Waterfront Wealth Inc. Jefferies Financial Group Inc. Transaction History

Waterfront Wealth Inc.

  • $400 Million
  • Q3 2024

A detailed history of Waterfront Wealth Inc. transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Waterfront Wealth Inc. holds 149,201 shares of JEF stock, worth $11.2 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
149,201
Previous 149,772 0.38%
Holding current value
$11.2 Million
Previous $7.45 Million 23.23%
% of portfolio
2.3%
Previous 2.1%

Shares

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

Oct 31, 2024
SELL
$49.97 - $62.49 $28,532 - $35,681
-571 Reduced 0.38%
149,201 $9.18 Million
Q2 2024

Aug 01, 2024
SELL
$41.04 - $49.76 $42,394 - $51,402
-1,033 Reduced 0.68%
149,772 $7.45 Million
Q1 2024

May 13, 2024
BUY
$38.92 - $46.13 $36,662 - $43,454
942 Added 0.63%
150,805 $6.65 Million
Q4 2023

Jan 31, 2024
SELL
$31.68 - $40.75 $487,523 - $627,101
-15,389 Reduced 9.31%
149,863 $6.06 Million
Q3 2023

Nov 09, 2023
SELL
$32.26 - $38.67 $468,544 - $561,643
-14,524 Reduced 8.08%
165,252 $6.05 Million
Q2 2023

Jul 28, 2023
BUY
$29.08 - $33.37 $143,422 - $164,580
4,932 Added 2.82%
179,776 $5.96 Million
Q1 2023

Apr 19, 2023
SELL
$29.42 - $40.47 $167,105 - $229,869
-5,680 Reduced 3.15%
174,844 $5.55 Million
Q4 2022

Jan 30, 2023
SELL
$30.68 - $38.11 $453,971 - $563,913
-14,797 Reduced 7.58%
180,524 $6.19 Million
Q3 2022

Nov 01, 2022
SELL
$27.47 - $35.16 $181,933 - $232,864
-6,623 Reduced 3.28%
195,321 $6.68 Million
Q2 2022

Jul 25, 2022
BUY
$26.32 - $34.33 $31,610 - $41,230
1,201 Added 0.6%
201,944 $5.58 Million
Q1 2022

May 13, 2022
BUY
$29.93 - $41.43 $73,657 - $101,959
2,461 Added 1.24%
200,743 $6.53 Million
Q4 2021

Feb 14, 2022
SELL
$36.19 - $44.14 $762,921 - $930,515
-21,081 Reduced 9.61%
198,282 $7.69 Million
Q3 2021

Nov 02, 2021
SELL
$31.01 - $37.85 $549,249 - $670,399
-17,712 Reduced 7.47%
219,363 $8.15 Million
Q2 2021

Aug 04, 2021
BUY
$29.36 - $34.22 $83,764 - $97,629
2,853 Added 1.22%
237,075 $8.11 Million
Q1 2021

Apr 23, 2021
SELL
$23.12 - $34.28 $144,916 - $214,867
-6,268 Reduced 2.61%
234,222 $7.12 Million
Q4 2020

Feb 16, 2021
BUY
$18.04 - $24.6 $4.34 Million - $5.92 Million
240,490 New
240,490 $5.92 Million

Others Institutions Holding JEF

# of Institutions
585
Shares Held
126M
Call Options Held
1.88M
Put Options Held
852K
View Full List

About Jefferies Financial Group Inc.

JEF Quotes by TradingView
  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $17.2B
  • 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 Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth 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 Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email