Purchases and Sales Made in Q3 2022 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
19+ 0.48% |
$457 - $1.23K
|
3.95K
$443K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$2.02K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$2.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.15% |
$384 - $1.04K
|
10.6K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 1.53% |
$384 - $1.04K
|
1.07K
$119K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
12+ 80.0% |
$288 - $778
|
27
$3.03K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
12New |
$288 - $778
|
12
$1.35K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 50.0% |
$240 - $649
|
30
$3.36K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7New |
$168 - $454
|
7
$785
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.53% |
$168 - $454
|
1.34K
$150K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.67% |
$48.1 - $130
|
299
$33.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4- 9.3% |
$96.1 - $259
|
39
$4.37K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-6- 11.54% |
$144 - $389
|
46
$5.16K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 1.25% |
$168 - $454
|
554
$62.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-8- 0.12% |
$192 - $519
|
6.72K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-16- 2.34% |
$384 - $1.04K
|
668
$74.9K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-17- 89.47% |
$409 - $1.1K
|
2
$224
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-21- 4.93% |
$505 - $1.36K
|
405
$45.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 3.07% |
$673 - $1.82K
|
885
$99.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28- 7.14% |
$673 - $1.82K
|
364
$40.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 8.56% |
$745 - $2.01K
|
331
$37.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-33- 0.81% |
$793 - $2.14K
|
4.06K
$456K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 64.29% |
$1.08K - $2.92K
|
25
$2.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-48Closed |
$1.15K - $3.11K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 1.13% |
$1.44K - $3.89K
|
5.24K
$588K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-62- 8.47% |
$1.49K - $4.02K
|
670
$75.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-64- 7.27% |
$1.54K - $4.15K
|
816
$91.5K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-70- 1.0% |
$1.68K - $4.54K
|
6.95K
$779K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-82- 5.35% |
$1.97K - $5.32K
|
1.45K
$163K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-83- 41.29% |
$1.99K - $5.38K
|
118
$13.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-93- 0.52% |
$2.23K - $6.03K
|
17.9K
$2M
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-97- 0.24% |
$2.33K - $6.29K
|
39.8K
$4.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-100- 0.48% |
$2.4K - $6.49K
|
20.9K
$2.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.03% |
$2.4K - $6.49K
|
9.62K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-100Closed |
$2.4K - $6.49K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-101- 2.59% |
$2.43K - $6.55K
|
3.8K
$426K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-103- 68.21% |
$2.48K - $6.68K
|
48
$5.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-108- 0.26% |
$2.6K - $7.01K
|
42.1K
$4.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-110- 1.22% |
$2.64K - $7.14K
|
8.91K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-147- 5.45% |
$3.53K - $9.54K
|
2.55K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 4.0% |
$4.35K - $11.7K
|
4.34K
$487K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-192- 91.87% |
$4.61K - $12.5K
|
17
$1.91K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-197- 1.55% |
$4.73K - $12.8K
|
12.5K
$1.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 5.41% |
$5.48K - $14.8K
|
3.99K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-235- 10.36% |
$5.65K - $15.2K
|
2.03K
$228K
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-293- 4.95% |
$7.04K - $19K
|
5.63K
$632K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 1.11% |
$7.21K - $19.5K
|
26.8K
$3M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-355- 0.31% |
$8.53K - $23K
|
113K
$12.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-416- 1.67% |
$10K - $27K
|
24.5K
$2.74M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-416- 48.94% |
$10K - $27K
|
434
$48.7K
|