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 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-245- 1.64% |
$10.1K - $13.7K
|
14.7K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.25K+ 45.03% |
$51.5K - $70.3K
|
4.04K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
311+ 19.07% |
$12.8K - $17.4K
|
1.94K
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.7K- 9.39% |
$111K - $152K
|
26.1K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18+ 100.0% |
$739 - $1.01K
|
36
$1.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.56% |
$41.1 - $56.1
|
19
$1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
7+ 14.0% |
$287 - $393
|
57
$3.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
631+ 8.85% |
$25.9K - $35.4K
|
7.76K
$410K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-246- 5.77% |
$10.1K - $13.8K
|
4.02K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 23.53% |
$164 - $224
|
21
$1.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-401- 1.61% |
$16.5K - $22.5K
|
24.5K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.13K- 4.7% |
$46.6K - $63.6K
|
23K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.51% |
$8.21K - $11.2K
|
39.2K
$2.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.14K+ 20.51% |
$129K - $176K
|
18.4K
$973K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.02K- 8.82% |
$82.9K - $113K
|
20.9K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 3.21% |
$37K - $50.5K
|
28.9K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-6.49K- 87.69% |
$266K - $364K
|
910
$48.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 0.89% |
$452 - $617
|
1.23K
$64.9K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 14.19% |
$862 - $1.18K
|
169
$8.93K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
902+ 10.06% |
$37K - $50.6K
|
9.87K
$522K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 2.03% |
$370 - $505
|
435
$23K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.35KNew |
$55.3K - $75.6K
|
1.35K
$71.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.1K+ 46.09% |
$539K - $737K
|
41.6K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-90- 0.06% |
$3.7K - $5.05K
|
146K
$7.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-45- 2.41% |
$1.85K - $2.52K
|
1.83K
$96.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
966+ 3577.78% |
$39.7K - $54.2K
|
993
$52.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105+ 4.17% |
$4.31K - $5.89K
|
2.63K
$139K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.52KNew |
$227K - $309K
|
5.52K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-66- 1.62% |
$2.71K - $3.7K
|
4.01K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
502+ 5.75% |
$20.6K - $28.2K
|
9.24K
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
16+ 0.09% |
$657 - $897
|
18.7K
$986K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
580+ 25.42% |
$23.8K - $32.5K
|
2.86K
$151K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
299+ 48.78% |
$12.3K - $16.8K
|
912
$48.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-540- 0.02% |
$22.2K - $30.3K
|
2.58M
$136M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$205 - $280
|
5
$264
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2.92K- 98.95% |
$120K - $164K
|
31
$1.64K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 29.78% |
$50.6K - $69.2K
|
5.37K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.51K- 64.07% |
$185K - $253K
|
2.53K
$134K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.7K+ 16.13% |
$275K - $376K
|
48.2K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.3K- 3.9% |
$423K - $578K
|
254K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-155- 82.45% |
$6.36K - $8.69K
|
33
$1.74K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$493 - $673
|
12
$634
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13.6K- 59.07% |
$559K - $763K
|
9.43K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.64K- 2.77% |
$273K - $372K
|
233K
$12.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 0.12% |
$287 - $393
|
5.86K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-48- 0.03% |
$1.97K - $2.69K
|
139K
$7.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
13New |
$534 - $729
|
13
$687
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.59KNew |
$106K - $145K
|
2.59K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
511+ 5.4% |
$21K - $28.7K
|
9.97K
$527K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$1.23K - $1.68K
|
30
$1.58K
|