Jefferies Financial Group Ownership 2024 | Who Owns Jefferies Financial Group Now?
Institutional Ownership
19.95%
Insider Ownership
21.83%
Retail Ownership
58.23%
Institutional Holders
253.00
Jefferies Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 7.29% | 0.02% | 16,036,731 | 293,792 | 1.87% | 797,987,725 | Jun 30, 2024 |
VANGUARD GROUP INC | 7.13% | 0.01% | 15,693,507 | -340,278 | -2.12% | 780,908,907 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.20% | 0.57% | 7,049,815 | 936,424 | 15.32% | 350,798,786 | Jun 30, 2024 |
FIRST PACIFIC ADVISORS, LP | 2.46% | 3.64% | 5,410,210 | -10,160 | -0.19% | 269,212,050 | Jun 30, 2024 |
STATE STREET CORP | 2.33% | 0.01% | 5,124,609 | -204,974 | -3.85% | 255,000,544,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.92% | 0.06% | 4,232,280 | 76,327 | 1.84% | 210,590,950 | Jun 30, 2024 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.54% | 0.58% | 3,396,255 | 389,385 | 12.95% | 168,997,649 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.30% | 0.01% | 2,854,332 | 70,832 | 2.54% | 142,069,726 | Jun 30, 2024 |
DONALD SMITH & CO., INC. | 1.13% | 3.16% | 2,494,659 | -361,909 | -12.67% | 124,134,232 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 1.12% | 0.04% | 2,470,493 | -780,065 | -24.00% | 122,931,732 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.06% | 0.01% | 2,337,243 | 326,311 | 16.23% | 116,301,253 | Jun 30, 2024 |
NORGES BANK | 1.05% | 0.02% | 2,300,636 | 2,300,636 | 100.00% | 114,479,647 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.99% | 0.02% | 2,168,909 | 34,295 | 1.61% | 107,924,910 | Jun 30, 2024 |
INVESCO LTD. | 0.91% | 0.02% | 2,006,237 | -244,268 | -10.85% | 99,830,353 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.89% | 0.13% | 1,947,192 | 1,529,218 | 365.86% | 96,892,275 | Jun 30, 2024 |
MORGAN STANLEY | 0.78% | 0.01% | 1,705,395 | -117,019 | -6.42% | 84,860,551 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.76% | 0.05% | 1,670,584 | -36,849 | -2.16% | 83,130,103,000 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.75% | 0.07% | 1,660,084 | -230,038 | -12.17% | 82,606,000 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.75% | 0.02% | 1,641,285 | -42,608 | -2.53% | 81,670,342 | Jun 30, 2024 |
CAPTRUST FINANCIAL ADVISORS | 0.71% | 0.25% | 1,567,711 | 44,040 | 2.89% | 78,009,298 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MOERUS CAPITAL MANAGEMENT LLC | 0.49% | 19.22% | 1,070,224 | 7,195 | 0.68% | 53,254,346 | Jun 30, 2024 |
GOODHAVEN CAPITAL MANAGEMENT, LLC | 0.20% | 8.21% | 449,558 | - | - | 22,370,006 | Jun 30, 2024 |
MERRION INVESTMENT MANAGEMENT CO, LLC | 0.10% | 7.33% | 214,314 | - | - | 10,664,265 | Jun 30, 2024 |
MRAZ, AMERINE & ASSOCIATES, INC. | 0.25% | 5.68% | 555,249 | -4,824 | -0.86% | 27,629,198 | Jun 30, 2024 |
PRIVATE CAPITAL MANAGEMENT, LLC | 0.35% | 4.46% | 771,125 | -41,300 | -5.08% | 38,371,158 | Jun 30, 2024 |
EPACRIA CAPITAL PARTNERS, LLC | 0.05% | 3.92% | 107,481 | - | - | 5,348,255 | Jun 30, 2024 |
ROCK POINT ADVISORS, LLC | 0.12% | 3.92% | 262,523 | -54,215 | -17.12% | 13,063,162 | Jun 30, 2024 |
FIRST PACIFIC ADVISORS, LP | 2.46% | 3.64% | 5,410,210 | -10,160 | -0.19% | 269,212,050 | Jun 30, 2024 |
ERVIN INVESTMENT MANAGEMENT, LLC | 0.04% | 3.28% | 95,149 | -1,463 | -1.51% | 4,734,614 | Jun 30, 2024 |
ROBOTTI ROBERT | 0.19% | 3.21% | 411,210 | -6,019 | -1.44% | 20,461,810 | Jun 30, 2024 |
DONALD SMITH & CO., INC. | 1.13% | 3.16% | 2,494,659 | -361,909 | -12.67% | 124,134,232 | Jun 30, 2024 |
1492 CAPITAL MANAGEMENT LLC | 0.05% | 2.81% | 100,061 | -536 | -0.53% | 4,979,035 | Jun 30, 2024 |
INTREPID CAPITAL MANAGEMENT INC | 0.04% | 2.56% | 80,861 | -11,041 | -12.01% | 4,023,644 | Jun 30, 2024 |
MILLER HOWARD INVESTMENTS INC /NY | 0.62% | 2.25% | 1,360,614 | -22,509 | -1.63% | 67,704,131 | Jun 30, 2024 |
PRIVATE MANAGEMENT GROUP INC | 0.52% | 2.20% | 1,147,855 | -128,018 | -10.03% | 57,117,265 | Jun 30, 2024 |
LAFAYETTE INVESTMENTS, INC. | 0.08% | 2.07% | 182,576 | -2,147 | -1.16% | 9,085,004 | Jun 30, 2024 |
WATERFRONT WEALTH INC. | 0.07% | 2.02% | 149,772 | -1,033 | -0.69% | 7,452,646 | Jun 30, 2024 |
KARPAS STRATEGIES, LLC | 0.05% | 1.74% | 111,775 | -1,522 | -1.34% | 5,561,924 | Jun 30, 2024 |
