Institutional Ownership Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF). We have compiled data on the 585 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $9.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,314
shares
|
$103,267
0.03% of portfolio
|
Q1 2022
Reduced 29.99%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,274
shares
|
$100,123
0.0% of portfolio
|
Q3 2024
Added 14055.56%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,260
shares
|
$99,023
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,240
shares
|
$97,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,232
shares
|
$96,822
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,223
shares
|
$96,115
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,140
shares
|
$89,592
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,079
shares
|
$84,798
0.0% of portfolio
|
Q2 2020
Reduced 19.78%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,071
shares
|
$84,169
0.01% of portfolio
|
Q3 2024
Added 68.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,000
shares
|
$78,590
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
788
shares
|
$61,928
0.01% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
771
shares
|
$60,592
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
679
shares
|
$53,362
0.0% of portfolio
|
Q4 2022
Reduced 28.3%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
679
shares
|
$53,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
678
shares
|
$53,284
0.01% of portfolio
|
Q3 2023
Added 13.0%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
654
shares
|
$51,397
0.03% of portfolio
|
Q3 2024
Added 116.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
623
shares
|
$48,961
0.0% of portfolio
|
Q3 2024
Added 49.76%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
615
shares
|
$48,332
0.0% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
595
shares
|
$46,761
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
568
shares
|
$44,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
524
shares
|
$41,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
516
shares
|
$40,552
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
491
shares
|
$38,587
0.02% of portfolio
|
Q4 2023
Reduced 24.69%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
446
shares
|
$35,051
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
434
shares
|
$34,108
0.0% of portfolio
|
Q1 2023
New holding
|