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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.66KNew |
$196K - $269K
|
6.66K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130New |
$3.82K - $5.26K
|
130
$6.82K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.5K- 32.94% |
$132K - $182K
|
9.16K
$481K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25.9K+ 29.69% |
$761K - $1.05M
|
113K
$5.93M
|
|
| Q4 2022 | |||||||
|
Apr 25, 2025
Q4 2022
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
30KNew |
$920K - $1.14M
|
30K
$1.57M
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-24.7KClosed |
$758K - $942K
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
708+ 6.52% |
$21.7K - $27K
|
11.6K
$607K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.04K - $1.3K
|
34
$1.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
13KNew |
$399K - $495K
|
13K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
807New |
$24.8K - $30.8K
|
807
$42.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3KNew |
$92K - $114K
|
3K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12New |
$368 - $457
|
12
$630
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
375KNew |
$11.5M - $14.3M
|
375K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$333K - $414K
|
10.9K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.13KNew |
$96K - $119K
|
3.13K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.6K+ 11.86% |
$326K - $405K
|
100K
$5.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 59.22% |
$1.87K - $2.32K
|
42
$2.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 233.33% |
$107K - $133K
|
5K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.93K- 4.08% |
$59.1K - $73.4K
|
45.3K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 2.47% |
$121K - $151K
|
156K
$8.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.88KNew |
$181K - $224K
|
5.88K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-473- 5.9% |
$14.5K - $18K
|
7.55K
$396K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$3.07K - $3.81K
|
100
$5.25K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.37KNew |
$257K - $319K
|
8.37K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
14+ 6.93% |
$430 - $534
|
216
$11.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
260New |
$7.98K - $9.91K
|
260
$13.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
6.56K+ 14.01% |
$201K - $250K
|
53.3K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-450- 69.12% |
$13.8K - $17.1K
|
201
$10.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
400+ 2.33% |
$12.3K - $15.2K
|
17.6K
$922K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$644 - $800
|
21
$1.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
73+ 20.28% |
$2.24K - $2.78K
|
433
$22.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1KNew |
$30.7K - $38.1K
|
1K
$52.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
20New |
$614 - $762
|
20
$1.05K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$614 - $762
|
20
$1.05K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
149New |
$4.57K - $5.68K
|
149
$7.82K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-268- 28.3% |
$8.22K - $10.2K
|
679
$35.6K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.26K- 25.9% |
$117K - $150K
|
12.2K
$639K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-300Closed |
$8.24K - $10.5K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400- 20.0% |
$11K - $14.1K
|
1.6K
$84K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-12.7K- 63.22% |
$350K - $447K
|
7.4K
$389K
|
|
|
Nov 15, 2022
Q3 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
124KNew |
$3.41M - $4.37M
|
124K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
434KNew |
$11.9M - $15.2M
|
434K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31+ 0.22% |
$852 - $1.09K
|
14.1K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-607- 0.56% |
$16.7K - $21.3K
|
108K
$5.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-11.3K- 10.26% |
$310K - $397K
|
98.8K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-36.8K- 38.21% |
$1.01M - $1.29M
|
59.5K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
550+ 27.85% |
$15.1K - $19.3K
|
2.53K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17K- 24.64% |
$467K - $598K
|
52K
$2.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
669New |
$18.4K - $23.5K
|
669
$35.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
8.47K+ 27.63% |
$233K - $298K
|
39.1K
$2.05M
|
|