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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.26K- 25.9% |
$117K - $150K
|
12.2K
$666K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-300Closed |
$8.24K - $10.5K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400- 20.0% |
$11K - $14.1K
|
1.6K
$87.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-12.7K- 63.22% |
$350K - $447K
|
7.4K
$405K
|
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
124KNew |
$3.41M - $4.37M
|
124K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
434KNew |
$11.9M - $15.2M
|
434K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31+ 0.22% |
$852 - $1.09K
|
14.1K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-607- 0.56% |
$16.7K - $21.3K
|
108K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-11.3K- 10.26% |
$310K - $397K
|
98.8K
$5.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-36.8K- 38.21% |
$1.01M - $1.29M
|
59.5K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
550+ 27.85% |
$15.1K - $19.3K
|
2.53K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17K- 24.64% |
$467K - $598K
|
52K
$2.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
669New |
$18.4K - $23.5K
|
669
$36.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
8.47K+ 27.63% |
$233K - $298K
|
39.1K
$2.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
7.39K+ 33.67% |
$203K - $260K
|
29.3K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
78.1KNew |
$2.14M - $2.75M
|
78.1K
$4.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.87KNew |
$106K - $136K
|
3.87K
$212K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-440- 1.39% |
$12.1K - $15.5K
|
31.2K
$1.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
101+ 0.78% |
$2.77K - $3.55K
|
13K
$709K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-353- 2.7% |
$9.7K - $12.4K
|
12.7K
$696K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-3K- 28.04% |
$82.4K - $105K
|
7.7K
$421K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
375New |
$10.3K - $13.2K
|
375
$20.5K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
61New |
$1.68K - $2.14K
|
61
$3.34K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 19.65% |
$34K - $44.3K
|
7.86K
$430K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200Closed |
$5.26K - $6.87K
|
0
$0
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-548Closed |
$14.4K - $18.8K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-98Closed |
$2.58K - $3.36K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.8K+ 38.15% |
$496K - $647K
|
68.2K
$3.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-26.1KClosed |
$687K - $896K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-410Closed |
$10.8K - $14.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-34KClosed |
$895K - $1.17M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-15.5KClosed |
$407K - $531K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-14KClosed |
$369K - $481K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-201Closed |
$5.29K - $6.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3.7K- 24.03% |
$97.4K - $127K
|
11.7K
$640K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41K+ 7.95% |
$142K - $186K
|
73.4K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-15.3KClosed |
$402K - $524K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
CALL |
-13.7KClosed |
$361K - $470K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7Closed |
$184 - $240
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.5KNew |
$118K - $154K
|
4.5K
$246K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.07K+ 10.0% |
$28.1K - $36.7K
|
11.8K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.56K- 71.75% |
$67.2K - $87.7K
|
1.01K
$55K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.3 - $34.3
|
1
$54.7
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-11.8KClosed |
$310K - $404K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-342Closed |
$9K - $11.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-8.25KClosed |
$217K - $283K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-600KClosed |
$15.8M - $20.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.68KClosed |
$176K - $229K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-6.25KClosed |
$165K - $215K
|
0
$0
|
|