POEHLING CAPITAL MANAGEMENT, INC. | 0.05% | 1.64% | 120,217 | -2,064 | -1.69% | 5,981,998 | Jun 30, 2024 |
INTRINSIC VALUE PARTNERS, LLC | 0.01% | 1.64% | 31,538 | -100 | -0.32% | 1,569,331 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.05% | 0.02% | 2,300,636 | 2,300,636 | 100.00% | 114,479,647 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.89% | 0.13% | 1,947,192 | 1,529,218 | 365.86% | 96,892,275 | Jun 30, 2024 |
ARTEMIS INVESTMENT MANAGEMENT LLP | 0.53% | 0.78% | 1,169,843 | 1,169,843 | 100.00% | 58,211,388 | Jun 30, 2024 |
AMUNDI | 0.50% | 0.02% | 1,108,846 | 1,108,846 | 100.00% | 56,606,588 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 3.20% | 0.57% | 7,049,815 | 936,424 | 15.32% | 350,798,786 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.28% | 0.07% | 623,949 | 438,495 | 236.44% | 31,047,702 | Jun 30, 2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.19% | 0.35% | 425,000 | 425,000 | 100.00% | 21,148,000 | Jun 30, 2024 |
AEGON ASSET MANAGEMENT UK PLC | 0.21% | 0.32% | 456,623 | 398,145 | 680.85% | 22,722,000 | Jun 30, 2024 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.54% | 0.58% | 3,396,255 | 389,385 | 12.95% | 168,997,649 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.06% | 0.01% | 2,337,243 | 326,311 | 16.23% | 116,301,253 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.34% | 0.03% | 744,274 | 312,601 | 72.42% | 37,035,074 | Jun 30, 2024 |
BLACKROCK INC. | 7.29% | 0.02% | 16,036,731 | 293,792 | 1.87% | 797,987,725 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.12% | 0.19% | 255,860 | 249,248 | 3769.63% | 12,731,594 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.10% | 0.06% | 215,267 | 215,267 | 100.00% | 10,711,686 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.17% | 0.07% | 372,022 | 191,550 | 106.14% | 18,511,815 | Jun 30, 2024 |
MAN GROUP PLC | 0.10% | 0.03% | 214,023 | 162,871 | 318.41% | 10,649,785 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 0.01% | 485,046 | 158,478 | 48.53% | 24,135,888 | Jun 30, 2024 |
ZURICH INSURANCE GROUP LTD/FI | 0.55% | 0.52% | 1,204,176 | 145,382 | 13.73% | 59,919,798 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.08% | 0.01% | 165,555 | 139,882 | 544.86% | 8,238,017 | Jun 30, 2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.06% | 0.02% | 141,963 | 132,414 | 1386.68% | 7,064,078 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. | 1.12% | 0.04% | 2,470,493 | -780,065 | -24.00% | 122,931,732 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.31% | 0.02% | 689,560 | -586,511 | -45.96% | 34,312,506 | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | 0.03% | 0.15% | 61,354 | -499,624 | -89.06% | 3,052,975 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.59% | 0.37% | 1,301,893 | -455,227 | -25.91% | 64,782,196 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.27% | 0.02% | 596,251 | -404,408 | -40.41% | 29,669,850 | Jun 30, 2024 |
DONALD SMITH & CO., INC. | 1.13% | 3.16% | 2,494,659 | -361,909 | -12.67% | 124,134,232 | Jun 30, 2024 |
IAT REINSURANCE CO LTD. | - | - | - | -360,872 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | 7.13% | 0.01% | 15,693,507 | -340,278 | -2.12% | 780,908,907 | Jun 30, 2024 |
INVESCO LTD. | 0.91% | 0.02% | 2,006,237 | -244,268 | -10.85% | 99,830,353 | Jun 30, 2024 |
CERITY PARTNERS LLC | 0.10% | 0.03% | 209,701 | -239,298 | -53.30% | 10,434,724 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.75% | 0.07% | 1,660,084 | -230,038 | -12.17% | 82,606,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -224,530 | -100.00% | - | Jun 30, 2024 |
BECK MACK & OLIVER LLC | 0.67% | 1.52% | 1,477,766 | -218,652 | -12.89% | 73,533,636 | Jun 30, 2024 |
STATE STREET CORP | 2.33% | 0.01% | 5,124,609 | -204,974 | -3.85% | 255,000,544,000 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.11% | 0.02% | 252,506 | -142,982 | -36.15% | 12,564,699 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -135,034 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -128,943 | -100.00% | - | Jun 30, 2024 |
PRIVATE MANAGEMENT GROUP INC | 0.52% | 2.20% | 1,147,855 | -128,018 | -10.03% | 57,117,265 | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.01% | 0.04% | 20,954 | -126,801 | -85.82% | 1,042,671 | Jun 30, 2024 |
