Doyle Wealth Management Raymond James Financial Inc Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$92.96 - $115.44 $257,592 - $319,884	-2,771 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$82.69 - $95.33 $6,367 - $7,340	-77 Reduced 2.7%	2,771 $256,000
Q1 2021 May 07, 2021	BUY	$62.69 - $82.39 $940 - $1,235	15 Added 0.53%	2,848 $349,000
Q3 2020 Nov 13, 2020	SELL	$43.73 - $51.3 $10,932 - $12,825	-250 Reduced 8.11%	2,833 $206,000
Q2 2020 Aug 06, 2020	SELL	$38.35 - $54.44 $27,190 - $38,597	-709 Reduced 18.7%	3,083 $212,000
Q1 2020 Apr 29, 2020	BUY	$36.73 - $67.51 $26,812 - $49,282	730 Added 23.84%	3,792 $240,000
Q4 2019 Feb 11, 2020	SELL	$50.96 - $60.88 $1.11 Million - $1.33 Million	-21,815 Reduced 87.69%	3,062 $274,000
Q3 2019 Nov 05, 2019	BUY	$48.87 - $58.23 $19,205 - $22,884	393 Added 1.61%	24,877 $2.05 Million
Q2 2019 Aug 15, 2019	BUY	$53.43 - $61.06 $64,116 - $73,272	1,200 Added 5.15%	24,484 $2.07 Million
Q1 2019 May 13, 2019	BUY	$47.69 - $56.31 $126,521 - $149,390	2,653 Added 12.86%	23,284 $2.04 Million
Q4 2018 Feb 08, 2019	SELL	$46.47 - $63.21 $30,902 - $42,034	-665 Reduced 3.12%	20,631 $1.54 Million
Q3 2018 Nov 08, 2018	SELL	$58.79 - $64.84 $39,800 - $43,896	-677 Reduced 3.08%	21,296 $1.96 Million
Q2 2018 Aug 08, 2018	SELL	$56.55 - $67.82 $43,769 - $52,492	-774 Reduced 3.4%	21,973 $1.96 Million
Q1 2018 May 11, 2018	SELL	$57.37 - $65.83 $2,007 - $2,304	-35 Reduced 0.15%	22,747 $2.03 Million
Q4 2017 Feb 07, 2018	SELL	$55.19 - $60.43 $13,245 - $14,503	-240 Reduced 1.04%	22,782 $2.03 Million
Q3 2017 Oct 25, 2017	BUY	$49.87 - $56.38 $1.15 Million - $1.3 Million	23,022	23,022 $1.94 Million

Others Institutions Holding RJF

# of Institutions

909

Shares Held

149M

Call Options Held

1.06M

Put Options Held

263K

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$3.5 Billion
0.06% of portfolio
Black Rock Inc. New York, NY

14.4M
Shares

$2.3 Billion
0.04% of portfolio
Primecap Management CO Pasadena, CA

11.5M
Shares

$1.83 Billion
1.41% of portfolio
Wellington Management Group LLP Boston, MA

10.3M
Shares

$1.65 Billion
0.3% of portfolio
State Street Corp Boston, MA

8.18M
Shares

$1.31 Billion
0.05% of portfolio

View Full List

About RAYMOND JAMES FINANCIAL INC

Ticker RJF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 215,100,000
Market Cap $34.4B
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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