Purchases and Sales Made in Q1 2024 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80+ 0.19% |
$5.44K - $6.25K
|
43.1K
$4.93M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
77+ 0.66% |
$5.24K - $6.02K
|
11.7K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 202.78% |
$4.96K - $5.71K
|
109
$12.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
64+ 0.03% |
$4.35K - $5K
|
200K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
64+ 68.09% |
$4.35K - $5K
|
158
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
62+ 6.02% |
$4.22K - $4.85K
|
1.09K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$3.94K - $4.53K
|
58
$6.63K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.26% |
$3.94K - $4.53K
|
22.8K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
56+ 0.25% |
$3.81K - $4.38K
|
22.6K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
55+ 0.82% |
$3.74K - $4.3K
|
6.8K
$777K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
54New |
$3.67K - $4.22K
|
54
$6.17K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
50+ 0.14% |
$3.4K - $3.91K
|
35.8K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
44+ 14.19% |
$2.99K - $3.44K
|
354
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43+ 2.43% |
$2.92K - $3.36K
|
1.82K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
36+ 0.29% |
$2.45K - $2.81K
|
12.4K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
32+ 1.13% |
$2.18K - $2.5K
|
2.85K
$326K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
31+ 0.04% |
$2.11K - $2.42K
|
69.3K
$7.92M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30New |
$2.04K - $2.35K
|
30
$3.43K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
28+ 4.53% |
$1.9K - $2.19K
|
646
$73.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
24+ 0.43% |
$1.63K - $1.88K
|
5.66K
$646K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 6.25% |
$1.63K - $1.88K
|
408
$46.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19New |
$1.29K - $1.49K
|
19
$2.17K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.42% |
$1.16K - $1.33K
|
4.09K
$468K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
16+ 0.24% |
$1.09K - $1.25K
|
6.63K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 300.0% |
$1.02K - $1.17K
|
20
$2.29K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14+ 18.18% |
$952 - $1.09K
|
91
$10.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 2.31% |
$952 - $1.09K
|
619
$70.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13New |
$884 - $1.02K
|
13
$1.49K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12+ 0.2% |
$816 - $938
|
6.08K
$694K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 58.82% |
$680 - $782
|
27
$3.09K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.59% |
$544 - $625
|
1.37K
$157K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$272 - $313
|
4
$457
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.88% |
$204 - $235
|
163
$18.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 0.72% |
$136 - $156
|
278
$31.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$136 - $156
|
2
$229
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$136 - $156
|
2
$229
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.54% |
$136 - $156
|
374
$42.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.17% |
$68 - $78.2
|
25
$2.86K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.03% |
$68 - $78.2
|
2.9K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$68 - $78.2
|
2.7K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.74% |
$68 - $78.2
|
135
$15.4K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 2.5% |
$68 - $78.2
|
39
$4.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 19.05% |
$272 - $313
|
17
$1.94K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-6- 0.01% |
$408 - $469
|
104K
$11.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10- 0.27% |
$680 - $782
|
3.71K
$424K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 1.32% |
$680 - $782
|
750
$85.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10- 0.7% |
$680 - $782
|
1.43K
$163K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-23- 11.33% |
$1.56K - $1.8K
|
180
$20.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-32- 0.52% |
$2.18K - $2.5K
|
6.13K
$700K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-45- 0.26% |
$3.06K - $3.52K
|
17K
$1.95M
|