Jefferies Financial Group Inc (NYSE:JEF)
| 30.71 BATS BZX Real-Time Price As of May 13 |  +0.02 / +0.07%Today’s Change | 28.99 Today|||52-Week Range 44.47 | -20.85% Year-to-Date |
Institutional investors purchased a net $5.2 million shares of JEF during the quarter ended May 2019, and now own 71.66% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
| Mutual fund holders | 38.58% |
| Other institutional | 33.07% |
| Individual stakeholders | 19.92% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2022 | CHARLES SCHWAB INVESTMENT MANAGE... Bought 2.2 Million shares of Jefferies Financial Group... |
| 3/31/2022 | FIRST TRUST ADVISORS LP Bought 2.2 Million shares of Jefferies Financial Group... |
| 3/31/2022 | FIDELITY MANAGEMENT & RESEARCH C... Bought 1.3 Million shares of Jefferies Financial Group... |
Top 10 Owners of Jefferies Financial Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.57% | 20,520,015 | 631,195,661 | -1,314,035 | -6.02% |
| BlackRock Fund Advisors | 6.92% | 16,570,232 | 509,700,336 | -45,988 | -0.28% |
| Sumitomo Mitsui Banking Corp. (In... | 4.38% | 10,500,000 | 322,980,000 | 0 | 0.00% |
| First Trust Advisors LP | 2.99% | 7,152,883 | 220,022,681 | +2,207,065 | +44.62% |
| First Pacific Advisors LP | 2.41% | 5,763,735 | 177,292,489 | +9,200 | +0.16% |
| SSgA Funds Management, Inc. | 2.38% | 5,700,991 | 175,362,483 | +217,365 | +3.96% |
| AllianceBernstein LP | 2.02% | 4,833,750 | 148,686,150 | +283,083 | +6.22% |
| Dimensional Fund Advisors LP | 1.63% | 3,908,007 | 120,210,295 | +156,126 | +4.16% |
| LSV Asset Management | 1.61% | 3,856,733 | 118,633,107 | +244,028 | +6.75% |
| Burgundy Asset Management Ltd. | 1.44% | 3,441,528 | 105,861,401 | -22,370 | -0.65% |
Top 10 Mutual Funds Holding Jefferies Financial Group Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| First Trust Rising Dividend Achie... | 2.52% | 6,036,039 | 185,668,560 | -1,519 | -0.03% |
| iShares Core S&P Mid Cap ETF | 2.30% | 5,510,702 | 169,509,194 | +1,121 | +0.02% |
| Vanguard Total Stock Market Index... | 2.04% | 4,877,126 | 150,020,396 | -405,612 | -7.68% |
| FPA Crescent Fund | 1.96% | 4,697,583 | 144,497,653 | 0 | 0.00% |
| Vanguard Small Cap Index Fund | 1.77% | 4,239,061 | 130,393,516 | -387,396 | -8.37% |
| Vanguard Small Cap Value Index Fu... | 1.16% | 2,768,978 | 85,173,763 | -223,631 | -7.47% |
| Vanguard Equity Income Fund | 1.11% | 2,667,608 | 82,055,622 | 0 | 0.00% |
| Vanguard Extended Market Index Fu... | 1.07% | 2,554,627 | 78,580,327 | -36,587 | -1.41% |
| Schwab US Dividend Equity ETF | 0.95% | 2,277,821 | 70,065,774 | +3,012 | +0.13% |
| Government Pension Fund - Global ... | 0.91% | 2,186,262 | 67,249,419 | -624,714 | -22.22% |