Purchases and Sales Made in Q3 2023 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q3 2023. 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 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.1MNew |
$64.9M - $73.3M
|
1.1M
$128M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
531K+ 21.18% |
$31.2M - $35.2M
|
3.04M
$353M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
518K+ 77.85% |
$30.5M - $34.4M
|
1.18M
$138M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
465KNew |
$27.3M - $30.8M
|
465K
$54M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
409K+ 60.46% |
$24M - $27.1M
|
1.08M
$126M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 86.76% |
$13.4M - $15.2M
|
492K
$57.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
221KNew |
$13M - $14.6M
|
221K
$25.7M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
179K+ 19.72% |
$10.5M - $11.9M
|
1.08M
$126M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
178K+ 464.16% |
$10.5M - $11.8M
|
217K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
163K+ 211.61% |
$9.58M - $10.8M
|
240K
$27.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
153KNew |
$8.98M - $10.1M
|
153K
$17.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
143K+ 7.27% |
$8.42M - $9.51M
|
2.11M
$246M
|
|
|
Oct 27, 2023
Q3 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
135KNew |
$7.95M - $8.97M
|
135K
$15.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
118KNew |
$6.92M - $7.81M
|
118K
$13.7M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
115K+ 20.64% |
$6.74M - $7.61M
|
671K
$77.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Interval Partners, LP
New York, NY |
BUY
|
- |
105K+ 218.63% |
$6.17M - $6.96M
|
153K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
65.2K+ 7.14% |
$3.83M - $4.33M
|
978K
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60.3KNew |
$3.54M - $4M
|
60.3K
$7.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.8K+ 113.27% |
$3.34M - $3.77M
|
107K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 4.96% |
$2.76M - $3.11M
|
992K
$115M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45KNew |
$2.64M - $2.98M
|
45K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.2K+ 16.1% |
$2.6M - $2.93M
|
319K
$37M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
42.9KNew |
$2.52M - $2.84M
|
42.9K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
42.8K+ 176.01% |
$2.52M - $2.84M
|
67.2K
$7.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
42.6K+ 743.1% |
$2.5M - $2.82M
|
48.3K
$5.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.6K+ 3.32% |
$2.27M - $2.56M
|
1.2M
$140M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
37.4KNew |
$2.2M - $2.48M
|
37.4K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
36.6K+ 236.93% |
$2.15M - $2.43M
|
52K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
35.8K+ 1.2% |
$2.1M - $2.37M
|
3.03M
$352M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34.3K+ 56.94% |
$2.02M - $2.28M
|
94.6K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
31.7K+ 213.27% |
$1.86M - $2.1M
|
46.6K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27K+ 534.34% |
$1.58M - $1.79M
|
32K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
26K+ 65.2% |
$1.53M - $1.73M
|
66K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 46.44% |
$1.49M - $1.68M
|
80K
$9.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
24.7KNew |
$1.45M - $1.64M
|
24.7K
$2.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
23.1K+ 7.2% |
$1.36M - $1.53M
|
344K
$39.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
20.9KNew |
$1.23M - $1.39M
|
20.9K
$2.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 63.41% |
$1.16M - $1.31M
|
50.9K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
18.8K+ 1.22% |
$1.11M - $1.25M
|
1.56M
$181M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1KNew |
$1.06M - $1.2M
|
18.1K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 116.18% |
$1.06M - $1.2M
|
33.6K
$3.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
17.9K+ 508.26% |
$1.05M - $1.19M
|
21.4K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
17.6KNew |
$1.03M - $1.17M
|
17.6K
$2.05M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
17.5K+ 28.35% |
$1.03M - $1.16M
|
79.3K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
17.4K+ 67.43% |
$1.02M - $1.16M
|
43.3K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17K+ 3.78% |
$1M - $1.13M
|
467K
$54.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.5K+ 7.49% |
$909K - $1.03M
|
222K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
15KNew |
$882K - $995K
|
15K
$1.74M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.9KNew |
$816K - $921K
|
13.9K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
13.6K+ 33.2% |
$801K - $904K
|
54.7K
$6.36M
|