New Edge Wealth, LLC Jefferies Financial Group Inc. Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 422,700 shares of JEF stock, worth $33.2 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

422,700

Previous 411,211 2.79%

Holding current value

$33.2 Million

Previous $20.5 Million 27.15%

% of portfolio

0.48%

Previous 0.45%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.97 - $62.49 $574,105 - $717,947	11,489 Added 2.79%	422,700 $26 Million
Q2 2024 Aug 01, 2024	BUY	$41.04 - $49.76 $479,593 - $581,495	11,686 Added 2.92%	411,211 $20.5 Million
Q1 2024 May 06, 2024	BUY	$38.92 - $46.13 $1.68 Million - $1.99 Million	43,146 Added 12.11%	399,525 $17.6 Million
Q4 2023 Jan 29, 2024	BUY	$31.68 - $40.75 $967,475 - $1.24 Million	30,539 Added 9.37%	356,379 $14.4 Million
Q3 2023 Nov 08, 2023	SELL	$32.26 - $38.67 $7.39 Million - $8.86 Million	-229,187 Reduced 41.29%	325,840 $11.9 Million
Q2 2023 Aug 09, 2023	BUY	$29.08 - $33.37 $879,204 - $1.01 Million	30,234 Added 5.76%	555,027 $18.4 Million
Q1 2023 May 08, 2023	BUY	$29.42 - $40.47 $1.58 Million - $2.17 Million	53,553 Added 11.36%	524,793 $16.7 Million
Q4 2022 Feb 14, 2023	BUY	$30.68 - $38.11 $811,087 - $1.01 Million	26,437 Added 5.94%	471,240 $16.2 Million
Q3 2022 Nov 14, 2022	BUY	$27.47 - $35.16 $1.44 Million - $1.85 Million	52,566 Added 13.4%	444,803 $13.1 Million
Q2 2022 Aug 09, 2022	BUY	$26.32 - $34.33 $417,882 - $545,057	15,877 Added 4.22%	392,237 $10.8 Million
Q1 2022 May 10, 2022	BUY	$29.93 - $41.43 $1.17 Million - $1.62 Million	39,135 Added 11.61%	376,360 $12.4 Million
Q4 2021 Jan 31, 2022	SELL	$36.19 - $44.14 $30,363 - $37,033	-839 Reduced 0.25%	337,225 $13.1 Million
Q3 2021 Nov 12, 2021	BUY	$31.01 - $37.85 $563,792 - $688,150	18,181 Added 5.68%	338,064 $12.6 Million
Q2 2021 Aug 11, 2021	BUY	$29.36 - $34.22 $1.14 Million - $1.33 Million	38,831 Added 13.82%	319,883 $10.9 Million
Q1 2021 May 13, 2021	BUY	$23.12 - $34.28 $6.5 Million - $9.63 Million	281,052 New	281,052 $8.46 Million

Others Institutions Holding JEF

# of Institutions

585

Shares Held

125M

Call Options Held

1.88M

Put Options Held

852K

View Full List

About Jefferies Financial Group Inc.

Ticker JEF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 228,990,000
Market Cap $18B
Description
Jefferies Financial Group Inc. engages in the investment banking and capital markets, and asset management businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company operates in Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate segments. It provides investment banking, advisory serv...

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New Edge Wealth, LLC Jefferies Financial Group Inc. Transaction History