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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5+ 5.32% |
$195 - $231
|
99
$7.42K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$195 - $231
|
5
$375
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.47% |
$38.9 - $46.1
|
216
$16.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$38.9 - $46.1
|
17K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 1.6% |
$77.8 - $92.3
|
123
$9.21K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.06% |
$77.8 - $92.3
|
3.57K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- 3.31% |
$234 - $277
|
175
$13.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7- 2.31% |
$272 - $323
|
296
$22.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22- 0.35% |
$856 - $1.01K
|
6.2K
$464K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 96.15% |
$973 - $1.15K
|
1
$74.9
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-31- 2.75% |
$1.21K - $1.43K
|
1.1K
$82K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-50- 10.87% |
$1.95K - $2.31K
|
410
$30.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-72- 4.1% |
$2.8K - $3.32K
|
1.68K
$126K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-75- 0.37% |
$2.92K - $3.46K
|
20.1K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-75- 10.42% |
$2.92K - $3.46K
|
645
$48.3K
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-113- 1.62% |
$4.4K - $5.21K
|
6.86K
$514K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-115- 0.09% |
$4.48K - $5.3K
|
122K
$9.16M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-121- 2.34% |
$4.71K - $5.58K
|
5.05K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-123- 1.99% |
$4.79K - $5.67K
|
6.06K
$454K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-125- 4.0% |
$4.87K - $5.77K
|
3K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-142- 2.24% |
$5.53K - $6.55K
|
6.21K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-148- 2.97% |
$5.76K - $6.83K
|
4.83K
$362K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-149- 2.31% |
$5.8K - $6.87K
|
6.29K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-150- 1.03% |
$5.84K - $6.92K
|
14.3K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-152- 2.18% |
$5.92K - $7.01K
|
6.81K
$510K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-155- 34.07% |
$6.03K - $7.15K
|
300
$22.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 2.26% |
$6.62K - $7.84K
|
7.36K
$552K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-191- 0.81% |
$7.43K - $8.81K
|
23.5K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-195- 7.42% |
$7.59K - $9K
|
2.43K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-232- 3.45% |
$9.03K - $10.7K
|
6.49K
$486K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-282- 4.27% |
$11K - $13K
|
6.32K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-295- 4.36% |
$11.5K - $13.6K
|
6.47K
$485K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-343- 2.41% |
$13.3K - $15.8K
|
13.9K
$1.04M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-358- 86.06% |
$13.9K - $16.5K
|
58
$4.34K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-370- 3.28% |
$14.4K - $17.1K
|
10.9K
$819K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 22.7% |
$14.4K - $17.1K
|
1.26K
$94.4K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-383- 33.07% |
$14.9K - $17.7K
|
775
$58.1K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-444- 86.89% |
$17.3K - $20.5K
|
67
$5.02K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-468- 11.82% |
$18.2K - $21.6K
|
3.49K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-478- 0.42% |
$18.6K - $22.1K
|
113K
$8.49M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-589- 6.65% |
$22.9K - $27.2K
|
8.27K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-617- 50.37% |
$24K - $28.5K
|
608
$45.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-648- 5.93% |
$25.2K - $29.9K
|
10.3K
$770K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-691- 4.93% |
$26.9K - $31.9K
|
13.3K
$998K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-708- 0.38% |
$27.6K - $32.7K
|
185K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-725- 4.56% |
$28.2K - $33.4K
|
15.2K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-745- 2.92% |
$29K - $34.4K
|
24.8K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-795- 1.69% |
$30.9K - $36.7K
|
46.3K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-825- 2.54% |
$32.1K - $38.1K
|
31.6K
$2.37M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-850- 4.55% |
$33.1K - $39.2K
|
17.9K
$1.34M
|