Purchases and Sales Made in Q2 2023 in Stifel Financial Corp (SF)

SF Quotes by TradingView

This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 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
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
1.28K
+ 8.02%
$71K - $79.3K
17.2K $1.79M
Aug 03, 2023 Q2 2023
Van Eck Associates Corp

BUY
 -
1.16K
+ 9.38%
$64.7K - $72.2K
13.6K $1.41M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
969
+ 2.92%
$53.8K - $60.1K
34.1K $3.55M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
862
+ 3.29%
$47.9K - $53.5K
27K $2.81M
Aug 09, 2023 Q2 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
840
+ 1.57%
$46.7K - $52.1K
54.4K $5.65M
Aug 11, 2023 Q2 2023
Martingale Asset Management L P

Boston, MA
BUY
 -
819
+ 2.79%
$45.5K - $50.8K
30.1K $3.13M
Jul 31, 2023 Q2 2023
Meritage Portfolio Management

BUY
 -
763
+ 19.27%
$42.4K - $47.3K
4.72K $491K
Aug 14, 2023 Q2 2023
Wellington Management Group LLP

Boston, MA
BUY
 -
677
+ 0.14%
$37.6K - $42K
494K $51.3M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
663
+ 23.17%
$36.8K - $41.1K
3.52K $366K
Jul 31, 2023 Q2 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
636
+ 13.8%
$35.3K - $39.4K
5.25K $546K
Aug 14, 2023 Q2 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
621
+ 9.73%
$34.5K - $38.5K
7K $728K
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
569
+ 8.08%
$31.6K - $35.3K
7.61K $791K
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
483
+ 4.89%
$26.8K - $30K
10.4K $1.08M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
470
+ 9.21%
$26.1K - $29.1K
5.57K $579K
Jul 17, 2023 Q2 2023
Kcs Wealth Advisory

BUY
 -
453
+ 2.01%
$25.2K - $28.1K
23K $2.4M
Aug 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
433
+ 0.94%
$24.1K - $26.9K
46.4K $4.83M
Aug 14, 2023 Q2 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
432
+ 0.18%
$24K - $26.8K
242K $25.2M
Aug 11, 2023 Q2 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
335
+ 6.29%
$18.6K - $20.8K
5.66K $588K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
309
+ 0.3%
$17.2K - $19.2K
104K $10.8M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
304
+ 1.99%
$16.9K - $18.9K
15.6K $1.62M
Aug 14, 2023 Q2 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
299
+ 0.88%
$16.6K - $18.5K
34.4K $3.58M
Aug 14, 2023 Q2 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
236
+ 35.12%
$13.1K - $14.6K
908 $94.4K
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
214
+ 0.92%
$11.9K - $13.3K
23.6K $2.45M
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
181
+ 0.3%
$10.1K - $11.2K
60.3K $6.27M
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
161
+ 0.96%
$8.95K - $9.99K
16.9K $1.76M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
132
+ 0.6%
$7.34K - $8.19K
22.3K $2.32M
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
123
+ 6.52%
$6.84K - $7.63K
2.01K $209K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
118
+ 10.96%
$6.56K - $7.32K
1.2K $124K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
98
+ 2.48%
$5.45K - $6.08K
4.04K $420K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
95
+ 103.26%
$5.28K - $5.89K
187 $19.4K
Jul 31, 2023 Q2 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
93
+ 0.23%
$5.17K - $5.77K
39.7K $4.13M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
87
+ 18.2%
$4.83K - $5.4K
565 $58.8K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
83
+ 103.75%
$4.61K - $5.15K
163 $17K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
75
+ 8.08%
$4.17K - $4.65K
1K $104K
Jul 28, 2023 Q2 2023
Zions Bancorporation, N.A.

BUY
 -
71
+ 0.49%
$3.95K - $4.4K
14.5K $1.5M
Aug 15, 2023 Q2 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
59
New
$3.28K - $3.66K
59 $6.14K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
55
+ 42.31%
$3.06K - $3.41K
185 $19.2K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
51
+ 188.89%
$2.83K - $3.16K
78 $8.11K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
50
+ 66.67%
$2.78K - $3.1K
125 $13K
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
48
New
$2.67K - $2.98K
48 $4.99K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
47
New
$2.61K - $2.91K
47 $4.89K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
35
+ 70.0%
$1.94K - $2.17K
85 $8.84K
Aug 04, 2023 Q2 2023
Cornerstone Investment Partners, LLC

BUY
 -
33
+ 0.5%
$1.83K - $2.05K
6.6K $686K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
26
+ 9.74%
$1.44K - $1.61K
293 $30.5K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
21
+ 0.81%
$1.17K - $1.3K
2.62K $272K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
21
New
$1.17K - $1.3K
21 $2.18K
Jul 18, 2023 Q2 2023
Integrated Investment Consultants, LLC

BUY
 -
21
+ 0.36%
$1.17K - $1.3K
5.94K $617K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
21
+ 0.81%
$1.17K - $1.3K
2.62K $272K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
16
New
$889 - $992
16 $1.66K

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