Stifel Financial Ownership 2024 | Who Owns Stifel Financial Now?
Institutional Ownership
84.00%
Insider Ownership
3.18%
Retail Ownership
12.82%
Institutional Holders
414.00
Stifel Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.96% | 0.02% | 10,390,226 | -71,508 | -0.68% | 874,337,518 | Jun 30, 2024 |
| BLACKROCK INC. | 8.87% | 0.02% | 9,249,061 | 256,351 | 2.85% | 778,308,467 | Jun 30, 2024 |
| FMR LLC | 6.43% | 0.04% | 6,699,817 | 3,652,980 | 119.89% | 563,789,575 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 3.33% | 0.06% | 3,471,080 | -2,622,931 | -43.04% | 292,091,382 | Jun 30, 2024 |
| STATE STREET CORP | 2.96% | 0.01% | 3,091,241 | -17,068 | -0.55% | 260,127,930,000 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.93% | 0.09% | 3,058,959 | 751,874 | 32.59% | 257,411,400 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 2.83% | 1.16% | 2,954,099 | 22,040 | 0.75% | 248,587,431 | Jun 30, 2024 |
| MORGAN STANLEY | 2.29% | 0.02% | 2,385,876 | -170,099 | -6.66% | 200,771,699 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 2.15% | 0.21% | 2,245,314 | -16,667 | -0.74% | 188,943,264 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.93% | 0.04% | 2,007,738 | 7,113 | 0.36% | 168,932,058 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.70% | 0.64% | 1,770,656 | -1,288 | -0.07% | 149,000,672 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.67% | 0.32% | 1,744,670 | -54,600 | -3.03% | 146,814,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.61% | 0.01% | 1,676,495 | 48,533 | 2.98% | 141,115,396 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.61% | 0.16% | 1,676,408 | -365,060 | -17.88% | 141,071,000 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 1.34% | 0.05% | 1,399,308 | 14,066 | 1.02% | 117,751,799 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.23% | 0.99% | 1,285,152 | -15,935 | -1.22% | 108,145,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.19% | 0.02% | 1,245,298 | 7,638 | 0.62% | 104,791,827 | Jun 30, 2024 |
| NORGES BANK | 1.17% | 0.02% | 1,224,629 | 1,224,629 | 100.00% | 103,052,530 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.16% | 0.70% | 1,205,441 | -186,282 | -13.38% | 101,437,835 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.14% | 0.02% | 1,189,048 | 7,348 | 0.62% | 100,058,378 | Jun 30, 2024 |
Stifel Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 9.96% of the company's total share outstanding, currently valued at $874.34M. The top 10 institutional shareholders own together 43.69% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACCESS INVESTMENT MANAGEMENT LLC | 0.14% | 3.89% | 142,302 | - | - | 11,974,714 | Jun 30, 2024 |
| TANAKA CAPITAL MANAGEMENT INC | 0.02% | 3.15% | 15,811 | -90 | -0.57% | 1,330,000 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.10% | 2.64% | 1,143,336 | -26,812 | -2.29% | 96,211,724 | Jun 30, 2024 |
| 1492 CAPITAL MANAGEMENT LLC | 0.05% | 2.59% | 54,367 | -276 | -0.51% | 4,574,983 | Jun 30, 2024 |
| POPLAR FOREST CAPITAL LLC | 0.18% | 2.23% | 190,155 | 5,523 | 2.99% | 16,001,543 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.04% | 1.30% | 42,008 | 42,008 | 100.00% | 3,724,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.66% | 1.24% | 690,711 | -11,952 | -1.70% | 58,123,295 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 2.83% | 1.16% | 2,954,099 | 22,040 | 0.75% | 248,587,431 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 1.23% | 0.99% | 1,285,152 | -15,935 | -1.22% | 108,145,000 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.36% | 0.96% | 374,835 | -25,651 | -6.41% | 31,542,378 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.21% | 0.86% | 220,012 | -51,386 | -18.93% | 18,514,010 | Jun 30, 2024 |
| CLAYTON FINANCIAL GROUP LLC | 0.02% | 0.85% | 25,012 | - | - | 1,955,189 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.05% | 0.78% | 50,000 | 15,000 | 42.86% | 4,207,500 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.16% | 0.70% | 1,205,441 | -186,282 | -13.38% | 101,437,835 | Jun 30, 2024 |
| CAPITAL CS GROUP, LLC | 0.01% | 0.68% | 7,302 | 7,302 | 100.00% | 614,463 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.70% | 0.64% | 1,770,656 | -1,288 | -0.07% | 149,000,672 | Jun 30, 2024 |
| STANLEY-LAMAN GROUP, LTD. | 0.04% | 0.56% | 45,926 | 2,921 | 6.79% | 3,864,714 | Jun 30, 2024 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 0.06% | 0.52% | 60,043 | - | - | 5,052,619 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.01% | 0.51% | 12,000 | - | - | 1,009,800 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.19% | 0.50% | 202,794 | 2,613 | 1.31% | 17,065,115 | Jun 30, 2024 |
The largest Stifel Financial shareholder by % of total assets is ACCESS INVESTMENT MANAGEMENT LLC. The company owns 142.30K shares of Stifel Financial (SF), representing 3.89% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6.43% | 0.04% | 6,699,817 | 3,652,980 | 119.89% | 563,789,575 | Jun 30, 2024 |
| NORGES BANK | 1.17% | 0.02% | 1,224,629 | 1,224,629 | 100.00% | 103,052,530 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 2.93% | 0.09% | 3,058,959 | 751,874 | 32.59% | 257,411,400 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.05% | 0.02% | 1,098,244 | 643,277 | 141.39% | 92,417,232 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.67% | 0.10% | 697,452 | 554,283 | 387.15% | 58,690,586 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.07% | 0.06% | 1,117,379 | 414,804 | 59.04% | 94,028,000 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.26% | 0.32% | 270,134 | 270,134 | 100.00% | 22,729,000 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.28% | 0.09% | 296,574 | 267,777 | 929.88% | 24,956,702 | Jun 30, 2024 |
| BLACKROCK INC. | 8.87% | 0.02% | 9,249,061 | 256,351 | 2.85% | 778,308,467 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.20% | 0.08% | 213,695 | 213,695 | 100.00% | 17,982,434 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.06% | 129,570 | 129,570 | 100.00% | 10,903,316 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.12% | 0.26% | 125,456 | 125,456 | 100.00% | 10,557,125 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.27% | 0.01% | 277,554 | 100,094 | 56.40% | 23,356,170 | Jun 30, 2024 |
| NATIXIS | 0.10% | 0.05% | 99,900 | 99,900 | 100.00% | 8,406,585 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.23% | 0.04% | 245,001 | 89,447 | 57.50% | 20,616,834 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.01% | 88,115 | 88,115 | 100.00% | 7,414,877 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.96% | 0.01% | 999,681 | 77,400 | 8.39% | 84,123,156,000 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.15% | 0.01% | 156,790 | 66,096 | 72.88% | 13,193,878 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.01% | 56,650 | 56,650 | 100.00% | 4,765,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.05% | 0.25% | 53,424 | 53,424 | 100.00% | 4,495,630 | Jun 30, 2024 |
As of Jun 30 2024, Stifel Financial's largest institutional buyer is FMR LLC. The company purchased 3.65M stocks of SF, valued at $563.79M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 3.33% | 0.06% | 3,471,080 | -2,622,931 | -43.04% | 292,091,382 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.53% | 0.02% | 550,571 | -765,248 | -58.16% | 46,330,550 | Jun 30, 2024 |
| INVESCO LTD. | 0.81% | 0.02% | 848,092 | -414,386 | -32.82% | 71,366,943 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.61% | 0.16% | 1,676,408 | -365,060 | -17.88% | 141,071,000 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.99% | 0.05% | 1,035,049 | -297,209 | -22.31% | 87,099,323,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.45% | 0.05% | 471,403 | -264,916 | -35.98% | 39,668,562 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.15% | 0.00% | 151,653 | -193,270 | -56.03% | 12,761,628 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.16% | 0.70% | 1,205,441 | -186,282 | -13.38% | 101,437,835 | Jun 30, 2024 |
| MORGAN STANLEY | 2.29% | 0.02% | 2,385,876 | -170,099 | -6.66% | 200,771,699 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -134,978 | -100.00% | - | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.05% | 0.01% | 52,823 | -94,763 | -64.21% | 4,445,055 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.96% | 0.02% | 10,390,226 | -71,508 | -0.68% | 874,337,518 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -64,316 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -62,266 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | 0.01% | 0.01% | 8,107 | -59,183 | -87.95% | 682,204 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.67% | 0.32% | 1,744,670 | -54,600 | -3.03% | 146,814,000 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -53,165 | -100.00% | - | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.21% | 0.86% | 220,012 | -51,386 | -18.93% | 18,514,010 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -50,663 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.06% | 0.00% | 66,226 | -48,663 | -42.36% | 5,573,000 | Jun 30, 2024 |
