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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
119K+ 9.32% |
$7.36M - $9.72M
|
1.39M
$82.5M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.4KNew |
$335K - $441K
|
5.4K
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.14% |
$681 - $899
|
8.07K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-59K- 62.68% |
$3.66M - $4.83M
|
35.2K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 20.65% |
$7.87K - $10.4K
|
742
$43.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
361+ 3.05% |
$22.4K - $29.5K
|
12.2K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2+ 0.03% |
$124 - $164
|
6.08K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
352+ 5.29% |
$21.8K - $28.8K
|
7.01K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.48K- 16.37% |
$339K - $448K
|
28K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-40.5K- 25.34% |
$2.51M - $3.31M
|
119K
$7.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-300- 5.09% |
$18.6K - $24.5K
|
5.6K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
59+ 18.91% |
$3.66K - $4.82K
|
371
$22K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.75KNew |
$170K - $225K
|
2.75K
$163K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-995- 6.27% |
$61.6K - $81.3K
|
14.9K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.39KNew |
$334K - $441K
|
5.39K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
39KNew |
$2.42M - $3.19M
|
39K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
490K+ 157.19% |
$30.4M - $40.1M
|
802K
$47.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.58K+ 39.1% |
$594K - $783K
|
34.1K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
30.2KNew |
$1.87M - $2.47M
|
30.2K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-733- 13.03% |
$45.4K - $59.9K
|
4.89K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
256+ 0.46% |
$15.9K - $20.9K
|
55.8K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
794+ 21.37% |
$49.2K - $64.9K
|
4.51K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.29K+ 3.97% |
$142K - $187K
|
60.1K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
176New |
$10.9K - $14.4K
|
176
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
29+ 0.44% |
$1.8K - $2.37K
|
6.69K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$929 - $1.23K
|
15
$888
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.89K+ 27.34% |
$365K - $482K
|
27.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
9.85KNew |
$610K - $805K
|
9.85K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-1.09K- 7.0% |
$67.5K - $89.1K
|
14.5K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.41KNew |
$211K - $278K
|
3.41K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 83.87% |
$1.61K - $2.13K
|
5
$296
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16New |
$991 - $1.31K
|
16
$947
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 11.21% |
$805 - $1.06K
|
103
$6.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.08% |
$743 - $981
|
14.8K
$877K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
27.1KNew |
$1.68M - $2.21M
|
27.1K
$1.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$124 - $164
|
448
$26.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$166K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-750- 3.48% |
$46.5K - $61.3K
|
20.8K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
55.9KNew |
$3.47M - $4.57M
|
55.9K
$3.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.34KNew |
$207K - $273K
|
3.34K
$198K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
315+ 158.29% |
$19.5K - $25.8K
|
514
$30.4K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-54.7K- 13.21% |
$2.73M - $3.42M
|
359K
$21.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
524New |
$26.2K - $32.7K
|
524
$31K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-1.76K- 21.42% |
$87.9K - $110K
|
6.46K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
56.3KNew |
$2.81M - $3.52M
|
56.3K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10.3K+ 463.97% |
$517K - $646K
|
12.6K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 3.36% |
$50K - $62.5K
|
28.8K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.14KNew |
$57K - $71.2K
|
1.14K
$67.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77+ 6.11% |
$3.85K - $4.81K
|
1.34K
$79.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
8KNew |
$400K - $500K
|
8K
$473K
|
|