A detailed history of Beverly Hills Private Wealth, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,061 shares of RJF stock, worth $670,795. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,061
Previous 4,647 12.61%
Holding current value
$670,795
Previous $574 Million 13.43%
% of portfolio
0.1%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$106.39 - $125.13 $62,344 - $73,326
-586 Reduced 12.61%
4,061 $497 Million
Q2 2024

Aug 07, 2024

SELL
$115.67 - $129.99 $33,312 - $37,437
-288 Reduced 5.84%
4,647 $574 Million
Q1 2024

May 08, 2024

SELL
$109.13 - $128.42 $32,520 - $38,269
-298 Reduced 5.69%
4,935 $634 Million
Q4 2023

Jan 29, 2024

SELL
$91.83 - $113.67 $47,200 - $58,426
-514 Reduced 8.94%
5,233 $583 Million
Q3 2023

Nov 08, 2023

SELL
$99.55 - $110.94 $581,670 - $648,222
-5,843 Reduced 50.41%
5,747 $577 Million
Q2 2023

Aug 09, 2023

BUY
$83.46 - $103.77 $491,913 - $611,620
5,894 Added 103.48%
11,590 $1.25 Billion
Q1 2023

May 03, 2023

BUY
$87.16 - $118.11 $83,935 - $113,739
963 Added 20.35%
5,696 $531 Million
Q4 2022

Feb 13, 2023

BUY
$98.06 - $123.98 $464,117 - $586,797
4,733 New
4,733 $506 Million

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $35.5B
  • Description
  • Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...
More about RJF
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