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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-76- 14.62% |
$5.81K - $7.89K
|
444
$53.6K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 83.33% |
$382 - $519
|
1
$121
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-21- 17.65% |
$1.61K - $2.18K
|
98
$11.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 2.69% |
$1.3K - $1.76K
|
616
$74.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
15New |
$1.15K - $1.56K
|
15
$1.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 20.99% |
$2.91K - $3.94K
|
143
$17.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$156K - $212K
|
2.04K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$1.3K - $1.76K
|
17
$2.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.21K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-27- 93.1% |
$2.07K - $2.8K
|
2
$242
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 32.18% |
$2.14K - $2.91K
|
59
$7.13K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.18KNew |
$167K - $226K
|
2.18K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-22- 0.35% |
$1.68K - $2.28K
|
6.19K
$748K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$535 - $726
|
7
$846
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.5% |
$535 - $726
|
1.41K
$170K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 8.7% |
$612 - $830
|
100
$12.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.25K- 13.16% |
$249K - $337K
|
21.5K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 160.0% |
$1.22K - $1.66K
|
26
$3.14K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 200.0% |
$459 - $623
|
9
$1.09K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.34KNew |
$179K - $243K
|
2.34K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
356+ 30.96% |
$27.2K - $36.9K
|
1.51K
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.21K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.33K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 195.45% |
$3.29K - $4.46K
|
65
$7.85K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.52K+ 14.43% |
$116K - $157K
|
12K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.17% |
$76.5 - $104
|
23
$2.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-55- 2.34% |
$4.21K - $5.71K
|
2.29K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-280- 6.05% |
$21.4K - $29.1K
|
4.35K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 250.0% |
$382 - $519
|
7
$846
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 10.88% |
$1.22K - $1.66K
|
163
$19.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-17- 0.14% |
$1.3K - $1.76K
|
11.8K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
42New |
$3.21K - $4.36K
|
42
$5.07K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$76.5 - $104
|
207
$25K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 40.79% |
$10.3K - $14K
|
466
$56.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 25.0% |
$3.82K - $5.19K
|
150
$18.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.4K- 13.92% |
$337K - $457K
|
27.2K
$3.29M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31New |
$2.84K - $3.65K
|
31
$3.74K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
7New |
$641 - $823
|
7
$846
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
21.1KNew |
$1.93M - $2.48M
|
21.1K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10.6KNew |
$969K - $1.24M
|
10.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
9+ 180.0% |
$825 - $1.06K
|
14
$1.69K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
11New |
$1.01K - $1.29K
|
11
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
965+ 2.03% |
$88.4K - $113K
|
48.5K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
10.1KNew |
$921K - $1.18M
|
10.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-422- 13.78% |
$38.7K - $49.6K
|
2.64K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.01K- 3.08% |
$642K - $824K
|
220K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.43K- 42.29% |
$222K - $286K
|
3.31K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
697+ 151.85% |
$63.9K - $82K
|
1.16K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-194- 5.01% |
$17.8K - $22.8K
|
3.68K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-38.6K- 36.23% |
$3.53M - $4.54M
|
67.9K
$8.2M
|
|