Purchases and Sales Made in Q4 2022 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
42New |
$1.29K - $1.6K
|
42
$3.18K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$1.07K - $1.33K
|
35
$2.65K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35New |
$1.07K - $1.33K
|
35
$2.65K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.04K - $1.3K
|
34
$2.58K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23+ 0.03% |
$706 - $877
|
85.5K
$6.48M
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 50.0% |
$675 - $838
|
66
$5K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$644 - $800
|
21
$1.59K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$614 - $762
|
20
$1.52K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$614 - $762
|
20
$1.52K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 6.93% |
$430 - $534
|
216
$16.4K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 5.91% |
$399 - $495
|
233
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12New |
$368 - $457
|
12
$910
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.32% |
$184 - $229
|
1.85K
$140K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.2% |
$153 - $191
|
2.55K
$193K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 125.0% |
$153 - $191
|
9
$682
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4+ 0.0% |
$123 - $152
|
100K
$7.59M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$30.7 - $38.1
|
1
$75.8
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$30.7 - $38.1
|
3.21K
$244K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.32% |
$30.7 - $38.1
|
318
$24.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 1.82% |
$30.7 - $38.1
|
54
$4.09K
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2- 0.02% |
$61.4 - $76.2
|
8.18K
$620K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 2.31% |
$184 - $229
|
254
$19.3K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 71.43% |
$614 - $762
|
8
$607
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-21- 0.21% |
$644 - $800
|
9.79K
$742K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-31- 0.17% |
$951 - $1.18K
|
18.5K
$1.4M
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-50- 6.17% |
$1.53K - $1.91K
|
760
$57.6K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 0.34% |
$1.53K - $1.91K
|
14.9K
$1.13M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 3.55% |
$1.84K - $2.29K
|
1.63K
$124K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 59.22% |
$1.87K - $2.32K
|
42
$3.18K
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-81- 0.69% |
$2.49K - $3.09K
|
11.7K
$886K
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-89- 0.2% |
$2.73K - $3.39K
|
44.3K
$3.36M
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-100- 0.36% |
$3.07K - $3.81K
|
27.5K
$2.08M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-112- 2.05% |
$3.44K - $4.27K
|
5.34K
$405K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-127- 7.34% |
$3.9K - $4.84K
|
1.6K
$122K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-128- 1.13% |
$3.93K - $4.88K
|
11.2K
$849K
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-136- 0.18% |
$4.17K - $5.18K
|
76.3K
$5.79M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-147- 0.87% |
$4.51K - $5.6K
|
16.8K
$1.28M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-156- 2.19% |
$4.79K - $5.95K
|
6.96K
$528K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-163- 8.25% |
$5K - $6.21K
|
1.81K
$137K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-170- 0.66% |
$5.22K - $6.48K
|
25.6K
$1.94M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-185- 9.67% |
$5.68K - $7.05K
|
1.73K
$131K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-190- 0.22% |
$5.83K - $7.24K
|
87K
$6.59M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-197- 2.61% |
$6.04K - $7.51K
|
7.36K
$558K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-215- 0.39% |
$6.6K - $8.19K
|
55.6K
$4.21M
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-232- 6.28% |
$7.12K - $8.84K
|
3.46K
$263K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-258- 0.03% |
$7.92K - $9.83K
|
781K
$59.2M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-268- 28.3% |
$8.22K - $10.2K
|
679
$51.5K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-280- 3.09% |
$8.59K - $10.7K
|
8.78K
$666K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-300- 0.68% |
$9.2K - $11.4K
|
43.5K
$3.3M
|