US47233WBM01 - 傑富瑞金融集團公司 股票 - 股價,機構持股,股東

基本數據
機構持有者 2 total, 2 long only, 0 short only, 0 long/short - change of -2.75% MRQ
平均投資組合配置 0.0979 % - change of -11.00% MRQ
機構持股(長期) 2,290,000 (ex 13D/G) - change of -10.79MM shares -82.49% MRQ
機構市值(長期) $ 2,374 USD ($1000)
機構持股和股東

Jefferies Financial Group, Inc. (US:US47233WBM01)擁有 2 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共2,290,000股。 最大的股東包括 MXEDX - Great-West Core Strategies: Flexible Bond Fund Institutional Class, and MXLMX - Great-West Multi-Sector Bond Fund Investor Class .

Jefferies Financial Group, Inc. (US47233WBM01)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US47233WBM01 / Jefferies Financial Group, Inc. - 5.875% 2028-07-21 Institutional Ownership
AI+ Ask Fintel’s AI assistant about 傑富瑞金融集團公司.
Thinking of good questions…
13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-08-28 NP SPIB - SPDR(R) 投資組合中期公司債 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,756 -6.80
2025-08-22 NP FCSPX - 聯合公司債策略投資組合 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88 -46.34
2025-07-29 NP PAB - PGIM 主動綜合債券 ETF 77 0.00
2025-05-28 NP 大師投資組合 II - CoreAlpha 債券大師投資組合 67 0.00
2025-09-22 NP BondBloxx ETF 信託 - BondBloxx BBB 評等 1-5 年期公司債 ETF 145 34.58
2025-08-26 NP Ivy 可變保險投資組合 - Ivy VIP 限期債券 II 類 721 0.98
2025-09-25 NP VCPSX - 先鋒之星核心加債券基金機構股票 1,011 0.70
2025-07-30 NP SHAG - WisdomTree 收益增強型美國短期綜合債券基金 不適用 16 0.00
2025-07-25 NP USIG - iShares Broad 美元投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,673 -7.77
2025-08-27 NP IBNAX - 常春藤平衡基金 A 級 1,564 3.51
2025-07-22 NP GIGB - 高盛 Access 投資等級公司債 ETF 205 -0.49
2025-08-27 NP VBISX - 先鋒短期債券指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,950 -2.09
2025-08-27 NP IVSCX - 特拉華州常春藤全球債券基金 C 類 140 1.45
2025-07-22 NP FGCSX - 聯合短期-中期總回報債券基金服務股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,499 -0.40
2025-05-19 NP 林肯可變保險產品信託 - LVIP 特拉華有限期限多元化收益基金標準類別 575 0.35
2025-05-30 NP PIGIX - PIMCO 機構投資等級信用債券基金 2,003 0.40
2025-09-23 NP DGCAX - 德拉瓦州公司債基金 A 類 1,521 0.80
2025-07-29 NP VSCSX - 先鋒短期公司債指數基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,179 0.26
2025-08-28 NP EINFX - ELFUN 收入基金 Elfun 收入基金 87 1.16
2025-08-06 NP 林肯可變保險產品信託 - LVIP SSGA 債券指數基金標準類別 140 1.45
2025-08-21 NP MXLMX - Great-West 多部門債券基金投資者類別 845,000 0.00 876 1.04
2025-08-26 NP Ivy 可變保險投資組合 - Ivy VIP 平衡 II 級 209 0.97
2025-08-29 NP LSDIX - Loomis Sayles 中期債券基金 Y 級 296 1.03
2025-08-26 NP 主投資組合 - 美國總債券指數主投資組合 124 0.81
2025-08-27 NP VBINX - 先鋒平衡指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 622 1.14
2025-08-27 NP VBMFX - 先鋒總債券市場指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,154 39.77
2025-05-28 NP BlackRock Funds IV - 貝萊德系統性多策略基金投資者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,141 0.38
2025-09-26 NP TAIBX - PGIM 核心債券基金 Z 類 1,251 0.72
2025-08-27 NP 保誠系列基金 - 靈活管理投資組合 I 類 2,697 1.01
