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

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025

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 781,548 shares of JEF stock, worth $54.4 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
781,548
Previous 502,900 55.41%
Holding current value
$54.4 Million
Previous $26.9 Million 58.66%
% of portfolio
0.72%
Previous 0.5%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$41.06 - $56.09 $11.4 Million - $15.6 Million
278,648 Added 55.41%
781,548 $42.7 Million
Q1 2025

May 09, 2025
BUY
$52.22 - $81.31 $2.76 Million - $4.29 Million
52,761 Added 11.72%
502,900 $26.9 Million
Q4 2024

Feb 04, 2025
BUY
$61.95 - $81.75 $1.7 Million - $2.24 Million
27,439 Added 6.49%
450,139 $35.3 Million
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
638
Shares Held
142M
Call Options Held
2.4M
Put Options Held
979K
View Full List

About Jefferies Financial Group Inc.

JEF Quotes by TradingView
  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $16B
  • 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...
More about JEF
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