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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 7.75% |
$1.83K - $2.35K
|
278
$30.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 212.5% |
$1.56K - $2K
|
25
$2.76K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
17+ 22.37% |
$1.56K - $2K
|
93
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.47K - $1.88K
|
16
$1.77K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.36% |
$1.47K - $1.88K
|
4.43K
$489K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 1.96% |
$1.37K - $1.76K
|
780
$86.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12New |
$1.1K - $1.41K
|
12
$1.33K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11+ 6.51% |
$1.01K - $1.29K
|
180
$19.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.31% |
$1.01K - $1.29K
|
3.54K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 1.47% |
$1.01K - $1.29K
|
761
$84K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
11New |
$1.01K - $1.29K
|
11
$1.21K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
11New |
$1.01K - $1.29K
|
11
$1.21K
|
|
|
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
$2.98K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$733 - $941
|
8
$884
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.5% |
$641 - $823
|
1.4K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7+ 0.1% |
$641 - $823
|
6.75K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$641 - $823
|
7
$773
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$550 - $706
|
6
$663
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.14% |
$458 - $588
|
3.54K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4+ 4.44% |
$366 - $470
|
94
$10.4K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$275 - $353
|
3
$331
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3New |
$275 - $353
|
3
$331
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$183 - $235
|
2
$221
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 1.82% |
$91.6 - $118
|
56
$6.18K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.35% |
$91.6 - $118
|
24
$2.65K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 33.33% |
$91.6 - $118
|
2
$221
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$183 - $235
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$458 - $588
|
21
$2.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.14% |
$458 - $588
|
3.47K
$383K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 0.12% |
$641 - $823
|
5.76K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 6.37% |
$916 - $1.18K
|
147
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-13- 0.18% |
$1.19K - $1.53K
|
7.3K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-20- 0.81% |
$1.83K - $2.35K
|
2.44K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-25- 0.83% |
$2.29K - $2.94K
|
3K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-26- 0.07% |
$2.38K - $3.06K
|
35.9K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-28- 5.3% |
$2.57K - $3.29K
|
500
$55.2K
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-28- 0.03% |
$2.57K - $3.29K
|
107K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-31- 0.14% |
$2.84K - $3.65K
|
22.7K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-32- 0.15% |
$2.93K - $3.76K
|
20.8K
$2.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-37- 10.45% |
$3.39K - $4.35K
|
317
$35K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-53- 1.86% |
$4.86K - $6.23K
|
2.79K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-53- 0.34% |
$4.86K - $6.23K
|
15.6K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-54- 0.41% |
$4.95K - $6.35K
|
13K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-64- 23.7% |
$5.86K - $7.53K
|
206
$22.8K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-66- 2.66% |
$6.05K - $7.76K
|
2.42K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-69- 2.76% |
$6.32K - $8.11K
|
2.43K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-74Closed |
$6.78K - $8.7K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-76- 1.93% |
$6.96K - $8.94K
|
3.86K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-79- 2.33% |
$7.24K - $9.29K
|
3.31K
$365K
|