As of Jun 30 2024, Stifel Financial's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -2.62M shares of SF, valued at $292.09M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.17% | 0.02% | 1,224,629 | 1,224,629 | 100.00% | 103,052,530 | Jun 30, 2024 |
| AEGON ASSET MANAGEMENT UK PLC | 0.26% | 0.32% | 270,134 | 270,134 | 100.00% | 22,729,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.06% | 129,570 | 129,570 | 100.00% | 10,903,316 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.12% | 0.26% | 125,456 | 125,456 | 100.00% | 10,557,125 | Jun 30, 2024 |
| NATIXIS | 0.10% | 0.05% | 99,900 | 99,900 | 100.00% | 8,406,585 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.01% | 88,115 | 88,115 | 100.00% | 7,414,877 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.01% | 56,650 | 56,650 | 100.00% | 4,765,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.05% | 0.25% | 53,424 | 53,424 | 100.00% | 4,495,630 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.04% | 1.30% | 42,008 | 42,008 | 100.00% | 3,724,000 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.02% | 0.00% | 23,176 | 23,176 | 100.00% | 1,950,260 | Jun 30, 2024 |
| CHOREO, LLC | 0.02% | 0.02% | 16,505 | 16,505 | 100.00% | 1,384,587 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | 12,005 | 12,005 | 100.00% | 1,010,221 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.01% | 10,379 | 10,379 | 100.00% | 873,384 | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.01% | 0.01% | 9,969 | 9,969 | 100.00% | 838,891 | Jun 30, 2024 |
| CAPITAL CS GROUP, LLC | 0.01% | 0.68% | 7,302 | 7,302 | 100.00% | 614,463 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | 6,848 | 6,848 | 100.00% | 576,259 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.01% | 4,788 | 4,788 | 100.00% | 402,910 | Jun 30, 2024 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 0.00% | 0.13% | 4,365 | 4,365 | 100.00% | 367,315 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.00% | 0.00% | 4,041 | 4,041 | 100.00% | 340,050 | Jun 30, 2024 |
| TAP CONSULTING, LLC | 0.00% | 0.07% | 3,912 | 3,912 | 100.00% | 329,195 | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.00% | 0.08% | 3,709 | 3,709 | 100.00% | 312,091 | Jun 30, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.00% | 0.00% | 3,631 | 3,631 | 100.00% | 305,588 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 3,498 | 3,498 | 100.00% | 294,357 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.00% | 0.00% | 3,410 | 3,410 | 100.00% | 286,951 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.02% | 3,311 | 3,311 | 100.00% | 278,621 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.00% | 3,205 | 3,205 | 100.00% | 270,060 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.16% | 3,200 | 3,200 | 100.00% | 269,280 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 2,893 | 2,893 | 100.00% | 243,446 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.00% | 0.00% | 2,846 | 2,846 | 100.00% | 239,491 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 2,780 | 2,780 | 100.00% | 233,937 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.01% | 2,687 | 2,687 | 100.00% | 226,116 | Jun 30, 2024 |
| ETF STORE, INC. | 0.00% | 0.23% | 2,672 | 2,672 | 100.00% | 224,849 | Jun 30, 2024 |
| PEAPACK GLADSTONE FINANCIAL CORP | 0.00% | 0.00% | 2,649 | 2,649 | 100.00% | 223,000 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.00% | 0.01% | 2,590 | 2,590 | 100.00% | 217,989 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 2,578 | 2,578 | 100.00% | 216,939 | Jun 30, 2024 |
| SYNOVUS FINANCIAL CORP | 0.00% | 0.00% | 2,550 | 2,550 | 100.00% | 214,583 | Jun 30, 2024 |
| GREENLEAF TRUST | 0.00% | 0.00% | 2,546 | 2,546 | 100.00% | 214,246 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 2,528 | 2,528 | 100.00% | 212,731 | Jun 30, 2024 |
| ORIGIN ASSET MANAGEMENT LLP | 0.00% | 0.05% | 2,460 | 2,460 | 100.00% | 207,009 | Jun 30, 2024 |
| FINANCIAL COUNSELORS INC | 0.00% | 0.00% | 2,433 | 2,433 | 100.00% | 204,737 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | 0.00% | 0.01% | 2,029 | 2,029 | 100.00% | 170,741 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 200 | 200 | 100.00% | 16,830 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 199 | 199 | 100.00% | 16,746 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | 0.00% | 0.00% | 86 | 86 | 100.00% | 7,237 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.00% | 0.00% | 82 | 82 | 100.00% | 6,900 | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | 0.00% | 0.00% | 60 | 60 | 100.00% | 5,049 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 49 | 49 | 100.00% | 4,124 | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | - | 0.00% | 27 | 27 | 100.00% | 2,272 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 16 | 16 | 100.00% | 1,354 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | 0.00% | 9 | 9 | 100.00% | 757 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 1 | 1 | 100.00% | 84 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 85 | Jun 30, 2024 |
Stifel Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.22M shares, valued at $103.05M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -134,978 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -64,316 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -62,266 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -53,165 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -50,663 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -32,843 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -25,185 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -23,673 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -22,629 | -100.00% | - | Jun 30, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -19,401 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -19,268 | -100.00% | - | Jun 30, 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | - | - | - | -17,000 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -15,900 | -100.00% | - | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | - | - | - | -13,254 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -12,973 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -12,863 | -100.00% | - | Jun 30, 2024 |
| AVIVA PLC | - | - | - | -11,255 | -100.00% | - | Jun 30, 2024 |
| ALPHAQ ADVISORS LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -9,688 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -8,996 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -7,812 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -7,334 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -7,100 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -6,510 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -5,272 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -5,141 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -5,071 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -5,009 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -4,697 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -4,428 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -4,231 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -3,910 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -3,582 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -3,462 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -3,385 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -3,313 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -3,277 | -100.00% | - | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | - | - | - | -2,918 | -100.00% | - | Jun 30, 2024 |
| AIA GROUP LTD | - | - | - | -2,623 | -100.00% | - | Jun 30, 2024 |
| ICON WEALTH ADVISORS, LLC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -695 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -445 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -409 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -187 | -100.00% | - | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | - | -48 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| HEXAGON CAPITAL PARTNERS LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Stifel Financial's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.13M shares, valued at -, as of undefined.
