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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$294 - $405
|
10
$569
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7New |
$206 - $283
|
7
$399
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.2% |
$147 - $202
|
2.55K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3New |
$88.3 - $121
|
3
$171
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.86% |
$29.4 - $40.5
|
36
$2.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.34% |
$29.4 - $40.5
|
293
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 12.5% |
$29.4 - $40.5
|
7
$399
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 55.56% |
$147 - $202
|
4
$228
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 4.72% |
$324 - $445
|
222
$12.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12- 0.02% |
$353 - $486
|
55.5K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 4.32% |
$382 - $526
|
288
$16.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15- 18.07% |
$441 - $607
|
68
$3.87K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 4.38% |
$471 - $648
|
349
$19.9K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-19- 0.31% |
$559 - $769
|
6.04K
$344K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-20- 0.22% |
$588 - $809
|
9.23K
$525K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23Closed |
$677 - $931
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-25- 0.09% |
$736 - $1.01K
|
27.5K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 11.79% |
$853 - $1.17K
|
217
$12.4K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 8.0% |
$1.18K - $1.62K
|
460
$26.2K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-51- 1.05% |
$1.5K - $2.06K
|
4.82K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-52- 0.34% |
$1.53K - $2.1K
|
15K
$857K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-80- 13.79% |
$2.35K - $3.24K
|
500
$28.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-84- 1.51% |
$2.47K - $3.4K
|
5.48K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-85- 1.22% |
$2.5K - $3.44K
|
6.9K
$393K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-96- 56.47% |
$2.82K - $3.89K
|
74
$4.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-126- 47.37% |
$3.71K - $5.1K
|
140
$7.97K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-145- 0.92% |
$4.27K - $5.87K
|
15.6K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-184- 1.45% |
$5.41K - $7.45K
|
12.5K
$710K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-188- 0.75% |
$5.53K - $7.61K
|
25K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-193- 1.58% |
$5.68K - $7.81K
|
12K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-211- 2.89% |
$6.21K - $8.54K
|
7.09K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-218- 1.85% |
$6.41K - $8.82K
|
11.6K
$659K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-258- 3.88% |
$7.59K - $10.4K
|
6.4K
$364K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-280- 1.91% |
$8.24K - $11.3K
|
14.4K
$820K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-300- 6.71% |
$8.83K - $12.1K
|
4.17K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-314- 1.85% |
$9.24K - $12.7K
|
16.6K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-335- 4.1% |
$9.86K - $13.6K
|
7.84K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-345- 2.29% |
$10.1K - $14K
|
14.7K
$837K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 20.37% |
$10.3K - $14.2K
|
1.37K
$77.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-357- 2.12% |
$10.5K - $14.4K
|
16.5K
$938K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-375- 0.86% |
$11K - $15.2K
|
43.1K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-402- 1.62% |
$11.8K - $16.3K
|
24.4K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-417- 0.16% |
$12.3K - $16.9K
|
256K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-418- 5.45% |
$12.3K - $16.9K
|
7.26K
$413K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-433- 4.55% |
$12.7K - $17.5K
|
9.09K
$518K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-460- 0.53% |
$13.5K - $18.6K
|
86.5K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-494- 0.4% |
$14.5K - $20K
|
122K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-500- 2.4% |
$14.7K - $20.2K
|
20.3K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Robotti Robert
New York, NY |
SELL
|
- |
-521- 0.12% |
$15.3K - $21.1K
|
432K
$24.6M
|