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 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
78+ 13.0% |
$2.52K - $3.02K
|
678
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
58+ 1.39% |
$1.87K - $2.24K
|
4.23K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 100.0% |
$1.68K - $2.01K
|
104
$5.69K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 200.0% |
$258 - $309
|
12
$656
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
294KNew |
$8.54M - $9.79M
|
294K
$16.1M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
90.1K+ 90.81% |
$2.62M - $3.01M
|
189K
$10.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36KNew |
$1.05M - $1.2M
|
36K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 130.69% |
$294K - $337K
|
17.8K
$975K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.23KNew |
$268K - $308K
|
9.23K
$505K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 27.64% |
$197K - $226K
|
31.3K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
6.2KNew |
$180K - $207K
|
6.2K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
6KNew |
$174K - $200K
|
6K
$328K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 283.65% |
$99.9K - $115K
|
4.65K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.3K+ 44.59% |
$96K - $110K
|
10.7K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.6KNew |
$46.5K - $53.4K
|
1.6K
$87.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
708+ 162.01% |
$20.6K - $23.6K
|
1.15K
$62.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
654New |
$19K - $21.8K
|
654
$35.8K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
11New |
$320 - $367
|
11
$602
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5MNew |
$73.5M - $101M
|
2.5M
$137M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
85KNew |
$2.5M - $3.44M
|
85K
$4.65M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
50.9KNew |
$1.5M - $2.06M
|
50.9K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$858K - $1.18M
|
29.2K
$1.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25.9K+ 29.69% |
$761K - $1.05M
|
113K
$6.18M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
24.3KNew |
$715K - $983K
|
24.3K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
22.8KNew |
$672K - $924K
|
22.8K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.2KNew |
$358K - $493K
|
12.2K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.67KNew |
$255K - $351K
|
8.67K
$474K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.66KNew |
$196K - $269K
|
6.66K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
6.35KNew |
$187K - $257K
|
6.35K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.68K+ 0.85% |
$108K - $149K
|
434K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.67K+ 49.81% |
$108K - $148K
|
11K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$83K - $114K
|
2.82K
$154K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
434New |
$12.8K - $17.6K
|
434
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
415+ 56.69% |
$12.2K - $16.8K
|
1.15K
$62.7K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
348New |
$10.2K - $14.1K
|
348
$19K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
132+ 0.39% |
$3.88K - $5.34K
|
33.6K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130New |
$3.82K - $5.26K
|
130
$7.11K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 93.22% |
$1.62K - $2.23K
|
114
$6.24K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$412 - $567
|
14
$766
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$294 - $405
|
10
$547
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$206 - $283
|
7
$383
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$88.3 - $121
|
3
$164
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
375KNew |
$11.5M - $14.3M
|
375K
$20.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136KNew |
$4.18M - $5.19M
|
136K
$7.45M
|
|
|
Apr 25, 2025
Q4 2022
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
30KNew |
$920K - $1.14M
|
30K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
13KNew |
$399K - $495K
|
13K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$333K - $414K
|
10.9K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.6K+ 11.86% |
$326K - $405K
|
100K
$5.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.37KNew |
$257K - $319K
|
8.37K
$458K
|
|