INTERVAL PARTNERS, LP | 0.05% | 0.12% | 113,471 | -124,800 | -52.38% | 5,646,317 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.05% | 0.02% | 2,300,636 | 2,300,636 | 100.00% | 114,479,647 | Jun 30, 2024 |
ARTEMIS INVESTMENT MANAGEMENT LLP | 0.53% | 0.78% | 1,169,843 | 1,169,843 | 100.00% | 58,211,388 | Jun 30, 2024 |
AMUNDI | 0.50% | 0.02% | 1,108,846 | 1,108,846 | 100.00% | 56,606,588 | Jun 30, 2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.19% | 0.35% | 425,000 | 425,000 | 100.00% | 21,148,000 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.10% | 0.06% | 215,267 | 215,267 | 100.00% | 10,711,686 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.05% | 0.45% | 117,740 | 117,740 | 100.00% | 5,859,000 | Jun 30, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.03% | 0.01% | 67,103 | 67,103 | 100.00% | 3,339,045 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.02% | 0.01% | 35,800 | 35,800 | 100.00% | 1,781,408 | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 0.00% | 26,114 | 26,114 | 100.00% | 1,299,437 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.23% | 23,767 | 23,767 | 100.00% | 1,182,646 | Jun 30, 2024 |
SUMMIT FINANCIAL, LLC | 0.01% | 0.05% | 21,558 | 21,558 | 100.00% | 1,072,726 | Jun 30, 2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 0.02% | 20,112 | 20,112 | 100.00% | 1,000,773 | Jun 30, 2024 |
HARBOUR CAPITAL ADVISORS, LLC | 0.01% | 0.24% | 19,975 | 19,975 | 100.00% | 998,151 | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | 0.01% | 0.30% | 17,690 | 17,690 | 100.00% | 880,000 | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | 0.01% | 0.02% | 17,264 | 17,264 | 100.00% | 801,546 | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.06% | 16,282 | 16,282 | 100.00% | 810,193 | Jun 30, 2024 |
FULTON BANK, N.A. | 0.01% | 0.03% | 14,600 | 14,600 | 100.00% | 726,495 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.01% | 0.00% | 12,100 | 12,100 | 100.00% | 602,096 | Jun 30, 2024 |
CHOU ASSOCIATES MANAGEMENT INC. | 0.01% | 0.39% | 10,987 | 10,987 | 100.00% | 546,713 | Jun 30, 2024 |
BLACK SWIFT GROUP, LLC | 0.00% | 0.11% | 10,000 | 10,000 | 100.00% | 497,600 | Jun 30, 2024 |
XTX TOPCO LTD | 0.00% | 0.04% | 8,882 | 8,882 | 100.00% | 441,968 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.00% | 0.00% | 8,535 | 8,535 | 100.00% | 424,699 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 8,375 | 8,375 | 100.00% | 416,740 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.21% | 6,900 | 6,900 | 100.00% | 343,343 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 6,387 | 6,387 | 100.00% | 317,817 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.00% | 0.06% | 6,286 | 6,286 | 100.00% | 312,791 | Jun 30, 2024 |
VIDENT ADVISORY, LLC | 0.00% | 0.01% | 5,456 | 5,456 | 100.00% | 271,509 | Jun 30, 2024 |
PENN MUTUAL ASSET MANAGEMENT, LLC | 0.00% | 0.55% | 5,225 | 5,225 | 100.00% | 259,996 | Jun 30, 2024 |
DAYMARK WEALTH PARTNERS, LLC | 0.00% | 0.01% | 4,875 | 4,875 | 100.00% | 242,575 | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | 0.00% | 0.10% | 4,632 | 4,632 | 100.00% | 230,488 | Jun 30, 2024 |
MONETA GROUP INVESTMENT ADVISORS LLC | 0.00% | 0.00% | 4,519 | 4,519 | 100.00% | 224,865 | Jun 30, 2024 |
PINNACLE FINANCIAL PARTNERS INC | 0.00% | 0.00% | 4,325 | 4,325 | 100.00% | 215,212 | Jun 30, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | 0.00% | 0.01% | 4,273 | 4,273 | 100.00% | 212,624 | Jun 30, 2024 |
PARADIGM FINANCIAL PARTNERS, LLC | 0.00% | 0.03% | 4,225 | 4,225 | 100.00% | 210,236 | Jun 30, 2024 |
SANDERS MORRIS HARRIS LLC | 0.00% | 0.03% | 4,200 | 4,200 | 100.00% | 208,992 | Jun 30, 2024 |
RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 4,182 | 4,182 | 100.00% | 208,096 | Jun 30, 2024 |
BLANKINSHIP & FOSTER, LLC | 0.00% | 0.05% | 4,146 | 4,146 | 100.00% | 206,305 | Jun 30, 2024 |
DILIGENT INVESTORS, LLC | 0.00% | 0.05% | 4,100 | 4,100 | 100.00% | 204,016 | Jun 30, 2024 |
