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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-344- 34.06% |
$18K - $28K
|
666
$35K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
277KNew |
$14.4M - $22.5M
|
277K
$14.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 25.0% |
$104 - $163
|
6
$315
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
333New |
$17.4K - $27.1K
|
333
$17.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
602+ 4.06% |
$31.4K - $48.9K
|
15.4K
$809K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 50.0% |
$418 - $650
|
24
$1.26K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
13K+ 48.72% |
$807K - $1.06M
|
39.8K
$2.09M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.85KNew |
$239K - $315K
|
3.85K
$202K
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18.2K- 33.96% |
$1.13M - $1.49M
|
35.3K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.8KNew |
$112K - $147K
|
1.8K
$94.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$1.98K - $2.62K
|
8.22K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-117K- 7.63% |
$7.24M - $9.55M
|
1.41M
$74.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.56KNew |
$221K - $291K
|
3.56K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.94% |
$2.17K - $2.86K
|
3.71K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.1K- 44.69% |
$130K - $172K
|
2.6K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
780+ 20.09% |
$48.3K - $63.8K
|
4.66K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-89K- 77.47% |
$5.52M - $7.28M
|
25.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
27.6K+ 354.15% |
$1.71M - $2.26M
|
35.4K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-414- 10.39% |
$25.6K - $33.8K
|
3.57K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.62KNew |
$224K - $296K
|
3.62K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
9KNew |
$558K - $736K
|
9K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.86KNew |
$177K - $233K
|
2.86K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
6.5KNew |
$403K - $531K
|
6.5K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
21.5KNew |
$1.33M - $1.76M
|
21.5K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.69KNew |
$167K - $220K
|
2.69K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
52.9KNew |
$3.28M - $4.32M
|
52.9K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
16.3KNew |
$1.01M - $1.34M
|
16.3K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 0.88% |
$3.41K - $4.5K
|
6.32K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.25MNew |
$573M - $756M
|
9.25M
$485M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
19.3KNew |
$1.2M - $1.58M
|
19.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$276K - $365K
|
4.46K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68- 5.48% |
$4.21K - $5.56K
|
1.17K
$61.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.3K- 20.37% |
$80.3K - $106K
|
5.07K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
53+ 0.06% |
$3.28K - $4.33K
|
84.2K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-29K- 36.84% |
$1.8M - $2.37M
|
49.7K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$176K - $232K
|
2.84K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-9.69K- 16.09% |
$600K - $792K
|
50.5K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.2KNew |
$322K - $425K
|
5.2K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.51KNew |
$589K - $778K
|
9.51K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-748- 1.77% |
$46.3K - $61.1K
|
41.4K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
113KNew |
$7.01M - $9.25M
|
113K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
179KNew |
$11.1M - $14.6M
|
179K
$9.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
100New |
$6.2K - $8.18K
|
100
$5.25K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-141- 3.16% |
$8.73K - $11.5K
|
4.33K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-155- 1.48% |
$9.6K - $12.7K
|
10.3K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
3.1KNew |
$192K - $254K
|
3.1K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 25.0% |
$4.96K - $6.54K
|
240
$12.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5KNew |
$898K - $1.19M
|
14.5K
$761K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-124- 3.1% |
$7.68K - $10.1K
|
3.88K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39.8KNew |
$2.46M - $3.25M
|
39.8K
$2.09M
|
|