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 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
59+ 1.42% |
$6.21K - $6.87K
|
4.21K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
48New |
$5.05K - $5.59K
|
48
$5.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
47+ 1.91% |
$4.95K - $5.47K
|
2.5K
$302K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
46+ 0.67% |
$4.84K - $5.35K
|
6.87K
$830K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 3.26% |
$4.63K - $5.12K
|
1.4K
$169K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
42+ 1.95% |
$4.42K - $4.89K
|
2.19K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
37+ 6.32% |
$3.89K - $4.31K
|
622
$75.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
37New |
$3.89K - $4.31K
|
37
$4.47K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
36New |
$3.79K - $4.19K
|
36
$4.35K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 11.11% |
$3.26K - $3.61K
|
310
$37.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.82% |
$3.05K - $3.38K
|
3.57K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
27New |
$2.84K - $3.14K
|
27
$3.26K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25+ 0.83% |
$2.63K - $2.91K
|
3.04K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
25New |
$2.63K - $2.91K
|
25
$3.02K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 0.33% |
$2.63K - $2.91K
|
7.51K
$907K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22+ 25.58% |
$2.32K - $2.56K
|
108
$13K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21+ 37.5% |
$2.21K - $2.44K
|
77
$9.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.01% |
$2.11K - $2.33K
|
142K
$17.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20+ 0.59% |
$2.11K - $2.33K
|
3.4K
$411K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
19+ 0.24% |
$2K - $2.21K
|
7.94K
$959K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.66% |
$2K - $2.21K
|
2.9K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
18New |
$1.89K - $2.1K
|
18
$2.17K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 0.66% |
$1.79K - $1.98K
|
2.58K
$312K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 5.67% |
$1.79K - $1.98K
|
317
$38.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
15+ 250.0% |
$1.58K - $1.75K
|
21
$2.54K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15New |
$1.58K - $1.75K
|
15
$1.81K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.29% |
$1.37K - $1.51K
|
4.49K
$542K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
13+ 0.14% |
$1.37K - $1.51K
|
9.21K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 1.03% |
$1.16K - $1.28K
|
1.08K
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
10+ 0.48% |
$1.05K - $1.16K
|
2.09K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9+ 0.14% |
$947 - $1.05K
|
6.43K
$777K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 0.55% |
$947 - $1.05K
|
1.64K
$198K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8+ 40.0% |
$842 - $931
|
28
$3.38K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7New |
$737 - $815
|
7
$846
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 600.0% |
$632 - $698
|
7
$846
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6New |
$632 - $698
|
6
$725
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 12.5% |
$632 - $698
|
54
$6.52K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4+ 0.06% |
$421 - $466
|
6.35K
$767K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
4+ 2.99% |
$421 - $466
|
138
$16.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4+ 4.71% |
$421 - $466
|
89
$10.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$316 - $349
|
3
$362
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 42.86% |
$316 - $349
|
10
$1.21K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 40.0% |
$211 - $233
|
7
$846
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.04% |
$105 - $116
|
2.44K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$105 - $116
|
2.71K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$105 - $116
|
466
$56.3K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
73.1KNew |
$5.59M - $7.59M
|
73.1K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.2K+ 88.44% |
$1.47M - $1.99M
|
40.8K
$4.93M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 7.65% |
$614K - $833K
|
113K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
7.37KNew |
$564K - $765K
|
7.37K
$891K
|
|