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 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-163- 0.71% |
$17.2K - $19K
|
22.8K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-380K- 3.67% |
$40M - $44.3M
|
10M
$1.21B
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.92K- 7.41% |
$834K - $922K
|
99.1K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
799+ 101.78% |
$84.1K - $93K
|
1.58K
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-120- 0.09% |
$12.6K - $14K
|
127K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.08KNew |
$325K - $359K
|
3.08K
$372K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.41K- 26.69% |
$990K - $1.09M
|
25.8K
$3.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 44.15% |
$134K - $148K
|
4.14K
$500K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-241- 4.2% |
$25.4K - $28.1K
|
5.5K
$664K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
102+ 4.2% |
$10.7K - $11.9K
|
2.53K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26- 0.32% |
$2.74K - $3.03K
|
8.11K
$980K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-13.2K- 2.14% |
$1.39M - $1.54M
|
605K
$73M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-49- 4.68% |
$5.16K - $5.7K
|
999
$121K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-164- 1.75% |
$17.3K - $19.1K
|
9.21K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.49K- 6.82% |
$263K - $290K
|
34.1K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
6.02KNew |
$634K - $701K
|
6.02K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
12.2KNew |
$1.28M - $1.42M
|
12.2K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.47K- 1.3% |
$365K - $404K
|
263K
$31.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 3.4% |
$15.4K - $17K
|
4.44K
$536K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.85KNew |
$511K - $565K
|
4.85K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
46+ 0.67% |
$4.84K - $5.35K
|
6.87K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-21- 0.08% |
$2.21K - $2.44K
|
27.8K
$3.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 7.73% |
$141K - $156K
|
16K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-429- 6.65% |
$45.2K - $49.9K
|
6.02K
$727K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-365- 1.31% |
$38.4K - $42.5K
|
27.6K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
615+ 3.82% |
$64.7K - $71.6K
|
16.7K
$2.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 20.38% |
$12.4K - $13.7K
|
697
$84.2K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-5- 33.33% |
$526 - $582
|
10
$1.21K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-11- 0.35% |
$1.16K - $1.28K
|
3.16K
$382K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$3.79K - $4.19K
|
36
$4.35K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.62% |
$42.1K - $46.6K
|
24.3K
$2.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-6.49K- 40.25% |
$683K - $756K
|
9.64K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-36.6K- 18.31% |
$3.85M - $4.25M
|
163K
$19.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
499+ 139.39% |
$52.5K - $58.1K
|
857
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
66+ 2.88% |
$6.95K - $7.68K
|
2.36K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-210- 4.61% |
$22.1K - $24.4K
|
4.35K
$525K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
941+ 1.31% |
$99K - $110K
|
72.9K
$8.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-276- 6.51% |
$29.1K - $32.1K
|
3.97K
$479K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.6K- 40.43% |
$2.8M - $3.1M
|
39.3K
$4.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 0.55% |
$947 - $1.05K
|
1.64K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.01% |
$2.11K - $2.33K
|
142K
$17.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-95.6K- 11.5% |
$10.1M - $11.1M
|
736K
$88.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-68- 21.45% |
$7.16K - $7.92K
|
249
$30.1K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
112+ 8.58% |
$11.8K - $13K
|
1.42K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
25New |
$2.63K - $2.91K
|
25
$3.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 250.0% |
$1.58K - $1.75K
|
21
$2.54K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 25.58% |
$2.32K - $2.56K
|
108
$13K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.67K+ 5.52% |
$176K - $194K
|
31.9K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
308+ 78.17% |
$32.4K - $35.9K
|
702
$84.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.89K- 1.39% |
$725K - $801K
|
488K
$58.9M
|
|