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 |
---|---|---|---|---|---|---|---|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-143- 50.0% |
$7.47K - $11.6K
|
143
$7.82K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-472- 32.07% |
$24.6K - $38.4K
|
1K
$54.7K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-10K- 6.82% |
$525K - $817K
|
137K
$7.51M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 1.22% |
$3.92K - $6.1K
|
6.05K
$331K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-94- 1.22% |
$4.91K - $7.64K
|
7.63K
$417K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.7% |
$52.2 - $81.3
|
38
$2.08K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.8K- 5.23% |
$251K - $390K
|
86.9K
$4.76M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.96K- 2.29% |
$102K - $159K
|
83.8K
$4.58M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-520- 1.16% |
$27.2K - $42.3K
|
44.2K
$2.42M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 1.11% |
$26.1K - $40.7K
|
45.6K
$2.49M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.25K- 46.78% |
$222K - $345K
|
4.83K
$264K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-263- 15.64% |
$13.7K - $21.4K
|
1.42K
$77.6K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$940 - $1.46K
|
18
$985
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 1.79% |
$5.22K - $8.13K
|
5.5K
$301K
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.81% |
$5.22K - $8.13K
|
12.4K
$677K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 1.6% |
$3.97K - $6.18K
|
4.82K
$263K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.66K+ 2.11% |
$86.6K - $135K
|
80.3K
$4.39M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
42+ 0.3% |
$2.19K - $3.42K
|
14.1K
$774K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.28K- 10.25% |
$223K - $348K
|
37.4K
$2.05M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-706- 10.77% |
$36.9K - $57.4K
|
5.85K
$320K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 4.35% |
$172K - $268K
|
72.6K
$3.97M
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.5KNew |
$600K - $935K
|
11.5K
$629K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98New |
$5.12K - $7.97K
|
98
$5.36K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3.7K+ 0.69% |
$193K - $301K
|
542K
$29.7M
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-36.4K- 17.6% |
$1.9M - $2.96M
|
171K
$9.33M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.45% |
$52.2 - $81.3
|
221
$12.1K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 49.32% |
$82.9K - $129K
|
1.63K
$89.2K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-60.2K- 20.99% |
$3.14M - $4.89M
|
226K
$12.4M
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.56% |
$31.3K - $48.8K
|
39K
$2.13M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.38K- 5.48% |
$72K - $112K
|
23.8K
$1.3M
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14New |
$731 - $1.14K
|
14
$766
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
210+ 1.72% |
$11K - $17.1K
|
12.4K
$679K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
302+ 3.48% |
$15.8K - $24.6K
|
8.97K
$491K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.3K- 35.14% |
$67.9K - $106K
|
2.4K
$131K
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.78KNew |
$197K - $307K
|
3.78K
$207K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
69.8K+ 1140.32% |
$3.64M - $5.67M
|
75.9K
$4.15M
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.55K- 5.03% |
$290K - $451K
|
105K
$5.73M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
39.7K+ 63.85% |
$2.07M - $3.23M
|
102K
$5.57M
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.65K+ 824.0% |
$86.1K - $134K
|
1.85K
$101K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 10.16% |
$1.42M - $2.21M
|
240K
$13.1M
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-81- 0.32% |
$4.23K - $6.59K
|
24.9K
$1.36M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
46.1KNew |
$2.4M - $3.74M
|
46.1K
$2.52M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
594+ 1.34% |
$31K - $48.3K
|
45.1K
$2.46M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.22K- 44.9% |
$63.5K - $98.9K
|
1.49K
$81.6K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-3.93K- 28.42% |
$205K - $320K
|
9.9K
$541K
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-798K- 60.53% |
$41.7M - $64.9M
|
520K
$28.5M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
125+ 2.89% |
$6.53K - $10.2K
|
4.45K
$243K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-23- 3.53% |
$1.2K - $1.87K
|
629
$34.4K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
8.23K+ 38.61% |
$430K - $669K
|
29.5K
$1.62M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.3% |
$5.22K - $8.13K
|
33K
$1.8M
|