Latest Institutional Purchases of Jefferies Financial Group Inc. (JEF)
This list provides information on the latest institutional transactions involving Jefferies Financial Group Inc. (JEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
363K+ 5.2% |
$19.9M - $25.6M
|
7.35M
$388M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
176KNew |
$9.6M - $12.4M
|
176K
$9.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
171KNew |
$9.35M - $12M
|
171K
$9.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
61.3KNew |
$3.35M - $4.31M
|
61.3K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
26.6K+ 224.49% |
$1.45M - $1.87M
|
38.4K
$2.03M
|
|
|
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 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
20.8KNew |
$1.14M - $1.46M
|
20.8K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
16K+ 56.11% |
$874K - $1.12M
|
44.5K
$2.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15KNew |
$820K - $1.06M
|
15K
$792K
|
|
|
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
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.9KNew |
$648K - $834K
|
11.9K
$626K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
10.2K+ 10.85% |
$560K - $721K
|
105K
$5.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.05K+ 4.41% |
$386K - $496K
|
167K
$8.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.31KNew |
$345K - $444K
|
6.31K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.22K+ 57.73% |
$340K - $438K
|
17K
$898K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6.21K+ 8.97% |
$340K - $437K
|
75.5K
$3.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.65KNew |
$309K - $397K
|
5.65K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.81K+ 32.01% |
$263K - $338K
|
19.8K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.15KNew |
$227K - $292K
|
4.15K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$221K - $285K
|
4.05K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.57KNew |
$195K - $251K
|
3.57K
$189K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.53KNew |
$193K - $248K
|
3.53K
$186K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.11KNew |
$170K - $219K
|
3.11K
$164K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.06KNew |
$168K - $216K
|
3.06K
$162K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 24.53% |
$106K - $136K
|
9.81K
$518K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 13.8% |
$75K - $96.5K
|
11.3K
$597K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.25K+ 0.24% |
$68.6K - $88.2K
|
522K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.14KNew |
$62.3K - $80.2K
|
1.14K
$60.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.08K+ 5.34% |
$59.3K - $76.3K
|
21.4K
$1.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.06K+ 1.41% |
$57.7K - $74.3K
|
75.8K
$4.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
834+ 5.68% |
$45.6K - $58.7K
|
15.5K
$820K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
749+ 4.08% |
$40.9K - $52.7K
|
19.1K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
686+ 11.43% |
$37.5K - $48.3K
|
6.69K
$353K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 1.89% |
$32.8K - $42.2K
|
32.3K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
550New |
$30.1K - $38.7K
|
550
$29.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
469+ 9.47% |
$25.6K - $33K
|
5.42K
$286K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
463New |
$25.3K - $32.6K
|
463
$24.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
461+ 17.86% |
$25.2K - $32.4K
|
3.04K
$161K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
386+ 20.59% |
$21.1K - $27.2K
|
2.26K
$119K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
371+ 5.41% |
$20.3K - $26.1K
|
7.23K
$382K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
357+ 5.77% |
$19.5K - $25.1K
|
6.55K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
236New |
$12.9K - $16.6K
|
236
$12.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
104+ 52.53% |
$5.69K - $7.32K
|
302
$16K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.22% |
$5.47K - $7.04K
|
45.9K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 4.17% |
$5.47K - $7.04K
|
2.5K
$132K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 5.55% |
$4.59K - $5.91K
|
1.6K
$84.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
78+ 13.24% |
$4.26K - $5.49K
|
667
$35.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
76New |
$4.15K - $5.35K
|
76
$4.02K
|
|
|
Oct 30, 2025
Q3 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
72+ 0.14% |
$3.94K - $5.07K
|
53.4K
$2.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
70+ 1.26% |
$3.83K - $4.93K
|
5.62K
$297K
|