Purchases and Sales Made in Q4 2022 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37New |
$1.89K - $2.46K
|
37
$3.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29+ 0.16% |
$1.48K - $1.93K
|
17.9K
$1.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
25New |
$1.28K - $1.66K
|
25
$2.64K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.53K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24New |
$1.23K - $1.6K
|
24
$2.53K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
23+ 14.84% |
$1.18K - $1.53K
|
178
$18.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
20New |
$1.02K - $1.33K
|
20
$2.11K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$768 - $998
|
15
$1.58K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
14New |
$717 - $931
|
14
$1.48K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
10+ 0.23% |
$512 - $665
|
4.39K
$463K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 32.0% |
$410 - $532
|
33
$3.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 0.52% |
$358 - $466
|
1.34K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.15% |
$307 - $399
|
3.99K
$421K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 2.86% |
$256 - $333
|
180
$19K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.47% |
$256 - $333
|
1.07K
$113K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 200.0% |
$205 - $266
|
6
$633
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 3.08% |
$102 - $133
|
67
$7.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.01% |
$51.2 - $66.5
|
12.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.44% |
$51.2 - $66.5
|
229
$24.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$51.2 - $66.5
|
6.61K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.33% |
$51.2 - $66.5
|
300
$31.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 1.92% |
$51.2 - $66.5
|
51
$5.38K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 2.17% |
$51.2 - $66.5
|
45
$4.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.05% |
$51.2 - $66.5
|
2.08K
$220K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 7.41% |
$102 - $133
|
25
$2.64K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.77% |
$154 - $200
|
385
$40.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 13.33% |
$205 - $266
|
26
$2.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 7.62% |
$410 - $532
|
97
$10.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-11- 0.27% |
$563 - $732
|
4.08K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12- 0.11% |
$614 - $798
|
10.6K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15- 2.25% |
$768 - $998
|
653
$68.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 2.21% |
$1.02K - $1.33K
|
887
$93.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.95% |
$1.33K - $1.73K
|
2.7K
$285K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 69.49% |
$2.1K - $2.73K
|
18
$1.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 1.93% |
$2.15K - $2.79K
|
2.13K
$225K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 7.46% |
$2.56K - $3.33K
|
620
$65.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-54- 0.9% |
$2.76K - $3.59K
|
5.92K
$624K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-68- 3.05% |
$3.48K - $4.52K
|
2.16K
$228K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-78- 3.06% |
$3.99K - $5.19K
|
2.47K
$261K
|
|
|
Jan 23, 2023
Q4 2022
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-80- 1.19% |
$4.1K - $5.32K
|
6.64K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-82- 1.92% |
$4.2K - $5.45K
|
4.2K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-85- 1.9% |
$4.35K - $5.65K
|
4.39K
$463K
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-89- 0.15% |
$4.56K - $5.92K
|
60.1K
$6.34M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 1.91% |
$4.97K - $6.45K
|
4.98K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-125- 0.31% |
$6.4K - $8.32K
|
40.2K
$4.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-136- 0.85% |
$6.96K - $9.05K
|
15.9K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-166- 3.17% |
$8.5K - $11K
|
5.07K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-211- 0.8% |
$10.8K - $14K
|
26.2K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-229- 5.76% |
$11.7K - $15.2K
|
3.75K
$396K
|