Purchases and Sales Made in Q4 2023 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
508+ 67.37% |
$16.1K - $20.7K
|
1.26K
$72K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
507+ 5.22% |
$16.1K - $20.7K
|
10.2K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
475+ 13.7% |
$15K - $19.4K
|
3.94K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
455+ 0.45% |
$14.4K - $18.5K
|
103K
$5.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
407+ 56.61% |
$12.9K - $16.6K
|
1.13K
$64.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
400+ 8.12% |
$12.7K - $16.3K
|
5.33K
$304K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
335New |
$10.6K - $13.7K
|
335
$19.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
321+ 1.37% |
$10.2K - $13.1K
|
23.7K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
282+ 4.46% |
$8.93K - $11.5K
|
6.6K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
278+ 0.94% |
$8.81K - $11.3K
|
29.8K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 3.75% |
$7.7K - $9.9K
|
6.73K
$384K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
215New |
$6.81K - $8.76K
|
215
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
211New |
$6.68K - $8.6K
|
211
$12K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
200+ 0.2% |
$6.34K - $8.15K
|
97.8K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$6.34K - $8.15K
|
200
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200+ 1.19% |
$6.34K - $8.15K
|
17K
$972K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
198+ 2.82% |
$6.27K - $8.07K
|
7.21K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
164+ 2.49% |
$5.2K - $6.68K
|
6.75K
$385K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
153+ 108.51% |
$4.85K - $6.23K
|
294
$16.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
149+ 2.67% |
$4.72K - $6.07K
|
5.74K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
120New |
$3.8K - $4.89K
|
120
$6.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94New |
$2.98K - $3.83K
|
94
$5.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
71New |
$2.25K - $2.89K
|
71
$4.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
63+ 165.79% |
$2K - $2.57K
|
101
$5.76K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
62+ 14.16% |
$1.96K - $2.53K
|
500
$28.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60New |
$1.9K - $2.45K
|
60
$3.42K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
60New |
$1.9K - $2.45K
|
60
$3.42K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
57New |
$1.81K - $2.32K
|
57
$3.25K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
57+ 0.02% |
$1.81K - $2.32K
|
249K
$14.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
55+ 0.85% |
$1.74K - $2.24K
|
6.53K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
54+ 0.45% |
$1.71K - $2.2K
|
12.1K
$689K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49New |
$1.55K - $2K
|
49
$2.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48New |
$1.52K - $1.96K
|
48
$2.74K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43New |
$1.36K - $1.75K
|
43
$2.45K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 13.91% |
$1.17K - $1.51K
|
303
$17.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
35+ 0.29% |
$1.11K - $1.43K
|
12.1K
$690K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35+ 100.0% |
$1.11K - $1.43K
|
70
$3.99K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
34New |
$1.08K - $1.39K
|
34
$1.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26New |
$824 - $1.06K
|
26
$1.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26New |
$824 - $1.06K
|
26
$1.48K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 1.45% |
$792 - $1.02K
|
1.75K
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14+ 0.03% |
$444 - $571
|
40.5K
$2.31M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.23% |
$190 - $245
|
2.57K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 4.0% |
$95 - $122
|
78
$4.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2+ 0.0% |
$63.4 - $81.5
|
85.3K
$4.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$31.7 - $40.8
|
1
$57
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 2.78% |
$31.7 - $40.8
|
37
$2.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 6.72% |
$285 - $367
|
125
$7.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 14.29% |
$317 - $408
|
60
$3.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 11.76% |
$760 - $978
|
180
$10.3K
|