Purchases and Sales Made in Q2 2024 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
166+ 1.6% |
$12.3K - $14K
|
10.6K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
166+ 1.6% |
$12.3K - $14K
|
10.6K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
157+ 5.55% |
$11.7K - $13.2K
|
2.98K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
151+ 35.53% |
$11.2K - $12.7K
|
576
$67.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
146+ 0.65% |
$10.9K - $12.3K
|
22.7K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
145+ 0.64% |
$10.8K - $12.2K
|
22.8K
$2.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.51% |
$8.7K - $9.85K
|
22.9K
$2.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
116+ 41.73% |
$8.62K - $9.76K
|
394
$46K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
94+ 0.61% |
$6.99K - $7.91K
|
15.6K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
88+ 2.87% |
$6.54K - $7.41K
|
3.15K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
86New |
$6.39K - $7.24K
|
86
$10K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
84+ 2.26% |
$6.25K - $7.07K
|
3.8K
$443K
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
84+ 0.47% |
$6.25K - $7.07K
|
17.8K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
82New |
$6.1K - $6.9K
|
82
$9.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
78+ 1.05% |
$5.8K - $6.56K
|
7.48K
$873K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
73+ 6.2% |
$5.43K - $6.14K
|
1.25K
$146K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
72+ 68.57% |
$5.35K - $6.06K
|
177
$20.7K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
71+ 2.49% |
$5.28K - $5.97K
|
2.92K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60New |
$4.46K - $5.05K
|
60
$7K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
56+ 1.96% |
$4.16K - $4.71K
|
2.91K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
49New |
$3.64K - $4.12K
|
49
$5.72K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
40+ 0.57% |
$2.97K - $3.37K
|
7.01K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
40+ 0.6% |
$2.97K - $3.37K
|
6.67K
$779K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32New |
$2.38K - $2.69K
|
32
$3.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
30+ 43.48% |
$2.23K - $2.52K
|
99
$11.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 112.0% |
$2.08K - $2.36K
|
53
$6.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
27+ 0.2% |
$2.01K - $2.27K
|
13.3K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
27+ 0.23% |
$2.01K - $2.27K
|
11.8K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27New |
$2.01K - $2.27K
|
27
$3.15K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.42% |
$1.26K - $1.43K
|
4.11K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16New |
$1.19K - $1.35K
|
16
$1.87K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.58% |
$1.12K - $1.26K
|
2.6K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12+ 0.19% |
$892 - $1.01K
|
6.28K
$733K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 25.64% |
$744 - $842
|
49
$5.72K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9New |
$669 - $757
|
9
$1.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8+ 0.26% |
$595 - $673
|
3.14K
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.58% |
$595 - $673
|
1.38K
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$297 - $337
|
2.71K
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 15.79% |
$223 - $252
|
22
$2.57K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.11% |
$149 - $168
|
182
$21.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$149 - $168
|
268
$31.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$74.4 - $84.2
|
1
$117
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 3.13% |
$74.4 - $84.2
|
33
$3.85K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$74.4 - $84.2
|
1
$117
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.82% |
$74.4 - $84.2
|
123
$14.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 1.1% |
$74.4 - $84.2
|
90
$10.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 8.7% |
$297 - $337
|
42
$4.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 10.26% |
$297 - $337
|
35
$4.08K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.07% |
$297 - $337
|
6.13K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.09% |
$446 - $505
|
6.41K
$748K
|