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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
433
shares
|
$34,029
0.0% of portfolio
|
Q4 2022
Added 20.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
432
shares
|
$33,950
0.0% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
431
shares
|
$33,872
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
425
shares
|
$33,400
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
421
shares
|
$33,086
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
405
shares
|
$31,828
0.02% of portfolio
|
Q3 2024
Reduced 37.21%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
395
shares
|
$31,043
0.0% of portfolio
|
Q1 2024
Reduced 96.73%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
380
shares
|
$29,864
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Peregrine Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
340
shares
|
$26,720
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
320
shares
|
$25,148
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
320
shares
|
$25,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
312
shares
|
$24,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
300
shares
|
$23,577
0.0% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
290
shares
|
$22,791
0.0% of portfolio
|
Q3 2023
Reduced 42.0%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
287
shares
|
$22,555
0.0% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
264
shares
|
$20,747
0.01% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
254
shares
|
$19,961
0.0% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
252
shares
|
$19,804
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
247
shares
|
$19,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
240
shares
|
$18,861
0.01% of portfolio
|
Q4 2023
Reduced 53.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
220
shares
|
$17,289
0.0% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
219
shares
|
$17,211
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
212
shares
|
$16,661
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
205
shares
|
$16,110
0.0% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
201
shares
|
$15,796
0.0% of portfolio
|
Q4 2022
Reduced 69.12%
|