Jefferies Financial Group Inc (NYSE:JEF)
| 39.63 Delayed Data As of Feb 03 |  -0.21 / -0.53%Today’s Change | 24.72 Today|||52-Week Range 40.68 | +20.99% Year-to-Date |
Institutional investors purchased a net $5.2 million shares of JEF during the quarter ended May 2019, and now own 69.56% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
| Mutual fund holders | 36.59% |
| Other institutional | 32.98% |
| Individual stakeholders | 21.01% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 12/31/2022 | EPACRIA CAPITAL PARTNERS LLC Bought 147.5 Thousand shares of Jefferies Financial Group... |
| 12/31/2022 | INTEGRATED ADVISORS NETWORK LLC Bought 136.3 Thousand shares of Jefferies Financial Group... |
| 12/31/2022 | NBC GLOBAL FINANCE LTD. Bought 77.0 Thousand shares of Jefferies Financial Group... |
Top 10 Owners of Jefferies Financial Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.54% | 19,549,251 | 670,148,324 | -582,887 | -2.90% |
| BlackRock Fund Advisors | 7.01% | 16,041,885 | 549,915,818 | -373,668 | -2.28% |
| Sumitomo Mitsui Banking Corp. (In... | 4.59% | 10,500,000 | 359,940,000 | 0 | 0.00% |
| First Trust Advisors LP | 2.73% | 6,246,594 | 214,133,242 | -1,122,695 | -15.23% |
| First Pacific Advisors LP | 2.51% | 5,744,478 | 196,920,706 | -26,167 | -0.45% |
| SSgA Funds Management, Inc. | 2.47% | 5,645,244 | 193,518,964 | -120,489 | -2.09% |
| Dimensional Fund Advisors LP | 1.83% | 4,191,649 | 143,689,728 | +50,914 | +1.23% |
| LSV Asset Management | 1.70% | 3,887,210 | 133,253,559 | +9,900 | +0.26% |
| Charles Schwab Investment Managem... | 1.65% | 3,787,761 | 129,844,447 | +280,530 | +8.00% |
| Donald Smith & Co., Inc. | 1.45% | 3,315,289 | 113,648,107 | -11,154 | -0.34% |
Top 10 Mutual Funds Holding Jefferies Financial Group Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| iShares Core S&P Mid Cap ETF | 2.47% | 5,651,836 | 193,744,938 | -1,077 | -0.02% |
| Vanguard Total Stock Market Index... | 2.13% | 4,879,196 | 167,258,839 | -34,057 | -0.69% |
| FPA Crescent Fund | 2.05% | 4,697,583 | 161,033,145 | 0 | 0.00% |
| First Trust Rising Dividend Achie... | 1.93% | 4,418,391 | 151,462,443 | -2,496 | -0.06% |
| Vanguard Small Cap Index Fund | 1.80% | 4,130,044 | 141,577,908 | -72,825 | -1.73% |
| Vanguard Equity Income Fund | 1.28% | 2,931,818 | 100,502,721 | 0 | 0.00% |
| Schwab US Dividend Equity ETF | 1.28% | 2,920,803 | 100,125,127 | +1,722 | +0.06% |
| Vanguard Small Cap Value Index Fu... | 1.26% | 2,890,035 | 99,070,400 | -23,956 | -0.82% |
| Vanguard Extended Market Index Fu... | 1.08% | 2,475,854 | 84,872,275 | -74,012 | -2.90% |
| Vanguard Selected Value Fund | 1.06% | 2,426,641 | 83,185,253 | +445,000 | +22.46% |