Purchases and Sales Made in Q1 2023 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q1 2023. The information is specifically focused on institutions that hold shares of Jefferies Financial Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
982+ 5.64% |
$28.9K - $39.7K
|
18.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
963+ 16.16% |
$28.3K - $39K
|
6.92K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
940+ 35.74% |
$27.7K - $38K
|
3.57K
$203K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
877+ 62.69% |
$25.8K - $35.5K
|
2.28K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
876+ 48.32% |
$25.8K - $35.5K
|
2.69K
$153K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
791+ 1.73% |
$23.3K - $32K
|
46.4K
$2.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
699+ 13.08% |
$20.6K - $28.3K
|
6.04K
$344K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
605+ 1.15% |
$17.8K - $24.5K
|
53.1K
$3.02M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
562+ 41.38% |
$16.5K - $22.7K
|
1.92K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
523+ 2.47% |
$15.4K - $21.2K
|
21.7K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
485+ 0.34% |
$14.3K - $19.6K
|
144K
$8.18M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
438+ 2.07% |
$12.9K - $17.7K
|
21.6K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
435+ 18.11% |
$12.8K - $17.6K
|
2.84K
$162K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
434New |
$12.8K - $17.6K
|
434
$24.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
417New |
$12.3K - $16.9K
|
417
$23.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
415+ 56.69% |
$12.2K - $16.8K
|
1.15K
$65.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
383+ 66.61% |
$11.3K - $15.5K
|
958
$54.5K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
373+ 5.94% |
$11K - $15.1K
|
6.65K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
348New |
$10.2K - $14.1K
|
348
$19.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
316+ 19.7% |
$9.3K - $12.8K
|
1.92K
$109K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
304+ 3.37% |
$8.94K - $12.3K
|
9.33K
$531K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
300+ 92.02% |
$8.83K - $12.1K
|
626
$35.6K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
292+ 208.57% |
$8.59K - $11.8K
|
432
$24.6K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
261+ 148.3% |
$7.68K - $10.6K
|
437
$24.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
190+ 1.23% |
$5.59K - $7.69K
|
15.7K
$891K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
183+ 13.83% |
$5.38K - $7.41K
|
1.51K
$85.8K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
161+ 5.23% |
$4.74K - $6.52K
|
3.24K
$184K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
157+ 4.53% |
$4.62K - $6.35K
|
3.62K
$206K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
134+ 139.58% |
$3.94K - $5.42K
|
230
$13.1K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
132+ 0.39% |
$3.88K - $5.34K
|
33.6K
$1.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130New |
$3.82K - $5.26K
|
130
$7.4K
|
|
|
May 11, 2023
Q1 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
125+ 0.03% |
$3.68K - $5.06K
|
454K
$25.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
104+ 0.79% |
$3.06K - $4.21K
|
13.3K
$756K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
93+ 0.11% |
$2.74K - $3.76K
|
85.6K
$4.87M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
91New |
$2.68K - $3.68K
|
91
$5.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
83+ 1.83% |
$2.44K - $3.36K
|
4.62K
$263K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 28.47% |
$2.41K - $3.32K
|
370
$21.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
76+ 1.09% |
$2.24K - $3.08K
|
7.04K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
62+ 24.41% |
$1.82K - $2.51K
|
316
$18K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
55+ 93.22% |
$1.62K - $2.23K
|
114
$6.49K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
51+ 0.81% |
$1.5K - $2.06K
|
6.35K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 139.39% |
$1.35K - $1.86K
|
79
$4.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 5.67% |
$1.18K - $1.62K
|
746
$42.5K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 0.54% |
$1.06K - $1.46K
|
6.68K
$380K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
31+ 0.26% |
$912 - $1.25K
|
11.8K
$671K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
23+ 0.29% |
$677 - $931
|
8.05K
$459K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 54.76% |
$677 - $931
|
65
$3.7K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$412 - $567
|
14
$797
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
14New |
$412 - $567
|
14
$797
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13+ 1300.0% |
$382 - $526
|
14
$797
|