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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16K+ 183.52% |
$515K - $618K
|
24.7K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.4K+ 112.13% |
$336K - $402K
|
19.7K
$1.61M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
8.96KNew |
$289K - $346K
|
8.96K
$732K
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.65KNew |
$279K - $335K
|
8.65K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
7.26KNew |
$234K - $281K
|
7.26K
$594K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.27KNew |
$202K - $243K
|
6.27K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.27KNew |
$202K - $242K
|
6.27K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
3.52K+ 29.89% |
$114K - $136K
|
15.3K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$39.7K - $47.6K
|
1.23K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
971+ 0.37% |
$31.3K - $37.5K
|
264K
$21.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
425New |
$13.7K - $16.4K
|
425
$34.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
262+ 3.77% |
$8.45K - $10.1K
|
7.22K
$590K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
212New |
$6.84K - $8.2K
|
212
$17.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
174New |
$5.61K - $6.73K
|
174
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
78+ 13.0% |
$2.52K - $3.02K
|
678
$55.4K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
58+ 1.39% |
$1.87K - $2.24K
|
4.23K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 100.0% |
$1.68K - $2.01K
|
104
$8.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$419 - $503
|
13
$1.06K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 200.0% |
$258 - $309
|
12
$981
|
|
|
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
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
140KNew |
$4.07M - $4.67M
|
140K
$11.4M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
90.1K+ 90.81% |
$2.62M - $3.01M
|
189K
$15.5M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
37.1KNew |
$1.08M - $1.24M
|
37.1K
$3.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36KNew |
$1.05M - $1.2M
|
36K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 130.69% |
$294K - $337K
|
17.8K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.23KNew |
$268K - $308K
|
9.23K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
9K+ 3.33% |
$262K - $300K
|
280K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.58KNew |
$220K - $253K
|
7.58K
$620K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 27.64% |
$197K - $226K
|
31.3K
$2.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
6.2KNew |
$180K - $207K
|
6.2K
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
6KNew |
$174K - $200K
|
6K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.46K+ 59.43% |
$130K - $149K
|
12K
$977K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 283.65% |
$99.9K - $115K
|
4.65K
$380K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.3K+ 44.59% |
$96K - $110K
|
10.7K
$875K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.6KNew |
$46.5K - $53.4K
|
1.6K
$131K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
708+ 162.01% |
$20.6K - $23.6K
|
1.15K
$93.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
654New |
$19K - $21.8K
|
654
$53.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
301+ 1.64% |
$8.75K - $10K
|
18.7K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$1.02K - $1.17K
|
35
$2.86K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
11New |
$320 - $367
|
11
$899
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5MNew |
$73.5M - $101M
|
2.5M
$204M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
128K+ 157.57% |
$3.77M - $5.19M
|
210K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
85KNew |
$2.5M - $3.44M
|
85K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
50.9KNew |
$1.5M - $2.06M
|
50.9K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$858K - $1.18M
|
29.2K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
26.2KNew |
$771K - $1.06M
|
26.2K
$2.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25.9K+ 29.69% |
$761K - $1.05M
|
113K
$9.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.8KNew |
$728K - $1M
|
24.8K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
24.3KNew |
$715K - $983K
|
24.3K
$1.99M
|
|