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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.86KNew |
$177K - $233K
|
2.86K
$161K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85KNew |
$177K - $233K
|
2.85K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 3943.06% |
$176K - $232K
|
2.91K
$164K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$176K - $232K
|
2.84K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 6.65% |
$175K - $231K
|
45.4K
$2.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$158K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$157K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.76K+ 9.24% |
$171K - $226K
|
32.7K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.76KNew |
$171K - $225K
|
2.76K
$155K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.75KNew |
$170K - $225K
|
2.75K
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.71KNew |
$168K - $221K
|
2.71K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.69KNew |
$167K - $220K
|
2.69K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.67K+ 9.44% |
$165K - $218K
|
30.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.66KNew |
$165K - $218K
|
2.66K
$150K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.64KNew |
$164K - $216K
|
2.64K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.59KNew |
$161K - $212K
|
2.59K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 45.98% |
$160K - $212K
|
8.22K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$159K - $209K
|
2.56K
$144K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.47K+ 37.39% |
$153K - $202K
|
9.08K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.46K+ 22.21% |
$153K - $201K
|
13.6K
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.33K+ 925.4% |
$144K - $191K
|
2.58K
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.29K+ 3.97% |
$142K - $187K
|
60.1K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2K+ 163.12% |
$124K - $163K
|
3.22K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 6.49% |
$119K - $156K
|
31.4K
$1.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.8KNew |
$112K - $147K
|
1.8K
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.66K+ 5.93% |
$103K - $135K
|
29.6K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 45.49% |
$99.6K - $131K
|
5.14K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 12.62% |
$92.1K - $122K
|
13.3K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.38K+ 20.35% |
$85.6K - $113K
|
8.17K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.37KNew |
$84.9K - $112K
|
1.37K
$77.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.26K+ 6.07% |
$77.7K - $103K
|
21.9K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 8.77% |
$77.1K - $102K
|
15.4K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 25.16% |
$76.2K - $101K
|
6.12K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1.2K+ 2.4% |
$74.3K - $98.1K
|
51.2K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.09K+ 8.36% |
$67.5K - $89.1K
|
14.1K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1K+ 4.14% |
$62K - $81.8K
|
25.2K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
794+ 21.37% |
$49.2K - $64.9K
|
4.51K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
780+ 20.09% |
$48.3K - $63.8K
|
4.66K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
733+ 3.9% |
$45.4K - $59.9K
|
19.5K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
652+ 758.14% |
$40.4K - $53.3K
|
738
$41.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
606+ 1.1% |
$37.5K - $49.5K
|
55.5K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
518+ 7.32% |
$32.1K - $42.3K
|
7.6K
$428K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
506+ 346.58% |
$31.3K - $41.4K
|
652
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
505+ 11.95% |
$31.3K - $41.3K
|
4.73K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
480+ 0.63% |
$29.7K - $39.2K
|
76.7K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
451+ 0.05% |
$27.9K - $36.9K
|
834K
$47M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
432+ 5.93% |
$26.8K - $35.3K
|
7.72K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 13.39% |
$23.2K - $30.7K
|
3.18K
$179K
|