Purchases and Sales Made in Q2 2023 in Stifel Financial Corp (SF)
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 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
10+ 18.87% |
$556 - $620
|
63
$6.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9New |
$500 - $558
|
9
$936
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 33.33% |
$445 - $496
|
32
$3.33K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 0.59% |
$445 - $496
|
1.36K
$141K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 2.65% |
$445 - $496
|
310
$32.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.14% |
$278 - $310
|
3.68K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.07% |
$167 - $186
|
4.04K
$420K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 4.0% |
$55.6 - $62
|
26
$2.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.69% |
$55.6 - $62
|
60
$6.24K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1- 11.11% |
$55.6 - $62
|
8
$832
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 12.5% |
$55.6 - $62
|
7
$728
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$55.6 - $62
|
16K
$1.66M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 12.5% |
$55.6 - $62
|
7
$728
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 18.75% |
$167 - $186
|
13
$1.35K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 10.71% |
$167 - $186
|
25
$2.6K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.03% |
$278 - $310
|
14.9K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 4.59% |
$278 - $310
|
104
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8- 15.69% |
$445 - $496
|
43
$4.47K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8- 1.33% |
$445 - $496
|
594
$61.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 1.15% |
$500 - $558
|
775
$80.6K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10- 52.63% |
$556 - $620
|
9
$936
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 31.25% |
$556 - $620
|
22
$2.29K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 2.85% |
$611 - $682
|
375
$39K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-16- 57.14% |
$889 - $992
|
12
$1.25K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 18.27% |
$1.06K - $1.18K
|
85
$8.84K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33- 0.84% |
$1.83K - $2.05K
|
3.91K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-37- 0.87% |
$2.06K - $2.29K
|
4.24K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-37- 0.43% |
$2.06K - $2.29K
|
8.63K
$898K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-42- 0.56% |
$2.33K - $2.6K
|
7.41K
$771K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-58- 3.62% |
$3.22K - $3.6K
|
1.54K
$161K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59- 0.45% |
$3.28K - $3.66K
|
13.2K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-67- 1.07% |
$3.72K - $4.16K
|
6.2K
$645K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-75- 0.31% |
$4.17K - $4.65K
|
24.3K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-85- 54.84% |
$4.72K - $5.27K
|
70
$7.28K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-85- 95.51% |
$4.72K - $5.27K
|
4
$416
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.33% |
$5.56K - $6.2K
|
30.6K
$3.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-120- 46.33% |
$6.67K - $7.44K
|
139
$14.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-140- 1.46% |
$7.78K - $8.68K
|
9.45K
$983K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-152- 1.59% |
$8.45K - $9.43K
|
9.39K
$976K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-163- 2.05% |
$9.06K - $10.1K
|
7.79K
$810K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-195- 1.81% |
$10.8K - $12.1K
|
10.6K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-197- 72.16% |
$10.9K - $12.2K
|
76
$7.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-199- 0.87% |
$11.1K - $12.3K
|
22.8K
$2.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-202- 3.0% |
$11.2K - $12.5K
|
6.53K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-205- 3.22% |
$11.4K - $12.7K
|
6.16K
$640K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-225- 0.7% |
$12.5K - $14K
|
32.1K
$3.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-240- 15.04% |
$13.3K - $14.9K
|
1.36K
$141K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 15.34% |
$13.9K - $15.5K
|
1.38K
$144K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-265- 6.3% |
$14.7K - $16.4K
|
3.94K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-270- 6.75% |
$15K - $16.7K
|
3.73K
$388K
|