2025-06-26 NP BlackRock Funds III - 貝萊德多元化固定收益基金機構股票 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 0.00
2025-08-20 NP 全國可變保險信託 - NVIT 短期債券基金 I 類 1,146 0.97
2025-08-25 NP SCHJ - 嘉信理財 1-5 年期公司債 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207 0.98
2025-05-29 NP IMAYX - Ivy Apollo 多資產收益基金 Y 級 37 0.00
2025-05-29 NP LSIGX - Loomis Sayles 投資等級固定收益基金機構類別 113 0.00
2025-09-24 NP BLACKROCK FUNDS - iShares 美國中級信用債券指數基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 553 -15.05
2025-09-25 NP VFSTX - Vanguard 短期投資等級基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,904 0.71
2025-08-25 NP SCHZ - 嘉信理財美國綜合債券 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 171 -44.48
2025-09-24 NP IBDT - iShares iBonds Dec 2028 定期企業 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,576 -8.99
2025-07-25 NP SWAGX - 施瓦布美國綜合債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 205 -0.49
2025-08-21 NP MCFQX - 美世核心固定收益基金 I 類 1,017 0.99
2025-08-11 NP 六環信託 - 六環全球債券基金 420 1.20
2025-07-25 NP LQDB - iShares BBB 評級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41 0.00
2025-09-23 NP FIIFX - 聯合中型企業債券基金機構股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 999 0.81
2025-09-24 NP ISTB - iShares 核心 1-5 年美元債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 383 -15.30
2025-07-29 NP BSCS - Invesco BulletShares 2028 公司債 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,117 -2.41
2025-08-20 NP 全國可變保險信託 - NVIT Y 級債券指數基金 73 1.41
2025-08-29 NP LIGRX - Loomis Sayles 投資等級債券基金 A 類 7,063 1.00
2025-07-25 NP SWSBX - 嘉信短期債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 154 0.00
2025-09-25 NP DFSD - 維度短期固定收益 ETF 16,090 0.81
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Plus 債券投資組合 IA 級 306 0.99
2025-08-27 NP Brighthouse Funds Trust II - 大都會人壽綜合債券指數投資組合 A 類 1,037 1.07
2025-08-22 NP 可變保險產品基金 V - 債券指數投資組合初始類別 145 1.40
2025-08-18 NP 太平洋精選基金 - PD 綜合債券指數投資組合 P 類 207 0.98
2025-08-26 NP 特拉華 VIP 信託 - 特拉華 VIP 有限期限債券系列標準 88 1.15
2025-07-22 NP FTRFX - 聯合總回報債券基金服務股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,815 -0.45
2025-09-17 NP NWJGX - 全國盧米斯核心債券基金 A 類 693 0.87
2025-07-28 NP AVSF - Avantis 短期固定收益 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,675 3.96
2025-08-28 NP SSIMX - 道富收益 VIS 基金 1 類股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 0.00
2025-07-25 NP LQD - iShares iBoxx 美元投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,317 -35.47
2025-08-26 NP Ivy 可變保險投資組合 - Ivy VIP 公司債 II 類 462 0.88
2025-08-27 NP PBSMX - PGIM A 類短期企業債券基金 14,074 1.03
2025-08-21 NP MXEDX - Great-West 核心策略:靈活債券基金機構類 1,445,000 0.00 1,499 1.01
2025-08-27 NP WASAX - 常春藤資產策略基金A類 140 1.45
2025-07-25 NP CTRZX - 多經理人總回報債券策略基金機構類別 3,759 -0.24
2025-09-24 NP SLQD - iShares 0-5 年投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 854 -2.63
2025-07-29 NP ZTRE - F/m 3 年投資等級公司債 ETF 股票 354 -3.28
