Purchases and Sales Made in Q4 2024 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
54+ 1.81% |
$5.04K - $6.36K
|
3.03K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52+ 0.21% |
$4.86K - $6.12K
|
24.6K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.95% |
$4.67K - $5.89K
|
2.62K
$289K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
49+ 23.44% |
$4.58K - $5.77K
|
258
$28.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
48+ 1.89% |
$4.48K - $5.65K
|
2.59K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
48+ 39.67% |
$4.48K - $5.65K
|
169
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$4.39K - $5.53K
|
47
$5.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 40.95% |
$4.02K - $5.06K
|
148
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
42+ 0.32% |
$3.92K - $4.94K
|
13K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$3.64K - $4.59K
|
39
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38New |
$3.55K - $4.47K
|
38
$4.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
37New |
$3.46K - $4.36K
|
37
$4.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
36+ 0.34% |
$3.36K - $4.24K
|
10.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$3.36K - $4.24K
|
36
$3.97K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.84% |
$3.27K - $4.12K
|
4.2K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 116.0% |
$2.71K - $3.41K
|
54
$5.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23+ 0.68% |
$2.15K - $2.71K
|
3.39K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 550.0% |
$2.05K - $2.59K
|
26
$2.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 0.41% |
$1.87K - $2.35K
|
4.87K
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
19New |
$1.77K - $2.24K
|
19
$2.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.79% |
$1.68K - $2.12K
|
2.29K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
17+ 1700.0% |
$1.59K - $2K
|
18
$1.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 8.06% |
$1.4K - $1.77K
|
201
$22.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.12K - $1.41K
|
2.89K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$934 - $1.18K
|
10
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 5.81% |
$934 - $1.18K
|
182
$20.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$747 - $942
|
8
$883
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8+ 0.04% |
$747 - $942
|
22.6K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 10.45% |
$654 - $824
|
74
$8.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7+ 0.25% |
$654 - $824
|
2.79K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.21% |
$560 - $706
|
2.9K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$467 - $589
|
5
$552
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.02% |
$467 - $589
|
22.7K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.36% |
$467 - $589
|
1.39K
$154K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$374 - $471
|
4
$441
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$374 - $471
|
4
$441
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$374 - $471
|
4
$441
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$280 - $353
|
3
$331
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.09% |
$187 - $235
|
2.34K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.51% |
$187 - $235
|
391
$43.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$93.4 - $118
|
270
$29.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$93.4 - $118
|
1
$110
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.0% |
$93.4 - $118
|
26
$2.87K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$93.4 - $118
|
2.32K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$93.4 - $118
|
1
$110
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$93.4 - $118
|
1
$110
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 10.2% |
$467 - $589
|
44
$4.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6- 0.12% |
$560 - $706
|
5.12K
$565K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 6.8% |
$654 - $824
|
96
$10.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.87% |
$654 - $824
|
802
$88.5K
|