Latest Institutional Purchases of Stifel Financial Corp (SF)
This list provides information on the latest institutional transactions involving Stifel Financial Corp (SF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 100.0% |
$1.11K - $1.4K
|
40
$4.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
18New |
$998 - $1.26K
|
18
$2.17K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$388 - $490
|
7
$846
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6New |
$333 - $420
|
6
$725
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.85% |
$55.4 - $69.9
|
55
$6.64K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45KNew |
$2.64M - $2.98M
|
45K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
42.8K+ 176.01% |
$2.52M - $2.84M
|
67.2K
$8.11M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.36K+ 23.54% |
$432K - $488K
|
38.6K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.39K+ 113.97% |
$375K - $424K
|
12K
$1.45M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
592+ 8.64% |
$34.8K - $39.3K
|
7.44K
$899K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
494New |
$29K - $32.8K
|
494
$59.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
350+ 18.76% |
$20.6K - $23.2K
|
2.22K
$268K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149New |
$8.76K - $9.88K
|
149
$18K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
116New |
$6.82K - $7.69K
|
116
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
86New |
$5.05K - $5.7K
|
86
$10.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$3.06K - $3.45K
|
52
$6.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$1.47K - $1.66K
|
25
$3.02K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
14New |
$823 - $929
|
14
$1.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10+ 14.29% |
$588 - $663
|
80
$9.66K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
39.3KNew |
$2.19M - $2.44M
|
39.3K
$4.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
14.4KNew |
$800K - $892K
|
14.4K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
10KNew |
$556K - $620K
|
10K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.6K+ 66.83% |
$478K - $533K
|
21.5K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.38K+ 14.64% |
$299K - $333K
|
42.1K
$5.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.94K+ 3.49% |
$219K - $244K
|
117K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.35K+ 19.95% |
$131K - $146K
|
14.1K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
621+ 9.73% |
$34.5K - $38.5K
|
7K
$846K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
98+ 2.48% |
$5.45K - $6.08K
|
4.04K
$488K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$3.28K - $3.66K
|
59
$7.13K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 42.31% |
$3.06K - $3.41K
|
185
$22.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48New |
$2.67K - $2.98K
|
48
$5.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
21New |
$1.17K - $1.3K
|
21
$2.54K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
10+ 18.87% |
$556 - $620
|
63
$7.61K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
77.8KNew |
$4.27M - $5.29M
|
77.8K
$9.4M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
12.2KNew |
$672K - $833K
|
12.2K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.4KNew |
$406K - $504K
|
7.4K
$894K
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
6.5KNew |
$357K - $442K
|
6.5K
$785K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
687New |
$37.7K - $46.7K
|
687
$83K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 111.38% |
$19.9K - $24.6K
|
687
$83K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
318+ 38.27% |
$17.4K - $21.6K
|
1.15K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
51+ 9.48% |
$2.8K - $3.47K
|
589
$71.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 17.78% |
$439 - $544
|
53
$6.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$329 - $408
|
6
$725
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$54.9 - $68
|
220
$26.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.29MNew |
$66M - $85.8M
|
1.29M
$156M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42.3KNew |
$2.17M - $2.81M
|
42.3K
$5.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
22.7KNew |
$1.16M - $1.51M
|
22.7K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
20KNew |
$1.02M - $1.33M
|
20K
$2.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.28KNew |
$424K - $550K
|
8.28K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.6KNew |
$184K - $239K
|
3.6K
$435K
|
|