ESSEX FINANCIAL SERVICES, INC. | 0.00% | 0.02% | 4,063 | 4,063 | 100.00% | 224,773 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.05% | 2,200 | 2,200 | 100.00% | 109,472 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.02% | 1,626 | 1,626 | 100.00% | 80,910 | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 0.00% | 0.00% | 1,600 | 1,600 | 100.00% | 80,000 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 960 | 960 | 100.00% | 47,791 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 455 | 455 | 100.00% | 22,641 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 416 | 416 | 100.00% | 20,350 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 414 | 414 | 100.00% | 20,600 | Jun 30, 2024 |
ELEQUIN SECURITIES, LLC | 0.00% | 0.00% | 302 | 302 | 100.00% | 15,028 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | - | 0.00% | 95 | 95 | 100.00% | 4,728 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 68 | 68 | 100.00% | 3,406 | Jun 30, 2024 |
MATHER GROUP, LLC. | - | - | 55 | 55 | 100.00% | 2,426 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | - | 0.00% | 39 | 39 | 100.00% | 1,941 | Jun 30, 2024 |
SACHETTA, LLC | - | 0.00% | 35 | 35 | 100.00% | 2,020 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | 33 | 33 | 100.00% | 1,642 | Jun 30, 2024 |
MACQUARIE GROUP LTD | - | - | 2 | 2 | 100.00% | 100 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
IAT REINSURANCE CO LTD. | - | - | - | -360,872 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -224,530 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -135,034 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -128,943 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -91,435 | -100.00% | - | Jun 30, 2024 |
CEREDEX VALUE ADVISORS LLC | - | - | - | -83,048 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -79,900 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -59,437 | -100.00% | - | Jun 30, 2024 |
ALGEBRIS (UK) LTD | - | - | - | -52,667 | -100.00% | - | Jun 30, 2024 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | - | - | - | -32,800 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -31,184 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -26,496 | -100.00% | - | Jun 30, 2024 |
PACIFICA CAPITAL INVESTMENTS, LLC | - | - | - | -25,600 | -100.00% | - | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -21,712 | -100.00% | - | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -16,031 | -100.00% | - | Jun 30, 2024 |
SHAY CAPITAL LLC | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
MOTLEY FOOL ASSET MANAGEMENT LLC | - | - | - | -13,196 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -12,448 | -100.00% | - | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -11,996 | -100.00% | - | Jun 30, 2024 |
COOKSON PEIRCE & CO INC | - | - | - | -11,087 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -10,754 | -100.00% | - | Jun 30, 2024 |
YORKTOWN MANAGEMENT & RESEARCH CO INC | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -9,386 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -9,375 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -9,160 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -8,744 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -7,714 | -100.00% | - | Jun 30, 2024 |
PERMANENS CAPITAL L.P. | - | - | - | -7,580 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -7,300 | -100.00% | - | Jun 30, 2024 |
VONTOBEL HOLDING LTD. | - | - | - | -6,374 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -5,964 | -100.00% | - | Jun 30, 2024 |
ATOM INVESTORS LP | - | - | - | -5,657 | -100.00% | - | Jun 30, 2024 |
MATHES COMPANY, INC. | - | - | - | -4,810 | -100.00% | - | Jun 30, 2024 |
PERENNIAL INVESTMENT ADVISORS, LLC | - | - | - | -4,592 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -4,481 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -1,030 | -100.00% | - | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | - | - | - | -775 | -100.00% | - | Jun 30, 2024 |
VIMA LLC | - | - | - | -768 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -549 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | - | - | - | -251 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -227 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
ATLAS CAPITAL ADVISORS LLC | - | - | - | -196 | -100.00% | - | Jun 30, 2024 |
ZIONS BANCORPORATION, N.A. | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
