Latest Institutional Transactions on Jefferies Financial Group Inc. (JEF)
This table provides information on the latest institutional transactions involving Jefferies Financial Group Inc. (JEF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 9.94% |
$60.5K - $78.7K
|
11.2K
$590K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.23K- 19.03% |
$158K - $205K
|
13.8K
$722K
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
35.2KNew |
$1.72M - $2.24M
|
35.2K
$1.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 0.49% |
$781 - $1.02K
|
3.29K
$173K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
419+ 790.57% |
$20.4K - $26.6K
|
472
$24.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.44% |
$9.76K - $12.7K
|
45.7K
$2.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22KNew |
$206K - $268K
|
4.22K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 13.13% |
$1.02K - $1.33K
|
139
$7.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.47K- 0.31% |
$71.6K - $93.2K
|
470K
$24.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.24KNew |
$158K - $206K
|
3.24K
$170K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-201K- 2.73% |
$9.79M - $12.7M
|
7.15M
$375M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-81- 1.49% |
$3.95K - $5.14K
|
5.34K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$48.8 - $63.5
|
72.6K
$3.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
31+ 0.69% |
$1.51K - $1.97K
|
4.5K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.0% |
$97.6 - $127
|
38
$1.99K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.61K+ 181.51% |
$420K - $546K
|
13.3K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.17K+ 5.25% |
$106K - $138K
|
43.5K
$2.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 72.05% |
$64.2K - $83.5K
|
510
$26.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.58K+ 3.94% |
$321K - $418K
|
174K
$9.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-285- 3.61% |
$13.9K - $18.1K
|
7.6K
$399K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.74K- 19.17% |
$231K - $301K
|
20K
$1.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62+ 33.7% |
$3.03K - $3.94K
|
246
$12.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
336+ 5.56% |
$16.4K - $21.3K
|
6.38K
$335K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-41.1K- 23.98% |
$2M - $2.61M
|
130K
$6.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
292K+ 1480.41% |
$14.2M - $18.5M
|
311K
$16.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 8.0% |
$97.6 - $127
|
27
$1.42K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-406- 11.52% |
$19.8K - $25.8K
|
3.12K
$164K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.19K+ 42.88% |
$400K - $520K
|
27.3K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.3K+ 26.83% |
$1.53M - $1.99M
|
148K
$7.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50New |
$2.44K - $3.17K
|
50
$2.62K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
260K+ 807.14% |
$12.7M - $16.5M
|
292K
$15.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
269+ 16.84% |
$13.1K - $17.1K
|
1.87K
$97.9K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
598+ 433.33% |
$29.2K - $38K
|
736
$38.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
47+ 0.69% |
$2.29K - $2.98K
|
6.87K
$361K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-648- 2.63% |
$31.6K - $41.1K
|
24K
$1.26M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-157- 6.94% |
$7.66K - $9.97K
|
2.1K
$110K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
695+ 3.75% |
$38K - $48.9K
|
19.2K
$1.01M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
501+ 81.33% |
$27.4K - $35.3K
|
1.12K
$58.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
217+ 11.17% |
$11.9K - $15.3K
|
2.16K
$113K
|
|
|
Nov 21, 2025
Q3 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
133+ 2.11% |
$7.27K - $9.36K
|
6.45K
$339K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-93- 75.61% |
$5.08K - $6.54K
|
30
$1.57K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
712+ 1.23% |
$38.9K - $50.1K
|
58.7K
$3.08M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-198- 65.56% |
$10.8K - $13.9K
|
104
$5.46K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 0.44% |
$3.17K - $4.08K
|
13.3K
$696K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27K- 7.54% |
$1.47M - $1.9M
|
331K
$17.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-661- 2.95% |
$36.1K - $46.5K
|
21.7K
$1.14M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.38K+ 1.8% |
$130K - $167K
|
134K
$7.04M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
24.4K+ 67.9% |
$1.34M - $1.72M
|
60.5K
$3.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
50New |
$2.73K - $3.52K
|
50
$2.62K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
149KNew |
$8.14M - $10.5M
|
149K
$7.81M
|
|