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 11, 2025
Q4 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
3.1KNew |
$192K - $254K
|
3.1K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 25.0% |
$4.96K - $6.54K
|
240
$13.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 82.08% |
$5.39K - $7.11K
|
19
$1.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5KNew |
$898K - $1.19M
|
14.5K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-124- 3.1% |
$7.68K - $10.1K
|
3.88K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.64K- 9.72% |
$349K - $461K
|
52.3K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39.8KNew |
$2.46M - $3.25M
|
39.8K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.9KNew |
$179K - $237K
|
2.9K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$558 - $736
|
9
$492
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.85KNew |
$424K - $560K
|
6.85K
$375K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.23K+ 4250.0% |
$200K - $264K
|
3.31K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.42KNew |
$212K - $280K
|
3.42K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.85K+ 71.39% |
$239K - $315K
|
9.25K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.88KNew |
$179K - $236K
|
2.88K
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.19KNew |
$198K - $261K
|
3.19K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.12KNew |
$193K - $255K
|
3.12K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$159K - $209K
|
2.56K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.66K+ 5.93% |
$103K - $135K
|
29.6K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.8KNew |
$2.03M - $2.68M
|
32.8K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.02KNew |
$559K - $737K
|
9.02K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.82KNew |
$237K - $312K
|
3.82K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.23KNew |
$200K - $264K
|
3.23K
$177K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18New |
$1.12K - $1.47K
|
18
$985
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.59KNew |
$161K - $212K
|
2.59K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.03KNew |
$188K - $248K
|
3.03K
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.62K- 24.11% |
$100K - $132K
|
5.09K
$278K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.4K- 19.47% |
$644K - $850K
|
43K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 16.84% |
$3.96K - $5.23K
|
444
$24.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-561- 15.75% |
$34.8K - $45.9K
|
3K
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 6.49% |
$119K - $156K
|
31.4K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.59KNew |
$346K - $457K
|
5.59K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110+ 14.27% |
$6.81K - $8.99K
|
881
$48.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 3943.06% |
$176K - $232K
|
2.91K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.64KNew |
$164K - $216K
|
2.64K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
343New |
$21.2K - $28K
|
343
$18.8K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.88K- 10.49% |
$240K - $317K
|
33.1K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
355+ 161.36% |
$22K - $29K
|
575
$31.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.45% |
$743 - $981
|
198
$10.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.09% |
$558 - $736
|
10K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 24.46% |
$76.6K - $101K
|
3.82K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 45.49% |
$99.6K - $131K
|
5.14K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.36KNew |
$270K - $357K
|
4.36K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85KNew |
$177K - $233K
|
2.85K
$156K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$186 - $245
|
3
$164
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.09K+ 28.82% |
$191K - $253K
|
13.8K
$756K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.37KNew |
$84.9K - $112K
|
1.37K
$74.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.9KNew |
$180K - $237K
|
2.9K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-38.6K- 85.75% |
$2.39M - $3.16M
|
6.42K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.58KNew |
$283K - $374K
|
4.58K
$250K
|