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 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 12.58% |
$2.29K - $2.59K
|
349
$38.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
39+ 0.04% |
$2.29K - $2.59K
|
104K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.69% |
$2K - $2.26K
|
2.04K
$226K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29+ 61.7% |
$1.7K - $1.92K
|
76
$8.39K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29+ 0.17% |
$1.7K - $1.92K
|
17.3K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
28+ 0.04% |
$1.65K - $1.86K
|
68.7K
$7.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 36.84% |
$1.65K - $1.86K
|
104
$11.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$1.47K - $1.66K
|
25
$2.76K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 16.55% |
$1.35K - $1.53K
|
162
$17.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 2.71% |
$1.23K - $1.39K
|
796
$87.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$1.18K - $1.33K
|
20
$2.21K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 166.67% |
$1.18K - $1.33K
|
32
$3.53K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17+ 2.86% |
$999 - $1.13K
|
611
$67.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.42% |
$999 - $1.13K
|
4.05K
$447K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15+ 2.65% |
$882 - $995
|
580
$64K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.53% |
$823 - $929
|
2.63K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.53% |
$823 - $929
|
2.63K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12+ 0.33% |
$705 - $796
|
3.69K
$407K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 12.64% |
$646 - $730
|
98
$10.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10+ 111.11% |
$588 - $663
|
19
$2.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10+ 111.11% |
$588 - $663
|
19
$2.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10+ 14.29% |
$588 - $663
|
80
$8.83K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8New |
$470 - $531
|
8
$883
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 31.82% |
$411 - $464
|
29
$3.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6+ 0.11% |
$353 - $398
|
5.67K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4New |
$235 - $265
|
4
$441
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$176 - $199
|
6.6K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.61% |
$58.8 - $66.3
|
164
$18.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$58.8 - $66.3
|
64.1K
$7.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 4.17% |
$118 - $133
|
46
$5.08K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 11.54% |
$176 - $199
|
23
$2.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8- 0.02% |
$470 - $531
|
51.4K
$5.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11- 0.71% |
$646 - $730
|
1.53K
$169K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-14- 0.18% |
$823 - $929
|
7.59K
$838K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-22- 11.76% |
$1.29K - $1.46K
|
165
$18.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-87- 1.51% |
$5.11K - $5.77K
|
5.67K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-108- 0.08% |
$6.35K - $7.16K
|
140K
$15.5M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-123- 3.49% |
$7.23K - $8.16K
|
3.4K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-125- 1.69% |
$7.35K - $8.29K
|
7.29K
$804K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-137- 2.17% |
$8.05K - $9.09K
|
6.18K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-149- 2.82% |
$8.76K - $9.88K
|
5.14K
$568K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-150- 3.18% |
$8.82K - $9.95K
|
4.57K
$505K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-172- 1.66% |
$10.1K - $11.4K
|
10.2K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-180- 0.81% |
$10.6K - $11.9K
|
22.1K
$2.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-211- 1.65% |
$12.4K - $14K
|
12.6K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-266- 5.07% |
$15.6K - $17.6K
|
4.98K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-276- 27.52% |
$16.2K - $18.3K
|
727
$80.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-321- 4.92% |
$18.9K - $21.3K
|
6.21K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-345- 53.82% |
$20.3K - $22.9K
|
296
$32.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-347- 3.27% |
$20.4K - $23K
|
10.3K
$1.13M
|