Stifel Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 50.68% | 750,000 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 3.42% | 392,489 | 85,468 | 27.84% | Jan 31, 2024 |
| Stock Portfolio | 1.64% | 100,779 | -13,740 | -12.00% | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.92% | 115,055 | -18,842 | -14.07% | Mar 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.88% | 12,000 | - | - | Jan 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.87% | 93,373 | -21,521 | -18.73% | Mar 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.77% | 40,686 | 4,732 | 13.16% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| 360 Funds | 0.72% | 150,000 | - | - | Feb 29, 2024 |
| AMCAP FUND | 0.50% | 4,278,487 | -5,589 | -0.13% | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.49% | 3,000,000 | - | - | Jan 31, 2024 |
| TANAKA FUNDS INC | 0.48% | 10,760 | - | - | Feb 29, 2024 |
| HARTFORD HLS SERIES FUND II INC | 0.46% | 111,803 | 1,319 | 1.19% | Dec 31, 2023 |
| AB TRUST | 0.42% | 400,552 | -17,760 | -4.25% | Feb 29, 2024 |
| Value Line Small Cap Opportunities Fund, Inc. | 0.35% | 104,422 | - | - | Mar 31, 2024 |
| CALVERT FUND | 0.32% | 18,771,000 | -3,000,000 | -13.78% | Mar 31, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.31% | 265,761 | - | - | Jan 31, 2024 |
| CRM Mutual Fund Trust | 0.28% | 140,519 | - | - | Mar 31, 2024 |
| Value Line Core Bond Fund | 0.24% | 100,000 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.21% | 833,917 | 7,044 | 0.85% | Mar 28, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.21% | 150,000 | - | - | Sep 30, 2023 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.18% | 7,180,000 | - | - | Mar 31, 2024 |
| VALUE LINE ASSET ALLOCATION FUND INC | 0.18% | 700,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.18% | 74,359 | - | - | Jan 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.17% | 152,536 | - | - | Mar 31, 2022 |
| Capitol Series Trust | 0.17% | 1,674,799 | 112,000 | 7.17% | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.15% | 28,805 | - | - | Mar 28, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.15% | 63,070 | -6,146 | -8.88% | Jan 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.14% | 10,006 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.13% | 67,417 | - | - | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.13% | 500,000 | - | - | Mar 31, 2022 |
| VALUE LINE FUNDS VARIABLE TRUST | 0.12% | 100,000 | - | - | Mar 31, 2022 |
| DELAWARE VIP TRUST | 0.12% | 432,246 | -326 | -0.08% | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.11% | 123,700 | - | - | Mar 28, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.10% | 1,170,000 | - | - | Feb 29, 2024 |
| RMB INVESTORS TRUST | 0.09% | 46,965 | 1,491 | 3.28% | Dec 31, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.09% | 50,000 | - | - | Sep 30, 2020 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.09% | 321,500 | 321,500 | - | Mar 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.09% | 390,000 | - | - | Mar 31, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.07% | 805,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.07% | 224,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.06% | 17,489,000 | - | - | Feb 29, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.06% | 3,632 | - | - | Feb 29, 2024 |
| CALVERT IMPACT FUND INC | 0.06% | 657,658 | 29,003 | 4.61% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.06% | 371,872 | 17,918 | 5.06% | Aug 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.05% | 30,546 | -5,616 | -15.53% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.05% | 12,164 | -216 | -1.74% | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.05% | 12,679 | - | - | Mar 31, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.05% | 10,853 | - | - | Feb 29, 2024 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 0.05% | 322,786 | - | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.05% | 17,800 | - | - | Mar 28, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.05% | 207,509 | -12,881 | -5.84% | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,398 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.05% | 371,900 | - | - | Mar 31, 2024 |
| FEDERATED HERMES INSURANCE SERIES | 0.04% | 190,000 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.04% | 33,068 | -9,454 | -22.23% | Mar 31, 2024 |
| BAIRD FUNDS INC | 0.04% | 45,810,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 23,217 | - | - | Feb 29, 2024 |
| Vericimetry Funds | 0.03% | 3,100 | - | - | Mar 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.03% | 2,205,000 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.03% | 76,322 | - | - | Jan 31, 2024 |
| Federated Hermes ETF Trust | 0.03% | 24,000 | 24,000 | - | Mar 31, 2024 |
| Gabelli ETFs Trust | 0.03% | 400 | - | - | Dec 29, 2023 |
| Federated Hermes Total Return Series, Inc. | 0.03% | 3,580,000 | - | - | Feb 29, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.03% | 6,375,000 | -130,000 | -2.00% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 109,388 | -5,849 | -5.08% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.03% | 16,291 | - | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.03% | 2,000,000 | 2,000,000 | - | Feb 29, 2024 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 0.03% | 155,871 | - | - | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,367 | - | - | Dec 31, 2020 |
| Calvert Responsible Index Series, Inc. | 0.03% | 43,119 | -10 | -0.02% | Mar 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.03% | 116,776 | 109 | 0.09% | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 152,026 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.02% | 1,284,059 | 2,659 | 0.21% | Jan 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.02% | 240,000 | - | - | Feb 29, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.02% | 489,681 | - | - | Jan 31, 2024 |
