Purchases and Sales Made in Q1 2025 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q1 2025. 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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
181+ 0.31% |
$9.45K - $14.7K
|
58K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 0.12% |
$8.62K - $13.4K
|
142K
$8.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 20.3% |
$8.36K - $13K
|
948
$54K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 469.7% |
$8.09K - $12.6K
|
188
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
142+ 2.18% |
$7.42K - $11.5K
|
6.65K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
141+ 2014.29% |
$7.36K - $11.5K
|
148
$8.43K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
132+ 33.33% |
$6.89K - $10.7K
|
528
$30.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
126+ 1.94% |
$6.58K - $10.2K
|
6.61K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
125+ 2.89% |
$6.53K - $10.2K
|
4.45K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
120+ 0.33% |
$6.27K - $9.76K
|
36.2K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
104New |
$5.43K - $8.46K
|
104
$5.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
103+ 1.1% |
$5.38K - $8.37K
|
9.45K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
103+ 332.26% |
$5.38K - $8.37K
|
134
$7.63K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.81% |
$5.22K - $8.13K
|
12.4K
$704K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98New |
$5.12K - $7.97K
|
98
$5.58K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96+ 0.54% |
$5.01K - $7.81K
|
17.8K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
93+ 6.96% |
$4.86K - $7.56K
|
1.43K
$81.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 1.6% |
$3.97K - $6.18K
|
4.82K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
72+ 0.33% |
$3.76K - $5.85K
|
21.8K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68+ 1.36% |
$3.55K - $5.53K
|
5.07K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
67New |
$3.5K - $5.45K
|
67
$3.81K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
65+ 17.52% |
$3.39K - $5.29K
|
436
$24.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
59+ 0.97% |
$3.08K - $4.8K
|
6.14K
$349K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
53New |
$2.77K - $4.31K
|
53
$3.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 74.29% |
$2.72K - $4.23K
|
122
$6.95K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
50New |
$2.61K - $4.07K
|
50
$2.85K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
42+ 0.3% |
$2.19K - $3.42K
|
14.1K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
41+ 0.7% |
$2.14K - $3.33K
|
5.87K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
41+ 0.61% |
$2.14K - $3.33K
|
6.73K
$383K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40New |
$2.09K - $3.25K
|
40
$2.28K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
30New |
$1.57K - $2.44K
|
30
$1.71K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.49% |
$1.51K - $2.36K
|
5.98K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.64% |
$1.46K - $2.28K
|
4.41K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27New |
$1.41K - $2.2K
|
27
$1.54K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 0.15% |
$1.36K - $2.11K
|
17.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22+ 2.43% |
$1.15K - $1.79K
|
929
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22+ 0.31% |
$1.15K - $1.79K
|
7.03K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$940 - $1.46K
|
18
$1.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$888 - $1.38K
|
17
$968
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$836 - $1.3K
|
16
$911
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 300.0% |
$783 - $1.22K
|
20
$1.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14New |
$731 - $1.14K
|
14
$797
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 260.0% |
$679 - $1.06K
|
18
$1.02K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13New |
$679 - $1.06K
|
13
$740
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.94% |
$522 - $813
|
526
$30K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$418 - $650
|
8
$456
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 50.0% |
$418 - $650
|
24
$1.37K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 10.45% |
$366 - $569
|
74
$4.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 400.0% |
$209 - $325
|
5
$285
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$209 - $325
|
4
$228
|