SANDY SPRING BANK | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
CAPE INVESTMENT ADVISORY, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Jefferies Financial Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BARRETT OPPORTUNITY FUND, INC. | 4.00% | 54,064 | - | - | Aug 31, 2023 |
COPLEY FUND INC /NV/ | 1.32% | 17,979 | - | - | Nov 30, 2022 |
BNY MELLON SHORT TERM MUNICIPAL BOND FUND | 1.32% | 1,800,000 | - | - | Mar 31, 2024 |
AGF Investments Trust | 1.29% | -24,415 | 7,892 | -24.43% | Mar 31, 2024 |
CALDWELL & ORKIN FUNDS INC | 1.21% | 16,500 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
Nuveen Core Equity Alpha Fund | 0.62% | 43,648 | - | - | Mar 31, 2024 |
SEI Exchange Traded Funds | 0.57% | 7,970 | 767 | 10.65% | Dec 31, 2023 |
DELAWARE GROUP EQUITY FUNDS IV | 0.44% | 510,000 | - | - | Mar 28, 2024 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.35% | 1,386,235 | 21,500 | 1.58% | Mar 28, 2024 |
Vanguard Montgomery Funds | 0.31% | 74,642 | - | - | Mar 31, 2024 |
GoodHaven Funds Trust | 0.30% | 242,512 | - | - | Feb 29, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.30% | 605 | -28,934 | -97.95% | Jan 31, 2021 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.29% | 55,820 | - | - | Mar 28, 2024 |
BNY Mellon Municipal Bond Funds, Inc. | 0.28% | 2,500,000 | 2,500,000 | - | Feb 29, 2024 |
Miller/Howard High Income Equity Fund | 0.27% | 150,000 | - | - | Jan 31, 2024 |
CALVERT VARIABLE SERIES INC | 0.26% | 496,000 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST X | 0.25% | 13,910,000 | 13,910,000 | - | Mar 28, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.24% | 104,096 | -11,112 | -9.65% | Jan 31, 2024 |
HENNESSY FUNDS TRUST | 0.24% | 472,700 | - | - | Jan 31, 2024 |
Core Bond Portfolio | 0.23% | 1,764,000 | - | - | Mar 31, 2024 |
BNY Mellon Opportunistic Municipal Securities Fund | 0.22% | 1,000,000 | - | - | Jan 31, 2024 |
CALVERT SOCIAL INVESTMENT FUND | 0.21% | 9,409,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.20% | 106,321 | - | - | Mar 31, 2024 |
Federated Hermes Investment Series Funds, Inc. | 0.20% | 2,250,000 | - | - | Feb 29, 2024 |
T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. | 0.19% | 2,900,000 | - | - | Feb 29, 2024 |
CALVERT FUND | 0.19% | 11,406,000 | - | - | Mar 31, 2024 |
RMB INVESTORS TRUST | 0.19% | 100,000 | - | - | Dec 31, 2023 |
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.19% | 16,570,000 | - | - | Mar 28, 2024 |
FundVantage Trust | 0.18% | 2,800,000 | - | - | Mar 28, 2024 |
BNY MELLON MUNICIPAL FUNDS, INC. | 0.18% | 2,665,000 | 2,665,000 | - | Feb 29, 2024 |
DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.16% | 1,430,000 | 1,430,000 | - | Mar 28, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.16% | 361,229 | - | - | Mar 31, 2024 |
Guardian Variable Products Trust | 0.15% | 2,500,000 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.14% | 113,000 | - | - | Dec 31, 2023 |
Calvert Management Series | 0.13% | 1,378,000 | - | - | Mar 31, 2024 |
Federated Hermes ETF Trust | 0.13% | 105,000 | - | - | Jan 31, 2024 |
BNY MELLON FUNDS TRUST | 0.13% | 10,000,000 | - | - | Aug 31, 2023 |
Guardian Variable Products Trust | 0.12% | 2,000,000 | - | - | Mar 31, 2024 |
Collaborative Investment Series Trust | 0.12% | 18,681 | - | - | Mar 31, 2024 |
Ivy Variable Insurance Portfolios | 0.12% | 2,735,000 | 2,735,000 | - | Mar 28, 2024 |
DEUTSCHE DWS INTERNATIONAL FUND, INC. | 0.12% | 324,399 | - | - | Feb 29, 2024 |
OSI ETF Trust | 0.12% | 20,488 | - | - | Mar 31, 2022 |
TARGET PORTFOLIO TRUST | 0.12% | 2,460,000 | - | - | Jan 31, 2024 |
PROSPECTOR FUNDS, INC. | 0.11% | 32,750 | - | - | Mar 31, 2024 |
DELAWARE GROUP ADVISER FUNDS | 0.11% | 4,600,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.11% | 365,000 | - | - | Jan 31, 2024 |
Federated Hermes Index Trust | 0.10% | 23,522 | 2,218 | 10.41% | Jan 31, 2024 |
NUVEEN INVESTMENT TRUST | 0.10% | 55,500 | - | - | Mar 31, 2024 |
Absolute Shares Trust | 0.10% | 37,712 | - | - | Mar 31, 2024 |
GABELLI ASSET FUND | 0.09% | 31,500 | - | - | Dec 29, 2023 |
DELAWARE GROUP INCOME FUNDS | 0.09% | 2,765,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.08% | 24,170,000 | - | - | Feb 29, 2024 |