| Federated Hermes Managed Pool Series | 0.02% | 300,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.02% | 42,577 | - | - | Jan 31, 2024 |
| BAIRD FUNDS INC | 0.02% | 25,478,000 | -31,010,000 | -54.90% | Mar 31, 2024 |
| Monteagle Funds | 0.02% | 900 | -800 | -47.06% | Feb 29, 2024 |
| CALVERT VARIABLE SERIES INC | 0.02% | 41,700 | -4,100 | -8.95% | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.02% | 193,334 | -5,502 | -2.77% | Jan 31, 2024 |
| HARBOR FUNDS | 0.02% | 492,293 | -37,532 | -7.08% | Jan 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,477,350 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 8,781,370 | -1,420,119 | -13.92% | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,221,900 | -70,500 | -5.45% | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.02% | 259,600 | -23,100 | -8.17% | Mar 31, 2024 |
| THOMPSON IM FUNDS INC | 0.02% | 305,000 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.02% | 453,767 | -186,588 | -29.14% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.02% | 33,675 | 630 | 1.91% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 559 | -85 | -13.20% | Mar 31, 2024 |
| AB CAP FUND, INC. | 0.02% | 591,995 | -12,135 | -2.01% | Jan 31, 2024 |
| WESMARK FUNDS | 0.02% | 58,128 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.02% | 10,035 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 150,807 | 150,807 | - | Mar 31, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.01% | 4,065 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.01% | 54,208 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 33,800 | 1,300 | 4.00% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 75,774 | 1,555 | 2.10% | Jan 31, 2024 |
| JAMES ADVANTAGE FUNDS | 0.01% | 25,965 | - | - | Dec 31, 2023 |
Stifel Financial's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 750.00K shares, compromising 50.68% of its total assets.
Stifel Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 414 | -5.69% |
| 31 Mar, 24 | 439 | 14.92% |
| 31 Dec, 23 | 382 | 4.09% |
| 30 Sep, 23 | 367 | -1.61% |
| 30 Jun, 23 | 373 | 0.54% |
| 31 Mar, 23 | 371 | 1.64% |
| 31 Dec, 22 | 365 | 6.73% |
| 30 Sep, 22 | 342 | -3.39% |
| 30 Jun, 22 | 354 | -4.58% |
| 31 Mar, 22 | 371 | 6.30% |
| 31 Dec, 21 | 349 | 3.56% |
| 30 Sep, 21 | 337 | -4.80% |
| 30 Jun, 21 | 354 | 13.10% |
| 31 Mar, 21 | 313 | 3.99% |
| 31 Dec, 20 | 301 | 6.36% |
| 30 Sep, 20 | 283 | 1.80% |
| 30 Jun, 20 | 278 | 1.09% |
| 31 Mar, 20 | 275 | -6.46% |
| 31 Dec, 19 | 294 | 4.63% |
| 30 Sep, 19 | 281 | -3.44% |
| 30 Jun, 19 | 291 | 5.05% |
| 31 Mar, 19 | 277 | 2.97% |
| 31 Dec, 18 | 269 | -2.54% |
| 30 Sep, 18 | 276 | -5.48% |
| 30 Jun, 18 | 292 | -3.63% |
| 31 Mar, 18 | 303 | 5.57% |
| 31 Dec, 17 | 287 | 16.67% |
| 30 Sep, 17 | 246 | -5.38% |
| 30 Jun, 17 | 260 | -7.14% |
| 31 Mar, 17 | 280 | 12.45% |
| 31 Dec, 16 | 249 | 2.47% |
| 30 Sep, 16 | 243 | 7.52% |
| 30 Jun, 16 | 226 | 4.15% |
| 31 Mar, 16 | 217 | -7.26% |
| 31 Dec, 15 | 234 | -4.10% |
| 30 Sep, 15 | 244 | - |
| 30 Jun, 15 | 244 | 1.24% |
| 31 Mar, 15 | 241 | 5.24% |
| 31 Dec, 14 | 229 | 5.53% |
| 30 Sep, 14 | 217 | 0.93% |
| 30 Jun, 14 | 215 | -3.15% |
| 31 Mar, 14 | 222 | 7.25% |
| 31 Dec, 13 | 207 | 8.95% |
| 30 Sep, 13 | 190 | 6.15% |
| 30 Jun, 13 | 179 | 123.75% |
| 31 Mar, 13 | 80 | 6.67% |
| 31 Dec, 12 | 75 | 2.74% |
| 30 Sep, 12 | 73 | -1.35% |
| 30 Jun, 12 | 74 | -2.63% |
| 31 Mar, 12 | 76 | 10.14% |
| 31 Dec, 11 | 69 | 1.47% |
| 30 Sep, 11 | 68 | -11.69% |
| 30 Jun, 11 | 77 | - |
| 31 Mar, 11 | 77 | 32.76% |
| 31 Dec, 10 | 58 | - |
| 30 Sep, 10 | 58 | 20.83% |
| 30 Jun, 10 | 48 | -17.24% |
| 31 Mar, 10 | 58 | - |
| 31 Dec, 09 | 58 | 7.41% |
| 30 Sep, 09 | 54 | 1.89% |
| 30 Jun, 09 | 53 | 10.42% |
| 31 Mar, 09 | 48 | -14.29% |
| 31 Dec, 08 | 56 | 16.67% |
| 30 Sep, 08 | 48 | 50.00% |
| 30 Jun, 08 | 32 | - |
| 31 Mar, 08 | 32 | 39.13% |
| 31 Dec, 07 | 23 | -8.00% |
| 30 Sep, 07 | 25 | 25.00% |
| 30 Jun, 07 | 20 | 53.85% |
| 31 Mar, 07 | 13 | -13.33% |
| 31 Dec, 06 | 15 | 15.38% |
| 30 Sep, 06 | 13 | -13.33% |
| 30 Jun, 06 | 15 | -16.67% |
| 31 Mar, 06 | 18 | 38.46% |
| 31 Dec, 05 | 13 | 18.18% |
| 30 Sep, 05 | 11 | 37.50% |
| 30 Jun, 05 | 8 | 14.29% |
| 31 Mar, 05 | 7 | 40.00% |
| 31 Dec, 04 | 5 | - |
| 30 Sep, 04 | 5 | -16.67% |
| 30 Jun, 04 | 6 | 50.00% |
| 31 Mar, 04 | 4 | 33.33% |
| 31 Dec, 03 | 3 | 200.00% |
| 30 Sep, 03 | 1 | -50.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | 2 | 100.00% |
| 31 Dec, 02 | 1 | - |
| 30 Jun, 02 | 1 | -66.67% |
| 31 Mar, 02 | 3 | 50.00% |
| 31 Dec, 01 | 2 | - |
| 30 Sep, 01 | 2 | -33.33% |
| 30 Jun, 01 | 3 | 200.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | 1 | -66.67% |
| 30 Jun, 00 | 3 | 200.00% |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | 100.00% |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | -40.00% |
| 31 Mar, 99 | 5 | - |
As of 30 Jun 24, 414 institutions are holding Stifel Financial's shares, representing a decrease of -5.69% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 87,588,040 | 4.13% |
| 31 Mar, 24 | 84,113,384 | -0.13% |
| 31 Dec, 23 | 84,225,031 | -1.52% |
| 30 Sep, 23 | 85,522,396 | -0.96% |
| 30 Jun, 23 | 86,355,303 | -1.37% |
| 31 Mar, 23 | 87,551,265 | -0.85% |
| 31 Dec, 22 | 88,297,782 | -1.06% |
| 30 Sep, 22 | 89,243,307 | -0.85% |
| 30 Jun, 22 | 90,007,703 | 1.30% |
| 31 Mar, 22 | 88,855,784 | 1.79% |
| 31 Dec, 21 | 87,297,521 | -1.60% |
| 30 Sep, 21 | 88,714,196 | 0.83% |
| 30 Jun, 21 | 87,983,181 | -2.45% |
| 31 Mar, 21 | 90,195,391 | -1.25% |
| 31 Dec, 20 | 91,339,783 | 58.11% |
