Purchases and Sales Made in Q3 2023 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q3 2023. The information is specifically focused on institutions that hold shares of Jefferies Financial Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
180+ 19.42% |
$5.81K - $6.96K
|
1.11K
$82.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
174New |
$5.61K - $6.73K
|
174
$13K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
170+ 2.8% |
$5.48K - $6.57K
|
6.24K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
150+ 52.08% |
$4.84K - $5.8K
|
438
$32.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
141New |
$4.55K - $5.45K
|
141
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
140+ 1.65% |
$4.52K - $5.41K
|
8.6K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133+ 0.95% |
$4.29K - $5.14K
|
14.2K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
128+ 1.86% |
$4.13K - $4.95K
|
7.01K
$523K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
110+ 2.01% |
$3.55K - $4.25K
|
5.59K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
78+ 13.0% |
$2.52K - $3.02K
|
678
$50.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 3.82% |
$2.06K - $2.47K
|
1.74K
$130K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 3.82% |
$2.06K - $2.47K
|
1.74K
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
58+ 1.39% |
$1.87K - $2.24K
|
4.23K
$316K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
56+ 0.87% |
$1.81K - $2.17K
|
6.47K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 0.88% |
$1.77K - $2.13K
|
6.29K
$470K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 38.3% |
$1.74K - $2.09K
|
195
$14.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 100.0% |
$1.68K - $2.01K
|
104
$7.76K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
49+ 7.31% |
$1.58K - $1.89K
|
719
$53.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
48+ 23.41% |
$1.55K - $1.86K
|
253
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
33+ 0.09% |
$1.06K - $1.28K
|
37.2K
$2.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
30+ 0.84% |
$968 - $1.16K
|
3.6K
$269K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
25+ 0.31% |
$807 - $967
|
8.11K
$605K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 13.33% |
$774 - $928
|
204
$15.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 34.62% |
$581 - $696
|
70
$5.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15+ 0.04% |
$484 - $580
|
40.5K
$3.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$419 - $503
|
13
$970
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 200.0% |
$258 - $309
|
12
$896
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.2% |
$161 - $193
|
2.57K
$192K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.34% |
$32.3 - $38.7
|
295
$22K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$32.3 - $38.7
|
16.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.39% |
$64.5 - $77.3
|
511
$38.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 4.96% |
$226 - $271
|
134
$10K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16- 18.6% |
$516 - $619
|
70
$5.22K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-25- 0.08% |
$807 - $967
|
32.7K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 48.39% |
$968 - $1.16K
|
32
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-33- 10.38% |
$1.06K - $1.28K
|
285
$21.3K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-39- 0.13% |
$1.26K - $1.51K
|
29.8K
$2.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-53- 0.05% |
$1.71K - $2.05K
|
97.6K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57- 7.03% |
$1.84K - $2.2K
|
754
$56.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.6% |
$2.06K - $2.47K
|
10.6K
$789K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-71- 20.17% |
$2.29K - $2.75K
|
281
$21K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 16.26% |
$3.23K - $3.87K
|
515
$38.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-140- 24.43% |
$4.52K - $5.41K
|
433
$32.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 0.09% |
$6.45K - $7.73K
|
214K
$16M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-210- 42.0% |
$6.77K - $8.12K
|
290
$21.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-220- 0.9% |
$7.1K - $8.51K
|
24.1K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-252- 2.51% |
$8.13K - $9.74K
|
9.78K
$730K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-254- 1.7% |
$8.19K - $9.82K
|
14.7K
$1.1M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-272Closed |
$8.77K - $10.5K
|
0
$0
|