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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 96.67% |
$1.51K - $2.36K
|
1
$42.8
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
500+ 3.38% |
$26.1K - $40.7K
|
15.3K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 18.49% |
$40.1K - $62.4K
|
4.92K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.73K- 6.95% |
$90.1K - $140K
|
23.1K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-233- 64.01% |
$12.2K - $18.9K
|
131
$5.61K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-370- 6.42% |
$19.3K - $30.1K
|
5.39K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-190- 3.56% |
$9.92K - $15.4K
|
5.15K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 0.15% |
$1.36K - $2.11K
|
17.9K
$766K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 0.12% |
$8.62K - $13.4K
|
142K
$6.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 74.29% |
$2.72K - $4.23K
|
122
$5.23K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-19- 0.42% |
$992 - $1.54K
|
4.49K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 19.61% |
$522 - $813
|
41
$1.76K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.9K+ 687.12% |
$621K - $968K
|
13.6K
$584K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-401K- 49.97% |
$20.9M - $32.6M
|
401K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 400.0% |
$209 - $325
|
5
$214
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.6% |
$6.53K - $10.2K
|
20.7K
$886K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349+ 13.83% |
$18.2K - $28.4K
|
2.87K
$123K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
277KNew |
$14.4M - $22.5M
|
277K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
126+ 1.94% |
$6.58K - $10.2K
|
6.61K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
465+ 5.76% |
$24.3K - $37.8K
|
8.53K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-8.56K- 25.11% |
$447K - $696K
|
25.5K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
13.2K+ 47.16% |
$689K - $1.07M
|
41.2K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Good Haven Capital Management, LLC
Millburn, NJ |
SELL
|
- |
-9.57K- 2.13% |
$500K - $778K
|
440K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
141+ 2014.29% |
$7.36K - $11.5K
|
148
$6.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 9.87% |
$54.9K - $85.5K
|
9.59K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.49% |
$1.51K - $2.36K
|
5.98K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.44K- 2.39% |
$75.2K - $117K
|
58.9K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-60.5K- 98.13% |
$3.16M - $4.92M
|
1.15K
$49.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.77K+ 6.76% |
$197K - $307K
|
59.6K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 25.0% |
$104 - $163
|
6
$257
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$888 - $1.38K
|
17
$728
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-33.1K- 55.08% |
$1.73M - $2.69M
|
27K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-53K- 20.77% |
$2.77M - $4.31M
|
202K
$8.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
333New |
$17.4K - $27.1K
|
333
$14.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13KNew |
$679K - $1.06M
|
13K
$557K
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
52.3K+ 148.89% |
$2.73M - $4.26M
|
87.5K
$3.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.44K+ 114500.0% |
$179K - $279K
|
3.44K
$147K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
602+ 4.06% |
$31.4K - $48.9K
|
15.4K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-338- 2.33% |
$17.7K - $27.5K
|
14.1K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 469.7% |
$8.09K - $12.6K
|
188
$8.05K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.94% |
$522 - $813
|
526
$22.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-387- 7.14% |
$20.2K - $31.5K
|
5.03K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.66K- 1.44% |
$348K - $541K
|
455K
$19.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 260.0% |
$679 - $1.06K
|
18
$771
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.08K+ 285.75% |
$265K - $413K
|
6.85K
$293K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 50.0% |
$418 - $650
|
24
$1.03K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-490- 7.8% |
$25.6K - $39.8K
|
5.79K
$248K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.17K+ 7.45% |
$218K - $339K
|
60.1K
$2.58M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.9K- 9.98% |
$622K - $968K
|
107K
$4.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 20.3% |
$8.36K - $13K
|
948
$40.6K
|