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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
124KNew |
$3.41M - $4.37M
|
124K
$9.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
78.1KNew |
$2.14M - $2.75M
|
78.1K
$6.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
8.47K+ 27.63% |
$233K - $298K
|
39.1K
$3.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
7.39K+ 33.67% |
$203K - $260K
|
29.3K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.16KNew |
$197K - $252K
|
7.16K
$560K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.87KNew |
$106K - $136K
|
3.87K
$303K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
669New |
$18.4K - $23.5K
|
669
$52.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
550+ 27.85% |
$15.1K - $19.3K
|
2.53K
$198K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
375New |
$10.3K - $13.2K
|
375
$29.3K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
321New |
$8.82K - $11.3K
|
321
$25.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
101+ 0.78% |
$2.77K - $3.55K
|
13K
$1.01M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
61New |
$1.68K - $2.14K
|
61
$4.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31+ 0.22% |
$852 - $1.09K
|
14.1K
$1.1M
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 32.36% |
$929K - $1.21M
|
144K
$11.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
30.8KNew |
$811K - $1.06M
|
30.8K
$2.41M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.8K+ 38.15% |
$496K - $647K
|
68.2K
$5.34M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9K+ 59.73% |
$237K - $309K
|
24.1K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41K+ 7.95% |
$142K - $186K
|
73.4K
$5.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.5KNew |
$118K - $154K
|
4.5K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$86.2K - $112K
|
3.27K
$256K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 19.65% |
$34K - $44.3K
|
7.86K
$615K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.25K+ 1.44% |
$32.9K - $42.9K
|
88.2K
$6.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.07K+ 10.0% |
$28.1K - $36.7K
|
11.8K
$920K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
598+ 5.89% |
$15.7K - $20.5K
|
10.7K
$841K
|
|
|
Aug 12, 2022
Q2 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
386+ 0.16% |
$10.2K - $13.3K
|
248K
$19.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
219+ 1.01% |
$5.76K - $7.52K
|
22K
$1.72M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
47+ 11.63% |
$1.24K - $1.61K
|
451
$35.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
39New |
$1.03K - $1.34K
|
39
$3.05K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$158 - $206
|
6
$469
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$132 - $172
|
5
$391
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.3 - $34.3
|
1
$78.2
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
110KNew |
$3.3M - $4.57M
|
110K
$8.63M
|
|
|
May 06, 2022
Q1 2022
|
American Assets Investment Management, LLC
|
BUY
|
- |
100KNew |
$2.99M - $4.14M
|
100K
$7.82M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
11.2KNew |
$335K - $464K
|
11.2K
$876K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.22K+ 22.42% |
$216K - $299K
|
39.4K
$3.08M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.18KNew |
$125K - $173K
|
4.18K
$327K
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
3KNew |
$89.8K - $124K
|
3K
$235K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.9KNew |
$86.8K - $120K
|
2.9K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.25KNew |
$67.3K - $93.2K
|
2.25K
$176K
|
|
| Q4 2021 | |||||||
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
7.54K+ 70.12% |
$273K - $333K
|
18.3K
$1.43M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.15KNew |
$41.6K - $50.8K
|
1.15K
$90K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.5MNew |
$326M - $397M
|
10.5M
$821M
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
200KNew |
$6.2M - $7.57M
|
200K
$15.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
60K+ 19.05% |
$1.86M - $2.27M
|
375K
$29.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
55.9KNew |
$1.73M - $2.12M
|
55.9K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
25.8K+ 73.29% |
$799K - $975K
|
60.9K
$4.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
14.7K+ 61.25% |
$456K - $556K
|
38.7K
$3.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
624New |
$19.4K - $23.6K
|
624
$48.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
217New |
$6.73K - $8.21K
|
217
$17K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
211K+ 140.16% |
$6.18M - $7.21M
|
361K
$28.2M
|
|