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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.9KNew |
$179K - $237K
|
2.9K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$558 - $736
|
9
$472
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.85KNew |
$424K - $560K
|
6.85K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.88KNew |
$179K - $236K
|
2.88K
$151K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.56KNew |
$159K - $209K
|
2.56K
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
1.66K+ 5.93% |
$103K - $135K
|
29.6K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32.8KNew |
$2.03M - $2.68M
|
32.8K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.02KNew |
$559K - $737K
|
9.02K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.82KNew |
$237K - $312K
|
3.82K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.23KNew |
$200K - $264K
|
3.23K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.59KNew |
$161K - $212K
|
2.59K
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.03KNew |
$188K - $248K
|
3.03K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-561- 15.75% |
$34.8K - $45.9K
|
3K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 6.49% |
$119K - $156K
|
31.4K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.59KNew |
$346K - $457K
|
5.59K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110+ 14.27% |
$6.81K - $8.99K
|
881
$46.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.64KNew |
$164K - $216K
|
2.64K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
343New |
$21.2K - $28K
|
343
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.88K- 10.49% |
$240K - $317K
|
33.1K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-9- 0.09% |
$558 - $736
|
10K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 24.46% |
$76.6K - $101K
|
3.82K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.61K+ 45.49% |
$99.6K - $131K
|
5.14K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.36KNew |
$270K - $357K
|
4.36K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85KNew |
$177K - $233K
|
2.85K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$186 - $245
|
3
$157
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.09K+ 28.82% |
$191K - $253K
|
13.8K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.37KNew |
$84.9K - $112K
|
1.37K
$71.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.9KNew |
$180K - $237K
|
2.9K
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-38.6K- 85.75% |
$2.39M - $3.16M
|
6.42K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.58KNew |
$283K - $374K
|
4.58K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$18.6K - $24.5K
|
300
$15.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-55- 96.49% |
$3.41K - $4.5K
|
2
$105
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 579.17% |
$8.61K - $11.4K
|
163
$8.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-300- 10.0% |
$18.6K - $24.5K
|
2.7K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.21% |
$434 - $572
|
3.28K
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.4KNew |
$335K - $441K
|
5.4K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.75KNew |
$170K - $225K
|
2.75K
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-733- 13.03% |
$45.4K - $59.9K
|
4.89K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
176New |
$10.9K - $14.4K
|
176
$9.24K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
9.85KNew |
$610K - $805K
|
9.85K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.41KNew |
$211K - $278K
|
3.41K
$179K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 11.21% |
$805 - $1.06K
|
103
$5.41K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
27.1KNew |
$1.68M - $2.21M
|
27.1K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$148K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-140K- 7.12% |
$6.98M - $8.73M
|
1.82M
$95.7M
|
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
405+ 10.83% |
$20.2K - $25.3K
|
4.15K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-1.76K- 21.42% |
$87.9K - $110K
|
6.46K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
56.3KNew |
$2.81M - $3.52M
|
56.3K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
8KNew |
$400K - $500K
|
8K
$420K
|
|