Purchases and Sales Made in Q1 2024 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q1 2024. 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 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
584+ 2.78% |
$22.7K - $26.9K
|
21.6K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
570+ 2.97% |
$22.2K - $26.3K
|
19.8K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
550+ 0.68% |
$21.4K - $25.4K
|
80.9K
$6.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
549New |
$21.4K - $25.3K
|
549
$41.1K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$19.5K - $23.1K
|
500
$37.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
458+ 0.34% |
$17.8K - $21.1K
|
134K
$10M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
441New |
$17.2K - $20.3K
|
441
$33K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
434+ 1.03% |
$16.9K - $20K
|
42.5K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
422+ 3.96% |
$16.4K - $19.5K
|
11.1K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
365+ 0.97% |
$14.2K - $16.8K
|
37.8K
$2.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 5.0% |
$14.2K - $16.8K
|
7.64K
$572K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
359+ 0.97% |
$14K - $16.6K
|
37.5K
$2.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
356+ 3.68% |
$13.9K - $16.4K
|
10K
$752K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
339+ 0.3% |
$13.2K - $15.6K
|
114K
$8.55M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
319+ 0.86% |
$12.4K - $14.7K
|
37.3K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
296+ 1.94% |
$11.5K - $13.7K
|
15.5K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
288+ 1.65% |
$11.2K - $13.3K
|
17.7K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
286+ 0.26% |
$11.1K - $13.2K
|
111K
$8.35M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
262+ 1.04% |
$10.2K - $12.1K
|
25.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
249+ 16.6% |
$9.69K - $11.5K
|
1.75K
$131K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219+ 2.35% |
$8.52K - $10.1K
|
9.55K
$715K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
210+ 1.16% |
$8.17K - $9.69K
|
18.4K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200New |
$7.78K - $9.23K
|
200
$15K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
181New |
$7.04K - $8.35K
|
181
$13.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
166+ 13.15% |
$6.46K - $7.66K
|
1.43K
$107K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
159+ 140.71% |
$6.19K - $7.33K
|
272
$20.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 9.78% |
$4.55K - $5.4K
|
1.31K
$98.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115New |
$4.48K - $5.3K
|
115
$8.61K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
99+ 1.9% |
$3.85K - $4.57K
|
5.3K
$397K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 27.21% |
$3.11K - $3.69K
|
374
$28K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
73+ 3.01% |
$2.84K - $3.37K
|
2.5K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64+ 2.36% |
$2.49K - $2.95K
|
2.77K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
63+ 0.37% |
$2.45K - $2.91K
|
17K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
62+ 1.08% |
$2.41K - $2.86K
|
5.8K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$2.26K - $2.68K
|
58
$4.34K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
48+ 0.14% |
$1.87K - $2.21K
|
33.9K
$2.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
47+ 0.72% |
$1.83K - $2.17K
|
6.57K
$492K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 10.2% |
$1.56K - $1.85K
|
432
$32.4K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 3300.0% |
$1.28K - $1.52K
|
34
$2.55K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
30+ 0.35% |
$1.17K - $1.38K
|
8.5K
$637K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20New |
$778 - $923
|
20
$1.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 46.51% |
$778 - $923
|
63
$4.72K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.34% |
$662 - $784
|
5.01K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 1.27% |
$662 - $784
|
1.36K
$102K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
15+ 7.11% |
$584 - $692
|
226
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 0.03% |
$506 - $600
|
40.6K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$467 - $554
|
12
$899
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 3.6% |
$311 - $369
|
230
$17.2K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$234 - $277
|
6
$449
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 1.2% |
$234 - $277
|
506
$37.9K
|