Purchases and Sales Made in Q1 2023 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q1 2023. The information is specifically focused on institutions that hold shares of STIFEL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$54.9 - $68
|
16K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.72% |
$54.9 - $68
|
59
$6.74K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$54.9 - $68
|
220
$25.1K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1- 0.01% |
$54.9 - $68
|
12.7K
$1.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.03% |
$54.9 - $68
|
32
$3.66K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$329 - $408
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 10.31% |
$549 - $680
|
87
$9.94K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-12- 0.18% |
$658 - $816
|
6.63K
$758K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-14- 70.0% |
$768 - $953
|
6
$686
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 0.46% |
$932 - $1.16K
|
3.67K
$420K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 15.45% |
$1.04K - $1.29K
|
104
$11.9K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-25Closed |
$1.37K - $1.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 0.35% |
$1.43K - $1.77K
|
7.46K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 1.33% |
$1.97K - $2.45K
|
2.66K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-39- 58.21% |
$2.14K - $2.65K
|
28
$3.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-46- 0.7% |
$2.52K - $3.13K
|
6.56K
$750K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-48- 0.34% |
$2.63K - $3.27K
|
13.9K
$1.58M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 89.33% |
$3.67K - $4.56K
|
8
$914
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-69- 38.76% |
$3.78K - $4.69K
|
109
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-82- 0.34% |
$4.5K - $5.58K
|
24.4K
$2.79M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-85- 62.96% |
$4.66K - $5.78K
|
50
$5.71K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-106- 81.54% |
$5.81K - $7.21K
|
24
$2.74K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 3.99% |
$5.92K - $7.35K
|
2.6K
$297K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-116- 0.73% |
$6.36K - $7.89K
|
15.8K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-117- 2.67% |
$6.42K - $7.96K
|
4.27K
$488K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-136- 3.32% |
$7.46K - $9.25K
|
3.96K
$452K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 91.67% |
$9.05K - $11.2K
|
15
$1.71K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172- 95.56% |
$9.43K - $11.7K
|
8
$914
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-172- 1.76% |
$9.43K - $11.7K
|
9.59K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-200- 4.37% |
$11K - $13.6K
|
4.38K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 2.2% |
$11K - $13.6K
|
8.9K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-201- 22.71% |
$11K - $13.7K
|
684
$78.2K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-229- 4.71% |
$12.6K - $15.6K
|
4.64K
$530K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-230- 64.97% |
$12.6K - $15.6K
|
124
$14.2K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-249- 1.65% |
$13.7K - $16.9K
|
14.9K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-261- 4.7% |
$14.3K - $17.8K
|
5.29K
$605K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-353- 0.66% |
$19.4K - $24K
|
53.4K
$6.1M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-353- 0.66% |
$19.4K - $24K
|
53.4K
$6.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-353- 5.78% |
$19.4K - $24K
|
5.76K
$658K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-357- 0.9% |
$19.6K - $24.3K
|
39.3K
$4.49M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-362- 0.76% |
$19.9K - $24.6K
|
47.5K
$5.42M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-376- 53.71% |
$20.6K - $25.6K
|
324
$37K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-408- 0.39% |
$22.4K - $27.8K
|
105K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-426- 9.75% |
$23.4K - $29K
|
3.94K
$451K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-428- 16.34% |
$23.5K - $29.1K
|
2.19K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-477- 1.12% |
$26.2K - $32.5K
|
42.1K
$4.81M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 1.85% |
$27.4K - $34K
|
26.6K
$3.04M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-507- 1.11% |
$27.8K - $34.5K
|
45.3K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-518- 93.5% |
$28.4K - $35.2K
|
36
$4.11K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-521- 1.67% |
$28.6K - $35.4K
|
30.7K
$3.51M
|