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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Interval Partners, LP
New York, NY |
SELL
|
CALL |
-20KClosed |
$1.23M - $1.42M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$481K - $556K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13.5KNew |
$824K - $952K
|
13.5K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-31Closed |
$1.9K - $2.19K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
7.11KNew |
$435K - $503K
|
7.11K
$803K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.59KClosed |
$281K - $325K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-377Closed |
$23.1K - $26.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
83New |
$5.08K - $5.87K
|
83
$9.37K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.93KClosed |
$241K - $278K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
120KNew |
$7.35M - $8.49M
|
120K
$13.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
336New |
$20.6K - $23.8K
|
336
$37.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-35.8KClosed |
$2.19M - $2.53M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-1.28KClosed |
$78.1K - $90.2K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.9KClosed |
$671K - $775K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.62KNew |
$99K - $114K
|
1.62K
$182K
|
|
| Q2 2021 | |||||||
|
Nov 22, 2024
Q2 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-52.6KClosed |
$3.19M - $3.76M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
8.42KNew |
$510K - $603K
|
8.42K
$951K
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-51.5KClosed |
$3.12M - $3.69M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$182 - $215
|
3
$339
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.21KClosed |
$255K - $302K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-25Closed |
$1.51K - $1.79K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
198New |
$12K - $14.2K
|
198
$22.4K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-42Closed |
$2.54K - $3.01K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-58Closed |
$3.51K - $4.15K
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Polianta LTD
|
SELL
|
- |
-18.9KClosed |
$1.14M - $1.35M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-21Closed |
$1.02K - $1.42K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-4.48KClosed |
$218K - $303K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-13.5KClosed |
$658K - $914K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-55KClosed |
$2.68M - $3.72M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-264Closed |
$12.9K - $17.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-136Closed |
$6.63K - $9.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
600+ 145.63% |
$29.3K - $40.6K
|
1.01K
$114K
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.6KNew |
$175K - $243K
|
3.6K
$406K
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.12KClosed |
$201K - $279K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$780 - $1.08K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-709Closed |
$34.6K - $48K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
SELL
|
- |
-2.27KClosed |
$111K - $154K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Capital Management Corp
|
SELL
|
- |
-2K- 33.33% |
$97.5K - $135K
|
4K
$452K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
$549 - $831
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$1.37K - $2.08K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 100.0% |
$480 - $727
|
28
$3.16K
|
|
|
Feb 16, 2021
Q4 2020
|
Greenhouse Funds Lllp
Baltimore, MD |
SELL
|
- |
-504KClosed |
$17.3M - $26.2M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-26.8KClosed |
$919K - $1.39M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-2.11KClosed |
$72.2K - $109K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-14.2KClosed |
$488K - $740K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-39Closed |
$1.34K - $2.03K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2K+ 50.0% |
$68.6K - $104K
|
6K
$677K
|
|