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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
338+ 3.52% |
$13.9K - $19K
|
9.93K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
337New |
$13.8K - $18.9K
|
337
$20.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
330+ 3.87% |
$13.5K - $18.5K
|
8.86K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
311+ 19.07% |
$12.8K - $17.4K
|
1.94K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
309+ 10.23% |
$12.7K - $17.3K
|
3.33K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
300+ 5.56% |
$12.3K - $16.8K
|
5.69K
$349K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
299+ 48.78% |
$12.3K - $16.8K
|
912
$55.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
289+ 4.17% |
$11.9K - $16.2K
|
7.23K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
270+ 4.56% |
$11.1K - $15.1K
|
6.19K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
224+ 3.05% |
$9.2K - $12.6K
|
7.58K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
206+ 1.46% |
$8.46K - $11.6K
|
14.4K
$879K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
202New |
$8.29K - $11.3K
|
202
$12.4K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.51% |
$8.21K - $11.2K
|
39.2K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.44% |
$8.21K - $11.2K
|
45.8K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
188+ 0.85% |
$7.72K - $10.5K
|
22.4K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
179+ 0.49% |
$7.35K - $10K
|
36.4K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
158New |
$6.49K - $8.86K
|
158
$9.67K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
119+ 1.84% |
$4.89K - $6.67K
|
6.6K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 13.33% |
$4.72K - $6.45K
|
978
$59.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
105+ 4.17% |
$4.31K - $5.89K
|
2.63K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$4.11K - $5.61K
|
100
$6.12K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
100+ 1.38% |
$4.11K - $5.61K
|
7.36K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
96+ 1.64% |
$3.94K - $5.38K
|
5.94K
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
89+ 1.98% |
$3.65K - $4.99K
|
4.58K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
88New |
$3.61K - $4.94K
|
88
$5.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
72New |
$2.96K - $4.04K
|
72
$4.41K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$2.92K - $3.98K
|
71
$4.35K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
68+ 523.08% |
$2.79K - $3.81K
|
81
$4.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
61+ 0.49% |
$2.5K - $3.42K
|
12.5K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
56+ 186.67% |
$2.3K - $3.14K
|
86
$5.27K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
55New |
$2.26K - $3.08K
|
55
$3.37K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
54+ 0.8% |
$2.22K - $3.03K
|
6.78K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 0.91% |
$2.05K - $2.8K
|
5.55K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 8.25% |
$2.05K - $2.8K
|
656
$40.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 32.87% |
$1.93K - $2.64K
|
190
$11.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.65% |
$1.6K - $2.19K
|
6.02K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
37+ 53.62% |
$1.52K - $2.08K
|
106
$6.49K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
35+ 0.79% |
$1.44K - $1.96K
|
4.44K
$272K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$1.23K - $1.68K
|
30
$1.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29+ 13.12% |
$1.19K - $1.63K
|
250
$15.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.54% |
$1.07K - $1.46K
|
4.84K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 0.87% |
$1.03K - $1.4K
|
2.9K
$177K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.73% |
$1.03K - $1.4K
|
3.46K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 4.56% |
$985 - $1.35K
|
550
$33.7K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 14.19% |
$862 - $1.18K
|
169
$10.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.36% |
$862 - $1.18K
|
5.91K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18+ 100.0% |
$739 - $1.01K
|
36
$2.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
16+ 0.09% |
$657 - $897
|
18.7K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15+ 0.4% |
$616 - $841
|
3.76K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 11.48% |
$575 - $785
|
136
$8.33K
|