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 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-84- 38.71% |
$2.44K - $2.8K
|
133
$10.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-86- 1.42% |
$2.5K - $2.87K
|
5.96K
$472K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-86- 1.42% |
$2.5K - $2.87K
|
5.96K
$472K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-111- 35.13% |
$3.23K - $3.7K
|
205
$16.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-144- 2.08% |
$4.19K - $4.81K
|
6.78K
$537K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-171- 27.32% |
$4.97K - $5.71K
|
455
$36K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-173- 2.21% |
$5.03K - $5.77K
|
7.67K
$607K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-208- 3.02% |
$6.05K - $6.94K
|
6.69K
$530K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-208- 7.33% |
$6.05K - $6.94K
|
2.63K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-246- 12.81% |
$7.15K - $8.21K
|
1.67K
$133K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-246- 12.81% |
$7.15K - $8.21K
|
1.67K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-284- 0.33% |
$8.26K - $9.48K
|
85.3K
$6.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-300- 0.22% |
$8.72K - $10K
|
133K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-302- 3.24% |
$8.78K - $10.1K
|
9.03K
$715K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-349- 0.93% |
$10.1K - $11.6K
|
37.2K
$2.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-392- 1.66% |
$11.4K - $13.1K
|
23.2K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-400- 0.94% |
$11.6K - $13.3K
|
42.3K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-438- 2.01% |
$12.7K - $14.6K
|
21.3K
$1.69M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-442- 4.21% |
$12.9K - $14.7K
|
10K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-490- 0.61% |
$14.2K - $16.4K
|
79.5K
$6.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-500- 0.42% |
$14.5K - $16.7K
|
118K
$9.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.65% |
$14.5K - $16.7K
|
76.4K
$6.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-528- 5.87% |
$15.4K - $17.6K
|
8.46K
$670K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-534- 2.42% |
$15.5K - $17.8K
|
21.5K
$1.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-547- 2.22% |
$15.9K - $18.3K
|
24.1K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-580- 3.13% |
$16.9K - $19.4K
|
17.9K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-614- 5.46% |
$17.9K - $20.5K
|
10.6K
$843K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-656- 3.19% |
$19.1K - $21.9K
|
19.9K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-660- 2.64% |
$19.2K - $22K
|
24.3K
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-700- 4.49% |
$20.4K - $23.4K
|
14.9K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-720- 0.38% |
$20.9K - $24K
|
190K
$15M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-771- 4.64% |
$22.4K - $25.7K
|
15.9K
$1.26M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-833- 0.24% |
$24.2K - $27.8K
|
343K
$27.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-888- 2.41% |
$25.8K - $29.6K
|
36K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-934- 2.01% |
$27.2K - $31.2K
|
45.5K
$3.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 2.57% |
$29.1K - $33.4K
|
37.9K
$3M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 11.2% |
$29.8K - $34.2K
|
8.12K
$643K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.09K- 1.51% |
$31.6K - $36.3K
|
70.8K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-1.17K- 0.26% |
$33.9K - $38.9K
|
453K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 3.37% |
$34.9K - $40K
|
34.4K
$2.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.27K- 1.22% |
$37K - $42.5K
|
103K
$8.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.37K- 1.38% |
$39.8K - $45.7K
|
97.6K
$7.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.45K- 1.92% |
$42.1K - $48.3K
|
73.7K
$5.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.68K- 42.5% |
$49K - $56.2K
|
2.28K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.73K- 0.39% |
$50.3K - $57.8K
|
445K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.74K- 4.12% |
$50.5K - $57.9K
|
40.4K
$3.2M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.77K- 7.09% |
$51.4K - $59K
|
23.1K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2K- 0.41% |
$58.1K - $66.7K
|
481K
$38.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2K- 13.89% |
$58.2K - $66.7K
|
12.4K
$982K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2K- 4.64% |
$58.2K - $66.8K
|
41.1K
$3.26M
|