Purchases and Sales Made in Q2 2024 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.46KNew |
$224K - $271K
|
5.46K
$432K
|
|
Aug 14, 2024
Q2 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
5.23KNew |
$214K - $260K
|
5.23K
$414K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.88KNew |
$200K - $243K
|
4.88K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.85K+ 18.12% |
$199K - $241K
|
31.6K
$2.5M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4.64K+ 35.48% |
$190K - $231K
|
17.7K
$1.4M
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.63KNew |
$190K - $230K
|
4.63K
$367K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.52KNew |
$185K - $225K
|
4.52K
$358K
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.33KNew |
$177K - $215K
|
4.33K
$342K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.32K+ 40.41% |
$177K - $215K
|
15K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.27KNew |
$175K - $213K
|
4.27K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.23KNew |
$173K - $210K
|
4.23K
$335K
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.22K+ 79.59% |
$173K - $210K
|
9.51K
$753K
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.2KNew |
$172K - $209K
|
4.2K
$333K
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$172K - $208K
|
4.18K
$331K
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.18K+ 0.84% |
$171K - $208K
|
499K
$39.5M
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.15KNew |
$170K - $206K
|
4.15K
$328K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
4.1KNew |
$168K - $204K
|
4.1K
$325K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.06KNew |
$167K - $202K
|
4.06K
$322K
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4KNew |
$164K - $199K
|
4K
$317K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.43K+ 11.69% |
$141K - $171K
|
32.8K
$2.6M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3K+ 14.31% |
$123K - $149K
|
23.9K
$1.89M
|
|
Jul 31, 2024
Q2 2024
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
2.82K+ 1.19% |
$116K - $140K
|
240K
$19M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 21.42% |
$104K - $127K
|
14.4K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 10.1% |
$103K - $124K
|
27.3K
$2.16M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.36K+ 49.72% |
$97K - $118K
|
7.12K
$564K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.27K+ 6.39% |
$93.3K - $113K
|
37.9K
$3M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.2KNew |
$90.3K - $109K
|
2.2K
$174K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.11K+ 10.68% |
$86.6K - $105K
|
21.9K
$1.73M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 5.43% |
$74K - $89.7K
|
35K
$2.77M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.65K+ 3.77% |
$67.6K - $82K
|
45.3K
$3.59M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.63KNew |
$66.7K - $80.9K
|
1.63K
$129K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.61K+ 9.81% |
$65.9K - $79.9K
|
18K
$1.42M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.6KNew |
$65.7K - $79.6K
|
1.6K
$127K
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.56K+ 9.59% |
$63.9K - $77.5K
|
17.8K
$1.41M
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.5K+ 3.82% |
$61.4K - $74.4K
|
40.6K
$3.21M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.37K+ 4.09% |
$56.1K - $68K
|
34.8K
$2.76M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33K+ 306.0% |
$54.4K - $65.9K
|
1.76K
$139K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.31K+ 18.85% |
$53.7K - $65.1K
|
8.26K
$654K
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.3K+ 0.39% |
$53.4K - $64.7K
|
334K
$26.4M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 0.82% |
$53.2K - $64.5K
|
160K
$12.7M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 10.66% |
$52.4K - $63.6K
|
13.3K
$1.05M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.23K+ 2.65% |
$50.3K - $61K
|
47.5K
$3.76M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.18K+ 89.72% |
$48.3K - $58.6K
|
2.49K
$197K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.16K+ 3.76% |
$47.5K - $57.6K
|
31.9K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.14K+ 0.3% |
$46.7K - $56.7K
|
378K
$29.9M
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
1.09K+ 4.55% |
$44.7K - $54.2K
|
25.1K
$1.98M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
984+ 19.78% |
$40.4K - $49K
|
5.96K
$472K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
960New |
$39.4K - $47.8K
|
960
$76K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
921+ 0.08% |
$37.8K - $45.8K
|
1.23M
$97.1M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
826+ 3.17% |
$33.9K - $41.1K
|
26.8K
$2.13M
|