Purchases and Sales Made in Q2 2023 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307+ 60.91% |
$8.93K - $10.2K
|
811
$64.2K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
305+ 2.05% |
$8.87K - $10.2K
|
15.2K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
301+ 1.64% |
$8.75K - $10K
|
18.7K
$1.48M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.66% |
$8.72K - $10K
|
46K
$3.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
241+ 2.04% |
$7.01K - $8.04K
|
12K
$953K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
202+ 3.02% |
$5.87K - $6.74K
|
6.88K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
170+ 1.55% |
$4.94K - $5.67K
|
11.2K
$884K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 3.59% |
$4.83K - $5.54K
|
4.79K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
157+ 0.95% |
$4.57K - $5.24K
|
16.6K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
144+ 1.34% |
$4.19K - $4.81K
|
10.9K
$864K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
141+ 32.64% |
$4.1K - $4.71K
|
573
$45.4K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
130+ 0.98% |
$3.78K - $4.34K
|
13.4K
$1.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100+ 3.31% |
$2.91K - $3.34K
|
3.13K
$247K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 78.48% |
$1.8K - $2.07K
|
141
$11.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
62+ 0.98% |
$1.8K - $2.07K
|
6.42K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
42+ 0.42% |
$1.22K - $1.4K
|
10K
$795K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38New |
$1.11K - $1.27K
|
38
$3.01K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$1.02K - $1.17K
|
35
$2.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35New |
$1.02K - $1.17K
|
35
$2.77K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 10.42% |
$872 - $1K
|
318
$25.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
28+ 0.35% |
$814 - $934
|
8.08K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 48.57% |
$494 - $567
|
52
$4.12K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
11New |
$320 - $367
|
11
$871
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.31% |
$233 - $267
|
2.56K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.35% |
$29.1 - $33.4
|
75
$5.94K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.34% |
$29.1 - $33.4
|
294
$23.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.71% |
$29.1 - $33.4
|
141
$11.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 5.56% |
$87.2 - $100
|
51
$4.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 4.62% |
$87.2 - $100
|
62
$4.91K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 71.43% |
$145 - $167
|
2
$158
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 0.32% |
$174 - $200
|
1.85K
$146K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 21.21% |
$407 - $467
|
52
$4.12K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-31- 3.24% |
$901 - $1.03K
|
927
$73.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-37- 0.12% |
$1.08K - $1.23K
|
31.4K
$2.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40- 6.11% |
$1.16K - $1.33K
|
615
$48.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42- 18.92% |
$1.22K - $1.4K
|
180
$14.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 70.59% |
$1.4K - $1.6K
|
20
$1.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-50- 0.15% |
$1.45K - $1.67K
|
32.7K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-53- 13.09% |
$1.54K - $1.77K
|
352
$27.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-56- 0.04% |
$1.63K - $1.87K
|
152K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-59- 2.59% |
$1.72K - $1.97K
|
2.22K
$176K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-61- 2.27% |
$1.77K - $2.04K
|
2.63K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 0.98% |
$1.89K - $2.17K
|
6.59K
$521K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-66- 15.83% |
$1.92K - $2.2K
|
351
$27.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-76- 10.19% |
$2.21K - $2.54K
|
670
$53.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76- 1.08% |
$2.21K - $2.54K
|
6.96K
$551K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-77- 5.63% |
$2.24K - $2.57K
|
1.29K
$102K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-77- 1.09% |
$2.24K - $2.57K
|
6.96K
$551K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 23.78% |
$2.41K - $2.77K
|
266
$21.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-84- 0.56% |
$2.44K - $2.8K
|
15K
$1.18M
|