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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
654New |
$19K - $21.8K
|
654
$52.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-534- 2.42% |
$15.5K - $17.8K
|
21.5K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.09K- 1.51% |
$31.6K - $36.3K
|
70.8K
$5.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-66- 15.83% |
$1.92K - $2.2K
|
351
$28.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.23KNew |
$268K - $308K
|
9.23K
$741K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
301+ 1.64% |
$8.75K - $10K
|
18.7K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-580- 3.13% |
$16.9K - $19.4K
|
17.9K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.3K+ 44.59% |
$96K - $110K
|
10.7K
$859K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36KNew |
$1.05M - $1.2M
|
36K
$2.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 71.43% |
$145 - $167
|
2
$161
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
6.2KNew |
$180K - $207K
|
6.2K
$498K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 27.64% |
$197K - $226K
|
31.3K
$2.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
708+ 162.01% |
$20.6K - $23.6K
|
1.15K
$91.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$1.02K - $1.17K
|
35
$2.81K
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-700- 4.49% |
$20.4K - $23.4K
|
14.9K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 5.56% |
$87.2 - $100
|
51
$4.09K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23Closed |
$677 - $931
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.51K- 97.98% |
$280K - $385K
|
196
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.67KNew |
$255K - $351K
|
8.67K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
415+ 56.69% |
$12.2K - $16.8K
|
1.15K
$92K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 93.22% |
$1.62K - $2.23K
|
114
$9.15K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$858K - $1.18M
|
29.2K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
85KNew |
$2.5M - $3.44M
|
85K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
50.9KNew |
$1.5M - $2.06M
|
50.9K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.2KNew |
$358K - $493K
|
12.2K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
128K+ 157.57% |
$3.77M - $5.19M
|
210K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-52.4K- 55.38% |
$1.54M - $2.12M
|
42.2K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$88.3 - $121
|
3
$241
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-184- 1.45% |
$5.41K - $7.45K
|
12.5K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
24.3KNew |
$715K - $983K
|
24.3K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-50.9K- 57.43% |
$1.5M - $2.06M
|
37.7K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
16.7KNew |
$492K - $677K
|
16.7K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.67K+ 49.81% |
$108K - $148K
|
11K
$885K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.2KNew |
$771K - $1.06M
|
26.2K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-418- 5.45% |
$12.3K - $16.9K
|
7.26K
$582K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
132+ 0.39% |
$3.88K - $5.34K
|
33.6K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
6.35KNew |
$187K - $257K
|
6.35K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5MNew |
$73.5M - $101M
|
2.5M
$200M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.68K+ 0.85% |
$108K - $149K
|
434K
$34.9M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-502KClosed |
$14.8M - $20.3M
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$206 - $283
|
7
$562
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.05K- 36.94% |
$178K - $245K
|
10.3K
$829K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 12.53% |
$32.4K - $44.5K
|
7.68K
$616K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
348New |
$10.2K - $14.1K
|
348
$27.9K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
22.8KNew |
$672K - $924K
|
22.8K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$412 - $567
|
14
$1.12K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
434New |
$12.8K - $17.6K
|
434
$34.8K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.66KNew |
$196K - $269K
|
6.66K
$534K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.8KNew |
$728K - $1M
|
24.8K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$83K - $114K
|
2.82K
$226K
|
|