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 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-561- 15.75% |
$34.8K - $45.9K
|
3K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.65MNew |
$102M - $135M
|
1.65M
$127M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 6.49% |
$119K - $156K
|
31.4K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.23K+ 25.16% |
$76.2K - $101K
|
6.12K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
345+ 5.6% |
$21.4K - $28.2K
|
6.51K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.59KNew |
$346K - $457K
|
5.59K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-7.58K- 1.39% |
$470K - $620K
|
539K
$41.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110+ 14.27% |
$6.81K - $8.99K
|
881
$67.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.59K- 31.02% |
$161K - $212K
|
5.76K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4K- 4.18% |
$248K - $327K
|
91.7K
$7.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.84K+ 3943.06% |
$176K - $232K
|
2.91K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.64KNew |
$164K - $216K
|
2.64K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
343New |
$21.2K - $28K
|
343
$26.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.26K- 46.21% |
$202K - $267K
|
3.8K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.7K- 2.2% |
$291K - $384K
|
209K
$16.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.88K- 10.49% |
$240K - $317K
|
33.1K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-670- 2.14% |
$41.5K - $54.8K
|
30.7K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.2K- 3.2% |
$945K - $1.25M
|
462K
$35.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-677- 1.25% |
$41.9K - $55.3K
|
53.5K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2K+ 163.12% |
$124K - $163K
|
3.22K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
355+ 161.36% |
$22K - $29K
|
575
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.45% |
$743 - $981
|
198
$15.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
200New |
$12.4K - $16.4K
|
200
$15.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-2.84K- 16.76% |
$176K - $232K
|
14.1K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.46% |
$62 - $81.8
|
220
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
322+ 5.4% |
$19.9K - $26.3K
|
6.28K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.22% |
$6.2K - $8.18K
|
45.1K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-345K- 5.3% |
$21.4M - $28.2M
|
6.17M
$474M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
140+ 71.79% |
$8.67K - $11.4K
|
335
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.09% |
$558 - $736
|
10K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
45+ 0.32% |
$2.79K - $3.68K
|
14.1K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31New |
$1.92K - $2.53K
|
31
$2.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15- 0.24% |
$929 - $1.23K
|
6.13K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
82.7K+ 197.62% |
$5.12M - $6.76M
|
125K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-19.3K- 1.44% |
$1.2M - $1.58M
|
1.32M
$101M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.47K+ 37.39% |
$153K - $202K
|
9.08K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$62 - $81.8
|
1
$76.9
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.34K- 3.73% |
$145K - $191K
|
60.4K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
195+ 0.04% |
$12.1K - $15.9K
|
496K
$38.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 24.46% |
$76.6K - $101K
|
3.82K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-236K- 25.91% |
$14.6M - $19.3M
|
675K
$51.9M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-350- 1.86% |
$21.7K - $28.6K
|
18.5K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 45.49% |
$99.6K - $131K
|
5.14K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.36KNew |
$270K - $357K
|
4.36K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85KNew |
$177K - $233K
|
2.85K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$642K - $847K
|
10.4K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-840- 29.89% |
$52K - $68.7K
|
1.97K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
44.5KNew |
$2.75M - $3.64M
|
44.5K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
179+ 2.81% |
$11.1K - $14.6K
|
6.55K
$504K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 0.67% |
$6.2K - $8.18K
|
14.8K
$1.14M
|