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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-10.2K- 17.51% |
$521K - $678K
|
48K
$5.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$717 - $931
|
14
$1.58K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5.2K- 51.49% |
$266K - $346K
|
4.9K
$553K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
2.65K+ 14.83% |
$136K - $176K
|
20.5K
$2.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.71K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$1.28K - $1.66K
|
25
$2.82K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.55KNew |
$131K - $170K
|
2.55K
$288K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42.3KNew |
$2.17M - $2.81M
|
42.3K
$4.77M
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
321New |
$16.4K - $21.4K
|
321
$36.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$768 - $998
|
15
$1.69K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.99K- 54.45% |
$120K - $323K
|
4.17K
$471K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.02K- 54.59% |
$121K - $326K
|
4.18K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-430- 54.29% |
$10.3K - $27.9K
|
362
$40.9K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-100Closed |
$2.4K - $6.49K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-393KClosed |
$9.45M - $25.5M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
801K+ 52.77% |
$19.2M - $52M
|
2.32M
$262M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
15.8KNew |
$380K - $1.02M
|
15.8K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
398+ 3.56% |
$9.56K - $25.8K
|
11.6K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
9.48K+ 73.73% |
$228K - $615K
|
22.3K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-10.5K- 34.04% |
$252K - $680K
|
20.3K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-2.37K- 16.86% |
$57K - $154K
|
11.7K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
125KNew |
$3M - $8.11M
|
125K
$14.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-48Closed |
$1.15K - $3.11K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4- 9.3% |
$96.1 - $259
|
39
$4.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.1KNew |
$26.5K - $71.4K
|
1.1K
$124K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-83- 41.29% |
$1.99K - $5.38K
|
118
$13.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$2.03K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
335+ 837.5% |
$8.05K - $21.7K
|
375
$42.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18New |
$433 - $1.17K
|
18
$2.03K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.75KNew |
$66K - $178K
|
2.75K
$310K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-51Closed |
$2.82K - $3.53K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-401Closed |
$22.2K - $27.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.15K+ 78.69% |
$506K - $632K
|
20.8K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.52KClosed |
$361K - $451K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-37.2KClosed |
$2.06M - $2.57M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5KNew |
$277K - $346K
|
5K
$565K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-337Closed |
$18.6K - $23.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
92New |
$5.09K - $6.36K
|
92
$10.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.92KNew |
$217K - $271K
|
3.92K
$442K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-5.59KClosed |
$309K - $387K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-55- 1.03% |
$3.04K - $3.8K
|
5.3K
$598K
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
129K+ 255.3% |
$7.15M - $8.93M
|
180K
$20.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.9KClosed |
$657K - $822K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.6K+ 65.33% |
$644K - $804K
|
29.4K
$3.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-301- 64.32% |
$16.7K - $20.8K
|
167
$18.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-58.4KClosed |
$3.23M - $4.04M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-23.7KClosed |
$1.31M - $1.64M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.03KNew |
$278K - $348K
|
5.03K
$568K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-12.4K- 99.88% |
$684K - $855K
|
15
$1.69K
|
|