Purchases and Sales Made in Q2 2025 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.7K+ 16.13% |
$275K - $376K
|
48.2K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.65K+ 98.37% |
$273K - $373K
|
13.4K
$820K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.49KNew |
$266K - $364K
|
6.49K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.46K+ 454.97% |
$265K - $362K
|
7.88K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.31K+ 0.56% |
$259K - $354K
|
1.13M
$69.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
6.27KNew |
$258K - $352K
|
6.27K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
6.26KNew |
$257K - $351K
|
6.26K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6KNew |
$246K - $337K
|
6K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.88KNew |
$241K - $330K
|
5.88K
$360K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.81KNew |
$239K - $326K
|
5.81K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.78KNew |
$237K - $324K
|
5.78K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
5.67K+ 38.71% |
$233K - $318K
|
20.3K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.61KNew |
$230K - $314K
|
5.61K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
5.58K+ 4.7% |
$229K - $313K
|
124K
$7.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.52KNew |
$227K - $309K
|
5.52K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.32KNew |
$218K - $298K
|
5.32K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.28KNew |
$217K - $296K
|
5.28K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
5.19KNew |
$213K - $291K
|
5.19K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 2.23% |
$207K - $283K
|
232K
$14.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.65K+ 85.76% |
$191K - $261K
|
10.1K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.57KNew |
$188K - $256K
|
4.57K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.32KNew |
$178K - $242K
|
4.32K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.99K+ 14.86% |
$164K - $224K
|
30.8K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.89K+ 17.25% |
$160K - $218K
|
26.4K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.87K+ 28.21% |
$159K - $217K
|
17.6K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.86K+ 15.15% |
$159K - $217K
|
29.3K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.85K+ 8.33% |
$158K - $216K
|
50.1K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.76K+ 69.3% |
$154K - $211K
|
9.18K
$562K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.71KNew |
$152K - $208K
|
3.71K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.66KNew |
$150K - $205K
|
3.66K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.6K+ 14.05% |
$148K - $202K
|
29.2K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.57K+ 25.75% |
$146K - $200K
|
17.4K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 51.2% |
$144K - $197K
|
10.4K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.47K+ 12.57% |
$143K - $195K
|
31.1K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.33K+ 40.1% |
$137K - $187K
|
11.6K
$713K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.26K+ 1568.75% |
$134K - $183K
|
3.47K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
3.14K+ 20.51% |
$129K - $176K
|
18.4K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.95K+ 3.03% |
$121K - $166K
|
100K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.95K+ 7.57% |
$121K - $165K
|
41.9K
$2.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.9K+ 278.16% |
$119K - $163K
|
3.95K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
2.82K+ 1.65% |
$116K - $158K
|
173K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.75K+ 11.85% |
$113K - $154K
|
26K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.73K+ 567.22% |
$112K - $153K
|
3.22K
$197K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.69K+ 12.44% |
$110K - $151K
|
24.3K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.66K+ 3.04% |
$109K - $149K
|
90.1K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.63K+ 15.21% |
$108K - $148K
|
19.9K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.61K+ 8.64% |
$107K - $146K
|
32.8K
$2.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.59KNew |
$106K - $145K
|
2.59K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
BUY
|
- |
2.54K+ 65.8% |
$104K - $143K
|
6.41K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2.5K+ 15.17% |
$103K - $140K
|
19K
$1.16M
|