Latest Institutional Purchases of Jefferies Financial Group Inc. (JEF)
This list provides information on the latest institutional transactions involving Jefferies Financial Group Inc. (JEF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
277KNew |
$14.4M - $22.5M
|
277K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Ervin Investment Management, LLC
|
BUY
|
- |
52.3K+ 148.89% |
$2.73M - $4.26M
|
87.5K
$3.75M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
43.3K+ 110.83% |
$2.26M - $3.52M
|
82.3K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
13.2K+ 47.16% |
$689K - $1.07M
|
41.2K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
13KNew |
$679K - $1.06M
|
13K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.9K+ 687.12% |
$621K - $968K
|
13.6K
$584K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.08K+ 285.75% |
$265K - $413K
|
6.85K
$293K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.17K+ 7.45% |
$218K - $339K
|
60.1K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.77K+ 6.76% |
$197K - $307K
|
59.6K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.44K+ 114500.0% |
$179K - $279K
|
3.44K
$147K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
783+ 105.53% |
$40.9K - $63.7K
|
1.53K
$65.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 18.49% |
$40.1K - $62.4K
|
4.92K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
602+ 4.06% |
$31.4K - $48.9K
|
15.4K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
500+ 3.38% |
$26.1K - $40.7K
|
15.3K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
465+ 5.76% |
$24.3K - $37.8K
|
8.53K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349+ 13.83% |
$18.2K - $28.4K
|
2.87K
$123K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
333New |
$17.4K - $27.1K
|
333
$14.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 0.12% |
$8.62K - $13.4K
|
142K
$6.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 20.3% |
$8.36K - $13K
|
948
$40.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
155+ 469.7% |
$8.09K - $12.6K
|
188
$8.05K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
141+ 2014.29% |
$7.36K - $11.5K
|
148
$6.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
126+ 1.94% |
$6.58K - $10.2K
|
6.61K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
52+ 74.29% |
$2.72K - $4.23K
|
122
$5.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.49% |
$1.51K - $2.36K
|
5.98K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 0.15% |
$1.36K - $2.11K
|
17.9K
$766K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17New |
$888 - $1.38K
|
17
$728
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 260.0% |
$679 - $1.06K
|
18
$771
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.94% |
$522 - $813
|
526
$22.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 50.0% |
$418 - $650
|
24
$1.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 400.0% |
$209 - $325
|
5
$214
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.25MNew |
$573M - $756M
|
9.25M
$396M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.39M+ 397.42% |
$396M - $522M
|
7.99M
$343M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.68M+ 159.08% |
$228M - $301M
|
5.99M
$257M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.65MNew |
$102M - $135M
|
1.65M
$70.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.44M+ 57.38% |
$89M - $117M
|
3.94M
$169M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.13M+ 27.06% |
$69.8M - $92.2M
|
5.29M
$227M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 135.11% |
$64.3M - $84.8M
|
1.81M
$77.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
854K+ 44.55% |
$52.9M - $69.8M
|
2.77M
$119M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
453KNew |
$28.1M - $37M
|
453K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
448KNew |
$27.8M - $36.6M
|
448K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261K+ 228.06% |
$16.2M - $21.3M
|
376K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
232K+ 17.2% |
$14.4M - $19M
|
1.58M
$67.8M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
226K+ 62.66% |
$14M - $18.5M
|
586K
$25.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
179KNew |
$11.1M - $14.6M
|
179K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
177K+ 219.75% |
$10.9M - $14.4M
|
257K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
168K+ 612.38% |
$10.4M - $13.8M
|
196K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
151K+ 53.92% |
$9.38M - $12.4M
|
432K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 110.29% |
$8.68M - $11.4M
|
267K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
136K+ 7745.71% |
$8.44M - $11.1M
|
138K
$5.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
120K+ 5.96% |
$7.44M - $9.81M
|
2.13M
$91.4M
|
|