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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-36.5K- 25.49% |
$2.26M - $2.99M
|
107K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.88KNew |
$179K - $236K
|
2.88K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 13.39% |
$23.2K - $30.7K
|
3.18K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-719- 2.79% |
$44.5K - $58.8K
|
25K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.4K- 1.66% |
$1.2M - $1.59M
|
1.15M
$86.7M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.26% |
$6.2K - $8.18K
|
38.4K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.8KNew |
$2.03M - $2.68M
|
32.8K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
334+ 1.36% |
$20.7K - $27.3K
|
24.8K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 32.16% |
$3.96K - $5.23K
|
263
$19.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
506+ 346.58% |
$31.3K - $41.4K
|
652
$49.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-85.8K- 11.02% |
$5.32M - $7.02M
|
693K
$52.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.98K- 2.26% |
$123K - $162K
|
85.8K
$6.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.02KNew |
$559K - $737K
|
9.02K
$679K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 4.12% |
$78.2K - $103K
|
29.4K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.11K- 0.27% |
$131K - $173K
|
779K
$58.7M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.82KNew |
$237K - $312K
|
3.82K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.23KNew |
$200K - $264K
|
3.23K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 4.87% |
$1.8K - $2.37K
|
624
$47K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
284+ 45.59% |
$17.6K - $23.2K
|
907
$68.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 0.31% |
$5.89K - $7.77K
|
30.7K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-127- 90.71% |
$7.87K - $10.4K
|
13
$979
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
10KNew |
$620K - $818K
|
10K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18New |
$1.12K - $1.47K
|
18
$1.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$845K - $1.12M
|
13.6K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
652+ 758.14% |
$40.4K - $53.3K
|
738
$55.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-116- 6.45% |
$7.19K - $9.48K
|
1.68K
$127K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-182- 0.23% |
$11.3K - $14.9K
|
78.8K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.59KNew |
$161K - $212K
|
2.59K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
234+ 0.71% |
$14.5K - $19.1K
|
33.1K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
351+ 4.22% |
$21.7K - $28.7K
|
8.67K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27.4K+ 6.49% |
$1.7M - $2.24M
|
450K
$33.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21.2K- 7.09% |
$1.31M - $1.73M
|
278K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.03KNew |
$188K - $248K
|
3.03K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.62K- 24.11% |
$100K - $132K
|
5.09K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33New |
$2.04K - $2.7K
|
33
$2.49K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.4K- 19.47% |
$644K - $850K
|
43K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.55K- 1.71% |
$158K - $208K
|
147K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
105K+ 40.03% |
$6.48M - $8.55M
|
366K
$27.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 16.84% |
$3.96K - $5.23K
|
444
$33.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-561- 15.75% |
$34.8K - $45.9K
|
3K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.65MNew |
$102M - $135M
|
1.65M
$124M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 6.49% |
$119K - $156K
|
31.4K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 25.16% |
$76.2K - $101K
|
6.12K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
345+ 5.6% |
$21.4K - $28.2K
|
6.51K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.59KNew |
$346K - $457K
|
5.59K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7.58K- 1.39% |
$470K - $620K
|
539K
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110+ 14.27% |
$6.81K - $8.99K
|
881
$66.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59K- 31.02% |
$161K - $212K
|
5.76K
$434K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4K- 4.18% |
$248K - $327K
|
91.7K
$6.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 3943.06% |
$176K - $232K
|
2.91K
$219K
|