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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$157 - $244
|
3
$171
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$104 - $163
|
6.32K
$360K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$104 - $163
|
2
$114
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$52.2 - $81.3
|
17K
$970K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.7% |
$52.2 - $81.3
|
38
$2.16K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.45% |
$52.2 - $81.3
|
221
$12.6K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$52.2 - $81.3
|
0
$0
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 25.0% |
$104 - $163
|
6
$342
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.58% |
$104 - $163
|
344
$19.6K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 6.38% |
$157 - $244
|
44
$2.51K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-9- 2.69% |
$470 - $732
|
326
$18.6K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 19.61% |
$522 - $813
|
41
$2.33K
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-12- 0.06% |
$627 - $976
|
19.4K
$1.1M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-19- 0.42% |
$992 - $1.54K
|
4.49K
$256K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 0.14% |
$1.15K - $1.79K
|
15.4K
$878K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-23- 3.53% |
$1.2K - $1.87K
|
629
$35.8K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 96.67% |
$1.51K - $2.36K
|
1
$56.9
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 0.22% |
$1.57K - $2.44K
|
13.5K
$770K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-40- 1.53% |
$2.09K - $3.25K
|
2.58K
$147K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 2.8% |
$2.09K - $3.25K
|
1.39K
$79.1K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-49- 41.53% |
$2.56K - $3.98K
|
69
$3.93K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-61- 1.54% |
$3.19K - $4.96K
|
3.9K
$222K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-63- 2.44% |
$3.29K - $5.12K
|
2.52K
$144K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-73- 25.98% |
$3.81K - $5.94K
|
208
$11.8K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 1.22% |
$3.92K - $6.1K
|
6.05K
$345K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-81- 0.32% |
$4.23K - $6.59K
|
24.9K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-88- 19.64% |
$4.6K - $7.16K
|
360
$20.5K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-94- 1.22% |
$4.91K - $7.64K
|
7.63K
$434K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-98- 0.57% |
$5.12K - $7.97K
|
17.1K
$972K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 0.68% |
$5.22K - $8.13K
|
14.7K
$836K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.3% |
$5.22K - $8.13K
|
33K
$1.88M
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 1.79% |
$5.22K - $8.13K
|
5.5K
$313K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.08% |
$5.22K - $8.13K
|
1.87K
$106K
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 0.05% |
$5.22K - $8.13K
|
212K
$12M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-105- 78.36% |
$5.48K - $8.54K
|
29
$1.65K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110- 0.73% |
$5.74K - $8.94K
|
14.9K
$849K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-111- 2.86% |
$5.8K - $9.03K
|
3.77K
$214K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-115- 6.27% |
$6.01K - $9.35K
|
1.72K
$97.9K
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.6% |
$6.53K - $10.2K
|
20.7K
$1.18M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-129- 26.27% |
$6.74K - $10.5K
|
362
$20.6K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-143- 50.0% |
$7.47K - $11.6K
|
143
$8.14K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-153- 4.82% |
$7.99K - $12.4K
|
3.02K
$172K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-185- 3.04% |
$9.66K - $15K
|
5.89K
$336K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-190- 3.56% |
$9.92K - $15.4K
|
5.15K
$293K
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-216- 0.78% |
$11.3K - $17.6K
|
27.6K
$1.57M
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-226- 1.52% |
$11.8K - $18.4K
|
14.6K
$834K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-233- 1.02% |
$12.2K - $18.9K
|
22.6K
$1.29M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-233- 64.01% |
$12.2K - $18.9K
|
131
$7.46K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237Closed |
$12.4K - $19.3K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-263- 15.64% |
$13.7K - $21.4K
|
1.42K
$80.8K
|