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Raymond James Financial Services Advisors’s Jefferies Financial Group JEF Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$651K Buy
10,570
+2,035
+24% +$115K ﹤0.01% 2435
2024
Q2 		$425K Buy
+8,535
New +$383K ﹤0.01% 2652
2023
Q1 		– Sell
-6,227
Closed -$204K – 3338
2022
Q4 		$204K Buy
+6,227
New +$207K ﹤0.01% 2853
2022
Q3 		– Sell
-128,107
Closed -$3.38M – 3346
2022
Q2 		$3.38M Sell
128,107
-3,125
-2% -$92.4K 0.01% 1133
2022
Q1 		$4.12M Sell
131,232
-11,880
-8% -$403K 0.01% 1112
2021
Q4 		$5.31M Buy
143,112
+2,639
+2% +$102K 0.01% 988
2021
Q3 		$4.99M Buy
140,473
+130,443
+1,301% +$4.36M 0.01% 977
2021
Q2 		$328K Buy
10,030
+657
+7% +$20K ﹤0.01% 2657
2021
Q1 		$270K Sell
9,373
-47,088
-83% -$1.28M ﹤0.01% 2698
2020
Q4 		$1.33M Buy
56,461
+3,629
+7% +$76.2K ﹤0.01% 1533
2020
Q3 		$909K Buy
+52,832
New +$864K ﹤0.01% 1606
2019
Q1 		– Sell
-12,877
Closed -$200K – 2843
2018
Q4 		$200K Buy
+12,877
New +$236K ﹤0.01% 2266
2018
Q2 		– Sell
-10,640
Closed -$216K – 2823
2018
Q1 		$216K Sell
10,640
-3,116
-23% -$70.6K ﹤0.01% 2209
2017
Q4 		$326K Buy
13,756
+872
+7% +$20.1K ﹤0.01% 1971
2017
Q3 		$291K Sell
12,884
-2,736
-18% -$61.3K ﹤0.01% 2038
2017
Q2 		$366K Sell
15,620
-14,044
-47% -$320K ﹤0.01% 1870
2017
Q1 		$690K Buy
29,664
+16,137
+119% +$361K 0.01% 1399
2016
Q4 		$282K Sell
13,527
-309
-2% -$5.77K ﹤0.01% 1833
2016
Q3 		$236K Sell
13,836
-5,275
-28% -$87.4K ﹤0.01% 1943
2016
Q2 		$296K Sell
19,111
-18,763
-50% -$287K ﹤0.01% 1729
2016
Q1 		$548K Buy
37,874
+63
+0.2% +$886 0.01% 1210
2015
Q4 		$589K Buy
+37,811
New +$632K 0.01% 1138
2015
Q2 		– Sell
-35,961
Closed -$718K – 715
2015
Q1 		$718K Sell
35,961
-1,025
-3% -$21.2K 0.04% 406
2014
Q4 		$742K Buy
36,986
+1,379
+4% +$28.5K 0.04% 403
2014
Q3 		$760K Sell
35,607
-1,060
-3% -$23.9K 0.04% 399
2014
Q2 		$861K Sell
36,667
-56
-0.2% -$1.3K 0.05% 351
2014
Q1 		$920K Sell
36,723
-112
-0.3% -$2.76K 0.05% 348
2013
Q4 		$934K Sell
36,835
-2,774
-7% -$70.2K 0.06% 330
2013
Q3 		$966K Sell
39,609
-1,304
-3% -$31.2K 0.06% 312
2013
Q2 		$960K Buy
+40,913
New +$1.08M 0.03% 624

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial Services Advisors's JEF Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Jefferies Financial Group (JEF) stake by 24% in Q3 2024, buying an estimated $115K and bringing the position to 10,570 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Raymond James Financial Services Advisors first reported a position in JEF in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.31M in Q4 2021. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,570 shares of Jefferies Financial Group worth $651K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 2,035 Jefferies Financial Group shares in Q3 2024, an estimated $115K.
  • Jefferies Financial Group made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2435 holding.
  • Raymond James Financial Services Advisors first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's Jefferies Financial Group position peaked at $5.31M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.