A detailed history of Captrust Financial Advisors transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 1,567,711 shares of JEF stock, worth $117 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,567,711
Previous 1,523,671 2.89%
Holding current value
$117 Million
Previous $67.2 Million 16.1%
% of portfolio
0.25%
Previous 0.22%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$41.04 - $49.76 $1.81 Million - $2.19 Million
44,040 Added 2.89%
1,567,711 $78 Million
Q1 2024

May 15, 2024

SELL
$38.92 - $46.13 $2.6 Million - $3.09 Million
-66,915 Reduced 4.21%
1,523,671 $67.2 Million
Q4 2023

Feb 14, 2024

BUY
$31.68 - $40.75 $421,755 - $542,504
13,313 Added 0.84%
1,590,586 $64.3 Million
Q3 2023

Nov 14, 2023

SELL
$32.26 - $38.67 $32.5 Million - $38.9 Million
-1,006,313 Reduced 38.95%
1,577,273 $57.8 Million
Q2 2023

Aug 14, 2023

BUY
$29.08 - $33.37 $3.41 Million - $3.91 Million
117,107 Added 4.75%
2,583,586 $85.7 Million
Q1 2023

May 15, 2023

BUY
$29.42 - $40.47 $2.22 Million - $3.06 Million
75,546 Added 3.16%
2,466,479 $78.3 Million
Q4 2022

Feb 15, 2023

BUY
$30.68 - $38.11 $1.57 Million - $1.95 Million
51,262 Added 2.19%
2,390,933 $82 Million
Q3 2022

Nov 16, 2022

SELL
$27.47 - $35.16 $3.45 Million - $4.41 Million
-125,481 Reduced 5.09%
2,339,671 $69 Million
Q2 2022

Aug 23, 2022

BUY
$26.32 - $34.33 $63.9 Million - $83.3 Million
2,427,252 Added 6404.36%
2,465,152 $68.1 Million
Q2 2022

Aug 16, 2022

SELL
$26.32 - $34.33 $56.6 Million - $73.8 Million
-2,148,952 Reduced 98.27%
37,900 $1.05 Million
Q1 2022

May 16, 2022

BUY
$29.93 - $41.43 $1.03 Million - $1.43 Million
34,445 Added 1.6%
2,186,852 $71.8 Million
Q4 2021

Feb 14, 2022

BUY
$36.19 - $44.14 $3.13 Million - $3.81 Million
86,376 Added 4.18%
2,152,407 $83.5 Million
Q3 2021

Nov 16, 2021

BUY
$31.01 - $37.85 $1.37 Million - $1.67 Million
44,088 Added 2.18%
2,066,031 $76.7 Million
Q2 2021

Aug 16, 2021

BUY
$29.36 - $34.22 $2.09 Million - $2.43 Million
71,097 Added 3.64%
2,021,943 $69.2 Million
Q1 2021

May 17, 2021

BUY
$23.12 - $34.28 $10.3 Million - $15.2 Million
444,318 Added 29.49%
1,950,846 $58.7 Million
Q4 2020

Feb 16, 2021

BUY
$18.04 - $24.6 $3.91 Million - $5.33 Million
216,662 Added 16.8%
1,506,528 $37.1 Million
Q3 2020

Nov 17, 2020

SELL
$15.12 - $18.48 $941,522 - $1.15 Million
-62,270 Reduced 4.61%
1,289,866 $23.3 Million
Q2 2020

Aug 14, 2020

BUY
$12.09 - $16.68 $3.31 Million - $4.56 Million
273,390 Added 25.34%
1,352,136 $20.4 Million
Q1 2020

May 15, 2020

BUY
$12.25 - $23.72 $95,917 - $185,727
7,830 Added 0.73%
1,078,746 $13.4 Million
Q4 2019

Feb 14, 2020

BUY
$16.99 - $21.61 $18.2 Million - $23.1 Million
1,069,173 Added 61340.96%
1,070,916 $23.3 Million
Q3 2019

Nov 14, 2019

SELL
$16.89 - $20.22 $9,137 - $10,939
-541 Reduced 23.69%
1,743 $32,000
Q2 2019

Aug 13, 2019

BUY
$16.54 - $19.34 $24,545 - $28,700
1,484 Added 185.5%
2,284 $44,000
Q1 2019

May 15, 2019

BUY
$16.25 - $19.68 $13,000 - $15,744
800 New
800 $15,000

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 $17B
  • 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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.