VANGUARD ADMIRAL FUNDS | 0.08% | 342,491 | -21,032 | -5.79% | Feb 29, 2024 |
BLACKROCK MID-CAP VALUE SERIES, INC. | 0.08% | 94,665 | - | - | Jan 31, 2024 |
Nuveen S&P 500 BuyWrite Income Fund | 0.08% | 53,398 | - | - | Mar 31, 2024 |
GUGGENHEIM FUNDS TRUST | 0.08% | 43,362,000 | - | - | Dec 31, 2023 |
Guggenheim Variable Funds Trust | 0.07% | 300,000 | - | - | Dec 31, 2023 |
Natixis ETF Trust | 0.07% | 15,000 | -25,000 | -62.50% | Mar 31, 2024 |
SEI TAX EXEMPT TRUST | 0.07% | 3,400,000 | - | - | Feb 29, 2024 |
GABELLI EQUITY TRUST INC | 0.07% | 87,300 | -700 | -0.80% | Dec 29, 2023 |
DELAWARE GROUP INCOME FUNDS | 0.07% | 2,160,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.07% | 225,000 | - | - | Jan 31, 2024 |
Ivy Variable Insurance Portfolios | 0.07% | 1,554,000 | -360,000 | -18.81% | Mar 28, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.07% | 19,804,000 | - | - | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 | 0.06% | 39,020,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 212,000 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.06% | 610,000 | - | - | Mar 28, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.06% | 205,000 | - | - | Jan 31, 2024 |
DEUTSCHE DWS INCOME TRUST | 0.06% | 2,070,000 | - | - | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.06% | 1,763 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.06% | 398,247 | - | - | Aug 31, 2023 |
DEUTSCHE DWS SECURITIES TRUST | 0.06% | 2,060,000 | - | - | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.06% | 12,800 | - | - | Jan 31, 2024 |
AEGIS FUNDS | 0.05% | 128,854 | - | - | Dec 31, 2023 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.05% | 15,718,000 | - | - | Feb 29, 2024 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.05% | 96,927 | 29,647 | 44.07% | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.05% | 85,459 | - | - | Mar 31, 2024 |
AB BOND FUND, INC. | 0.05% | 5,380,000 | - | - | Jan 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.05% | 4,000,000 | - | - | Jan 31, 2024 |
DELAWARE VIP TRUST | 0.05% | 175,000 | 175,000 | - | Mar 28, 2024 |
THOMPSON IM FUNDS INC | 0.05% | 750,000 | - | - | Feb 29, 2024 |
GABELLI EQUITY SERIES FUNDS INC | 0.05% | 37,810 | -300 | -0.79% | Dec 29, 2023 |
ELFUN INCOME FUND | 0.05% | 89,000 | -30,000 | -25.21% | Mar 31, 2024 |
ELFUN DIVERSIFIED FUND | 0.05% | 36,000 | -7,000 | -16.28% | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.05% | 134,300 | - | - | Jan 31, 2024 |
AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.04% | 228,837 | - | - | Mar 31, 2024 |
Federated Hermes Managed Pool Series | 0.04% | 575,000 | - | - | Mar 31, 2024 |
SUNAMERICA SERIES, INC. | 0.04% | 67,924 | - | - | Apr 30, 2021 |
JOHN HANCOCK BOND TRUST | 0.04% | 2,902,000 | - | - | Feb 29, 2024 |
STATE FARM ASSOCIATES FUNDS TRUSTS | 0.04% | 800,000 | 800,000 | - | May 31, 2021 |
CENTAUR MUTUAL FUNDS TRUST | 0.04% | 6,223 | - | - | Jan 31, 2024 |
Federated Hermes Total Return Series, Inc. | 0.04% | 5,163,000 | - | - | Feb 29, 2024 |
STATE FARM ASSOCIATES FUNDS TRUSTS | 0.04% | 770,000 | 770,000 | - | May 31, 2021 |
OPTIMUM FUND TRUST | 0.04% | 1,761,000 | -210,000 | -10.65% | Mar 28, 2024 |
JOHN HANCOCK BOND TRUST | 0.04% | 2,651,000 | - | - | Feb 29, 2024 |
VICTORY PORTFOLIOS | 0.04% | 1,200,000 | - | - | Mar 31, 2024 |
DEUTSCHE DWS VARIABLE SERIES I | 0.04% | 13,652 | -13,576 | -49.86% | Mar 31, 2024 |
VIRTUS ASSET TRUST | 0.04% | 1,000,000 | - | - | Mar 28, 2024 |
Jefferies Financial Group Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 253 | -48.26% |
31 Mar, 24 | 489 | 2.09% |
31 Dec, 23 | 479 | 8.62% |
30 Sep, 23 | 441 | 1.85% |
30 Jun, 23 | 433 | -7.68% |
31 Mar, 23 | 469 | -0.85% |
31 Dec, 22 | 473 | 10.77% |
30 Sep, 22 | 427 | -0.47% |
30 Jun, 22 | 429 | -10.63% |
31 Mar, 22 | 480 | -5.51% |
31 Dec, 21 | 508 | 4.10% |
30 Sep, 21 | 488 | 9.42% |
30 Jun, 21 | 446 | -3.88% |
31 Mar, 21 | 464 | 16.29% |
31 Dec, 20 | 399 | 11.45% |
30 Sep, 20 | 358 | -3.24% |
30 Jun, 20 | 370 | -5.85% |
31 Mar, 20 | 393 | -4.15% |
31 Dec, 19 | 410 | 0.24% |
30 Sep, 19 | 409 | -4.66% |
30 Jun, 19 | 429 | -6.13% |
31 Mar, 19 | 457 | -0.44% |
31 Dec, 18 | 459 | -2.34% |
30 Sep, 18 | 470 | 3.98% |
30 Jun, 18 | 452 | - |
