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 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 100.0% |
$1.11K - $1.4K
|
40
$4.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19New |
$1.05K - $1.33K
|
19
$2K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
18New |
$998 - $1.26K
|
18
$1.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
18+ 0.27% |
$998 - $1.26K
|
6.62K
$696K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17New |
$942 - $1.19K
|
17
$1.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
BUY
|
- |
15+ 0.01% |
$832 - $1.05K
|
104K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.52% |
$388 - $490
|
1.37K
$144K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$388 - $490
|
7
$736
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$333 - $420
|
6
$631
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$277 - $350
|
5
$526
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.85% |
$55.4 - $69.9
|
55
$5.78K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 1.32% |
$55.4 - $69.9
|
77
$8.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.61% |
$55.4 - $69.9
|
163
$17.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 15.38% |
$111 - $140
|
11
$1.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 6.98% |
$166 - $210
|
40
$4.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 12.5% |
$166 - $210
|
21
$2.21K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 17.24% |
$277 - $350
|
24
$2.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 3.03% |
$277 - $350
|
160
$16.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 9.18% |
$499 - $629
|
89
$9.36K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-16- 0.33% |
$887 - $1.12K
|
4.81K
$506K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-17- 0.28% |
$942 - $1.19K
|
6.16K
$648K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 2.75% |
$1.11K - $1.4K
|
707
$74.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 36.84% |
$1.16K - $1.47K
|
36
$3.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 7.47% |
$1.72K - $2.17K
|
384
$40.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-35- 33.65% |
$1.94K - $2.45K
|
69
$7.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-45- 0.35% |
$2.49K - $3.15K
|
12.8K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-48- 0.24% |
$2.66K - $3.36K
|
20K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-61- 0.14% |
$3.38K - $4.27K
|
42.8K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-62- 1.61% |
$3.44K - $4.34K
|
3.78K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 9.65% |
$3.66K - $4.62K
|
618
$65K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-79- 75.96% |
$4.38K - $5.53K
|
25
$2.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-82- 4.42% |
$4.55K - $5.74K
|
1.77K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-88- 0.06% |
$4.88K - $6.15K
|
140K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-90- 2.13% |
$4.99K - $6.29K
|
4.15K
$436K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-100- 7.14% |
$5.54K - $6.99K
|
1.3K
$137K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-100- 1.73% |
$5.54K - $6.99K
|
5.68K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.79% |
$5.54K - $6.99K
|
5.5K
$578K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-100- 1.63% |
$5.54K - $6.99K
|
6.02K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-111- 2.84% |
$6.15K - $7.76K
|
3.8K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-137- 0.35% |
$7.6K - $9.58K
|
39.6K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-138- 1.89% |
$7.65K - $9.65K
|
7.16K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-139- 4.21% |
$7.71K - $9.72K
|
3.17K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-146- 2.35% |
$8.09K - $10.2K
|
6.06K
$638K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-149- 9.72% |
$8.26K - $10.4K
|
1.38K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-158- 2.04% |
$8.76K - $11.1K
|
7.58K
$797K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-166- 0.79% |
$9.2K - $11.6K
|
20.8K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-176- 2.34% |
$9.76K - $12.3K
|
7.34K
$772K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-181- 1.05% |
$10K - $12.7K
|
17.1K
$1.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-186- 0.43% |
$10.3K - $13K
|
42.7K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-194- 3.42% |
$10.8K - $13.6K
|
5.47K
$575K
|