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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$493 - $673
|
12
$630
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-13.6K- 59.07% |
$559K - $763K
|
9.43K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 0.12% |
$287 - $393
|
5.86K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
13New |
$534 - $729
|
13
$682
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.59KNew |
$106K - $145K
|
2.59K
$136K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
511+ 5.4% |
$21K - $28.7K
|
9.97K
$523K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$1.23K - $1.68K
|
30
$1.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-14- 0.68% |
$575 - $785
|
2.04K
$107K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-3.5K- 1.89% |
$144K - $196K
|
182K
$9.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-17- 12.98% |
$698 - $954
|
114
$5.98K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-81- 0.48% |
$3.33K - $4.54K
|
17K
$890K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
429+ 15.1% |
$17.6K - $24.1K
|
3.27K
$172K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 7.07% |
$575 - $785
|
184
$9.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$2.92K - $3.98K
|
71
$3.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 100.0% |
$575 - $785
|
28
$1.47K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$4.11K - $5.61K
|
100
$5.25K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
388+ 5.87% |
$15.9K - $21.8K
|
7K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-250- 5.29% |
$10.3K - $14K
|
4.48K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 9.09% |
$164 - $224
|
40
$2.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 89.55% |
$12.3K - $16.8K
|
35
$1.84K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 48.78% |
$821 - $1.12K
|
21
$1.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 11.48% |
$575 - $785
|
136
$7.14K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 94.44% |
$698 - $954
|
1
$52.5
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 13.64% |
$12.3K - $16.8K
|
1.9K
$99.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.78K+ 59.84% |
$319K - $436K
|
20.8K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
55New |
$2.26K - $3.08K
|
55
$2.89K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$452 - $617
|
11
$577
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-21.2K- 53.94% |
$1.11M - $1.72M
|
18.1K
$950K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$209 - $325
|
4
$210
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-8.98K- 89.67% |
$469K - $730K
|
1.03K
$54.3K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$104 - $163
|
2
$105
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
18.6KNew |
$970K - $1.51M
|
18.6K
$975K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15+ 300.0% |
$783 - $1.22K
|
20
$1.05K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-322- 0.82% |
$16.8K - $26.2K
|
38.9K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.51KNew |
$497K - $774K
|
9.51K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
20KNew |
$1.04M - $1.63M
|
20K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-13.5K- 33.02% |
$705K - $1.1M
|
27.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
30KNew |
$1.57M - $2.44M
|
30K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.15KNew |
$217K - $337K
|
4.15K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-82.6K- 84.94% |
$4.31M - $6.72M
|
14.6K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-21.5K- 75.84% |
$1.12M - $1.75M
|
6.85K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
67New |
$3.5K - $5.45K
|
67
$3.52K
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
3.91K+ 14.91% |
$204K - $318K
|
30.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-297- 4.85% |
$15.5K - $24.1K
|
5.83K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.58KNew |
$396K - $616K
|
7.58K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-296- 1.36% |
$15.5K - $24.1K
|
21.4K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
37KNew |
$1.93M - $3.01M
|
37K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-123K- 22.43% |
$6.41M - $9.98M
|
424K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
104New |
$5.43K - $8.46K
|
104
$5.46K
|
|