| 30 Sep, 20 | 57,768,633 | 1.31% |
| 30 Jun, 20 | 57,022,519 | 2.85% |
| 31 Mar, 20 | 55,443,709 | -3.17% |
| 31 Dec, 19 | 57,256,505 | -1.05% |
| 30 Sep, 19 | 57,861,184 | -12.46% |
| 30 Jun, 19 | 66,094,316 | 7.95% |
| 31 Mar, 19 | 61,224,038 | -0.30% |
| 31 Dec, 18 | 61,410,242 | -0.89% |
| 30 Sep, 18 | 61,959,433 | 1.05% |
| 30 Jun, 18 | 61,315,842 | -0.69% |
| 31 Mar, 18 | 61,744,217 | -0.06% |
| 31 Dec, 17 | 61,782,486 | 1.04% |
| 30 Sep, 17 | 61,147,202 | 2.12% |
| 30 Jun, 17 | 59,878,796 | 0.18% |
| 31 Mar, 17 | 59,769,224 | 1.59% |
| 31 Dec, 16 | 58,832,078 | 4.80% |
| 30 Sep, 16 | 56,138,119 | -1.51% |
| 30 Jun, 16 | 56,999,880 | -0.99% |
| 31 Mar, 16 | 57,569,498 | 3.43% |
| 31 Dec, 15 | 55,662,121 | -7.03% |
| 30 Sep, 15 | 59,868,166 | 3.08% |
| 30 Jun, 15 | 58,079,413 | 0.58% |
| 31 Mar, 15 | 57,746,074 | 1.77% |
| 31 Dec, 14 | 56,743,993 | -1.81% |
| 30 Sep, 14 | 57,787,091 | 0.11% |
| 30 Jun, 14 | 57,721,309 | 0.07% |
| 31 Mar, 14 | 57,681,370 | 2.95% |
| 31 Dec, 13 | 56,030,365 | 0.03% |
| 30 Sep, 13 | 56,013,953 | 2.66% |
| 30 Jun, 13 | 54,565,045 | 148.06% |
| 31 Mar, 13 | 21,996,945 | -11.61% |
| 31 Dec, 12 | 24,885,126 | 26.50% |
| 30 Sep, 12 | 19,671,382 | -15.02% |
| 30 Jun, 12 | 23,148,131 | 12.41% |
| 31 Mar, 12 | 20,592,460 | 4.93% |
| 31 Dec, 11 | 19,625,791 | 13.05% |
| 30 Sep, 11 | 17,360,605 | -25.34% |
| 30 Jun, 11 | 23,254,328 | 65.03% |
| 31 Mar, 11 | 14,090,660 | 14.33% |
| 31 Dec, 10 | 12,325,071 | 22.40% |
| 30 Sep, 10 | 10,069,724 | -4.46% |
| 30 Jun, 10 | 10,540,158 | -10.79% |
| 31 Mar, 10 | 11,814,436 | 14.56% |
| 31 Dec, 09 | 10,313,021 | 36.19% |
| 30 Sep, 09 | 7,572,539 | 13.86% |
| 30 Jun, 09 | 6,650,700 | 4.42% |
| 31 Mar, 09 | 6,368,962 | -20.68% |
| 31 Dec, 08 | 8,029,856 | 45.29% |
| 30 Sep, 08 | 5,526,707 | 47.39% |
| 30 Jun, 08 | 3,749,737 | 112.10% |
| 31 Mar, 08 | 1,767,948 | -17.24% |
| 31 Dec, 07 | 2,136,255 | -2.66% |
| 30 Sep, 07 | 2,194,526 | 8.83% |
| 30 Jun, 07 | 2,016,426 | 337.21% |
| 31 Mar, 07 | 461,204 | -51.46% |
| 31 Dec, 06 | 950,101 | -14.26% |
| 30 Sep, 06 | 1,108,135 | 5.67% |
| 30 Jun, 06 | 1,048,658 | 1.30% |
| 31 Mar, 06 | 1,035,167 | 29.32% |
| 31 Dec, 05 | 800,450 | 4.37% |
| 30 Sep, 05 | 766,957 | 41.24% |
| 30 Jun, 05 | 543,016 | 15.94% |
| 31 Mar, 05 | 468,374 | 4.00% |
| 31 Dec, 04 | 450,380 | -5.62% |
| 30 Sep, 04 | 477,211 | 33.01% |
| 30 Jun, 04 | 358,789 | 4.86% |
| 31 Mar, 04 | 342,160 | 1.00% |
| 31 Dec, 03 | 338,761 | 142236.55% |
| 30 Sep, 03 | 238 | -99.93% |
| 30 Jun, 03 | 337,038 | -0.05% |
| 31 Mar, 03 | 337,200 | -0.47% |
| 31 Dec, 02 | 338,800 | - |
| 30 Jun, 02 | 697 | -99.80% |
| 31 Mar, 02 | 349,183 | 16.78% |
| 31 Dec, 01 | 299,000 | -7.63% |
| 30 Sep, 01 | 323,700 | -0.69% |
| 30 Jun, 01 | 325,945 | 12.43% |
| 31 Mar, 01 | 289,900 | 5.80% |
| 31 Dec, 00 | 274,000 | -10.78% |
| 30 Sep, 00 | 307,100 | 12.14% |
| 30 Jun, 00 | 273,856 | 1352.35% |
| 31 Mar, 00 | 18,856 | -91.48% |
| 31 Dec, 99 | 221,256 | 195.38% |
| 30 Sep, 99 | 74,905 | -48.31% |
| 30 Jun, 99 | 144,901 | -55.88% |
| 31 Mar, 99 | 328,429 | - |
Stifel Financial (SF) has 87.59M shares outstanding as of 30 Jun 24, up 4.13% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 84.00% | 1.29% |
| 31 Mar, 24 | 80.67% | 1.29% |
| 31 Dec, 23 | 78.97% | 1.21% |
| 30 Sep, 23 | 80.63% | 1.26% |
| 30 Jun, 23 | 80.00% | 1.23% |
| 31 Mar, 23 | 80.50% | 1.21% |
| 31 Dec, 22 | 81.50% | 1.41% |
| 30 Sep, 22 | 76.13% | 1.30% |
| 30 Jun, 22 | 76.67% | 1.36% |
| 31 Mar, 22 | 75.21% | 1.14% |
| 31 Dec, 21 | 81.18% | 1.19% |
| 30 Sep, 21 | 82.62% | 1.24% |
| 30 Jun, 21 | 81.59% | 1.16% |
| 31 Mar, 21 | 83.71% | 1.13% |
| 31 Dec, 20 | 86.03% | 2.89% |
| 30 Sep, 20 | 54.53% | 1.88% |
| 30 Jun, 20 | 53.90% | 2.00% |
| 31 Mar, 20 | 51.85% | 1.84% |
| 31 Dec, 19 | 53.02% | 1.81% |
| 30 Sep, 19 | 54.18% | 1.47% |
| 30 Jun, 19 | 60.76% | 1.88% |
| 31 Mar, 19 | 56.93% | 1.74% |
| 31 Dec, 18 | 57.13% | 1.73% |
| 30 Sep, 18 | 57.43% | 1.77% |
| 30 Jun, 18 | 57.02% | 1.74% |
| 31 Mar, 18 | 57.17% | 1.59% |
| 31 Dec, 17 | 59.88% | 1.69% |
| 30 Sep, 17 | 59.49% | 1.75% |
| 30 Jun, 17 | 58.23% | 1.72% |
| 31 Mar, 17 | 58.27% | 1.69% |
| 31 Dec, 16 | 58.65% | 1.85% |
| 30 Sep, 16 | 56.29% | 1.74% |
| 30 Jun, 16 | 56.89% | 1.76% |
| 31 Mar, 16 | 56.79% | 1.94% |
| 31 Dec, 15 | 54.14% | 1.65% |
| 30 Sep, 15 | 57.32% | 1.79% |
| 30 Jun, 15 | 56.63% | 1.77% |
| 31 Mar, 15 | 56.61% | 1.77% |
| 31 Dec, 14 | 56.59% | 1.70% |
| 30 Sep, 14 | 57.77% | 1.71% |
| 30 Jun, 14 | 58.04% | 1.71% |
| 31 Mar, 14 | 58.23% | 1.69% |
| 31 Dec, 13 | 58.76% | 1.76% |
| 30 Sep, 13 | 57.71% | 1.81% |
| 30 Jun, 13 | 56.39% | 9.46% |
| 31 Mar, 13 | 24.42% | 2.55% |
| 31 Dec, 12 | 30.97% | 5.17% |
| 30 Sep, 12 | 24.47% | 2.95% |
| 30 Jun, 12 | 28.81% | 4.33% |
| 31 Mar, 12 | 25.78% | 4.05% |
| 31 Dec, 11 | 25.24% | 5.17% |
| 30 Sep, 11 | 22.10% | 2.58% |
| 30 Jun, 11 | 29.29% | 9.16% |
| 31 Mar, 11 | 17.88% | 6.97% |
| 31 Dec, 10 | 16.02% | 9.32% |
| 30 Sep, 10 | 13.11% | 5.68% |
| 30 Jun, 10 | 15.19% | 5.20% |
| 31 Mar, 10 | 17.09% | 7.44% |
| 31 Dec, 09 | 15.16% | 11.03% |
| 30 Sep, 09 | 11.72% | 10.11% |
| 30 Jun, 09 | 10.77% | 9.63% |
| 31 Mar, 09 | 10.57% | 4.81% |
| 31 Dec, 08 | 14.83% | 13.96% |
| 30 Sep, 08 | 10.31% | 20.41% |
| 30 Jun, 08 | 7.11% | 62.36% |
| 31 Mar, 08 | 3.38% | 19.21% |
| 31 Dec, 07 | 4.19% | 22.10% |
| 30 Sep, 07 | 4.36% | 26.91% |
| 30 Jun, 07 | 4.02% | 370.12% |
| 31 Mar, 07 | 1.04% | 17.44% |
| 31 Dec, 06 | 2.45% | 30.42% |
| 30 Sep, 06 | 2.83% | 40.39% |
| 30 Jun, 06 | 2.65% | 35.66% |
| 31 Mar, 06 | 2.73% | 61.36% |
| 31 Dec, 05 | 2.11% | 38.94% |
| 30 Sep, 05 | 2.33% | 84.91% |
| 30 Jun, 05 | 1.66% | 83.05% |
| 31 Mar, 05 | 1.41% | 73.38% |
| 31 Dec, 04 | 1.39% | 65.41% |
| 30 Sep, 04 | 1.46% | 123.89% |
