Latest Institutional Transactions on Jefferies Financial Group Inc. (JEF)
This table provides information on the latest institutional transactions involving Jefferies Financial Group Inc. (JEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.78K+ 59.84% |
$319K - $436K
|
20.8K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
466+ 2.61% |
$19.1K - $26.1K
|
18.3K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.94K+ 1.37% |
$79.7K - $109K
|
143K
$7.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
9.72K+ 16.31% |
$399K - $545K
|
69.3K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.61K+ 8.64% |
$107K - $146K
|
32.8K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.61KNew |
$230K - $314K
|
5.61K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
36.6KNew |
$1.5M - $2.05M
|
36.6K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 2.42% |
$20.5K - $28K
|
20.2K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.73% |
$1.03K - $1.4K
|
3.46K
$189K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
55New |
$2.26K - $3.08K
|
55
$3.01K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.83% |
$123 - $168
|
363
$19.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$452 - $617
|
11
$602
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-185- 12.13% |
$7.6K - $10.4K
|
1.34K
$73.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
22.1K+ 36.74% |
$907K - $1.24M
|
82.2K
$4.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
565+ 59.6% |
$23.2K - $31.7K
|
1.51K
$82.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 51.2% |
$144K - $197K
|
10.4K
$567K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
12.1K+ 14.72% |
$497K - $680K
|
94.4K
$5.17M
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$104 - $163
|
6.32K
$346K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$209 - $325
|
4
$219
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-796K- 99.92% |
$41.6M - $64.7M
|
606
$33.1K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-71.1K- 51.5% |
$3.71M - $5.78M
|
66.9K
$3.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 2.8% |
$2.09K - $3.25K
|
1.39K
$76K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
125K+ 63.81% |
$6.52M - $10.2M
|
321K
$17.5M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-25.7K- 5.55% |
$1.34M - $2.09M
|
438K
$23.9M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.98K- 89.67% |
$469K - $730K
|
1.03K
$56.6K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-83.1K- 66.73% |
$4.34M - $6.76M
|
41.4K
$2.27M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$157 - $244
|
3
$164
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$104 - $163
|
2
$109
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.4K- 0.4% |
$334K - $520K
|
1.58M
$86.4M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
6.4KNew |
$334K - $520K
|
6.4K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
375+ 2.98% |
$19.6K - $30.5K
|
13K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
18.6KNew |
$970K - $1.51M
|
18.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.71K+ 18.56% |
$141K - $220K
|
17.3K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.8K- 55.82% |
$94.2K - $147K
|
1.43K
$78.1K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.8K- 18.43% |
$1.29M - $2.01M
|
110K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.68K- 40.61% |
$297K - $462K
|
8.31K
$455K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
7.76K+ 0.15% |
$405K - $631K
|
5.09M
$279M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
235K+ 1422.82% |
$12.3M - $19.1M
|
252K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
59.4KNew |
$3.1M - $4.83M
|
59.4K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
482New |
$25.2K - $39.2K
|
482
$26.4K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 300.0% |
$783 - $1.22K
|
20
$1.09K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$52.2 - $81.3
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.7K- 28.21% |
$245K - $382K
|
12K
$654K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-3.86K- 9.0% |
$202K - $314K
|
39K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-41.9K- 59.63% |
$2.19M - $3.41M
|
28.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
949K+ 341.0% |
$49.6M - $77.2M
|
1.23M
$67.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
180K+ 620.0% |
$9.38M - $14.6M
|
209K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 31.47% |
$105K - $163K
|
8.37K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
930+ 3.77% |
$48.6K - $75.6K
|
25.6K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.64% |
$1.46K - $2.28K
|
4.41K
$241K
|
|