Purchases and Sales Made in Q4 2023 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.29K+ 149.35% |
$349K - $440K
|
10.5K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
5.78KNew |
$320K - $404K
|
5.78K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.55K+ 35.04% |
$307K - $388K
|
21.4K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.26K+ 87583.33% |
$291K - $368K
|
5.26K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.03KNew |
$279K - $352K
|
5.03K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.89KNew |
$271K - $342K
|
4.89K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.74K+ 14.8% |
$263K - $331K
|
36.7K
$3.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.88KNew |
$215K - $272K
|
3.88K
$408K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.85KNew |
$213K - $269K
|
3.85K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.69KNew |
$205K - $258K
|
3.69K
$388K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.58KNew |
$199K - $251K
|
3.58K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.48KNew |
$193K - $244K
|
3.48K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.37KNew |
$187K - $235K
|
3.37K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.25KNew |
$180K - $228K
|
3.25K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.23KNew |
$179K - $226K
|
3.23K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.22KNew |
$178K - $225K
|
3.22K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.18KNew |
$176K - $223K
|
3.18K
$335K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.15KNew |
$175K - $220K
|
3.15K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.06KNew |
$170K - $214K
|
3.06K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.06KNew |
$170K - $214K
|
3.06K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.04K+ 24.27% |
$169K - $213K
|
15.6K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.01KNew |
$167K - $210K
|
3.01K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.99KNew |
$166K - $209K
|
2.99K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.92KNew |
$162K - $204K
|
2.92K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.91KNew |
$161K - $203K
|
2.91K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.84K+ 30.49% |
$158K - $199K
|
12.2K
$1.28M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.82KNew |
$156K - $197K
|
2.82K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.75K+ 1.53% |
$152K - $192K
|
183K
$19.2M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
2.67K+ 13.63% |
$148K - $186K
|
22.2K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.21KNew |
$123K - $155K
|
2.21K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.21K+ 48.27% |
$122K - $154K
|
6.78K
$713K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.01KNew |
$111K - $140K
|
2.01K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.89K+ 32.11% |
$105K - $132K
|
7.76K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.76KNew |
$97.8K - $123K
|
1.76K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$93.9K - $118K
|
1.69K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.49K+ 14.6% |
$82.4K - $104K
|
11.7K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.47K+ 1.67% |
$81.6K - $103K
|
89.5K
$9.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44KNew |
$79.7K - $101K
|
1.44K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.37K+ 2.85% |
$75.8K - $95.7K
|
49.4K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.36K+ 6.41% |
$75.2K - $94.8K
|
22.5K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.29K+ 12.21% |
$71.2K - $89.9K
|
11.8K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.28K+ 6.05% |
$71K - $89.6K
|
22.5K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.24K+ 1.05% |
$68.6K - $86.6K
|
119K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.15K+ 0.07% |
$63.6K - $80.3K
|
1.66M
$174M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
805+ 0.01% |
$44.6K - $56.3K
|
6.09M
$641M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
789+ 8.52% |
$43.7K - $55.2K
|
10.1K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
760New |
$42.1K - $53.2K
|
760
$79.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
752+ 0.65% |
$41.7K - $52.6K
|
116K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
687+ 1.32% |
$38.1K - $48K
|
52.7K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
585+ 336.21% |
$32.4K - $40.9K
|
759
$79.8K
|