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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.06KNew |
$168K - $216K
|
3.06K
$162K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
26.6K+ 224.49% |
$1.45M - $1.87M
|
38.4K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.27K- 10.79% |
$179K - $230K
|
27K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16+ 0.27% |
$875 - $1.13K
|
5.93K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.7K- 15.13% |
$257K - $331K
|
26.4K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-26.5K- 5.33% |
$1.45M - $1.87M
|
472K
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.82K- 5.95% |
$263K - $339K
|
76.2K
$4.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-448- 1.85% |
$24.5K - $31.5K
|
23.8K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
550New |
$30.1K - $38.7K
|
550
$29.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16K+ 56.11% |
$874K - $1.12M
|
44.5K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
61.3KNew |
$3.35M - $4.31M
|
61.3K
$3.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.27K- 36.5% |
$69.3K - $89.1K
|
2.2K
$116K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-161K- 40.33% |
$8.8M - $11.3M
|
238K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 2.82% |
$711 - $915
|
448
$23.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-4.23K- 34.59% |
$231K - $298K
|
8K
$423K
|
|
|
Oct 30, 2025
Q3 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
72+ 0.14% |
$3.94K - $5.07K
|
53.4K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.6K- 34.37% |
$580K - $747K
|
20.3K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-492- 4.32% |
$26.9K - $34.6K
|
10.9K
$576K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.06K+ 1.41% |
$57.7K - $74.3K
|
75.8K
$4.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-465- 65.96% |
$25.4K - $32.7K
|
240
$12.7K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
749+ 4.08% |
$40.9K - $52.7K
|
19.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.9K- 18.72% |
$1.47M - $1.89M
|
117K
$6.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.64K- 6.8% |
$363K - $467K
|
91.1K
$4.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
463New |
$25.3K - $32.6K
|
463
$24.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.81K+ 32.01% |
$263K - $338K
|
19.8K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.15KNew |
$227K - $292K
|
4.15K
$219K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1000.0% |
$547 - $704
|
11
$581
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
104+ 52.53% |
$5.69K - $7.32K
|
302
$16K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
76New |
$4.15K - $5.35K
|
76
$4.02K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2- 20.0% |
$109 - $141
|
8
$423
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.33K- 29.05% |
$72.7K - $93.6K
|
3.25K
$172K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
27+ 0.61% |
$1.48K - $1.9K
|
4.47K
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.65KNew |
$309K - $397K
|
5.65K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-20.7K- 86.46% |
$1.13M - $1.46M
|
3.25K
$172K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
171KNew |
$9.35M - $12M
|
171K
$9.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-170- 2.99% |
$9.29K - $12K
|
5.52K
$292K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-438- 6.92% |
$23.9K - $30.8K
|
5.89K
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
23+ 0.4% |
$1.26K - $1.62K
|
5.77K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$437 - $563
|
8
$423
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-102- 6.82% |
$5.58K - $7.18K
|
1.39K
$73.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
10.2K+ 10.85% |
$560K - $721K
|
105K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 5.55% |
$4.59K - $5.91K
|
1.6K
$84.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-576- 13.23% |
$31.5K - $40.5K
|
3.78K
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.25K+ 0.24% |
$68.6K - $88.2K
|
522K
$27.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 10.5% |
$1.37K - $1.76K
|
263
$13.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
371+ 5.41% |
$20.3K - $26.1K
|
7.23K
$382K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-9.56K- 94.96% |
$523K - $673K
|
508
$26.8K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-16K- 8.44% |
$873K - $1.12M
|
173K
$9.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-31- 0.51% |
$1.69K - $2.18K
|
6.07K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3- 0.04% |
$164 - $211
|
7.7K
$407K
|