Purchases and Sales Made in Q2 2024 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$188K - $213K
|
2.53K
$267K
|
|
|
Jul 25, 2024
Q2 2024
|
Origin Asset Management LLP
London, X0 |
BUY
|
- |
2.46KNew |
$183K - $207K
|
2.46K
$260K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.43KNew |
$181K - $205K
|
2.43K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.42K+ 4.91% |
$180K - $204K
|
51.8K
$5.46M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.31K+ 6.96% |
$172K - $195K
|
35.6K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.23K+ 32.85% |
$166K - $188K
|
9.04K
$954K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.13KNew |
$159K - $179K
|
2.13K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.03KNew |
$151K - $171K
|
2.03K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.75K+ 17.48% |
$130K - $147K
|
11.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.62K+ 0.44% |
$120K - $136K
|
371K
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.45K+ 77.15% |
$107K - $122K
|
3.32K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 14.45% |
$101K - $115K
|
10.8K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.35K+ 1.06% |
$100K - $114K
|
129K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.35K+ 0.58% |
$100K - $114K
|
233K
$24.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.34K+ 9.85% |
$99.3K - $112K
|
14.9K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.29KNew |
$95.9K - $109K
|
1.29K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.15K+ 39.97% |
$85.7K - $97K
|
4.04K
$426K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 8.35% |
$80.2K - $90.8K
|
14K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.07K+ 21.18% |
$79.2K - $89.6K
|
6.09K
$643K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.02K+ 5.97% |
$76.1K - $86.2K
|
18.2K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
948+ 13.52% |
$70.5K - $79.8K
|
7.96K
$840K
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
926+ 7.09% |
$68.8K - $77.9K
|
14K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
926+ 7.09% |
$68.8K - $77.9K
|
14K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
911+ 1.54% |
$67.7K - $76.7K
|
59.9K
$6.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.45% |
$66.9K - $75.7K
|
202K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
816+ 11.31% |
$60.7K - $68.7K
|
8.03K
$848K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
765New |
$56.9K - $64.4K
|
765
$80.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
746+ 2.66% |
$55.5K - $62.8K
|
28.8K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
701+ 11.86% |
$52.1K - $59K
|
6.61K
$698K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
681+ 182.09% |
$50.6K - $57.3K
|
1.06K
$111K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
634+ 0.76% |
$47.1K - $53.4K
|
83.8K
$8.85M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
634+ 9.77% |
$47.1K - $53.4K
|
7.13K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
566+ 16.27% |
$42.1K - $47.6K
|
4.04K
$427K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
564+ 517.43% |
$41.9K - $47.5K
|
673
$71K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
479+ 16.16% |
$35.6K - $40.3K
|
3.44K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
432+ 1.12% |
$32.1K - $36.4K
|
39K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
429+ 3.38% |
$31.9K - $36.1K
|
13.1K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
429+ 2.52% |
$31.9K - $36.1K
|
17.5K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
376+ 0.71% |
$28K - $31.6K
|
53.1K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
306+ 0.59% |
$22.8K - $25.7K
|
52.2K
$5.51M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
291+ 1818.75% |
$21.6K - $24.5K
|
307
$32.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
288+ 12.68% |
$21.4K - $24.2K
|
2.56K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 2.89% |
$21.1K - $23.9K
|
10.1K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
265+ 0.23% |
$19.7K - $22.3K
|
114K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
244+ 0.52% |
$18.1K - $20.5K
|
47.5K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237+ 408.62% |
$17.6K - $19.9K
|
295
$31.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
221+ 15.49% |
$16.4K - $18.6K
|
1.65K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
215+ 3.7% |
$16K - $18.1K
|
6.02K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
213+ 710.0% |
$15.8K - $17.9K
|
243
$25.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
208+ 0.99% |
$15.5K - $17.5K
|
21.2K
$2.24M
|