A detailed history of Beacon Investment Advisory Services, Inc. transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 163,445 shares of JEF stock, worth $12.5 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
163,445
Previous 159,927 2.2%
Holding current value
$12.5 Million
Previous $7.96 Million 26.43%
% of portfolio
0.42%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$49.97 - $62.49 $175,794 - $219,839
3,518 Added 2.2%
163,445 $10.1 Million
Q2 2024

Aug 14, 2024

BUY
$41.04 - $49.76 $53,228 - $64,538
1,297 Added 0.82%
159,927 $7.96 Million
Q1 2024

May 09, 2024

BUY
$38.92 - $46.13 $335,295 - $397,409
8,615 Added 5.74%
158,630 $7 Million
Q4 2023

Feb 12, 2024

SELL
$31.68 - $40.75 $63,961 - $82,274
-2,019 Reduced 1.33%
150,015 $6.06 Million
Q3 2023

Oct 31, 2023

BUY
$32.26 - $38.67 $10,000 - $11,987
310 Added 0.2%
152,034 $5.57 Million
Q2 2023

Jul 21, 2023

SELL
$29.08 - $33.37 $1,628 - $1,868
-56 Reduced 0.04%
151,724 $5.03 Million
Q1 2023

May 04, 2023

BUY
$29.42 - $40.47 $316,735 - $435,700
10,766 Added 7.63%
151,780 $4.82 Million
Q4 2022

Jan 13, 2023

SELL
$30.68 - $38.11 $69,797 - $86,700
-2,275 Reduced 1.59%
141,014 $0
Q3 2022

Oct 20, 2022

SELL
$27.47 - $35.16 $186,246 - $238,384
-6,780 Reduced 4.52%
143,289 $4.23 Million
Q2 2022

Jul 21, 2022

BUY
$26.32 - $34.33 $264,331 - $344,776
10,043 Added 7.17%
150,069 $4.15 Million
Q1 2022

May 12, 2022

BUY
$29.93 - $41.43 $1.39 Million - $1.92 Million
46,287 Added 49.38%
140,026 $4.6 Million
Q4 2021

Feb 04, 2022

BUY
$36.19 - $44.14 $256,804 - $313,217
7,096 Added 8.19%
93,739 $3.64 Million
Q3 2021

Nov 09, 2021

BUY
$31.01 - $37.85 $2.69 Million - $3.28 Million
86,643 New
86,643 $3.22 Million

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $17.5B
  • Description
  • Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...
More about JEF
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.