Purchases and Sales Made in Q3 2025 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
363K+ 5.2% |
$19.9M - $25.6M
|
7.35M
$405M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
176KNew |
$9.6M - $12.4M
|
176K
$9.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
21.1K+ 71.8% |
$1.15M - $1.48M
|
50.5K
$2.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
20.8KNew |
$1.14M - $1.46M
|
20.8K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
15KNew |
$820K - $1.06M
|
15K
$826K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
12K+ 120.86% |
$654K - $842K
|
21.9K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.9KNew |
$648K - $834K
|
11.9K
$653K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.05K+ 4.41% |
$386K - $496K
|
167K
$9.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.31KNew |
$345K - $444K
|
6.31K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.22K+ 57.73% |
$340K - $438K
|
17K
$936K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6.21K+ 8.97% |
$340K - $437K
|
75.5K
$4.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
4.05KNew |
$221K - $285K
|
4.05K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.57KNew |
$195K - $251K
|
3.57K
$197K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.53KNew |
$193K - $248K
|
3.53K
$194K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.11KNew |
$170K - $219K
|
3.11K
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.93K+ 24.53% |
$106K - $136K
|
9.81K
$540K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 13.8% |
$75K - $96.5K
|
11.3K
$622K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.25K+ 0.24% |
$68.6K - $88.2K
|
522K
$28.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.14KNew |
$62.3K - $80.2K
|
1.14K
$62.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.08K+ 5.34% |
$59.3K - $76.3K
|
21.4K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
834+ 5.68% |
$45.6K - $58.7K
|
15.5K
$855K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
686+ 11.43% |
$37.5K - $48.3K
|
6.69K
$368K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 1.89% |
$32.8K - $42.2K
|
32.3K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
469+ 9.47% |
$25.6K - $33K
|
5.42K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
461+ 17.86% |
$25.2K - $32.4K
|
3.04K
$168K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
386+ 20.59% |
$21.1K - $27.2K
|
2.26K
$125K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
371+ 5.41% |
$20.3K - $26.1K
|
7.23K
$398K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
357+ 5.77% |
$19.5K - $25.1K
|
6.55K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
236New |
$12.9K - $16.6K
|
236
$13K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.22% |
$5.47K - $7.04K
|
45.9K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 4.17% |
$5.47K - $7.04K
|
2.5K
$138K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
78+ 13.24% |
$4.26K - $5.49K
|
667
$36.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
70+ 1.26% |
$3.83K - $4.93K
|
5.62K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
66+ 0.7% |
$3.61K - $4.64K
|
9.53K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
57+ 70.37% |
$3.12K - $4.01K
|
138
$7.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55New |
$3.01K - $3.87K
|
55
$3.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44+ 0.74% |
$2.41K - $3.1K
|
5.99K
$330K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
42+ 0.62% |
$2.3K - $2.96K
|
6.82K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.52% |
$1.69K - $2.18K
|
6.05K
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
25+ 10.5% |
$1.37K - $1.76K
|
263
$14.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.45% |
$1.2K - $1.55K
|
4.86K
$268K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12New |
$656 - $844
|
12
$661
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9+ 128.57% |
$492 - $633
|
16
$881
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.27% |
$109 - $141
|
160
$8.81K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.55% |
$109 - $141
|
365
$20.1K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.5% |
$54.7 - $70.4
|
203
$11.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3- 0.04% |
$164 - $211
|
7.7K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-29- 0.23% |
$1.59K - $2.04K
|
12.3K
$680K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-31- 0.51% |
$1.69K - $2.18K
|
6.07K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-61- 1.11% |
$3.33K - $4.29K
|
5.44K
$300K
|