% |
$4.86K - $6.23K
|
2.67K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
39+ 0.24% |
$3.57K - $4.59K
|
16.4K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
37New |
$3.39K - $4.35K
|
37
$4.09K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 83.33% |
$3.21K - $4.12K
|
77
$8.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
34New |
$3.12K - $4K
|
34
$3.75K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 2800.0% |
$2.57K - $3.29K
|
29
$3.2K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.58% |
$2.57K - $3.29K
|
4.89K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
28+ 20.0% |
$2.57K - $3.29K
|
168
$18.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23New |
$2.11K - $2.7K
|
23
$2.54K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
22New |
$2.02K - $2.59K
|
22
$2.43K
|