A detailed history of Concurrent Investment Advisors, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,700 shares of RJF stock, worth $1.44 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,700
Previous 8,715 0.17%
Holding current value
$1.44 Million
Previous $1.08 Billion 1.1%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 30, 2024

SELL
$106.39 - $125.13 $1,595 - $1,876
-15 Reduced 0.17%
8,700 $1.07 Billion
Q2 2024

Jul 30, 2024

BUY
$115.67 - $129.99 $8,675 - $9,749
75 Added 0.87%
8,715 $1.08 Billion
Q1 2024

May 07, 2024

BUY
$109.13 - $128.42 $254,054 - $298,961
2,328 Added 36.88%
8,640 $1.11 Billion
Q4 2023

Apr 15, 2024

BUY
$91.83 - $113.67 $579,630 - $717,485
6,312 New
6,312 $704 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
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.