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
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
687+ 1.32% |
$38.1K - $48K
|
52.7K
$5.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
585+ 336.21% |
$32.4K - $40.9K
|
759
$83.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
566+ 11.37% |
$31.4K - $39.6K
|
5.55K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
552+ 173.04% |
$30.6K - $38.6K
|
871
$96.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
529+ 0.77% |
$29.3K - $37K
|
69.3K
$7.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
395+ 5.19% |
$21.9K - $27.6K
|
8K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
370+ 18.1% |
$20.5K - $25.9K
|
2.41K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
323New |
$17.9K - $22.6K
|
323
$35.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
303+ 1.93% |
$16.8K - $21.2K
|
16K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
284+ 4.43% |
$15.7K - $19.9K
|
6.7K
$739K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
276New |
$15.3K - $19.3K
|
276
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
239+ 2.73% |
$13.3K - $16.7K
|
9.01K
$994K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
234+ 29.4% |
$13K - $16.4K
|
1.03K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
224New |
$12.4K - $15.7K
|
224
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
200+ 0.64% |
$11.1K - $14K
|
31.6K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
199+ 0.53% |
$11K - $13.9K
|
37.8K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
193+ 14.31% |
$10.7K - $13.5K
|
1.54K
$170K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192+ 9.93% |
$10.6K - $13.4K
|
2.13K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
176+ 4.77% |
$9.76K - $12.3K
|
3.87K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
173+ 2471.43% |
$9.59K - $12.1K
|
180
$19.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
165New |
$9.15K - $11.5K
|
165
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159+ 1.93% |
$8.81K - $11.1K
|
8.38K
$925K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
147New |
$8.15K - $10.3K
|
147
$16.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
141+ 0.63% |
$7.82K - $9.86K
|
22.5K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
135New |
$7.48K - $9.44K
|
135
$14.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
125+ 0.02% |
$6.93K - $8.74K
|
656K
$72.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 466.67% |
$6.21K - $7.83K
|
136
$15K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
94New |
$5.21K - $6.57K
|
94
$10.4K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
90+ 0.01% |
$4.99K - $6.29K
|
1.4M
$155M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.67% |
$4.77K - $6.01K
|
13K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
86+ 0.07% |
$4.77K - $6.01K
|
128K
$14.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 3.71% |
$4.1K - $5.18K
|
2.07K
$228K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72+ 0.75% |
$3.99K - $5.04K
|
9.71K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
72+ 2.74% |
$3.99K - $5.04K
|
2.7K
$298K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
64+ 26.02% |
$3.55K - $4.48K
|
310
$34.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
64+ 26.02% |
$3.55K - $4.48K
|
310
$34.2K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47+ 1.38% |
$2.61K - $3.29K
|
3.45K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
43+ 0.13% |
$2.38K - $3.01K
|
33.8K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
41+ 25.31% |
$2.27K - $2.87K
|
203
$22.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
40New |
$2.22K - $2.8K
|
40
$4.41K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39New |
$2.16K - $2.73K
|
39
$4.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
39New |
$2.16K - $2.73K
|
39
$4.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32+ 26.45% |
$1.77K - $2.24K
|
153
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31New |
$1.72K - $2.17K
|
31
$3.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
30+ 0.81% |
$1.66K - $2.1K
|
3.72K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 4.31% |
$1.39K - $1.75K
|
605
$66.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25+ 78.13% |
$1.39K - $1.75K
|
57
$6.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 8.11% |
$1.33K - $1.68K
|
320
$35.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24New |
$1.33K - $1.68K
|
24
$2.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 6.59% |
$1.28K - $1.61K
|
372
$41.1K
|