ETF Holdings Breakdown of JEF

News associated with JEF

Marshall Wace LLP Takes Position in Jefferies Financial Group Inc. (NYSE:JEF)

Marshall Wace LLP purchased a new stake in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 16,520 shares of the financial services provider’s stock, valued at approximately $1,295,000. A number of other large investors have also […] - 2025-04-30 08:44:17

Guggenheim Capital LLC Sells 300,079 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Guggenheim Capital LLC reduced its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 99.0% in the fourth quarter, Holdings Channel reports. The fund owned 2,912 shares of the financial services provider’s stock after selling 300,079 shares during the quarter. Guggenheim Capital LLC’s holdings in Jefferies Financial Group were worth $228,000 […] - 2025-04-29 08:30:51

Mariner LLC Grows Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

Mariner LLC lifted its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 12.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 13,273 shares of the financial services provider’s stock after acquiring an additional 1,487 shares during the period. Mariner LLC’s holdings in Jefferies Financial Group were worth $1,041,000 […] - 2025-04-28 07:58:58

Bank of Montreal Can Has $1.78 Million Stake in Jefferies Financial Group Inc. (NYSE:JEF)

Bank of Montreal Can cut its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 82.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,692 shares of the financial services provider’s stock after selling 110,096 […] - 2025-04-17 08:43:00

Jefferies Financial Group (NYSE:JEF) Cut to “Equal Weight” at Morgan Stanley

Morgan Stanley downgraded shares of Jefferies Financial Group (NYSE:JEF – Free Report) from an overweight rating to an equal weight rating in a report issued on Monday morning, MarketBeat Ratings reports. Morgan Stanley currently has $41.00 target price on the financial services provider’s stock, down from their prior target price of $75.00. Several other equities […] - 2025-04-08 05:46:52

Jefferies Financial Group (NYSE:JEF) Cut to “Sell” at StockNews.com

Jefferies Financial Group (NYSE:JEF – Get Free Report) was downgraded by analysts at StockNews.com from a “hold” rating to a “sell” rating in a research note issued to investors on Monday. JEF has been the topic of several other research reports. Morgan Stanley reduced their price target on shares of Jefferies Financial Group from $81.00 […] - 2025-04-02 05:20:51

Thrivent Financial for Lutherans Sells 5,635 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Thrivent Financial for Lutherans trimmed its position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 9.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 52,310 shares of the financial services provider’s stock after selling 5,635 shares during the period. Thrivent Financial for Lutherans’ holdings in Jefferies Financial Group were worth […] - 2025-03-26 09:12:49

Proficio Capital Partners LLC Purchases Shares of 32,771 Jefferies Financial Group Inc. (NYSE:JEF)

Proficio Capital Partners LLC acquired a new position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 32,771 shares of the financial services provider’s stock, valued at approximately $2,569,000. Several […] - 2025-03-19 08:18:59

Assetmark Inc. Boosts Position in Jefferies Financial Group Inc. (NYSE:JEF)

Assetmark Inc. increased its holdings in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 925.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,584 shares of the financial services provider’s stock after purchasing an additional 2,332 […] - 2025-03-14 10:56:54

Raymond James Financial Inc. Invests $35.12 Million in Jefferies Financial Group Inc. (NYSE:JEF)

Raymond James Financial Inc. bought a new position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 447,990 shares of the financial services provider’s stock, valued at approximately $35,122,000. Several other hedge funds and other institutional investors also recently made changes to their positions in […] - 2025-03-14 08:25:11

Smartleaf Asset Management LLC Acquires 284 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Smartleaf Asset Management LLC increased its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 45.6% during the fourth quarter, HoldingsChannel reports. The fund owned 907 shares of the financial services provider’s stock after acquiring an additional 284 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Jefferies Financial Group […] - 2025-03-10 08:37:04

IFP Advisors Inc Purchases 652 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

IFP Advisors Inc boosted its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 758.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 738 shares of the financial services provider’s stock after acquiring an additional 652 shares during the period. IFP Advisors Inc’s holdings […] - 2025-03-07 08:46:49

Private Trust Co. NA Grows Stock Position in Jefferies Financial Group Inc. (NYSE:JEF)

Private Trust Co. NA increased its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 346.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 652 shares of the financial services provider’s stock after buying an additional 506 shares during the […] - 2025-03-06 11:56:09

Rhumbline Advisers Cuts Stock Holdings in Jefferies Financial Group Inc. (NYSE:JEF)

Rhumbline Advisers lessened its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 461,887 shares of the financial services provider’s stock after selling 15,247 shares during the quarter. Rhumbline Advisers owned 0.22% […] - 2025-02-19 09:18:33

343 Shares in Jefferies Financial Group Inc. (NYSE:JEF) Bought by V Square Quantitative Management LLC

V Square Quantitative Management LLC bought a new position in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm bought 343 shares of the financial services provider’s stock, valued at approximately $27,000. Other institutional investors and hedge funds have also recently bought and sold shares of […] - 2025-02-18 09:43:01

Choreo LLC Has $301,000 Stake in Jefferies Financial Group Inc. (NYSE:JEF)

Choreo LLC decreased its position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 24.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,820 shares of the financial services provider’s stock after selling 1,237 shares during the period. Choreo LLC’s holdings in Jefferies Financial Group were worth $301,000 as of its most […] - 2025-02-14 08:46:53

Janney Montgomery Scott LLC Invests $326,000 in Jefferies Financial Group Inc. (NYSE:JEF)

Janney Montgomery Scott LLC bought a new stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 4,154 shares of the financial services provider’s stock, valued at approximately $326,000. A number of other hedge funds and other institutional investors have also recently added […] - 2025-02-12 08:17:12

Bleakley Financial Group LLC Acquires 1,608 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Bleakley Financial Group LLC boosted its holdings in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) by 45.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,143 shares of the financial services provider’s stock after acquiring an additional 1,608 shares during the quarter. […] - 2025-02-11 08:51:02

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires Shares of 2,788 Jefferies Financial Group Inc. (NYSE:JEF)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new position in Jefferies Financial Group Inc. (NYSE:JEF – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 2,788 shares of the financial services provider’s stock, valued at approximately $219,000. Other large investors […] - 2025-01-31 09:01:16

JEF institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	98,896	USD 4,980,403 3.2%
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	17,480	USD 880,293
2025-05-08	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	614	USD 30,921 3.2%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	360	USD 18,130
2025-05-08	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	727	USD 36,612
2025-05-08	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	342	USD 17,223 3.2%
Total =		118,419	USD 5,963,582

Book value of shares is calculated on the adjusted close price of each day (row).

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