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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 0.04% |
$12.1K - $15.9K
|
496K
$32.9M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 24.46% |
$76.6K - $101K
|
3.82K
$253K
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-236K- 25.91% |
$14.6M - $19.3M
|
675K
$44.7M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-350- 1.86% |
$21.7K - $28.6K
|
18.5K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 45.49% |
$99.6K - $131K
|
5.14K
$340K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.36KNew |
$270K - $357K
|
4.36K
$289K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85KNew |
$177K - $233K
|
2.85K
$189K
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$642K - $847K
|
10.4K
$686K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-840- 29.89% |
$52K - $68.7K
|
1.97K
$130K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.5KNew |
$2.75M - $3.64M
|
44.5K
$2.94M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
179+ 2.81% |
$11.1K - $14.6K
|
6.55K
$434K
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 0.67% |
$6.2K - $8.18K
|
14.8K
$979K
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
62.2KNew |
$3.85M - $5.08M
|
62.2K
$4.12M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$186 - $245
|
3
$199
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.09K+ 28.82% |
$191K - $253K
|
13.8K
$915K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.37KNew |
$84.9K - $112K
|
1.37K
$90.7K
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.9KNew |
$180K - $237K
|
2.9K
$192K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
364New |
$22.5K - $29.8K
|
364
$24.1K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-38.6K- 85.75% |
$2.39M - $3.16M
|
6.42K
$425K
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3K- 1.4% |
$186K - $245K
|
212K
$14M
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.58KNew |
$283K - $374K
|
4.58K
$303K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-518- 2.71% |
$32.1K - $42.3K
|
18.6K
$1.23M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
165+ 4.48% |
$10.2K - $13.5K
|
3.84K
$254K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
334+ 1.98% |
$20.7K - $27.3K
|
17.2K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$18.6K - $24.5K
|
300
$19.9K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-55- 96.49% |
$3.41K - $4.5K
|
2
$132
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11+ 0.18% |
$681 - $899
|
6.08K
$402K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-673- 0.61% |
$41.7K - $55K
|
110K
$7.25M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
100+ 1.4% |
$6.2K - $8.18K
|
7.26K
$481K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 6.65% |
$175K - $231K
|
45.4K
$3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.51K- 99.91% |
$217K - $287K
|
3
$199
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-28- 0.49% |
$1.73K - $2.29K
|
5.66K
$375K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 14.63% |
$372 - $491
|
47
$3.11K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 579.17% |
$8.61K - $11.4K
|
163
$10.8K
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-134K- 34.46% |
$8.31M - $11M
|
255K
$16.9M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-245- 8.85% |
$15.2K - $20K
|
2.52K
$167K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 15.0% |
$558 - $736
|
51
$3.38K
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-300- 10.0% |
$18.6K - $24.5K
|
2.7K
$179K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$185K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.65% |
$31K - $40.9K
|
75.9K
$5.02M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.37% |
$1.36K - $1.8K
|
5.95K
$394K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-334- 1.19% |
$20.7K - $27.3K
|
27.8K
$1.84M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.21% |
$434 - $572
|
3.28K
$217K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.15KNew |
$257K - $340K
|
4.15K
$275K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.94K- 83.77% |
$554K - $731K
|
1.73K
$115K
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.4K- 9.2% |
$86.8K - $115K
|
13.8K
$915K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.71K+ 5.33% |
$539K - $712K
|
172K
$11.4M
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
119K+ 9.32% |
$7.36M - $9.72M
|
1.39M
$92.3M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.4KNew |
$335K - $441K
|
5.4K
$357K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.14% |
$681 - $899
|
8.07K
$534K
|