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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.05K+ 4.41% |
$386K - $496K
|
167K
$8.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
20.8KNew |
$1.14M - $1.46M
|
20.8K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-612- 0.3% |
$33.5K - $43.1K
|
207K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
78+ 13.24% |
$4.26K - $5.49K
|
667
$35.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.9KNew |
$648K - $834K
|
11.9K
$626K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
70+ 1.26% |
$3.83K - $4.93K
|
5.62K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12K+ 120.86% |
$654K - $842K
|
21.9K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 24.53% |
$106K - $136K
|
9.81K
$518K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4.5K- 23.72% |
$246K - $317K
|
14.5K
$765K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 13.8% |
$75K - $96.5K
|
11.3K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.35K- 5.82% |
$183K - $236K
|
54.2K
$2.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-7.8K- 15.88% |
$427K - $549K
|
41.3K
$2.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 8.17% |
$142K - $183K
|
29.3K
$1.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 128.57% |
$492 - $633
|
16
$845
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.1K+ 71.8% |
$1.15M - $1.48M
|
50.5K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.11KNew |
$170K - $219K
|
3.11K
$164K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.08K+ 5.34% |
$59.3K - $76.3K
|
21.4K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.53KNew |
$193K - $248K
|
3.53K
$186K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-477- 3.68% |
$26.1K - $33.6K
|
12.5K
$659K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.55% |
$109 - $141
|
365
$19.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$656 - $844
|
12
$634
|
|
|
Oct 07, 2025
Q3 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-3.45K- 3.82% |
$188K - $243K
|
86.7K
$4.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-303K- 63.89% |
$16.6M - $21.3M
|
171K
$9.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
42+ 0.62% |
$2.3K - $2.96K
|
6.82K
$360K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-425- 0.52% |
$23.2K - $29.9K
|
81.8K
$4.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-4.45K- 12.14% |
$243K - $313K
|
32.2K
$1.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
386+ 20.59% |
$21.1K - $27.2K
|
2.26K
$119K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.43K- 22.83% |
$78.1K - $101K
|
4.83K
$255K
|
|
| Q2 2025 | |||||||
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
19New |
$780 - $1.07K
|
19
$1K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-46.9K- 11.48% |
$1.93M - $2.63M
|
361K
$19.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.1K- 21.83% |
$496K - $678K
|
43.3K
$2.29M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
133New |
$5.46K - $7.46K
|
133
$7.03K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
110K+ 175.15% |
$4.54M - $6.2M
|
174K
$9.17M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-9.8K- 47.34% |
$402K - $550K
|
10.9K
$576K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-645- 1.77% |
$26.5K - $36.2K
|
35.9K
$1.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.8K+ 230.11% |
$3.61M - $4.93M
|
126K
$6.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.81KNew |
$239K - $326K
|
5.81K
$307K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 50.0% |
$821 - $1.12K
|
20
$1.06K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11K- 65.38% |
$453K - $619K
|
5.84K
$309K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
16.1K+ 32.92% |
$661K - $903K
|
65K
$3.43M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.9K+ 278.16% |
$119K - $163K
|
3.95K
$209K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
541K+ 23.13% |
$22.2M - $30.3M
|
2.88M
$152M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.95K+ 3.03% |
$121K - $166K
|
100K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
418+ 28.75% |
$17.2K - $23.4K
|
1.87K
$98.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-100- 0.77% |
$4.11K - $5.61K
|
12.9K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-256K- 5.02% |
$10.5M - $14.3M
|
4.84M
$256M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.63K+ 15.21% |
$108K - $148K
|
19.9K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
111K+ 9.05% |
$4.56M - $6.23M
|
1.34M
$70.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 3.59% |
$595K - $813K
|
418K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.28KNew |
$217K - $296K
|
5.28K
$279K
|
|