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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.2KNew |
$205K - $259K
|
2.2K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 495.03% |
$205K - $258K
|
2.64K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.14KNew |
$200K - $252K
|
2.14K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 55.39% |
$196K - $247K
|
5.88K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.09KNew |
$195K - $246K
|
2.09K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.07K+ 422.24% |
$193K - $244K
|
2.56K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.04K+ 16.86% |
$191K - $240K
|
14.1K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.04KNew |
$191K - $240K
|
2.04K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 8.29% |
$186K - $234K
|
26K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.98KNew |
$185K - $233K
|
1.98K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.93KNew |
$180K - $227K
|
1.93K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.9K+ 8.21% |
$177K - $224K
|
25K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.9K+ 111.71% |
$177K - $224K
|
3.6K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.65K+ 0.05% |
$154K - $194K
|
3.47M
$296M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.58KNew |
$148K - $186K
|
1.58K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.55K+ 54.36% |
$145K - $183K
|
4.41K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.5K+ 0.75% |
$140K - $177K
|
202K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.39K+ 4.61% |
$129K - $163K
|
31.4K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33K+ 34.86% |
$125K - $157K
|
5.16K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.31K+ 13.29% |
$122K - $154K
|
11.2K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.27K+ 7.56% |
$119K - $150K
|
18.1K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.19KNew |
$111K - $140K
|
1.19K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.15K+ 4.36% |
$107K - $135K
|
27.5K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.11K+ 7.94% |
$103K - $130K
|
15.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
866+ 12.36% |
$80.9K - $102K
|
7.87K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
850+ 5.8% |
$79.4K - $100K
|
15.5K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
843+ 10.63% |
$78.7K - $99.2K
|
8.78K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
830+ 7.15% |
$77.5K - $97.7K
|
12.4K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
828+ 14.79% |
$77.3K - $97.5K
|
6.43K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
805+ 20.76% |
$75.2K - $94.8K
|
4.68K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
801+ 19.53% |
$74.8K - $94.3K
|
4.9K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
788+ 11.83% |
$73.6K - $92.8K
|
7.45K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
631+ 24.38% |
$58.9K - $74.3K
|
3.22K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
622+ 23.45% |
$58.1K - $73.2K
|
3.28K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
596New |
$55.7K - $70.2K
|
596
$50.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
577New |
$53.9K - $67.9K
|
577
$49.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
567+ 4.01% |
$53K - $66.7K
|
14.7K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
557+ 5.0% |
$52K - $65.6K
|
11.7K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
545+ 1.45% |
$50.9K - $64.2K
|
38.2K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
514+ 0.71% |
$48K - $60.5K
|
73.3K
$6.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
507+ 2.6% |
$47.4K - $59.7K
|
20K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
500+ 1.56% |
$46.7K - $58.9K
|
32.5K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
498+ 12.57% |
$46.5K - $58.6K
|
4.46K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
465+ 0.95% |
$43.4K - $54.7K
|
49.6K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
463+ 13.94% |
$43.2K - $54.5K
|
3.78K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
459New |
$42.9K - $54K
|
459
$39.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
454+ 5.75% |
$42.4K - $53.4K
|
8.35K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
449+ 8.66% |
$41.9K - $52.9K
|
5.64K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
341+ 3.22% |
$31.8K - $40.1K
|
10.9K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
319+ 7.14% |
$29.8K - $37.6K
|
4.79K
$408K
|