Latest Institutional Transactions on Stifel Financial Corp (SF)
This table provides information on the latest institutional transactions involving Stifel Financial Corp (SF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.87K+ 186.89% |
$933K - $1.03M
|
13.6K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 127.44% |
$1.75M - $1.93M
|
29.7K
$3.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.74KNew |
$288K - $319K
|
2.74K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15New |
$1.58K - $1.75K
|
15
$1.81K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
274+ 66.02% |
$28.8K - $31.9K
|
689
$83.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.52K- 7.11% |
$265K - $293K
|
32.9K
$3.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.24K- 17.5% |
$446K - $494K
|
20K
$2.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8- 0.16% |
$842 - $931
|
5.09K
$614K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$211 - $233
|
7
$846
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.81K- 22.95% |
$401K - $443K
|
12.8K
$1.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
314KNew |
$33M - $36.5M
|
314K
$37.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.05KNew |
$216K - $239K
|
2.05K
$248K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.7KNew |
$285K - $315K
|
2.7K
$327K
|
|
|
Oct 02, 2025
Q3 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
22.5KNew |
$2.36M - $2.61M
|
22.5K
$2.71M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
214+ 2.22% |
$22.5K - $24.9K
|
9.85K
$1.19M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-21.9K- 92.85% |
$1.67M - $2.27M
|
1.69K
$204K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 7.65% |
$614K - $833K
|
113K
$13.6M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.05K- 15.34% |
$80K - $109K
|
5.77K
$697K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-54- 30.0% |
$4.13K - $5.6K
|
126
$15.2K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.22K- 4.25% |
$170K - $231K
|
50.1K
$6.05M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
450New |
$34.4K - $46.7K
|
450
$54.4K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-187K- 86.15% |
$14.3M - $19.4M
|
30K
$3.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
47New |
$3.6K - $4.88K
|
47
$5.68K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 9.59% |
$535 - $726
|
80
$9.66K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51New |
$3.9K - $5.29K
|
51
$6.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.2K+ 88.44% |
$1.47M - $1.99M
|
40.8K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.82K- 85.38% |
$216K - $293K
|
483
$58.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
212New |
$16.2K - $22K
|
212
$25.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.68KNew |
$281K - $382K
|
3.68K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
810+ 409.09% |
$62K - $84.1K
|
1.01K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23- 0.91% |
$1.76K - $2.39K
|
2.49K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 25.04% |
$101K - $137K
|
3.95K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
76New |
$5.81K - $7.89K
|
76
$9.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
605+ 18.98% |
$46.3K - $62.8K
|
3.79K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$564K - $765K
|
7.37K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.31KNew |
$483K - $655K
|
6.31K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.09K- 63.13% |
$160K - $217K
|
1.22K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.56K- 34.92% |
$195K - $265K
|
4.76K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
1.9K+ 1036.61% |
$145K - $197K
|
2.08K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
73.1KNew |
$5.59M - $7.59M
|
73.1K
$8.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.9K- 80.94% |
$988K - $1.34M
|
3.04K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-261K- 47.14% |
$20M - $27.1M
|
293K
$35.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.93K- 40.67% |
$148K - $201K
|
2.82K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 11.41% |
$90.1K - $122K
|
11.5K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 29.55% |
$994 - $1.35K
|
57
$6.89K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-26.8K- 40.74% |
$2.05M - $2.78M
|
39K
$4.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.65KNew |
$202K - $274K
|
2.65K
$320K
|
|