31 Mar, 16 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 43,874,041 | -65.69% |
31 Mar, 24 | 127,884,226 | -0.72% |
31 Dec, 23 | 128,815,056 | 0.20% |
30 Sep, 23 | 128,553,422 | -4.15% |
30 Jun, 23 | 134,121,082 | -9.71% |
31 Mar, 23 | 148,539,115 | -1.99% |
31 Dec, 22 | 151,553,439 | -0.90% |
30 Sep, 22 | 152,935,185 | -2.90% |
30 Jun, 22 | 157,506,677 | -5.19% |
31 Mar, 22 | 166,131,500 | -0.48% |
31 Dec, 21 | 166,931,332 | -2.10% |
30 Sep, 21 | 170,518,799 | -0.30% |
30 Jun, 21 | 171,031,634 | -0.06% |
31 Mar, 21 | 171,139,682 | 0.78% |
31 Dec, 20 | 169,822,150 | -7.42% |
30 Sep, 20 | 183,441,347 | -4.43% |
30 Jun, 20 | 191,948,643 | -1.82% |
31 Mar, 20 | 195,509,161 | -7.48% |
31 Dec, 19 | 211,326,077 | -3.49% |
30 Sep, 19 | 218,960,034 | 1.52% |
30 Jun, 19 | 215,678,540 | -5.71% |
31 Mar, 19 | 228,732,168 | -4.63% |
31 Dec, 18 | 239,825,019 | -4.48% |
30 Sep, 18 | 251,060,812 | 0.88% |
30 Jun, 18 | 248,866,491 | - |
31 Mar, 16 | 4,328 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 19.95% | 0.59% |
31 Mar, 24 | 58.12% | 1.90% |
31 Dec, 23 | 55.38% | 1.75% |
30 Sep, 23 | 56.30% | 1.84% |
30 Jun, 23 | 55.29% | 1.43% |
31 Mar, 23 | 62.12% | 1.66% |
31 Dec, 22 | 61.26% | 1.56% |
30 Sep, 22 | 62.72% | 1.57% |
30 Jun, 22 | 63.22% | 1.52% |
31 Mar, 22 | 64.50% | 1.58% |
31 Dec, 21 | 63.80% | 1.52% |
30 Sep, 21 | 64.81% | 1.54% |
30 Jun, 21 | 64.96% | 1.57% |
31 Mar, 21 | 64.25% | 1.66% |
31 Dec, 20 | 62.23% | 1.46% |
30 Sep, 20 | 65.35% | 1.46% |
30 Jun, 20 | 66.94% | 1.60% |
31 Mar, 20 | 64.65% | 1.39% |
31 Dec, 19 | 68.11% | 1.37% |
30 Sep, 19 | 70.57% | 1.43% |
30 Jun, 19 | 70.25% | 1.33% |
31 Mar, 19 | 72.57% | 1.19% |
31 Dec, 18 | 77.99% | 1.44% |
30 Sep, 18 | 73.53% | 1.47% |
30 Jun, 18 | 70.69% | - |
31 Mar, 16 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 103 | -49.26% |
31 Mar, 24 | 203 | 1.50% |
31 Dec, 23 | 200 | 14.94% |
30 Sep, 23 | 174 | 4.19% |
30 Jun, 23 | 167 | -14.36% |
31 Mar, 23 | 195 | -10.96% |
31 Dec, 22 | 219 | 31.93% |
30 Sep, 22 | 166 | -4.60% |
30 Jun, 22 | 174 | -23.35% |
31 Mar, 22 | 227 | -5.81% |
31 Dec, 21 | 241 | 21.11% |
30 Sep, 21 | 199 | 9.94% |
30 Jun, 21 | 181 | -17.73% |
31 Mar, 21 | 220 | 25.00% |
31 Dec, 20 | 176 | 38.58% |
30 Sep, 20 | 127 | -14.77% |
30 Jun, 20 | 149 | 5.67% |
31 Mar, 20 | 141 | -22.10% |
31 Dec, 19 | 181 | -5.73% |
30 Sep, 19 | 192 | 18.52% |
30 Jun, 19 | 162 | -11.96% |
31 Mar, 19 | 184 | -6.12% |
31 Dec, 18 | 196 | 2.08% |
30 Sep, 18 | 192 | -55.86% |
30 Jun, 18 | 435 | - |
31 Mar, 16 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 65 | -60.12% |
31 Mar, 24 | 163 | -6.86% |
31 Dec, 23 | 175 | 14.38% |
30 Sep, 23 | 153 | -5.56% |
30 Jun, 23 | 162 | -4.71% |
31 Mar, 23 | 170 | 0.59% |
31 Dec, 22 | 169 | -3.98% |
30 Sep, 22 | 176 | 3.53% |
30 Jun, 22 | 170 | -2.86% |
31 Mar, 22 | 175 | 4.79% |
31 Dec, 21 | 167 | -13.02% |
30 Sep, 21 | 192 | 18.52% |
30 Jun, 21 | 162 | 2.53% |
31 Mar, 21 | 158 | 6.76% |
31 Dec, 20 | 148 | -8.64% |
30 Sep, 20 | 162 | 7.28% |
30 Jun, 20 | 151 | -17.03% |
31 Mar, 20 | 182 | 24.66% |
31 Dec, 19 | 146 | 0.69% |
30 Sep, 19 | 145 | -14.20% |
30 Jun, 19 | 169 | -2.31% |
31 Mar, 19 | 173 | -7.49% |
31 Dec, 18 | 187 | 3.31% |
30 Sep, 18 | 181 | - |
30 Jun, 18 | - | - |
31 Mar, 16 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 253 | -48.26% | 43,874,041 | -65.69% | 19.95% | 0.59% | 103 | -49.26% | 65 | -60.12% |
31 Mar, 24 | 489 | 2.09% | 127,884,226 | -0.72% | 58.12% | 1.90% | 203 | 1.50% | 163 | -6.86% |
31 Dec, 23 | 479 | 8.62% | 128,815,056 | 0.20% | 55.38% | 1.75% | 200 | 14.94% | 175 | 14.38% |
30 Sep, 23 | 441 | 1.85% | 128,553,422 | -4.15% | 56.30% | 1.84% | 174 | 4.19% | 153 | -5.56% |
30 Jun, 23 | 433 | -7.68% | 134,121,082 | -9.71% | 55.29% | 1.43% | 167 | -14.36% | 162 | -4.71% |
31 Mar, 23 | 469 | -0.85% | 148,539,115 | -1.99% | 62.12% | 1.66% | 195 | -10.96% | 170 | 0.59% |
31 Dec, 22 | 473 | 10.77% | 151,553,439 | -0.90% | 61.26% | 1.56% | 219 | 31.93% | 169 | -3.98% |
30 Sep, 22 | 427 | -0.47% | 152,935,185 | -2.90% | 62.72% | 1.57% | 166 | -4.60% | 176 | 3.53% |
30 Jun, 22 | 429 | -10.63% | 157,506,677 | -5.19% | 63.22% | 1.52% | 174 | -23.35% | 170 | -2.86% |
31 Mar, 22 | 480 | -5.51% | 166,131,500 | -0.48% | 64.50% | 1.58% | 227 | -5.81% | 175 | 4.79% |
