Purchases and Sales Made in Q3 2024 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q3 2024. 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 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
946+ 24.26% |
$74.6K - $88.8K
|
4.85K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
825+ 6.28% |
$65.1K - $77.4K
|
14K
$1.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
820+ 2.96% |
$64.7K - $77K
|
28.5K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
805+ 2.25% |
$63.5K - $75.6K
|
36.6K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
803+ 12.82% |
$63.4K - $75.4K
|
7.07K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
790+ 0.28% |
$62.3K - $74.2K
|
278K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
757+ 23.62% |
$59.7K - $71.1K
|
3.96K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
725+ 2.52% |
$57.2K - $68.1K
|
29.5K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
717+ 148.14% |
$56.6K - $67.3K
|
1.2K
$133K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
621+ 5.28% |
$49K - $58.3K
|
12.4K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
596+ 9.3% |
$47K - $55.9K
|
7.01K
$774K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
576+ 27.02% |
$45.5K - $54.1K
|
2.71K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
574+ 0.8% |
$45.3K - $53.9K
|
72.5K
$8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
467+ 13.7% |
$36.9K - $43.8K
|
3.88K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
464+ 3.36% |
$36.6K - $43.6K
|
14.3K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
443+ 0.09% |
$35K - $41.6K
|
515K
$56.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
443New |
$35K - $41.6K
|
443
$48.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
427+ 0.21% |
$33.7K - $40.1K
|
203K
$22.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
400+ 2.08% |
$31.6K - $37.5K
|
19.6K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
378+ 0.8% |
$29.8K - $35.5K
|
47.9K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
375+ 28.3% |
$29.6K - $35.2K
|
1.7K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
369+ 3.14% |
$29.1K - $34.6K
|
12.1K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
363New |
$28.6K - $34.1K
|
363
$40.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
361+ 12.2% |
$28.5K - $33.9K
|
3.32K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
321+ 1.76% |
$25.3K - $30.1K
|
18.5K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
295+ 11.52% |
$23.3K - $27.7K
|
2.86K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
287+ 4.23% |
$22.6K - $26.9K
|
7.08K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
284New |
$22.4K - $26.7K
|
284
$31.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
246+ 9.54% |
$19.4K - $23.1K
|
2.82K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
234+ 1.19% |
$18.5K - $22K
|
19.9K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
233+ 36.58% |
$18.4K - $21.9K
|
870
$96.1K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
229+ 9.48% |
$18.1K - $21.5K
|
2.65K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
228+ 8.49% |
$18K - $21.4K
|
2.92K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
225+ 2.17% |
$17.8K - $21.1K
|
10.6K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
212+ 2.98% |
$16.7K - $19.9K
|
7.34K
$810K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
209New |
$16.5K - $19.6K
|
209
$23.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
206New |
$16.3K - $19.3K
|
206
$22.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
198+ 1.03% |
$15.6K - $18.6K
|
19.5K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
196+ 6.98% |
$15.5K - $18.4K
|
3.01K
$332K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
186+ 3.35% |
$14.7K - $17.5K
|
5.75K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
180+ 0.42% |
$14.2K - $16.9K
|
43.4K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
166+ 6.13% |
$13.1K - $15.6K
|
2.87K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
166+ 3.47% |
$13.1K - $15.6K
|
4.95K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
145+ 3.82% |
$11.4K - $13.6K
|
3.94K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
144+ 8.85% |
$11.4K - $13.5K
|
1.77K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
126+ 1.01% |
$9.94K - $11.8K
|
12.6K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
122+ 41.36% |
$9.63K - $11.5K
|
417
$46.1K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
121New |
$9.55K - $11.4K
|
121
$13.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
116+ 6.42% |
$9.15K - $10.9K
|
1.92K
$212K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109+ 27.66% |
$8.6K - $10.2K
|
503
$55.6K
|