Purchases and Sales Made in Q2 2025 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
30.4KNew |
$2.32M - $3.15M
|
30.4K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.95K+ 10.61% |
$685K - $929K
|
93.4K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.53K+ 12.57% |
$499K - $678K
|
58.5K
$6.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.84KNew |
$446K - $606K
|
5.84K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.34KNew |
$179K - $243K
|
2.34K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.15KNew |
$164K - $223K
|
2.15K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.98K+ 85.06% |
$151K - $205K
|
4.3K
$484K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
1.67K+ 7.38% |
$127K - $173K
|
24.2K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 14.43% |
$116K - $157K
|
12K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.19K+ 2.71% |
$91.2K - $124K
|
45.2K
$5.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.12K+ 24.86% |
$85.7K - $116K
|
5.63K
$634K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
842+ 5.53% |
$64.4K - $87.4K
|
16.1K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
775+ 16.29% |
$59.3K - $80.4K
|
5.53K
$623K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
484+ 1.47% |
$37K - $50.2K
|
33.4K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
401+ 6.07% |
$30.7K - $41.6K
|
7.01K
$790K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
388+ 2.07% |
$29.7K - $40.3K
|
19.1K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
356+ 30.96% |
$27.2K - $36.9K
|
1.51K
$170K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
300+ 1.45% |
$22.9K - $31.1K
|
21.1K
$2.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.05% |
$22.9K - $31.1K
|
28.9K
$3.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
162+ 2.21% |
$12.4K - $16.8K
|
7.48K
$843K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 40.79% |
$10.3K - $14K
|
466
$52.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
124New |
$9.48K - $12.9K
|
124
$14K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 1.05% |
$7.65K - $10.4K
|
9.64K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 2.24% |
$5.66K - $7.68K
|
3.38K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 2.75% |
$4.97K - $6.75K
|
2.43K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 5.74% |
$4.44K - $6.02K
|
1.07K
$120K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 195.45% |
$3.29K - $4.46K
|
65
$7.32K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
42New |
$3.21K - $4.36K
|
42
$4.73K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 7.91% |
$1.68K - $2.28K
|
300
$33.8K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$1.53K - $2.08K
|
20
$2.25K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
18+ 0.31% |
$1.38K - $1.87K
|
5.77K
$651K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 160.0% |
$1.22K - $1.66K
|
26
$2.93K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 10.88% |
$1.22K - $1.66K
|
163
$18.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.24K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.13K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.25% |
$688 - $934
|
3.55K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 10.39% |
$612 - $830
|
85
$9.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 8.7% |
$612 - $830
|
100
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$535 - $726
|
7
$789
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.5% |
$535 - $726
|
1.41K
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$459 - $623
|
9
$1.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$459 - $623
|
6
$676
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 0.31% |
$382 - $519
|
1.63K
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 250.0% |
$382 - $519
|
7
$789
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$153 - $208
|
5
$563
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.13% |
$76.5 - $104
|
48
$5.41K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$76.5 - $104
|
207
$23.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$76.5 - $104
|
23
$2.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-8- 0.09% |
$612 - $830
|
9.19K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 42.86% |
$688 - $934
|
12
$1.35K
|