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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49New |
$1.55K - $2K
|
49
$2.57K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
48New |
$1.52K - $1.96K
|
48
$2.52K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
100KNew |
$3.23M - $3.87M
|
100K
$5.25M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16K+ 183.52% |
$515K - $618K
|
24.7K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.4K+ 112.13% |
$336K - $402K
|
19.7K
$1.03M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.65KNew |
$279K - $335K
|
8.65K
$454K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.27KNew |
$202K - $243K
|
6.27K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
3.52K+ 29.89% |
$114K - $136K
|
15.3K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
971+ 0.37% |
$31.3K - $37.5K
|
264K
$13.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
425New |
$13.7K - $16.4K
|
425
$22.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
262+ 3.77% |
$8.45K - $10.1K
|
7.22K
$379K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
212New |
$6.84K - $8.2K
|
212
$11.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
174New |
$5.61K - $6.73K
|
174
$9.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
78+ 13.0% |
$2.52K - $3.02K
|
678
$35.6K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
58+ 1.39% |
$1.87K - $2.24K
|
4.23K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 100.0% |
$1.68K - $2.01K
|
104
$5.46K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 200.0% |
$258 - $309
|
12
$630
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
294KNew |
$8.54M - $9.79M
|
294K
$15.4M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
90.1K+ 90.81% |
$2.62M - $3.01M
|
189K
$9.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
36KNew |
$1.05M - $1.2M
|
36K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.1K+ 130.69% |
$294K - $337K
|
17.8K
$936K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.23KNew |
$268K - $308K
|
9.23K
$485K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 27.64% |
$197K - $226K
|
31.3K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
6.2KNew |
$180K - $207K
|
6.2K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
6KNew |
$174K - $200K
|
6K
$315K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.3K+ 44.59% |
$96K - $110K
|
10.7K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.6KNew |
$46.5K - $53.4K
|
1.6K
$84K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
708+ 162.01% |
$20.6K - $23.6K
|
1.15K
$60.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
654New |
$19K - $21.8K
|
654
$34.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
11New |
$320 - $367
|
11
$577
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.5MNew |
$73.5M - $101M
|
2.5M
$131M
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
85KNew |
$2.5M - $3.44M
|
85K
$4.46M
|
|
|
Sep 02, 2025
Q1 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
64.7KNew |
$1.9M - $2.62M
|
64.7K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
50.9KNew |
$1.5M - $2.06M
|
50.9K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$858K - $1.18M
|
29.2K
$1.53M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
25.9K+ 29.69% |
$761K - $1.05M
|
113K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
24.3KNew |
$715K - $983K
|
24.3K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
22.8KNew |
$672K - $924K
|
22.8K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
12.2KNew |
$358K - $493K
|
12.2K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
8.67KNew |
$255K - $351K
|
8.67K
$455K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.66KNew |
$196K - $269K
|
6.66K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
6.35KNew |
$187K - $257K
|
6.35K
$333K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.68K+ 0.85% |
$108K - $149K
|
434K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.67K+ 49.81% |
$108K - $148K
|
11K
$579K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
434New |
$12.8K - $17.6K
|
434
$22.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
415+ 56.69% |
$12.2K - $16.8K
|
1.15K
$60.2K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
348New |
$10.2K - $14.1K
|
348
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
132+ 0.39% |
$3.88K - $5.34K
|
33.6K
$1.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
130New |
$3.82K - $5.26K
|
130
$6.82K
|
|