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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.2KNew |
$358K - $493K
|
12.2K
$913K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.67KNew |
$255K - $351K
|
8.67K
$650K
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.66KNew |
$196K - $269K
|
6.66K
$499K
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
6.35KNew |
$187K - $257K
|
6.35K
$476K
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.68K+ 0.85% |
$108K - $149K
|
434K
$32.5M
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.67K+ 49.81% |
$108K - $148K
|
11K
$826K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$83K - $114K
|
2.82K
$211K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
434New |
$12.8K - $17.6K
|
434
$32.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
415+ 56.69% |
$12.2K - $16.8K
|
1.15K
$85.9K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
348New |
$10.2K - $14.1K
|
348
$26.1K
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
132+ 0.39% |
$3.88K - $5.34K
|
33.6K
$2.52M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130New |
$3.82K - $5.26K
|
130
$9.74K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 93.22% |
$1.62K - $2.23K
|
114
$8.54K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$412 - $567
|
14
$1.05K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$294 - $405
|
10
$749
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$206 - $283
|
7
$524
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$88.3 - $121
|
3
$225
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
375KNew |
$11.5M - $14.3M
|
375K
$28.1M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
136KNew |
$4.18M - $5.19M
|
136K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
13KNew |
$399K - $495K
|
13K
$974K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
12KNew |
$370K - $459K
|
12K
$903K
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$333K - $414K
|
10.9K
$813K
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.6K+ 11.86% |
$326K - $405K
|
100K
$7.5M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.37KNew |
$257K - $319K
|
8.37K
$627K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.46KNew |
$229K - $284K
|
7.46K
$559K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
6.56K+ 14.01% |
$201K - $250K
|
53.3K
$4M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.45KNew |
$198K - $246K
|
6.45K
$483K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.88KNew |
$181K - $224K
|
5.88K
$441K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 233.33% |
$107K - $133K
|
5K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.13KNew |
$96K - $119K
|
3.13K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3KNew |
$92K - $114K
|
3K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.58KNew |
$79.1K - $98.2K
|
2.58K
$193K
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$30.7K - $38.1K
|
1K
$74.9K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
807New |
$24.8K - $30.8K
|
807
$60.5K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
708+ 6.52% |
$21.7K - $27K
|
11.6K
$867K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
400+ 2.33% |
$12.3K - $15.2K
|
17.6K
$1.32M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
260New |
$7.98K - $9.91K
|
260
$19.5K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
149New |
$4.57K - $5.68K
|
149
$11.2K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
102New |
$3.13K - $3.89K
|
102
$7.64K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$3.07K - $3.81K
|
100
$7.49K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73+ 20.28% |
$2.24K - $2.78K
|
433
$32.4K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.04K - $1.3K
|
34
$2.55K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$644 - $800
|
21
$1.57K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$614 - $762
|
20
$1.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$614 - $762
|
20
$1.5K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 6.93% |
$430 - $534
|
216
$16.2K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12New |
$368 - $457
|
12
$899
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
434KNew |
$11.9M - $15.2M
|
434K
$32.5M
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
124KNew |
$3.41M - $4.37M
|
124K
$9.3M
|
|
Oct 31, 2022
Q3 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
78.1KNew |
$2.14M - $2.75M
|
78.1K
$5.85M
|