Purchases and Sales Made in Q2 2022 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 2022. 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 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
299New |
$16.5K - $20.7K
|
299
$34.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
207+ 0.6% |
$11.5K - $14.3K
|
34.8K
$4.06M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
194+ 0.49% |
$10.7K - $13.4K
|
39.7K
$4.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
185+ 0.36% |
$10.2K - $12.8K
|
51.4K
$5.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
184+ 736.0% |
$10.2K - $12.7K
|
209
$24.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
173+ 0.97% |
$9.57K - $12K
|
18K
$2.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
170+ 1.88% |
$9.41K - $11.8K
|
9.2K
$1.07M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
155New |
$8.58K - $10.7K
|
155
$18.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
151New |
$8.35K - $10.4K
|
151
$17.6K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 2.18% |
$8.3K - $10.4K
|
7.02K
$819K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117+ 19.02% |
$6.47K - $8.09K
|
732
$85.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115+ 0.53% |
$6.36K - $7.95K
|
21.8K
$2.54M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$5.53K - $6.92K
|
100
$11.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
92New |
$5.09K - $6.36K
|
92
$10.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
59+ 2.21% |
$3.26K - $4.08K
|
2.73K
$318K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 250.0% |
$2.77K - $3.46K
|
70
$8.17K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
49New |
$2.71K - $3.39K
|
49
$5.72K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
49+ 1.99% |
$2.71K - $3.39K
|
2.51K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
40New |
$2.21K - $2.77K
|
40
$4.67K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$1.6K - $2.01K
|
29
$3.38K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27+ 270.0% |
$1.49K - $1.87K
|
37
$4.32K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
25+ 92.59% |
$1.38K - $1.73K
|
52
$6.07K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 33.33% |
$1.38K - $1.73K
|
100
$11.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 114.29% |
$1.33K - $1.66K
|
45
$5.25K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
20+ 0.17% |
$1.11K - $1.38K
|
11.5K
$1.34M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10+ 0.05% |
$553 - $692
|
18.3K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
8+ 22.86% |
$443 - $553
|
43
$5.02K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$332 - $415
|
6
$700
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.45% |
$332 - $415
|
1.33K
$155K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.48% |
$277 - $346
|
1.05K
$122K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$277 - $346
|
5
$583
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 0.02% |
$111 - $138
|
9.29K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.34% |
$55.3 - $69.2
|
297
$34.7K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2Closed |
$111 - $138
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 13.04% |
$166 - $207
|
20
$2.33K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5- 50.0% |
$277 - $346
|
5
$583
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.15% |
$332 - $415
|
3.93K
$459K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-6- 28.57% |
$332 - $415
|
15
$1.75K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-6- 21.43% |
$332 - $415
|
22
$2.57K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 7.5% |
$332 - $415
|
74
$8.63K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11Closed |
$609 - $761
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-12- 50.0% |
$664 - $830
|
12
$1.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-14Closed |
$775 - $968
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18Closed |
$996 - $1.24K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-21Closed |
$1.16K - $1.45K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-26- 0.21% |
$1.44K - $1.8K
|
12.6K
$1.46M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-26- 0.21% |
$1.44K - $1.8K
|
12.6K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-28- 1.03% |
$1.55K - $1.94K
|
2.7K
$315K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-28- 26.67% |
$1.55K - $1.94K
|
77
$8.98K
|