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 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-27- 0.1% |
$855 - $1.1K
|
25.8K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 12.25% |
$982 - $1.26K
|
222
$17.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-33- 16.67% |
$1.05K - $1.34K
|
165
$13K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-67- 6.05% |
$2.12K - $2.73K
|
1.04K
$81.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70- 1.17% |
$2.22K - $2.85K
|
5.9K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-72- 1.14% |
$2.28K - $2.93K
|
6.22K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 28.07% |
$2.53K - $3.26K
|
205
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-82- 42.05% |
$2.6K - $3.34K
|
113
$8.88K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-82- 1.11% |
$2.6K - $3.34K
|
7.28K
$572K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-90- 30.51% |
$2.85K - $3.67K
|
205
$16.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 20.16% |
$3.14K - $4.03K
|
392
$30.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-100- 35.59% |
$3.17K - $4.08K
|
181
$14.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-101- 1.03% |
$3.2K - $4.12K
|
9.68K
$761K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-116- 2.85% |
$3.67K - $4.73K
|
3.96K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-118- 0.25% |
$3.74K - $4.81K
|
47.1K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-132- 1.53% |
$4.18K - $5.38K
|
8.47K
$666K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-138- 2.18% |
$4.37K - $5.62K
|
6.18K
$486K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-138- 2.18% |
$4.37K - $5.62K
|
6.18K
$486K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-145- 5.64% |
$4.59K - $5.91K
|
2.43K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-161- 24.69% |
$5.1K - $6.56K
|
491
$38.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-166- 12.19% |
$5.26K - $6.76K
|
1.2K
$94K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-170- 3.29% |
$5.39K - $6.93K
|
4.99K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-189- 2.64% |
$5.99K - $7.7K
|
6.97K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-195- 1.47% |
$6.18K - $7.95K
|
13K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-209- 0.56% |
$6.62K - $8.52K
|
37K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-212- 25.7% |
$6.72K - $8.64K
|
613
$48.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-225- 0.69% |
$7.13K - $9.17K
|
32.5K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-245- 3.15% |
$7.76K - $9.98K
|
7.53K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-251- 0.23% |
$7.95K - $10.2K
|
110K
$8.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-271- 1.27% |
$8.59K - $11K
|
21K
$1.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-275- 53.4% |
$8.71K - $11.2K
|
240
$18.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-291- 1.69% |
$9.22K - $11.9K
|
16.9K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-305- 3.76% |
$9.66K - $12.4K
|
7.8K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-397- 22.84% |
$12.6K - $16.2K
|
1.34K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-423- 2.7% |
$13.4K - $17.2K
|
15.2K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-432- 5.17% |
$13.7K - $17.6K
|
7.93K
$623K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-511- 15.87% |
$16.2K - $20.8K
|
2.71K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-550- 0.45% |
$17.4K - $22.4K
|
122K
$9.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-560- 2.7% |
$17.7K - $22.8K
|
20.2K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-566- 8.18% |
$17.9K - $23.1K
|
6.35K
$499K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-592Closed |
$18.8K - $24.1K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-604- 3.8% |
$19.1K - $24.6K
|
15.3K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-616- 8.35% |
$19.5K - $25.1K
|
6.77K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-685- 7.18% |
$21.7K - $27.9K
|
8.86K
$696K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-763- 5.1% |
$24.2K - $31.1K
|
14.2K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-856- 3.55% |
$27.1K - $34.9K
|
23.2K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-972- 6.49% |
$30.8K - $39.6K
|
14K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-999- 44.92% |
$31.6K - $40.7K
|
1.23K
$96.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1K- 8.06% |
$31.7K - $40.8K
|
11.4K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1K- 0.63% |
$31.7K - $40.8K
|
157K
$12.3M
|