2025-06-25 NP DPDFX - 特拉華多元化收入基金 A 類 4,737 0.11
2025-08-28 NP SSASX - 道富收益基金 463 -21.29
2025-08-22 NP SKIRX - DWS 增強型商品策略基金機構類別 2,136 0.99
2025-04-18 NP AVSFX - Avantis 短期固定收益基金機構類別 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77 0.00
2025-08-28 NP STFBX - State Farm 平衡基金 104 0.98
2025-07-24 NP FIBUX - Fidelity Flex 美國債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 329 -0.30
2025-07-25 NP AGG - iShares 核心美國綜合債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,151 -1.04
2025-08-28 NP TBIIX - TIAA-CREF 債券指數基金機構類別 519 0.97
2025-06-26 NP MSTVX - 晨星另類基金 26 0.00
2025-08-28 NP SSAFX - 道富綜合債券指數投資組合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 1.79
2025-06-26 NP SYSB - iShares Edge 美國固定收益平衡風險 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 0.00
2025-05-19 NP 林肯可變保險產品信託 - LVIP 特拉華州多元化收入基金服務類別 1,897 0.42
2025-08-06 NP 林肯可變保險產品信託 - LVIP 特拉華州財富建立基金標準級 16 0.00
2025-09-25 NP DFCF - 維度核心固定收益 ETF 641 0.79
2025-07-30 NP FPCIX - 策略顧問核心收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,392 -0.46
2025-09-23 NP FCSH - 聯合 Hermes 短期企業 ETF 218 560.61
2025-05-19 NP 林肯可變保險產品信託 - LVIP 特拉華債券基金標準級 11,054 0.42
2025-08-06 NP 林肯可變保險產品信託 - LVIP 特拉華多元化浮動利率基金標準類別 2,124 1.00
2025-07-28 NP TIIUX - 核心固定收益基金 51 0.00
2025-08-26 NP DTRIX - 特拉華州有限期限多元化收益基金 A 類 327 0.93
2025-08-27 NP VTBIX - Vanguard Total Bond Market II 指數型基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,216 1.01
2025-08-27 NP BBCPX - Bridge Builder Core Plus 債券基金 10,713 1.01
2025-07-29 NP MYCH - SPDR SSGA My2028 公司債 ETF 386 -14.41
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 606
2025-09-17 NP NWJSX - 全國盧米斯短期債券基金 A 類 119 0.00
2025-08-26 NP Ivy可變保險投資組合 - Ivy VIP資產策略II級 221 0.92
2025-07-25 NP IGSB - iShares 短期公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,937 -13.01
2025-08-14 NP BAGIX - 貝爾德機構綜合債券基金 18,668 1.00
2025-07-24 NP FNSOX - 富達短期債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 298 -0.67
2025-08-22 NP PPIAX - DWS 短期基金 A 類 3,184 0.98
2025-08-27 NP OAFIX - 最佳固定收益基金 A 類 1,827 1.00
2025-07-24 NP FNDSX - 富達永續發展債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 0.00
2025-08-15 NP Guardian 可變產品信託 - Guardian Total Return Bond VIP 基金 415 0.98
2025-08-26 NP EQ ADVISORS TRUST - EQ/核心債券指數投資組合 IB 級 280 0.72
2025-08-27 NP VANGUARD 可變保險基金 - 債券市場指數投資組合總額 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207 0.98
2025-07-25 NP GVI - iShares 中級政府/信用債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 231 2.21
2025-08-28 NP SPAB - SPDR(R) 投資組合綜合債券 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352 0.86
2025-08-27 NP VANGUARD 可變保險基金 - 短期投資等級投資組合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 767 1.05
2025-08-14 NP BCOIX - Baird Core Plus 機構債券基金 27,142 1.00
2025-08-28 NP ELDFX - ELFUN 多元化基金 Elfun 多元化基金 34 3.03
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista