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 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.25% |
$688 - $934
|
3.55K
$402K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 8.7% |
$612 - $830
|
100
$11.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 10.39% |
$612 - $830
|
85
$9.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.5% |
$535 - $726
|
1.41K
$159K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$535 - $726
|
7
$793
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 9.59% |
$535 - $726
|
80
$9.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$459 - $623
|
9
$1.02K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6New |
$459 - $623
|
6
$680
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 250.0% |
$382 - $519
|
7
$793
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
5+ 1.64% |
$382 - $519
|
310
$35.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 0.31% |
$382 - $519
|
1.63K
$184K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.64% |
$382 - $519
|
785
$88.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.1% |
$229 - $311
|
3K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 66.67% |
$153 - $208
|
5
$566
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 2.13% |
$76.5 - $104
|
48
$5.44K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1+ 9.09% |
$76.5 - $104
|
12
$1.36K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$76.5 - $104
|
207
$23.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$76.5 - $104
|
3.22K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1New |
$76.5 - $104
|
1
$113
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$76.5 - $104
|
23
$2.6K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.11% |
$229 - $311
|
2.8K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.13% |
$229 - $311
|
2.28K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 83.33% |
$382 - $519
|
1
$113
|
|
|
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
$1.36K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 2.69% |
$1.3K - $1.76K
|
616
$69.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-17- 0.14% |
$1.3K - $1.76K
|
11.8K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-17- 0.58% |
$1.3K - $1.76K
|
2.89K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 1.61% |
$1.45K - $1.97K
|
1.16K
$131K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-21- 17.65% |
$1.61K - $2.18K
|
98
$11.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 4.52% |
$1.68K - $2.28K
|
465
$52.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-22- 2.89% |
$1.68K - $2.28K
|
739
$83.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-22- 0.35% |
$1.68K - $2.28K
|
6.19K
$701K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-22- 59.46% |
$1.68K - $2.28K
|
15
$1.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23- 0.91% |
$1.76K - $2.39K
|
2.49K
$282K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-27- 93.1% |
$2.07K - $2.8K
|
2
$227
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-27- 79.41% |
$2.07K - $2.8K
|
7
$793
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 32.18% |
$2.14K - $2.91K
|
59
$6.68K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-31- 0.97% |
$2.37K - $3.22K
|
3.17K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32- 1.48% |
$2.45K - $3.32K
|
2.12K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33- 0.93% |
$2.52K - $3.42K
|
3.5K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-34- 20.24% |
$2.6K - $3.53K
|
134
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-34- 47.89% |
$2.6K - $3.53K
|
37
$4.19K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.88% |
$2.91K - $3.94K
|
4.29K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 20.99% |
$2.91K - $3.94K
|
143
$16.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 25.0% |
$3.82K - $5.19K
|
150
$17K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-54- 30.0% |
$4.13K - $5.6K
|
126
$14.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-55- 2.34% |
$4.21K - $5.71K
|
2.29K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-65- 43.05% |
$4.97K - $6.75K
|
86
$9.74K
|