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 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-97- 7.44% |
$10.2K - $11.3K
|
1.21K
$146K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 0.33% |
$2.63K - $2.91K
|
7.51K
$907K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.75K- 34.9% |
$290K - $321K
|
5.14K
$621K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 5.67% |
$1.79K - $1.98K
|
317
$38.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
164+ 5.09% |
$17.3K - $19.1K
|
3.38K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.19K+ 0.87% |
$125K - $138K
|
137K
$16.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.56KNew |
$479K - $530K
|
4.56K
$550K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-185- 2.36% |
$19.5K - $21.5K
|
7.65K
$924K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
24.1K+ 22.06% |
$2.54M - $2.81M
|
133K
$16.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
466+ 19.07% |
$49.1K - $54.2K
|
2.91K
$351K
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
4.93K+ 26.52% |
$519K - $574K
|
23.5K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.22KNew |
$234K - $258K
|
2.22K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
214+ 4.57% |
$22.5K - $24.9K
|
4.9K
$592K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
37New |
$3.89K - $4.31K
|
37
$4.47K
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-2.03K- 1.29% |
$214K - $237K
|
155K
$18.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-600- 14.69% |
$63.2K - $69.8K
|
3.49K
$421K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-530- 1.46% |
$55.8K - $61.7K
|
35.8K
$4.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-500- 2.38% |
$52.6K - $58.2K
|
20.6K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-100- 4.76% |
$10.5K - $11.6K
|
2K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94KNew |
$205K - $226K
|
1.94K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-876- 2.67% |
$92.2K - $102K
|
31.9K
$3.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-66- 2.48% |
$6.95K - $7.68K
|
2.59K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 12.5% |
$632 - $698
|
54
$6.52K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.73% |
$52.6K - $58.2K
|
28.4K
$3.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.39K+ 10.48% |
$462K - $511K
|
46.3K
$5.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
SELL
|
- |
-20- 0.31% |
$2.11K - $2.33K
|
6.34K
$766K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
286+ 2383.33% |
$30.1K - $33.3K
|
298
$36K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 3.26% |
$4.63K - $5.12K
|
1.4K
$169K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$105 - $116
|
466
$56.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 3.62% |
$21.1K - $23.3K
|
5.33K
$644K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.82% |
$3.05K - $3.38K
|
3.57K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
18New |
$1.89K - $2.1K
|
18
$2.17K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
17.1K+ 88.55% |
$1.79M - $1.98M
|
36.3K
$4.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.5K- 42.06% |
$474K - $524K
|
6.2K
$749K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.94KNew |
$204K - $225K
|
1.94K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
36K+ 59.27% |
$3.79M - $4.2M
|
96.9K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
644+ 11.19% |
$67.8K - $75K
|
6.4K
$773K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.29K- 6.74% |
$662K - $732K
|
87.1K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-8- 0.38% |
$842 - $931
|
2.12K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.24KNew |
$131K - $145K
|
1.24K
$150K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
173New |
$18.2K - $20.1K
|
173
$20.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
767New |
$80.7K - $89.3K
|
767
$92.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
719+ 20.53% |
$75.7K - $83.7K
|
4.22K
$510K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20+ 0.59% |
$2.11K - $2.33K
|
3.4K
$411K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.87K+ 113.0% |
$407K - $450K
|
7.29K
$881K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
328New |
$34.5K - $38.2K
|
328
$39.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 4.71% |
$421 - $466
|
89
$10.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.66% |
$2K - $2.21K
|
2.9K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.51K
|
9.21K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.56K+ 7.78% |
$270K - $298K
|
35.5K
$4.29M
|
|