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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.91KNew |
$112K - $127K
|
1.91K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.75K+ 5.94% |
$103K - $116K
|
31.3K
$3.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 580.55% |
$100K - $113K
|
1.99K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.64K+ 3.53% |
$96.3K - $109K
|
48.1K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 25.63% |
$92.7K - $105K
|
7.74K
$854K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.4KNew |
$82.3K - $92.9K
|
1.4K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.4K+ 40.0% |
$82.3K - $92.9K
|
4.9K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.37K+ 9.48% |
$80.6K - $90.9K
|
15.8K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.29K+ 0.7% |
$76K - $85.8K
|
187K
$20.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19K+ 160.16% |
$69.9K - $78.9K
|
1.93K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.43% |
$58.8K - $66.3K
|
233K
$25.8M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
885+ 22.46% |
$52K - $58.7K
|
4.83K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
875+ 5.17% |
$51.4K - $58K
|
17.8K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
801+ 1.48% |
$47.1K - $53.1K
|
54.8K
$6.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
734+ 1.26% |
$43.1K - $48.7K
|
59.1K
$6.52M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
734+ 1.26% |
$43.1K - $48.7K
|
59.1K
$6.52M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
592+ 8.64% |
$34.8K - $39.3K
|
7.44K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
498+ 36.73% |
$29.3K - $33K
|
1.85K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
494New |
$29K - $32.8K
|
494
$54.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
483+ 0.27% |
$28.4K - $32K
|
180K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
441+ 48.57% |
$25.9K - $29.3K
|
1.35K
$149K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
400+ 7.43% |
$23.5K - $26.5K
|
5.78K
$638K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
350+ 18.76% |
$20.6K - $23.2K
|
2.22K
$245K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
322New |
$18.9K - $21.4K
|
322
$35.5K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
316+ 97.53% |
$18.6K - $21K
|
640
$70.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
302+ 5.42% |
$17.7K - $20K
|
5.87K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 3.16% |
$16.7K - $18.8K
|
9.27K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
251+ 2.67% |
$14.8K - $16.6K
|
9.64K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
249+ 0.83% |
$14.6K - $16.5K
|
30.2K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
235+ 0.51% |
$13.8K - $15.6K
|
46.5K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
234+ 275.29% |
$13.8K - $15.5K
|
319
$35.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
206+ 39.31% |
$12.1K - $13.7K
|
730
$80.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
188+ 3.17% |
$11K - $12.5K
|
6.12K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
160+ 0.12% |
$9.4K - $10.6K
|
128K
$14.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
157+ 1.23% |
$9.23K - $10.4K
|
12.9K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149New |
$8.76K - $9.88K
|
149
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 0.55% |
$7.23K - $8.16K
|
22.4K
$2.47M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
122+ 98.39% |
$7.17K - $8.09K
|
246
$27.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
122+ 98.39% |
$7.17K - $8.09K
|
246
$27.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
116New |
$6.82K - $7.69K
|
116
$12.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$5.88K - $6.63K
|
100
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
86New |
$5.05K - $5.7K
|
86
$9.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
65+ 0.87% |
$3.82K - $4.31K
|
7.52K
$830K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
61New |
$3.58K - $4.05K
|
61
$6.73K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$3.35K - $3.78K
|
57
$6.29K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54New |
$3.17K - $3.58K
|
54
$5.96K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$3.06K - $3.45K
|
52
$5.74K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 55.13% |
$2.53K - $2.85K
|
121
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
40+ 0.03% |
$2.35K - $2.65K
|
119K
$13.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 10.67% |
$2.35K - $2.65K
|
415
$45.8K
|