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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-401K- 49.97% |
$20.9M - $32.6M
|
401K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 400.0% |
$209 - $325
|
5
$274
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349+ 13.83% |
$18.2K - $28.4K
|
2.87K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
277KNew |
$14.4M - $22.5M
|
277K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
126+ 1.94% |
$6.58K - $10.2K
|
6.61K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
465+ 5.76% |
$24.3K - $37.8K
|
8.53K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.56K- 25.11% |
$447K - $696K
|
25.5K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
13.2K+ 47.16% |
$689K - $1.07M
|
41.2K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-9.57K- 2.13% |
$500K - $778K
|
440K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
141+ 2014.29% |
$7.36K - $11.5K
|
148
$8.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 9.87% |
$54.9K - $85.5K
|
9.59K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.49% |
$1.51K - $2.36K
|
5.98K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.44K- 2.39% |
$75.2K - $117K
|
58.9K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-60.5K- 98.13% |
$3.16M - $4.92M
|
1.15K
$63K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 25.0% |
$104 - $163
|
6
$328
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$888 - $1.38K
|
17
$930
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-33.1K- 55.08% |
$1.73M - $2.69M
|
27K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-53K- 20.77% |
$2.77M - $4.31M
|
202K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
333New |
$17.4K - $27.1K
|
333
$18.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
52.3K+ 148.89% |
$2.73M - $4.26M
|
87.5K
$4.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
602+ 4.06% |
$31.4K - $48.9K
|
15.4K
$843K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-338- 2.33% |
$17.7K - $27.5K
|
14.1K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 469.7% |
$8.09K - $12.6K
|
188
$10.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.94% |
$522 - $813
|
526
$28.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-387- 7.14% |
$20.2K - $31.5K
|
5.03K
$275K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 260.0% |
$679 - $1.06K
|
18
$985
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 50.0% |
$418 - $650
|
24
$1.31K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-490- 7.8% |
$25.6K - $39.8K
|
5.79K
$317K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.9K- 9.98% |
$622K - $968K
|
107K
$5.87M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
162K+ 36.49% |
$10M - $13.2M
|
604K
$33M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 31.13% |
$907K - $1.2M
|
61.6K
$3.37M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.66K+ 1.46% |
$412K - $544K
|
462K
$25.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
34.3K+ 8.39% |
$2.12M - $2.8M
|
443K
$24.2M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
812New |
$50.3K - $66.4K
|
812
$44.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
14.4KNew |
$893K - $1.18M
|
14.4K
$788K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
3.11KNew |
$193K - $254K
|
3.11K
$170K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18.2K- 33.96% |
$1.13M - $1.49M
|
35.3K
$1.93M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.8KNew |
$112K - $147K
|
1.8K
$98.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$152K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$1.98K - $2.62K
|
8.22K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-302- 7.72% |
$18.7K - $24.7K
|
3.61K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-117K- 7.63% |
$7.24M - $9.55M
|
1.41M
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.56KNew |
$221K - $291K
|
3.56K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.94% |
$2.17K - $2.86K
|
3.71K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.1K- 44.69% |
$130K - $172K
|
2.6K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.36% |
$67.5K - $89.1K
|
14.1K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
780+ 20.09% |
$48.3K - $63.8K
|
4.66K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-141K- 95.83% |
$8.72M - $11.5M
|
6.13K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-89K- 77.47% |
$5.52M - $7.28M
|
25.9K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$183K - $242K
|
2.96K
$162K
|
|