Institutional Ownership Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF). We have compiled data on the 588 institutions that hold shares in the stock, with a total of 124 Million shares, which have been reported (via 13F filing form) to have a value of $8.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
219
shares
|
$15,654
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
212
shares
|
$15,153
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
205
shares
|
$14,653
0.0% of portfolio
|
Q4 2023
Reduced 30.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
201
shares
|
$14,367
0.0% of portfolio
|
Q4 2022
Reduced 69.12%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
199
shares
|
$14,224
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
195
shares
|
$13,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
186
shares
|
$13,295
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
181
shares
|
$12,937
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
174
shares
|
$12,437
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
169
shares
|
$12,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
165
shares
|
$11,794
0.03% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
161
shares
|
$11,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$10,722
0.0% of portfolio
|
Q2 2022
Reduced 80.39%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
146
shares
|
$10,436
0.0% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
140
shares
|
$10,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
132
shares
|
$9,435
0.0% of portfolio
|
Q1 2024
Reduced 94.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$7,934
0.0% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
109
shares
|
$7,791
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
106
shares
|
$7,576
0.0% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
103
shares
|
$7,362
0.01% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
101
shares
|
$7,219
0.0% of portfolio
|
Q4 2023
Added 165.79%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
76
shares
|
$5,432
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
73
shares
|
$5,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
72
shares
|
$5,146
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
71
shares
|
$5,075
0.0% of portfolio
|
Q3 2024
New holding
|