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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80+ 0.82% |
$6.31K - $7.51K
|
9.85K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
74+ 30.45% |
$5.84K - $6.95K
|
317
$35K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
74New |
$5.84K - $6.95K
|
74
$8.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67New |
$5.29K - $6.29K
|
67
$7.39K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56+ 1.36% |
$4.42K - $5.26K
|
4.17K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54+ 1.68% |
$4.26K - $5.07K
|
3.26K
$360K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
53New |
$4.18K - $4.98K
|
53
$5.85K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
52+ 1.78% |
$4.1K - $4.88K
|
2.98K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
50+ 1.93% |
$3.95K - $4.69K
|
2.64K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
47+ 6.98% |
$3.71K - $4.41K
|
720
$79.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47+ 0.71% |
$3.71K - $4.41K
|
6.66K
$735K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
47+ 1.42% |
$3.71K - $4.41K
|
3.37K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42New |
$3.31K - $3.94K
|
42
$4.64K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
42+ 0.03% |
$3.31K - $3.94K
|
129K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
39+ 0.35% |
$3.08K - $3.66K
|
11.1K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37+ 1.0% |
$2.92K - $3.47K
|
3.75K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
33+ 0.45% |
$2.6K - $3.1K
|
7.44K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
31+ 0.05% |
$2.45K - $2.91K
|
58.8K
$6.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29+ 3.94% |
$2.29K - $2.72K
|
765
$84.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.77% |
$2.13K - $2.53K
|
3.53K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.02% |
$1.97K - $2.35K
|
142K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 2.1% |
$1.66K - $1.97K
|
1.02K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.18% |
$1.42K - $1.69K
|
10.1K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17+ 89.47% |
$1.34K - $1.6K
|
36
$3.97K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14+ 0.48% |
$1.1K - $1.31K
|
2.93K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 6.8% |
$789 - $939
|
157
$17.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$631 - $751
|
8
$883
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7New |
$552 - $657
|
7
$773
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.43% |
$473 - $563
|
1.39K
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 1.63% |
$395 - $469
|
312
$34.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 18.52% |
$395 - $469
|
32
$3.53K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 2.2% |
$316 - $375
|
186
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3+ 0.11% |
$237 - $282
|
2.78K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.78% |
$237 - $282
|
389
$42.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 3.37% |
$237 - $282
|
92
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 0.41% |
$237 - $282
|
731
$80.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.18% |
$158 - $188
|
172
$19K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$78.9 - $93.9
|
269
$29.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
BUY
|
- |
1+ 0.0% |
$78.9 - $93.9
|
104K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.55% |
$78.9 - $93.9
|
23
$2.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$78.9 - $93.9
|
1
$110
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 3.03% |
$78.9 - $93.9
|
32
$3.53K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5- 0.2% |
$395 - $469
|
2.54K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-5- 0.08% |
$395 - $469
|
6.12K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.86% |
$552 - $657
|
809
$89.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 14.04% |
$631 - $751
|
49
$5.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.38% |
$789 - $939
|
2.59K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11- 0.24% |
$868 - $1.03K
|
4.54K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 12.12% |
$947 - $1.13K
|
87
$9.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24- 0.3% |
$1.89K - $2.25K
|
7.93K
$876K
|