| 30 Jun, 04 | 1.08% | 97.45% |
| 31 Mar, 04 | 1.05% | 89.17% |
| 31 Dec, 03 | 1.09% | 178416975.00% |
| 30 Sep, 03 | 0.00% | 0.06% |
| 30 Jun, 03 | 1.08% | 100.30% |
| 31 Mar, 03 | 1.04% | 88.48% |
| 31 Dec, 02 | 1.08% | - |
| 30 Jun, 02 | 0.00% | 0.19% |
| 31 Mar, 02 | 1.07% | 126.82% |
| 31 Dec, 01 | 0.92% | 91.46% |
| 30 Sep, 01 | 1.00% | 98.44% |
| 30 Jun, 01 | 1.01% | 124.50% |
| 31 Mar, 01 | 0.90% | 120.47% |
| 31 Dec, 00 | 0.86% | 92.16% |
| 30 Sep, 00 | 0.97% | 128.69% |
| 30 Jun, 00 | 0.87% | 23770.36% |
| 31 Mar, 00 | 0.06% | 11.11% |
| 31 Dec, 99 | 0.74% | 1076.88% |
| 30 Sep, 99 | 0.26% | 112.09% |
| 30 Jun, 99 | 0.48% | 43.44% |
| 31 Mar, 99 | 1.05% | - |
As of 30 Jun 24, Stifel Financial is held by 84.00% institutional shareholders, representing a 1.29% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 183 | -22.13% |
| 31 Mar, 24 | 235 | 49.68% |
| 31 Dec, 23 | 157 | -9.77% |
| 30 Sep, 23 | 174 | 10.83% |
| 30 Jun, 23 | 157 | -19.49% |
| 31 Mar, 23 | 195 | 11.43% |
| 31 Dec, 22 | 175 | 15.89% |
| 30 Sep, 22 | 151 | -11.70% |
| 30 Jun, 22 | 171 | -5.52% |
| 31 Mar, 22 | 181 | 0.56% |
| 31 Dec, 21 | 180 | 34.33% |
| 30 Sep, 21 | 134 | -4.96% |
| 30 Jun, 21 | 141 | 6.02% |
| 31 Mar, 21 | 133 | -50.92% |
| 31 Dec, 20 | 271 | 113.39% |
| 30 Sep, 20 | 127 | -9.29% |
| 30 Jun, 20 | 140 | -5.41% |
| 31 Mar, 20 | 148 | 24.37% |
| 31 Dec, 19 | 119 | 4.39% |
| 30 Sep, 19 | 114 | -20.28% |
| 30 Jun, 19 | 143 | 2.14% |
| 31 Mar, 19 | 140 | 23.89% |
| 31 Dec, 18 | 113 | -6.61% |
| 30 Sep, 18 | 121 | -4.72% |
| 30 Jun, 18 | 127 | -14.19% |
| 31 Mar, 18 | 148 | 2.07% |
| 31 Dec, 17 | 145 | 45.00% |
| 30 Sep, 17 | 100 | -20.63% |
| 30 Jun, 17 | 126 | -13.10% |
| 31 Mar, 17 | 145 | 20.83% |
| 31 Dec, 16 | 120 | 11.11% |
| 30 Sep, 16 | 108 | -1.82% |
| 30 Jun, 16 | 110 | -9.84% |
| 31 Mar, 16 | 122 | 7.96% |
| 31 Dec, 15 | 113 | -7.38% |
| 30 Sep, 15 | 122 | -2.40% |
| 30 Jun, 15 | 125 | 2.46% |
| 31 Mar, 15 | 122 | 23.23% |
| 31 Dec, 14 | 99 | 10.00% |
| 30 Sep, 14 | 90 | -11.76% |
| 30 Jun, 14 | 102 | 4.08% |
| 31 Mar, 14 | 98 | 7.69% |
| 31 Dec, 13 | 91 | -4.21% |
| 30 Sep, 13 | 95 | -35.81% |
| 30 Jun, 13 | 148 | 169.09% |
| 31 Mar, 13 | 55 | 37.50% |
| 31 Dec, 12 | 40 | 2.56% |
| 30 Sep, 12 | 39 | -9.30% |
| 30 Jun, 12 | 43 | -4.44% |
| 31 Mar, 12 | 45 | 15.38% |
| 31 Dec, 11 | 39 | 18.18% |
| 30 Sep, 11 | 33 | -54.79% |
| 30 Jun, 11 | 73 | 46.00% |
| 31 Mar, 11 | 50 | 61.29% |
| 31 Dec, 10 | 31 | 3.33% |
| 30 Sep, 10 | 30 | 7.14% |
| 30 Jun, 10 | 28 | -6.67% |
| 31 Mar, 10 | 30 | -11.76% |
| 31 Dec, 09 | 34 | -5.56% |
| 30 Sep, 09 | 36 | 24.14% |
| 30 Jun, 09 | 29 | -6.45% |
| 31 Mar, 09 | 31 | -8.82% |
| 31 Dec, 08 | 34 | -2.86% |
| 30 Sep, 08 | 35 | 16.67% |
| 30 Jun, 08 | 30 | 42.86% |
| 31 Mar, 08 | 21 | 61.54% |
| 31 Dec, 07 | 13 | -18.75% |
| 30 Sep, 07 | 16 | -11.11% |
| 30 Jun, 07 | 18 | 50.00% |
| 31 Mar, 07 | 12 | 50.00% |
| 31 Dec, 06 | 8 | 33.33% |
| 30 Sep, 06 | 6 | -33.33% |
| 30 Jun, 06 | 9 | -25.00% |
| 31 Mar, 06 | 12 | 33.33% |
| 31 Dec, 05 | 9 | 28.57% |
| 30 Sep, 05 | 7 | 75.00% |
| 30 Jun, 05 | 4 | 100.00% |
| 31 Mar, 05 | 2 | -33.33% |
| 31 Dec, 04 | 3 | -40.00% |
| 30 Sep, 04 | 5 | - |
| 30 Jun, 04 | 5 | 150.00% |
| 31 Mar, 04 | 2 | - |
| 31 Dec, 03 | 2 | - |
| 30 Sep, 03 | - | -100.00% |
| 30 Jun, 03 | 1 | - |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | 1 | - |
| 30 Jun, 02 | 1 | -50.00% |
| 31 Mar, 02 | 2 | - |
| 31 Dec, 01 | - | -100.00% |
| 30 Sep, 01 | 1 | -66.67% |
| 30 Jun, 01 | 3 | 200.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 1 | -50.00% |
| 30 Jun, 00 | 2 | 100.00% |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | -100.00% |
| 31 Mar, 99 | 5 | - |
183 institutional shareholders have increased their position in SF stock as of 30 Jun 24 compared to 235 in the previous quarter (a -22.13% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 148 | 12.12% |
| 31 Mar, 24 | 132 | -20.96% |
| 31 Dec, 23 | 167 | 31.50% |
| 30 Sep, 23 | 127 | -13.01% |
| 30 Jun, 23 | 146 | 17.74% |
| 31 Mar, 23 | 124 | -6.06% |
| 31 Dec, 22 | 132 | -1.49% |
| 30 Sep, 22 | 134 | 2.29% |
| 30 Jun, 22 | 131 | 5.65% |
| 31 Mar, 22 | 124 | 5.08% |
| 31 Dec, 21 | 118 | -11.28% |
| 30 Sep, 21 | 133 | -10.74% |
| 30 Jun, 21 | 149 | 9.56% |
| 31 Mar, 21 | 136 | 518.18% |
| 31 Dec, 20 | 22 | -78.64% |
| 30 Sep, 20 | 103 | 7.29% |
| 30 Jun, 20 | 96 | 12.94% |
| 31 Mar, 20 | 85 | -27.97% |
| 31 Dec, 19 | 118 | 9.26% |
| 30 Sep, 19 | 108 | 14.89% |
| 30 Jun, 19 | 94 | 5.62% |
| 31 Mar, 19 | 89 | -11.00% |
| 31 Dec, 18 | 100 | -5.66% |
| 30 Sep, 18 | 106 | 7.07% |
| 30 Jun, 18 | 99 | -1.98% |
| 31 Mar, 18 | 101 | 3.06% |
| 31 Dec, 17 | 98 | 6.52% |
| 30 Sep, 17 | 92 | 8.24% |
| 30 Jun, 17 | 85 | 11.84% |
| 31 Mar, 17 | 76 | -1.30% |
| 31 Dec, 16 | 77 | -11.49% |
| 30 Sep, 16 | 87 | 16.00% |
| 30 Jun, 16 | 75 | 36.36% |
| 31 Mar, 16 | 55 | -31.25% |
| 31 Dec, 15 | 80 | 8.11% |
| 30 Sep, 15 | 74 | 4.23% |
| 30 Jun, 15 | 71 | -10.13% |
| 31 Mar, 15 | 79 | -8.14% |
| 31 Dec, 14 | 86 | 7.50% |
| 30 Sep, 14 | 80 | 9.59% |
| 30 Jun, 14 | 73 | -18.89% |
| 31 Mar, 14 | 90 | 7.14% |
| 31 Dec, 13 | 84 | 20.00% |
| 30 Sep, 13 | 70 | 218.18% |
| 30 Jun, 13 | 22 | 37.50% |
| 31 Mar, 13 | 16 | -33.33% |
| 31 Dec, 12 | 24 | 14.29% |
| 30 Sep, 12 | 21 | -8.70% |
| 30 Jun, 12 | 23 | 21.05% |
| 31 Mar, 12 | 19 | - |
| 31 Dec, 11 | 19 | -17.39% |
| 30 Sep, 11 | 23 | 666.67% |
| 30 Jun, 11 | 3 | -86.96% |
| 31 Mar, 11 | 23 | 43.75% |
| 31 Dec, 10 | 16 | -11.11% |
| 30 Sep, 10 | 18 | 20.00% |
| 30 Jun, 10 | 15 | -11.76% |
| 31 Mar, 10 | 17 | 21.43% |
| 31 Dec, 09 | 14 | 16.67% |
| 30 Sep, 09 | 12 | -33.33% |
| 30 Jun, 09 | 18 | 38.46% |
| 31 Mar, 09 | 13 | -27.78% |
| 31 Dec, 08 | 18 | 157.14% |
| 30 Sep, 08 | 7 | 600.00% |
