Harrell Investment Partners, LLC Raymond James Financial Inc Transaction History

Harrell Investment Partners, LLC

$395 Billion
Q2 2025

A detailed history of Harrell Investment Partners, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Harrell Investment Partners, LLC holds 4,169 shares of RJF stock, worth $687,551. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,169

Previous 4,153 0.39%

Holding current value

$687,551

Previous $577 Million 10.82%

% of portfolio

0.16%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$123.65 - $153.88 $1,978 - $2,462	16 Added 0.39%	4,169 $639 Million
Q1 2025 Apr 21, 2025	BUY	$137.62 - $172.64 $1,789 - $2,244	13 Added 0.31%	4,153 $577 Million
Q4 2024 Jan 21, 2025	SELL	$123.0 - $170.1 $25,830 - $35,721	-210 Reduced 4.83%	4,140 $643 Million
Q3 2024 Oct 11, 2024	BUY	$106.39 - $125.13 $1,702 - $2,002	16 Added 0.37%	4,350 $533 Million
Q2 2024 Jul 18, 2024	SELL	$115.67 - $129.99 $4,858 - $5,459	-42 Reduced 0.96%	4,334 $536 Million
Q1 2024 May 10, 2024	SELL	$109.13 - $128.42 $33,830 - $39,810	-310 Reduced 6.62%	4,376 $562 Million
Q4 2023 Jan 22, 2024	BUY	$91.83 - $113.67 $1,744 - $2,159	19 Added 0.41%	4,686 $523 Million
Q3 2023 Oct 30, 2023	SELL	$99.55 - $110.94 $12,543 - $13,978	-126 Reduced 2.63%	4,667 $458 Million
Q2 2023 Aug 08, 2023	SELL	$83.46 - $103.77 $258,725 - $321,687	-3,100 Reduced 39.28%	4,793 $497 Million
Q1 2023 May 04, 2023	BUY	$87.16 - $118.11 $610 - $826	7 Added 0.09%	7,893 $819 Million
Q4 2022 Feb 13, 2023	SELL	$98.06 - $123.98 $67,661 - $85,546	-690 Reduced 8.05%	7,886 $843 Million
Q3 2022 Nov 14, 2022	SELL	$25.39 - $110.98 $39,227 - $171,464	-1,545 Reduced 15.27%	8,576 $848,000
Q2 2022 Aug 15, 2022	BUY	$85.45 - $113.79 $512 - $682	6 Added 0.06%	10,121 $905,000
Q1 2022 May 16, 2022	SELL	$92.96 - $115.44 $27,702 - $34,401	-298 Reduced 2.86%	10,115 $1.11 Million
Q4 2021 Feb 14, 2022	SELL	$93.38 - $102.53 $55,561 - $61,005	-595 Reduced 5.41%	10,413 $1.05 Million
Q3 2021 Nov 12, 2021	BUY	$82.69 - $95.33 $303,389 - $349,765	3,669 Added 49.99%	11,008 $1.02 Million
Q1 2021 May 17, 2021	SELL	$62.69 - $82.39 $72,281 - $94,995	-1,153 Reduced 13.58%	7,339 $899,000
Q4 2020 Feb 16, 2021	SELL	$48.46 - $63.89 $6,687 - $8,816	-138 Reduced 1.6%	8,492 $812,000
Q1 2020 May 14, 2020	SELL	$36.73 - $67.51 $50,393 - $92,623	-1,372 Reduced 13.72%	8,630 $545,000
Q4 2019 Feb 13, 2020	BUY	$50.96 - $60.88 $509,701 - $608,921	10,002 New	10,002 $895,000

Others Institutions Holding RJF

# of Institutions

957

Shares Held

150M

Call Options Held

698K

Put Options Held

276K

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 $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...

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Harrell Investment Partners, LLC Raymond James Financial Inc Transaction History