31 Dec, 21 | 508 | 4.10% | 166,931,332 | -2.10% | 63.80% | 1.52% | 241 | 21.11% | 167 | -13.02% |
30 Sep, 21 | 488 | 9.42% | 170,518,799 | -0.30% | 64.81% | 1.54% | 199 | 9.94% | 192 | 18.52% |
30 Jun, 21 | 446 | -3.88% | 171,031,634 | -0.06% | 64.96% | 1.57% | 181 | -17.73% | 162 | 2.53% |
31 Mar, 21 | 464 | 16.29% | 171,139,682 | 0.78% | 64.25% | 1.66% | 220 | 25.00% | 158 | 6.76% |
31 Dec, 20 | 399 | 11.45% | 169,822,150 | -7.42% | 62.23% | 1.46% | 176 | 38.58% | 148 | -8.64% |
30 Sep, 20 | 358 | -3.24% | 183,441,347 | -4.43% | 65.35% | 1.46% | 127 | -14.77% | 162 | 7.28% |
30 Jun, 20 | 370 | -5.85% | 191,948,643 | -1.82% | 66.94% | 1.60% | 149 | 5.67% | 151 | -17.03% |
31 Mar, 20 | 393 | -4.15% | 195,509,161 | -7.48% | 64.65% | 1.39% | 141 | -22.10% | 182 | 24.66% |
31 Dec, 19 | 410 | 0.24% | 211,326,077 | -3.49% | 68.11% | 1.37% | 181 | -5.73% | 146 | 0.69% |
30 Sep, 19 | 409 | -4.66% | 218,960,034 | 1.52% | 70.57% | 1.43% | 192 | 18.52% | 145 | -14.20% |
30 Jun, 19 | 429 | -6.13% | 215,678,540 | -5.71% | 70.25% | 1.33% | 162 | -11.96% | 169 | -2.31% |
31 Mar, 19 | 457 | -0.44% | 228,732,168 | -4.63% | 72.57% | 1.19% | 184 | -6.12% | 173 | -7.49% |
31 Dec, 18 | 459 | -2.34% | 239,825,019 | -4.48% | 77.99% | 1.44% | 196 | 2.08% | 187 | 3.31% |
30 Sep, 18 | 470 | 3.98% | 251,060,812 | 0.88% | 73.53% | 1.47% | 192 | -55.86% | 181 | - |
30 Jun, 18 | 452 | - | 248,866,491 | - | 70.69% | - | 435 | - | - | - |
31 Mar, 16 | 1 | - | 4,328 | - | 0.00% | - | 1 | - | - | - |
Jefferies Financial Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Jefferies Financial Group Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 3 | - |
Q2 2024 | 6 | 4 | 150.00% |
Q1 2024 | 23 | 10 | 230.00% |
Q4 2023 | 13 | 3 | 433.33% |
Q3 2023 | 8 | 7 | 114.29% |
Q2 2023 | 6 | - | - |
Q1 2023 | 25 | 14 | 178.57% |
Q4 2022 | 14 | 6 | 233.33% |
Q3 2022 | 7 | 6 | 116.67% |
Q2 2022 | 13 | 1 | 1300.00% |
Q1 2022 | 21 | 7 | 300.00% |
Q4 2021 | 13 | 5 | 260.00% |
Q3 2021 | 6 | 4 | 150.00% |
Q2 2021 | 5 | 4 | 125.00% |
Q1 2021 | 9 | 2 | 450.00% |
Q4 2020 | 8 | 1 | 800.00% |
Q3 2020 | 13 | - | - |
Q2 2020 | 18 | 1 | 1800.00% |
Q1 2020 | 9 | 3 | 300.00% |
Q4 2019 | 11 | 3 | 366.67% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | 4 | - |
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 5 | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | 2 | - |
Q3 2022 | 1 | 2 | 50.00% |
Q2 2022 | - | 1 | - |
Q1 2022 | 2 | - | - |
Q4 2021 | - | 1 | - |
Q3 2021 | 1 | 2 | 50.00% |
Q2 2021 | - | 3 | - |
Q1 2021 | - | 1 | - |
Q4 2020 | - | - | - |
Q3 2020 | 1 | - | - |
Q2 2020 | - | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | 2 | - |
JEF Ownership FAQ
Who Owns Jefferies Financial Group?
Jefferies Financial Group is owned by institutional shareholders (19.95%), insiders (21.83%), and public (58.23%). The largest institutional shareholder of Jefferies Financial Group is BLACKROCK INC. (7.29% of total shares) and the top mutual fund owner is BARRETT OPPORTUNITY FUND, INC. (4.00% of total shares).
Who are the major institutional shareholders of Jefferies Financial Group?
Jefferies Financial Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, FIRST PACIFIC ADVISORS, LP, and STATE STREET CORP. The top five shareholders own together 22.42% of the company's share outstanding.
How many Jefferies Financial Group shareholders are there?
As of Jun 2024, there are 253 institutional shareholders of Jefferies Financial Group.
What percentage of Jefferies Financial Group is owned by BLACKROCK INC?
BLACKROCK INC owns 16.04M shares of Jefferies Financial Group, representing 7.29% of the company's total shares outstanding, valued at $797.99M (as of Jun 2024).
What percentage of Jefferies Financial Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 15.69M shares of Jefferies Financial Group (JEF), compromising 7.13% of the company, valued at $780.91M.
What percentage of Jefferies Financial Group is owned by ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC?
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC is the third largest holder of Jefferies Financial Group. The company owns 7.05M of the company's shares outstanding (worth $350.8M).