| 30 Jun, 08 | 1 | -80.00% |
| 31 Mar, 08 | 5 | - |
| 31 Dec, 07 | 5 | -16.67% |
| 30 Sep, 07 | 6 | 500.00% |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 5 | - |
| 30 Sep, 06 | 5 | - |
| 30 Jun, 06 | 5 | - |
| 31 Mar, 06 | 5 | 25.00% |
| 31 Dec, 05 | 4 | 100.00% |
| 30 Sep, 05 | 2 | -33.33% |
| 30 Jun, 05 | 3 | - |
| 31 Mar, 05 | 3 | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 1 | - |
| 31 Dec, 03 | - | - |
| 30 Sep, 03 | - | - |
| 30 Jun, 03 | - | -100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | - |
| 30 Jun, 02 | - | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | -100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | - |
| 31 Mar, 00 | - | - |
| 31 Dec, 99 | - | -100.00% |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
148 institutional shareholders have reduced their position in SF stock as of 30 Jun 24 compared to 132 in the previous quarter (a 12.12% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 414 | -5.69% | 87,588,040 | 4.13% | 84.00% | 1.29% | 183 | -22.13% | 148 | 12.12% |
| 31 Mar, 24 | 439 | 14.92% | 84,113,384 | -0.13% | 80.67% | 1.29% | 235 | 49.68% | 132 | -20.96% |
| 31 Dec, 23 | 382 | 4.09% | 84,225,031 | -1.52% | 78.97% | 1.21% | 157 | -9.77% | 167 | 31.50% |
| 30 Sep, 23 | 367 | -1.61% | 85,522,396 | -0.96% | 80.63% | 1.26% | 174 | 10.83% | 127 | -13.01% |
| 30 Jun, 23 | 373 | 0.54% | 86,355,303 | -1.37% | 80.00% | 1.23% | 157 | -19.49% | 146 | 17.74% |
| 31 Mar, 23 | 371 | 1.64% | 87,551,265 | -0.85% | 80.50% | 1.21% | 195 | 11.43% | 124 | -6.06% |
| 31 Dec, 22 | 365 | 6.73% | 88,297,782 | -1.06% | 81.50% | 1.41% | 175 | 15.89% | 132 | -1.49% |
| 30 Sep, 22 | 342 | -3.39% | 89,243,307 | -0.85% | 76.13% | 1.30% | 151 | -11.70% | 134 | 2.29% |
| 30 Jun, 22 | 354 | -4.58% | 90,007,703 | 1.30% | 76.67% | 1.36% | 171 | -5.52% | 131 | 5.65% |
| 31 Mar, 22 | 371 | 6.30% | 88,855,784 | 1.79% | 75.21% | 1.14% | 181 | 0.56% | 124 | 5.08% |
| 31 Dec, 21 | 349 | 3.56% | 87,297,521 | -1.60% | 81.18% | 1.19% | 180 | 34.33% | 118 | -11.28% |
| 30 Sep, 21 | 337 | -4.80% | 88,714,196 | 0.83% | 82.62% | 1.24% | 134 | -4.96% | 133 | -10.74% |
| 30 Jun, 21 | 354 | 13.10% | 87,983,181 | -2.45% | 81.59% | 1.16% | 141 | 6.02% | 149 | 9.56% |
| 31 Mar, 21 | 313 | 3.99% | 90,195,391 | -1.25% | 83.71% | 1.13% | 133 | -50.92% | 136 | 518.18% |
| 31 Dec, 20 | 301 | 6.36% | 91,339,783 | 58.11% | 86.03% | 2.89% | 271 | 113.39% | 22 | -78.64% |
| 30 Sep, 20 | 283 | 1.80% | 57,768,633 | 1.31% | 54.53% | 1.88% | 127 | -9.29% | 103 | 7.29% |
| 30 Jun, 20 | 278 | 1.09% | 57,022,519 | 2.85% | 53.90% | 2.00% | 140 | -5.41% | 96 | 12.94% |
| 31 Mar, 20 | 275 | -6.46% | 55,443,709 | -3.17% | 51.85% | 1.84% | 148 | 24.37% | 85 | -27.97% |
| 31 Dec, 19 | 294 | 4.63% | 57,256,505 | -1.05% | 53.02% | 1.81% | 119 | 4.39% | 118 | 9.26% |
| 30 Sep, 19 | 281 | -3.44% | 57,861,184 | -12.46% | 54.18% | 1.47% | 114 | -20.28% | 108 | 14.89% |
| 30 Jun, 19 | 291 | 5.05% | 66,094,316 | 7.95% | 60.76% | 1.88% | 143 | 2.14% | 94 | 5.62% |
| 31 Mar, 19 | 277 | 2.97% | 61,224,038 | -0.30% | 56.93% | 1.74% | 140 | 23.89% | 89 | -11.00% |
| 31 Dec, 18 | 269 | -2.54% | 61,410,242 | -0.89% | 57.13% | 1.73% | 113 | -6.61% | 100 | -5.66% |
| 30 Sep, 18 | 276 | -5.48% | 61,959,433 | 1.05% | 57.43% | 1.77% | 121 | -4.72% | 106 | 7.07% |
| 30 Jun, 18 | 292 | -3.63% | 61,315,842 | -0.69% | 57.02% | 1.74% | 127 | -14.19% | 99 | -1.98% |
| 31 Mar, 18 | 303 | 5.57% | 61,744,217 | -0.06% | 57.17% | 1.59% | 148 | 2.07% | 101 | 3.06% |
| 31 Dec, 17 | 287 | 16.67% | 61,782,486 | 1.04% | 59.88% | 1.69% | 145 | 45.00% | 98 | 6.52% |
| 30 Sep, 17 | 246 | -5.38% | 61,147,202 | 2.12% | 59.49% | 1.75% | 100 | -20.63% | 92 | 8.24% |
| 30 Jun, 17 | 260 | -7.14% | 59,878,796 | 0.18% | 58.23% | 1.72% | 126 | -13.10% | 85 | 11.84% |
| 31 Mar, 17 | 280 | 12.45% | 59,769,224 | 1.59% | 58.27% | 1.69% | 145 | 20.83% | 76 | -1.30% |
| 31 Dec, 16 | 249 | 2.47% | 58,832,078 | 4.80% | 58.65% | 1.85% | 120 | 11.11% | 77 | -11.49% |
| 30 Sep, 16 | 243 | 7.52% | 56,138,119 | -1.51% | 56.29% | 1.74% | 108 | -1.82% | 87 | 16.00% |
| 30 Jun, 16 | 226 | 4.15% | 56,999,880 | -0.99% | 56.89% | 1.76% | 110 | -9.84% | 75 | 36.36% |
| 31 Mar, 16 | 217 | -7.26% | 57,569,498 | 3.43% | 56.79% | 1.94% | 122 | 7.96% | 55 | -31.25% |
| 31 Dec, 15 | 234 | -4.10% | 55,662,121 | -7.03% | 54.14% | 1.65% | 113 | -7.38% | 80 | 8.11% |
| 30 Sep, 15 | 244 | - | 59,868,166 | 3.08% | 57.32% | 1.79% | 122 | -2.40% | 74 | 4.23% |
| 30 Jun, 15 | 244 | 1.24% | 58,079,413 | 0.58% | 56.63% | 1.77% | 125 | 2.46% | 71 | -10.13% |
| 31 Mar, 15 | 241 | 5.24% | 57,746,074 | 1.77% | 56.61% | 1.77% | 122 | 23.23% | 79 | -8.14% |
| 31 Dec, 14 | 229 | 5.53% | 56,743,993 | -1.81% | 56.59% | 1.70% | 99 | 10.00% | 86 | 7.50% |
| 30 Sep, 14 | 217 | 0.93% | 57,787,091 | 0.11% | 57.77% | 1.71% | 90 | -11.76% | 80 | 9.59% |
| 30 Jun, 14 | 215 | -3.15% | 57,721,309 | 0.07% | 58.04% | 1.71% | 102 | 4.08% | 73 | -18.89% |
| 31 Mar, 14 | 222 | 7.25% | 57,681,370 | 2.95% | 58.23% | 1.69% | 98 | 7.69% | 90 | 7.14% |
| 31 Dec, 13 | 207 | 8.95% | 56,030,365 | 0.03% | 58.76% | 1.76% | 91 | -4.21% | 84 | 20.00% |
| 30 Sep, 13 | 190 | 6.15% | 56,013,953 | 2.66% | 57.71% | 1.81% | 95 | -35.81% | 70 | 218.18% |
| 30 Jun, 13 | 179 | 123.75% | 54,565,045 | 148.06% | 56.39% | 9.46% | 148 | 169.09% | 22 | 37.50% |
| 31 Mar, 13 | 80 | 6.67% | 21,996,945 | -11.61% | 24.42% | 2.55% | 55 | 37.50% | 16 | -33.33% |
| 31 Dec, 12 | 75 | 2.74% | 24,885,126 | 26.50% | 30.97% | 5.17% | 40 | 2.56% | 24 | 14.29% |
| 30 Sep, 12 | 73 | -1.35% | 19,671,382 | -15.02% | 24.47% | 2.95% | 39 | -9.30% | 21 | -8.70% |
| 30 Jun, 12 | 74 | -2.63% | 23,148,131 | 12.41% | 28.81% | 4.33% | 43 | -4.44% | 23 | 21.05% |
