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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
440+ 4.1% |
$46.3K - $51.2K
|
11.2K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
423+ 1626.92% |
$44.5K - $49.2K
|
449
$54.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
372+ 8.65% |
$39.2K - $43.3K
|
4.67K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 18.28% |
$39.1K - $43.2K
|
2.4K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
348New |
$36.6K - $40.5K
|
348
$42K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
339+ 16.07% |
$35.7K - $39.5K
|
2.45K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
329+ 0.45% |
$34.6K - $38.3K
|
72.9K
$8.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
328New |
$34.5K - $38.2K
|
328
$39.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
326New |
$34.3K - $37.9K
|
326
$39.4K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
322+ 1.79% |
$33.9K - $37.5K
|
18.4K
$2.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
308+ 78.17% |
$32.4K - $35.9K
|
702
$84.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
297+ 19.73% |
$31.3K - $34.6K
|
1.8K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
295+ 1.84% |
$31.1K - $34.3K
|
16.4K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
286+ 2383.33% |
$30.1K - $33.3K
|
298
$36K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
284New |
$29.9K - $33.1K
|
284
$34.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
274+ 66.02% |
$28.8K - $31.9K
|
689
$83.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
262+ 3.54% |
$27.6K - $30.5K
|
7.67K
$927K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
255+ 1.16% |
$26.8K - $29.7K
|
22.2K
$2.69M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
254New |
$26.7K - $29.6K
|
254
$30.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
214+ 10.5% |
$22.5K - $24.9K
|
2.25K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
214+ 4.57% |
$22.5K - $24.9K
|
4.9K
$592K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
214+ 2.22% |
$22.5K - $24.9K
|
9.85K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
173New |
$18.2K - $20.1K
|
173
$20.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
168+ 0.5% |
$17.7K - $19.6K
|
33.6K
$4.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
164+ 5.09% |
$17.3K - $19.1K
|
3.38K
$409K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
152+ 27.49% |
$16K - $17.7K
|
705
$85.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
146+ 3.4% |
$15.4K - $17K
|
4.44K
$536K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
145+ 391.89% |
$15.3K - $16.9K
|
182
$22K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
141+ 5.52% |
$14.8K - $16.4K
|
2.69K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
140New |
$14.7K - $16.3K
|
140
$16.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 14.27% |
$14.6K - $16.2K
|
1.11K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
134+ 3.82% |
$14.1K - $15.6K
|
3.64K
$440K
|
|
|
Oct 30, 2025
Q3 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
134+ 0.46% |
$14.1K - $15.6K
|
29.5K
$3.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
130+ 139.78% |
$13.7K - $15.1K
|
223
$26.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
125+ 1.72% |
$13.2K - $14.6K
|
7.4K
$894K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123+ 0.53% |
$12.9K - $14.3K
|
23.3K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 20.38% |
$12.4K - $13.7K
|
697
$84.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
118+ 0.39% |
$12.4K - $13.7K
|
30.4K
$3.67M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
115+ 1.76% |
$12.1K - $13.4K
|
6.67K
$805K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
112+ 8.58% |
$11.8K - $13K
|
1.42K
$171K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
102+ 4.2% |
$10.7K - $11.9K
|
2.53K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
83+ 1.65% |
$8.74K - $9.66K
|
5.12K
$619K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
82+ 0.17% |
$8.63K - $9.54K
|
49.5K
$5.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 3.47% |
$8.32K - $9.2K
|
2.36K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
77+ 114.93% |
$8.11K - $8.96K
|
144
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 2.5% |
$7.68K - $8.5K
|
2.99K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
73+ 1.04% |
$7.68K - $8.5K
|
7.08K
$855K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
66+ 2.88% |
$6.95K - $7.68K
|
2.36K
$285K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62New |
$6.53K - $7.22K
|
62
$7.49K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
61+ 2.11% |
$6.42K - $7.1K
|
2.95K
$356K
|
|