Purchases and Sales Made in Q4 2025 in Jefferies Financial Group Inc. (JEF)
This table provides information about the institutional ownership of Jefferies Financial Group Inc. (JEF) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
292K+ 1480.41% |
$14.2M - $18.5M
|
311K
$16.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
260K+ 807.14% |
$12.7M - $16.5M
|
292K
$15.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
35.2KNew |
$1.72M - $2.24M
|
35.2K
$1.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.3K+ 26.83% |
$1.53M - $1.99M
|
148K
$7.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.61K+ 181.51% |
$420K - $546K
|
13.3K
$701K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.19K+ 42.88% |
$400K - $520K
|
27.3K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
6.58K+ 3.94% |
$321K - $418K
|
174K
$9.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22KNew |
$206K - $268K
|
4.22K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.24KNew |
$158K - $206K
|
3.24K
$170K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.17K+ 5.25% |
$106K - $138K
|
43.5K
$2.28M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
598+ 433.33% |
$29.2K - $38K
|
736
$38.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
500New |
$24.4K - $31.7K
|
500
$26.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
336+ 5.56% |
$16.4K - $21.3K
|
6.38K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
269+ 16.84% |
$13.1K - $17.1K
|
1.87K
$97.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 2.57% |
$6.1K - $7.94K
|
4.99K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
76+ 1.25% |
$3.71K - $4.83K
|
6.15K
$323K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62+ 33.7% |
$3.03K - $3.94K
|
246
$12.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50New |
$2.44K - $3.17K
|
50
$2.62K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
47+ 0.69% |
$2.29K - $2.98K
|
6.87K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
31+ 0.69% |
$1.51K - $1.97K
|
4.5K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 0.49% |
$781 - $1.02K
|
3.29K
$173K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 8.0% |
$97.6 - $127
|
27
$1.42K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$48.8 - $63.5
|
72.6K
$3.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.0% |
$97.6 - $127
|
38
$1.99K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 13.13% |
$1.02K - $1.33K
|
139
$7.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-81- 1.49% |
$3.95K - $5.14K
|
5.34K
$280K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-157- 6.94% |
$7.66K - $9.97K
|
2.1K
$110K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.44% |
$9.76K - $12.7K
|
45.7K
$2.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-285- 3.61% |
$13.9K - $18.1K
|
7.6K
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-406- 11.52% |
$19.8K - $25.8K
|
3.12K
$164K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-648- 2.63% |
$31.6K - $41.1K
|
24K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.24K- 9.94% |
$60.5K - $78.7K
|
11.2K
$590K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 72.05% |
$64.2K - $83.5K
|
510
$26.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.47K- 0.31% |
$71.6K - $93.2K
|
470K
$24.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.72K- 15.8% |
$84K - $109K
|
9.18K
$482K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.23K- 19.03% |
$158K - $205K
|
13.8K
$722K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.74K- 19.17% |
$231K - $301K
|
20K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-41.1K- 23.98% |
$2M - $2.61M
|
130K
$6.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-201K- 2.73% |
$9.79M - $12.7M
|
7.15M
$375M
|
|