| 31 Mar, 12 | 76 | 10.14% | 20,592,460 | 4.93% | 25.78% | 4.05% | 45 | 15.38% | 19 | - |
| 31 Dec, 11 | 69 | 1.47% | 19,625,791 | 13.05% | 25.24% | 5.17% | 39 | 18.18% | 19 | -17.39% |
| 30 Sep, 11 | 68 | -11.69% | 17,360,605 | -25.34% | 22.10% | 2.58% | 33 | -54.79% | 23 | 666.67% |
| 30 Jun, 11 | 77 | - | 23,254,328 | 65.03% | 29.29% | 9.16% | 73 | 46.00% | 3 | -86.96% |
| 31 Mar, 11 | 77 | 32.76% | 14,090,660 | 14.33% | 17.88% | 6.97% | 50 | 61.29% | 23 | 43.75% |
| 31 Dec, 10 | 58 | - | 12,325,071 | 22.40% | 16.02% | 9.32% | 31 | 3.33% | 16 | -11.11% |
| 30 Sep, 10 | 58 | 20.83% | 10,069,724 | -4.46% | 13.11% | 5.68% | 30 | 7.14% | 18 | 20.00% |
| 30 Jun, 10 | 48 | -17.24% | 10,540,158 | -10.79% | 15.19% | 5.20% | 28 | -6.67% | 15 | -11.76% |
| 31 Mar, 10 | 58 | - | 11,814,436 | 14.56% | 17.09% | 7.44% | 30 | -11.76% | 17 | 21.43% |
| 31 Dec, 09 | 58 | 7.41% | 10,313,021 | 36.19% | 15.16% | 11.03% | 34 | -5.56% | 14 | 16.67% |
| 30 Sep, 09 | 54 | 1.89% | 7,572,539 | 13.86% | 11.72% | 10.11% | 36 | 24.14% | 12 | -33.33% |
| 30 Jun, 09 | 53 | 10.42% | 6,650,700 | 4.42% | 10.77% | 9.63% | 29 | -6.45% | 18 | 38.46% |
| 31 Mar, 09 | 48 | -14.29% | 6,368,962 | -20.68% | 10.57% | 4.81% | 31 | -8.82% | 13 | -27.78% |
| 31 Dec, 08 | 56 | 16.67% | 8,029,856 | 45.29% | 14.83% | 13.96% | 34 | -2.86% | 18 | 157.14% |
| 30 Sep, 08 | 48 | 50.00% | 5,526,707 | 47.39% | 10.31% | 20.41% | 35 | 16.67% | 7 | 600.00% |
| 30 Jun, 08 | 32 | - | 3,749,737 | 112.10% | 7.11% | 62.36% | 30 | 42.86% | 1 | -80.00% |
| 31 Mar, 08 | 32 | 39.13% | 1,767,948 | -17.24% | 3.38% | 19.21% | 21 | 61.54% | 5 | - |
| 31 Dec, 07 | 23 | -8.00% | 2,136,255 | -2.66% | 4.19% | 22.10% | 13 | -18.75% | 5 | -16.67% |
| 30 Sep, 07 | 25 | 25.00% | 2,194,526 | 8.83% | 4.36% | 26.91% | 16 | -11.11% | 6 | 500.00% |
| 30 Jun, 07 | 20 | 53.85% | 2,016,426 | 337.21% | 4.02% | 370.12% | 18 | 50.00% | 1 | - |
| 31 Mar, 07 | 13 | -13.33% | 461,204 | -51.46% | 1.04% | 17.44% | 12 | 50.00% | - | -100.00% |
| 31 Dec, 06 | 15 | 15.38% | 950,101 | -14.26% | 2.45% | 30.42% | 8 | 33.33% | 5 | - |
| 30 Sep, 06 | 13 | -13.33% | 1,108,135 | 5.67% | 2.83% | 40.39% | 6 | -33.33% | 5 | - |
| 30 Jun, 06 | 15 | -16.67% | 1,048,658 | 1.30% | 2.65% | 35.66% | 9 | -25.00% | 5 | - |
| 31 Mar, 06 | 18 | 38.46% | 1,035,167 | 29.32% | 2.73% | 61.36% | 12 | 33.33% | 5 | 25.00% |
| 31 Dec, 05 | 13 | 18.18% | 800,450 | 4.37% | 2.11% | 38.94% | 9 | 28.57% | 4 | 100.00% |
| 30 Sep, 05 | 11 | 37.50% | 766,957 | 41.24% | 2.33% | 84.91% | 7 | 75.00% | 2 | -33.33% |
| 30 Jun, 05 | 8 | 14.29% | 543,016 | 15.94% | 1.66% | 83.05% | 4 | 100.00% | 3 | - |
| 31 Mar, 05 | 7 | 40.00% | 468,374 | 4.00% | 1.41% | 73.38% | 2 | -33.33% | 3 | - |
| 31 Dec, 04 | 5 | - | 450,380 | -5.62% | 1.39% | 65.41% | 3 | -40.00% | - | - |
| 30 Sep, 04 | 5 | -16.67% | 477,211 | 33.01% | 1.46% | 123.89% | 5 | - | - | - |
| 30 Jun, 04 | 6 | 50.00% | 358,789 | 4.86% | 1.08% | 97.45% | 5 | 150.00% | - | -100.00% |
| 31 Mar, 04 | 4 | 33.33% | 342,160 | 1.00% | 1.05% | 89.17% | 2 | - | 1 | - |
| 31 Dec, 03 | 3 | 200.00% | 338,761 | 142236.55% | 1.09% | 178416975.00% | 2 | - | - | - |
| 30 Sep, 03 | 1 | -50.00% | 238 | -99.93% | 0.00% | 0.06% | - | -100.00% | - | - |
| 30 Jun, 03 | 2 | - | 337,038 | -0.05% | 1.08% | 100.30% | 1 | - | - | -100.00% |
| 31 Mar, 03 | 2 | 100.00% | 337,200 | -0.47% | 1.04% | 88.48% | 1 | - | 1 | - |
| 31 Dec, 02 | 1 | - | 338,800 | - | 1.08% | - | 1 | - | - | - |
| 30 Jun, 02 | 1 | -66.67% | 697 | -99.80% | 0.00% | 0.19% | 1 | -50.00% | - | - |
| 31 Mar, 02 | 3 | 50.00% | 349,183 | 16.78% | 1.07% | 126.82% | 2 | - | - | -100.00% |
| 31 Dec, 01 | 2 | - | 299,000 | -7.63% | 0.92% | 91.46% | - | -100.00% | 1 | - |
| 30 Sep, 01 | 2 | -33.33% | 323,700 | -0.69% | 1.00% | 98.44% | 1 | -66.67% | 1 | - |
| 30 Jun, 01 | 3 | 200.00% | 325,945 | 12.43% | 1.01% | 124.50% | 3 | 200.00% | - | - |
| 31 Mar, 01 | 1 | - | 289,900 | 5.80% | 0.90% | 120.47% | 1 | - | - | -100.00% |
| 31 Dec, 00 | 1 | - | 274,000 | -10.78% | 0.86% | 92.16% | - | -100.00% | 1 | - |
| 30 Sep, 00 | 1 | -66.67% | 307,100 | 12.14% | 0.97% | 128.69% | 1 | -50.00% | - | - |
| 30 Jun, 00 | 3 | 200.00% | 273,856 | 1352.35% | 0.87% | 23770.36% | 2 | 100.00% | - | - |
| 31 Mar, 00 | 1 | -50.00% | 18,856 | -91.48% | 0.06% | 11.11% | 1 | -50.00% | - | - |
| 31 Dec, 99 | 2 | 100.00% | 221,256 | 195.38% | 0.74% | 1076.88% | 2 | - | - | -100.00% |
| 30 Sep, 99 | 1 | -66.67% | 74,905 | -48.31% | 0.26% | 112.09% | - | - | 1 | -66.67% |
| 30 Jun, 99 | 3 | -40.00% | 144,901 | -55.88% | 0.48% | 43.44% | - | -100.00% | 3 | - |
| 31 Mar, 99 | 5 | - | 328,429 | - | 1.05% | - | 5 | - | - | - |
Stifel Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Stifel Financial's stock was made by ZEMLYAK JAMES M on Jun 25 2024, selling 10,000 shares at - per share (valued at -).
Stifel Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 19 | 12 | 158.33% |
| Q1 2024 | 37 | 47 | 78.72% |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 20 | 15 | 133.33% |
| Q1 2023 | 42 | 42 | 100.00% |
| Q4 2022 | - | - | - |
| Q3 2022 | 2 | 3 | 66.67% |
| Q2 2022 | 29 | 7 | 414.29% |
| Q1 2022 | 43 | 41 | 104.88% |
| Q4 2021 | 11 | 8 | 137.50% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 9 | 11 | 81.82% |
| Q1 2021 | 37 | 55 | 67.27% |
| Q4 2020 | 4 | 12 | 33.33% |
| Q3 2020 | - | 4 | - |
| Q2 2020 | 19 | 14 | 135.71% |
| Q1 2020 | 50 | 69 | 72.46% |
| Q4 2019 | - | 8 | - |
| Q3 2019 | - | 9 | - |
19 total buy trades, and 12 total sell trades (buy/sell ratio of 1.58%) were made by Stifel Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | 5 | - | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 14 | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | - | 4 | - |
| Q2 2020 | - | 4 | - |
| Q1 2020 | 3 |