Purchases and Sales Made in Q3 2024 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 0.25% |
$750 - $937
|
6.07K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15+ 1.98% |
$750 - $937
|
771
$57.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14New |
$700 - $875
|
14
$1.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 9.77% |
$650 - $812
|
146
$10.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 2.18% |
$550 - $687
|
516
$38.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 11.58% |
$550 - $687
|
106
$7.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.26% |
$450 - $562
|
3.51K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8New |
$400 - $500
|
8
$599
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$300 - $375
|
6
$449
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6+ 0.1% |
$300 - $375
|
6.27K
$469K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 3.33% |
$300 - $375
|
186
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 19.23% |
$250 - $312
|
31
$2.32K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$150 - $187
|
446
$33.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$99.9 - $125
|
14.1K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$99.9 - $125
|
2
$150
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2+ 0.02% |
$99.9 - $125
|
10K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$50 - $62.5
|
4.7K
$352K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$50 - $62.5
|
1
$74.9
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.46% |
$50 - $62.5
|
219
$16.4K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3- 0.78% |
$150 - $187
|
380
$28.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 3.33% |
$200 - $250
|
116
$8.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 2.93% |
$300 - $375
|
199
$14.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 7.69% |
$300 - $375
|
72
$5.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 14.08% |
$500 - $625
|
61
$4.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12- 0.07% |
$600 - $750
|
17K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 5.04% |
$700 - $875
|
264
$19.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 11.38% |
$700 - $875
|
109
$8.17K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 16.54% |
$1.1K - $1.37K
|
111
$8.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.72% |
$1.8K - $2.25K
|
4.99K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-40- 11.11% |
$2K - $2.5K
|
320
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-51- 1.13% |
$2.55K - $3.19K
|
4.47K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-51- 1.25% |
$2.55K - $3.19K
|
4.02K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 0.08% |
$3.1K - $3.87K
|
78K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71- 0.39% |
$3.55K - $4.44K
|
17.9K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.49% |
$3.75K - $4.69K
|
15.1K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-76- 50.0% |
$3.8K - $4.75K
|
76
$5.69K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-80- 0.26% |
$4K - $5K
|
30.2K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-84- 25.0% |
$4.2K - $5.25K
|
252
$18.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-87- 0.78% |
$4.35K - $5.44K
|
11.1K
$831K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-103- 1.7% |
$5.15K - $6.44K
|
5.96K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-122- 1.21% |
$6.1K - $7.62K
|
10K
$749K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-129- 84.31% |
$6.45K - $8.06K
|
24
$1.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-134- 0.45% |
$6.7K - $8.37K
|
29.5K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-138- 2.2% |
$6.9K - $8.62K
|
6.14K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-154- 0.32% |
$7.7K - $9.62K
|
47.3K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-175- 0.55% |
$8.74K - $10.9K
|
31.4K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-190- 0.47% |
$9.49K - $11.9K
|
40.4K
$3.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-198- 1.32% |
$9.89K - $12.4K
|
14.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-202- 2.92% |
$10.1K - $12.6K
|
6.71K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-240- 37.21% |
$12K - $15K
|
405
$30.3K
|