A detailed history of Summit Trail Advisors, LLC transactions in Jefferies Financial Group Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 17,162 shares of JEF stock, worth $900,833. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,162
Previous 5,318 222.72%
Holding current value
$900,833
Previous $290,000 286.9%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$54.67 - $70.36 $647,511 - $833,343
11,844 Added 222.72%
17,162 $1.12 Million
Q2 2025

Aug 14, 2025

BUY
$41.06 - $56.09 $218,357 - $298,286
5,318 New
5,318 $290,000
Q4 2018

Feb 13, 2019

SELL
$15.35 - $21.48 $77,793 - $108,860
-5,068 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$20.56 - $23.18 $1,007 - $1,135
49 Added 0.98%
5,068 $111,000
Q2 2018

Aug 10, 2018

BUY
$20.38 - $23.21 $102,287 - $116,490
5,019 New
5,019 $114,000

Others Institutions Holding JEF

About Jefferies Financial Group Inc.


  • Ticker JEF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 228,990,000
  • Market Cap $12B
  • 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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