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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-58.1K- 3.53% |
$3.03M - $4.72M
|
1.59M
$86.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-216- 0.78% |
$11.3K - $17.6K
|
27.6K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.59K- 28.03% |
$82.9K - $129K
|
4.07K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.16K+ 29.33% |
$60.4K - $94.1K
|
5.1K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
8.63KNew |
$450K - $701K
|
8.63K
$472K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
2.62K+ 2.39% |
$137K - $213K
|
112K
$6.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-397- 0.27% |
$20.7K - $32.3K
|
146K
$8M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-20K- 9.56% |
$1.04M - $1.63M
|
189K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.76K- 3.51% |
$144K - $225K
|
76.1K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 6.38% |
$157 - $244
|
44
$2.41K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
23KNew |
$1.2M - $1.87M
|
23K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-129- 26.27% |
$6.74K - $10.5K
|
362
$19.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-945K- 67.73% |
$49.3M - $76.8M
|
450K
$24.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-38.4K- 21.65% |
$2M - $3.12M
|
139K
$7.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
437+ 2.35% |
$22.8K - $35.5K
|
19K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
247K+ 4.0% |
$12.9M - $20M
|
6.41M
$351M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 78.36% |
$5.48K - $8.54K
|
29
$1.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.53K+ 23.8% |
$341K - $531K
|
34K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
465+ 193.75% |
$24.3K - $37.8K
|
705
$38.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.08% |
$5.22K - $8.13K
|
1.87K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.42K- 69.8% |
$74K - $115K
|
613
$33.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
557+ 5.38% |
$29.1K - $45.3K
|
10.9K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.06K+ 86.59% |
$55.3K - $86.1K
|
2.28K
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68+ 1.36% |
$3.55K - $5.53K
|
5.07K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.85K+ 3.37% |
$253K - $394K
|
149K
$8.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.05K- 54.94% |
$264K - $410K
|
4.14K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14K- 5.04% |
$731K - $1.14M
|
264K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.88KNew |
$255K - $397K
|
4.88K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-344- 34.06% |
$18K - $28K
|
666
$36.4K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
570+ 3.08% |
$29.8K - $46.3K
|
19.1K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
59+ 0.97% |
$3.08K - $4.8K
|
6.14K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
39.4KNew |
$2.06M - $3.21M
|
39.4K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
103+ 1.1% |
$5.38K - $8.37K
|
9.45K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 0.05% |
$5.22K - $8.13K
|
212K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-955- 25.15% |
$49.9K - $77.7K
|
2.84K
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 857.14% |
$15.7K - $24.4K
|
335
$18.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
769+ 0.15% |
$40.2K - $62.5K
|
497K
$27.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-226- 1.52% |
$11.8K - $18.4K
|
14.6K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-185- 3.04% |
$9.66K - $15K
|
5.89K
$322K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 96.67% |
$1.51K - $2.36K
|
1
$54.7
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
500+ 3.38% |
$26.1K - $40.7K
|
15.3K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 18.49% |
$40.1K - $62.4K
|
4.92K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.73K- 6.95% |
$90.1K - $140K
|
23.1K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-233- 64.01% |
$12.2K - $18.9K
|
131
$7.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-370- 6.42% |
$19.3K - $30.1K
|
5.39K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-190- 3.56% |
$9.92K - $15.4K
|
5.15K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 74.29% |
$2.72K - $4.23K
|
122
$6.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-19- 0.42% |
$992 - $1.54K
|
4.49K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 19.61% |
$522 - $813
|
41
$2.24K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.9K+ 687.12% |
$621K - $968K
|
13.6K
$746K
|