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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
6.56K+ 14.01% |
$201K - $250K
|
53.3K
$2.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.88KNew |
$181K - $224K
|
5.88K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 233.33% |
$107K - $133K
|
5K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.13KNew |
$96K - $119K
|
3.13K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3KNew |
$92K - $114K
|
3K
$164K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$30.7K - $38.1K
|
1K
$54.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
807New |
$24.8K - $30.8K
|
807
$44.1K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
708+ 6.52% |
$21.7K - $27K
|
11.6K
$633K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
400+ 2.33% |
$12.3K - $15.2K
|
17.6K
$961K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
260New |
$7.98K - $9.91K
|
260
$14.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
149New |
$4.57K - $5.68K
|
149
$8.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102New |
$3.13K - $3.89K
|
102
$5.58K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$3.07K - $3.81K
|
100
$5.47K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73+ 20.28% |
$2.24K - $2.78K
|
433
$23.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.04K - $1.3K
|
34
$1.86K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$644 - $800
|
21
$1.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$614 - $762
|
20
$1.09K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$614 - $762
|
20
$1.09K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 6.93% |
$430 - $534
|
216
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12New |
$368 - $457
|
12
$656
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
434KNew |
$11.9M - $15.2M
|
434K
$23.7M
|
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
124KNew |
$3.41M - $4.37M
|
124K
$6.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
78.1KNew |
$2.14M - $2.75M
|
78.1K
$4.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
8.47K+ 27.63% |
$233K - $298K
|
39.1K
$2.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Wright Investors Service Inc
|
BUY
|
- |
7.39K+ 33.67% |
$203K - $260K
|
29.3K
$1.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.87KNew |
$106K - $136K
|
3.87K
$212K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
669New |
$18.4K - $23.5K
|
669
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
550+ 27.85% |
$15.1K - $19.3K
|
2.53K
$138K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
375New |
$10.3K - $13.2K
|
375
$20.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
101+ 0.78% |
$2.77K - $3.55K
|
13K
$709K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
61New |
$1.68K - $2.14K
|
61
$3.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31+ 0.22% |
$852 - $1.09K
|
14.1K
$772K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 32.36% |
$929K - $1.21M
|
144K
$7.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
30.8KNew |
$811K - $1.06M
|
30.8K
$1.69M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.8K+ 38.15% |
$496K - $647K
|
68.2K
$3.73M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9K+ 59.73% |
$237K - $309K
|
24.1K
$1.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.41K+ 7.95% |
$142K - $186K
|
73.4K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.5KNew |
$118K - $154K
|
4.5K
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.27KNew |
$86.2K - $112K
|
3.27K
$179K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 19.65% |
$34K - $44.3K
|
7.86K
$430K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.25K+ 1.44% |
$32.9K - $42.9K
|
88.2K
$4.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.07K+ 10.0% |
$28.1K - $36.7K
|
11.8K
$643K
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
598+ 5.89% |
$15.7K - $20.5K
|
10.7K
$588K
|
|
|
Aug 12, 2022
Q2 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
386+ 0.16% |
$10.2K - $13.3K
|
248K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
219+ 1.01% |
$5.76K - $7.52K
|
22K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
47+ 11.63% |
$1.24K - $1.61K
|
451
$24.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
39New |
$1.03K - $1.34K
|
39
$2.13K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$158 - $206
|
6
$328
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$132 - $172
|
5
$274
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$26.3 - $34.3
|
1
$54.7
|
|