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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.05K+ 12.49% |
$43.2K - $59K
|
9.48K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 3.21% |
$37K - $50.5K
|
28.9K
$1.52M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
742+ 5.12% |
$30.5K - $41.6K
|
15.2K
$800K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
632+ 9.2% |
$25.9K - $35.4K
|
7.5K
$394K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
511+ 5.4% |
$21K - $28.7K
|
9.97K
$523K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
429+ 15.1% |
$17.6K - $24.1K
|
3.27K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
418+ 28.75% |
$17.2K - $23.4K
|
1.87K
$98.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
388+ 5.87% |
$15.9K - $21.8K
|
7K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
342+ 2.42% |
$14K - $19.2K
|
14.5K
$760K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
133New |
$5.46K - $7.46K
|
133
$6.98K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$4.11K - $5.61K
|
100
$5.25K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
88New |
$3.61K - $4.94K
|
88
$4.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
72New |
$2.96K - $4.04K
|
72
$3.78K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
71New |
$2.92K - $3.98K
|
71
$3.73K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
55New |
$2.26K - $3.08K
|
55
$2.89K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
37+ 53.62% |
$1.52K - $2.08K
|
106
$5.56K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30New |
$1.23K - $1.68K
|
30
$1.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
29+ 13.12% |
$1.19K - $1.63K
|
250
$13.1K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
21+ 14.19% |
$862 - $1.18K
|
169
$8.87K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
19New |
$780 - $1.07K
|
19
$997
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18+ 100.0% |
$739 - $1.01K
|
36
$1.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15+ 0.4% |
$616 - $841
|
3.76K
$197K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 100.0% |
$575 - $785
|
28
$1.47K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 11.48% |
$575 - $785
|
136
$7.14K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
13New |
$534 - $729
|
13
$682
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$493 - $673
|
12
$630
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12New |
$493 - $673
|
12
$630
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
12New |
$493 - $673
|
12
$630
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$452 - $617
|
11
$577
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10New |
$411 - $561
|
10
$525
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6+ 1.29% |
$246 - $337
|
472
$24.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.08% |
$246 - $337
|
7.57K
$397K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5New |
$205 - $280
|
5
$262
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
380KNew |
$19.9M - $30.9M
|
380K
$20M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
373K+ 87.76% |
$19.5M - $30.3M
|
798K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
306KNew |
$16M - $24.9M
|
306K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
277KNew |
$14.4M - $22.5M
|
277K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
251K+ 9436.19% |
$13.1M - $20.4M
|
254K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
120KNew |
$6.27M - $9.77M
|
120K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
102KNew |
$5.33M - $8.3M
|
102K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
100KNew |
$5.22M - $8.13M
|
100K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
58.6KNew |
$3.06M - $4.76M
|
58.6K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
46.1KNew |
$2.4M - $3.74M
|
46.1K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
37KNew |
$1.93M - $3.01M
|
37K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
34.3K+ 328.4% |
$1.79M - $2.79M
|
44.7K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
30KNew |
$1.57M - $2.44M
|
30K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
21.6KNew |
$1.13M - $1.76M
|
21.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
20KNew |
$1.04M - $1.63M
|
20K
$1.05M
|
|