Purchases and Sales Made in Q4 2024 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
490K+ 157.19% |
$30.4M - $40.1M
|
802K
$61.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
119K+ 9.32% |
$7.36M - $9.72M
|
1.39M
$107M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
55.9KNew |
$3.47M - $4.57M
|
55.9K
$4.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
39KNew |
$2.42M - $3.19M
|
39K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
30.2KNew |
$1.87M - $2.47M
|
30.2K
$2.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
27.1KNew |
$1.68M - $2.21M
|
27.1K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
9.85KNew |
$610K - $805K
|
9.85K
$757K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.58K+ 39.1% |
$594K - $783K
|
34.1K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
8.71K+ 5.33% |
$539K - $712K
|
172K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.89K+ 27.34% |
$365K - $482K
|
27.4K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.4KNew |
$335K - $441K
|
5.4K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.39KNew |
$334K - $441K
|
5.39K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.58KNew |
$283K - $374K
|
4.58K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.15KNew |
$257K - $340K
|
4.15K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.41KNew |
$211K - $278K
|
3.41K
$262K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.34KNew |
$207K - $273K
|
3.34K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 6.65% |
$175K - $231K
|
45.4K
$3.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.81KNew |
$174K - $230K
|
2.81K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79KNew |
$173K - $228K
|
2.79K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.75KNew |
$170K - $225K
|
2.75K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.29K+ 3.97% |
$142K - $187K
|
60.1K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.01K+ 39.78% |
$124K - $164K
|
7.06K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
794+ 21.37% |
$49.2K - $64.9K
|
4.51K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
361+ 3.05% |
$22.4K - $29.5K
|
12.2K
$938K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
352+ 5.29% |
$21.8K - $28.8K
|
7.01K
$539K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
315+ 158.29% |
$19.5K - $25.8K
|
514
$39.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
256+ 0.46% |
$15.9K - $20.9K
|
55.8K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
176New |
$10.9K - $14.4K
|
176
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
139+ 579.17% |
$8.61K - $11.4K
|
163
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
127+ 20.65% |
$7.87K - $10.4K
|
742
$57K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
100+ 1.4% |
$6.2K - $8.18K
|
7.26K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
59+ 18.91% |
$3.66K - $4.82K
|
371
$28.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
29+ 0.44% |
$1.8K - $2.37K
|
6.69K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.37% |
$1.36K - $1.8K
|
5.95K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16New |
$991 - $1.31K
|
16
$1.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$929 - $1.23K
|
15
$1.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11+ 0.18% |
$681 - $899
|
6.08K
$467K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 14.63% |
$372 - $491
|
47
$3.61K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$124 - $164
|
448
$34.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2+ 0.03% |
$124 - $164
|
6.08K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-7- 0.21% |
$434 - $572
|
3.28K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 15.0% |
$558 - $736
|
51
$3.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.14% |
$681 - $899
|
8.07K
$620K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12- 0.08% |
$743 - $981
|
14.8K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 11.21% |
$805 - $1.06K
|
103
$7.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 83.87% |
$1.61K - $2.13K
|
5
$384
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-28- 0.49% |
$1.73K - $2.29K
|
5.66K
$435K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-219- 0.15% |
$13.6K - $17.9K
|
143K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-245- 8.85% |
$15.2K - $20K
|
2.52K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-300- 10.0% |
$18.6K - $24.5K
|
2.7K
$208K
|