Purchases and Sales Made in Q1 2025 in Stifel Financial Corp (SF)

SF Quotes by TradingView

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
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
31
New
$2.84K - $3.65K
31 $3.45K
May 15, 2025 Q1 2025
Activest Wealth Management

BUY
 -
28
+ 2800.0%
$2.57K - $3.29K
29 $3.23K
May 15, 2025 Q1 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
28
+ 0.58%
$2.57K - $3.29K
4.89K $545K
May 15, 2025 Q1 2025
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
28
+ 20.0%
$2.57K - $3.29K
168 $18.7K
Apr 23, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
23
New
$2.11K - $2.7K
23 $2.56K
Apr 23, 2025 Q1 2025
First Pacific Financial

BUY
 -
22
New
$2.02K - $2.59K
22 $2.45K
May 09, 2025 Q1 2025
Hemington Wealth Management

BUY
 -
20
+ 7.75%
$1.83K - $2.35K
278 $31K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
17
+ 22.37%
$1.56K - $2K
93 $10.4K
Apr 07, 2025 Q1 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
17
+ 212.5%
$1.56K - $2K
25 $2.79K
May 13, 2025 Q1 2025
Horizon Investments, LLC

Charlotte, NC
BUY
 -
16
New
$1.47K - $1.88K
16 $1.78K
Apr 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
15
+ 1.96%
$1.37K - $1.76K
780 $86.9K
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
12
New
$1.1K - $1.41K
12 $1.34K
May 15, 2025 Q1 2025
Private Wealth Asset Management, LLC

Cedar Rapids, IA
BUY
 -
11
New
$1.01K - $1.29K
11 $1.23K
Apr 14, 2025 Q1 2025
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
11
+ 1.47%
$1.01K - $1.29K
761 $84.8K
May 01, 2025 Q1 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
11
New
$1.01K - $1.29K
11 $1.23K
Apr 08, 2025 Q1 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
11
+ 0.31%
$1.01K - $1.29K
3.54K $394K
Apr 25, 2025 Q1 2025
J.Safra Asset Management Corp

BUY
 -
11
+ 6.51%
$1.01K - $1.29K
180 $20.1K
May 15, 2025 Q1 2025
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
9
+ 180.0%
$825 - $1.06K
14 $1.56K
May 12, 2025 Q1 2025
Addison Advisors LLC

BUY
 -
8
+ 42.11%
$733 - $941
27 $3.01K
May 12, 2025 Q1 2025
Bare Financial Services, Inc

Gap, PA
BUY
 -
8
New
$733 - $941
8 $891
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
7
New
$641 - $823
7 $780
Apr 30, 2025 Q1 2025
Cornerstone Investment Partners, LLC

BUY
 -
7
+ 0.1%
$641 - $823
6.75K $752K
Apr 28, 2025 Q1 2025
Carson Allaria Wealth Management, Ltd.

BUY
 -
7
+ 0.5%
$641 - $823
1.4K $156K
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
6
New
$550 - $706
6 $669
Apr 23, 2025 Q1 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5
+ 0.14%
$458 - $588
3.54K $394K
May 02, 2025 Q1 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
4
+ 4.44%
$366 - $470
94 $10.5K
May 12, 2025 Q1 2025
Bay Harbor Wealth Management, LLC

BUY
 -
3
New
$275 - $353
3 $334
May 16, 2025 Q1 2025
Hfm Investment Advisors, LLC

Glassboro, NJ
BUY
 -
3
New
$275 - $353
3 $334
Apr 15, 2025 Q1 2025
Mv Capital Management, Inc.

BUY
 -
2
New
$183 - $235
2 $223
Apr 25, 2025 Q1 2025
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
1
+ 4.35%
$91.6 - $118
24 $2.67K
Apr 08, 2025 Q1 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
1
+ 1.82%
$91.6 - $118
56 $6.24K
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

SELL
 -
-1
- 33.33%
$91.6 - $118
2 $223
Apr 11, 2025 Q1 2025
Principia Wealth Advisory, LLC

Dallas, TX
SELL
 -
-2
Closed
$183 - $235
0 $0
Apr 15, 2025 Q1 2025
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-5
- 19.23%
$458 - $588
21 $2.34K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-5
- 0.14%
$458 - $588
3.47K $386K
May 08, 2025 Q1 2025
North Rock Partners, LLC

SELL
 -
-7
- 0.12%
$641 - $823
5.76K $641K
Apr 15, 2025 Q1 2025
Fortitude Family Office, LLC

Scottsdale, AZ
SELL
 -
-10
- 6.37%
$916 - $1.18K
147 $16.4K
Apr 29, 2025 Q1 2025
Crossmark Global Holdings, Inc.

SELL
 -
-13
- 0.18%
$1.19K - $1.53K
7.3K $813K
May 15, 2025 Q1 2025
Icon Wealth Advisors, LLC

Houston, TX
SELL
 -
-20
- 0.81%
$1.83K - $2.35K
2.44K $272K
May 13, 2025 Q1 2025
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-25
- 0.83%
$2.29K - $2.94K
3K $334K
Apr 14, 2025 Q1 2025
Yousif Capital Management, LLC

SELL
 -
-26
- 0.07%
$2.38K - $3.06K
35.9K $4M
May 14, 2025 Q1 2025
Smartleaf Asset Management LLC

Boston, MA
SELL
 -
-28
- 5.3%
$2.57K - $3.29K
500 $55.7K
May 07, 2025 Q1 2025
Heartland Advisors Inc

Milwaukee, WI
SELL
 -
-28
- 0.03%
$2.57K - $3.29K
107K $11.9M
May 14, 2025 Q1 2025
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-31
- 0.14%
$2.84K - $3.65K
22.7K $2.53M
Apr 28, 2025 Q1 2025
Oregon Public Employees Retirement Fund

SELL
 -
-32
- 0.15%
$2.93K - $3.76K
20.8K $2.31M
Apr 04, 2025 Q1 2025
Quent Capital, LLC

SELL
 -
-37
- 10.45%
$3.39K - $4.35K
317 $35.3K
May 15, 2025 Q1 2025
Tanaka Capital Management Inc

New York, NY
SELL
 -
-53
- 0.34%
$4.86K - $6.23K
15.6K $1.74M
May 02, 2025 Q1 2025
Sage Mountain Advisors LLC

SELL
 -
-53
- 1.86%
$4.86K - $6.23K
2.79K $311K
Apr 29, 2025 Q1 2025
Brown Advisory Inc

SELL
 -
-54
- 0.41%
$4.95K - $6.35K
13K $1.44M

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