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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.15KClosed |
$188K - $245K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-88.2KClosed |
$2.32M - $3.03M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-754- 78.38% |
$19.8K - $25.9K
|
208
$10.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9.86KClosed |
$259K - $338K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
47+ 11.63% |
$1.24K - $1.61K
|
451
$23.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-5.73KClosed |
$151K - $197K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9K+ 59.73% |
$237K - $309K
|
24.1K
$1.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.25K+ 1.44% |
$32.9K - $42.9K
|
88.2K
$4.63M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
39New |
$1.03K - $1.34K
|
39
$2.05K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-542Closed |
$14.3K - $18.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-11.2KClosed |
$294K - $384K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-150- 2.25% |
$3.95K - $5.15K
|
6.51K
$342K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35.3K+ 32.36% |
$929K - $1.21M
|
144K
$7.58M
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
598+ 5.89% |
$15.7K - $20.5K
|
10.7K
$564K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-13Closed |
$342 - $446
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.2KClosed |
$31.6K - $41.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.1KClosed |
$29K - $37.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-127KClosed |
$3.34M - $4.36M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$132 - $172
|
5
$262
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$158 - $206
|
6
$315
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-10.2KClosed |
$268K - $350K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.5KClosed |
$830K - $1.08M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-125Closed |
$3.74K - $5.18K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-10Closed |
$299 - $414
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-6Closed |
$180 - $249
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-434Closed |
$13K - $18K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
110KNew |
$3.3M - $4.57M
|
110K
$5.79M
|
|
|
May 16, 2022
Q1 2022
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-20.3KClosed |
$609K - $842K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-77.6KClosed |
$2.32M - $3.22M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11KClosed |
$330K - $457K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-16.8KClosed |
$504K - $697K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.88KClosed |
$116K - $161K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-89.3KClosed |
$2.67M - $3.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-10.7KClosed |
$321K - $444K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$203K - $280K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-6.45KClosed |
$193K - $267K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-100KClosed |
$2.99M - $4.14M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-220KClosed |
$6.59M - $9.12M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.56KClosed |
$46.5K - $64.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
11.2KNew |
$335K - $464K
|
11.2K
$588K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-75Closed |
$2.24K - $3.11K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-123KClosed |
$3.7M - $5.12M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.9KClosed |
$86.8K - $120K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-14.1KClosed |
$422K - $584K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-85Closed |
$2.54K - $3.52K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5.7KClosed |
$171K - $236K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-57.8KClosed |
$1.73M - $2.39M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-895Closed |
$26.8K - $37.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brooktree Capital Management
|
SELL
|
- |
-68.9KClosed |
$2.06M - $2.86M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1Closed |
$29.9 - $41.4
|
0
$0
|
|