Heritage Wealth Advisors Raymond James Financial Inc Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Raymond James Financial Inc stock. As of the latest transaction made, Heritage Wealth Advisors holds 13,416 shares of RJF stock, worth $2.14 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,416

Previous 13,592 1.29%

Holding current value

$2.14 Million

Previous $1.66 Million 25.18%

% of portfolio

0.11%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$123.0 - $170.1 $21,648 - $29,937	-176 Reduced 1.29%	13,416 $2.08 Million
Q2 2024 Dec 12, 2024	SELL	$115.67 - $129.99 $5,089 - $5,719	-44 Reduced 0.32%	13,592 $1.68 Million
Q2 2024 Aug 05, 2024	SELL	$115.67 - $129.99 $54.9 Million - $61.7 Million	-474,666 Reduced 97.22%	13,592 $1.68 Million
Q1 2024 May 08, 2024	BUY	$109.13 - $128.42 $51.8 Million - $61 Million	474,622 Added 3480.65%	488,258 $62.7 Million
Q4 2023 Dec 12, 2024	SELL	$91.83 - $113.67 $20,569 - $25,462	-224 Reduced 1.62%	13,636 $1.52 Million
Q4 2023 Feb 09, 2024	SELL	$91.83 - $113.67 $20,569 - $25,462	-224 Reduced 1.62%	13,636 $1.52 Million
Q2 2023 Dec 12, 2024	BUY	$83.46 - $103.77 $22,367 - $27,810	268 Added 1.97%	13,860 $1.44 Million
Q4 2022 Dec 12, 2024	SELL	$98.06 - $123.98 $23,828 - $30,127	-243 Reduced 1.72%	13,860 $1.48 Million
Q4 2022 Feb 06, 2023	SELL	$98.06 - $123.98 $23,828 - $30,127	-243 Reduced 1.72%	13,860 $1.48 Million
Q3 2022 Dec 12, 2024	BUY	$25.39 - $110.98 $12,974 - $56,710	511 Added 3.76%	14,103 $1.39 Million
Q2 2022 Aug 04, 2022	SELL	$85.45 - $113.79 $1,538 - $2,048	-18 Reduced 0.13%	14,103 $1.26 Million
Q4 2021 Feb 02, 2022	SELL	$93.38 - $102.53 $18,862 - $20,711	-202 Reduced 1.41%	14,121 $1.42 Million
Q3 2021 Nov 02, 2021	BUY	$82.69 - $95.33 $394,762 - $455,105	4,774 Added 49.99%	14,323 $1.32 Million
Q2 2021 Aug 09, 2021	SELL	$82.71 - $91.09 $5,706 - $6,285	-69 Reduced 0.72%	9,549 $826,000
Q2 2021 Jul 27, 2021	BUY	$82.71 - $91.09 $4,466 - $4,918	54 Added 0.56%	9,618 $920,000
Q1 2021 Apr 27, 2021	SELL	$62.69 - $82.39 $3,385 - $4,449	-54 Reduced 0.56%	9,564 $781,000
Q4 2020 Feb 01, 2021	SELL	$48.46 - $63.89 $14,634 - $19,294	-302 Reduced 3.04%	9,618 $920,000
Q2 2020 Jul 17, 2020	SELL	$38.35 - $54.44 $253,110 - $359,304	-6,600 Reduced 66.53%	3,320 $682,000
Q2 2020 Jul 17, 2020	BUY	$38.35 - $54.44 $253,110 - $359,304	6,600 Added 198.8%	9,920 $455,000
Q1 2020 May 05, 2020	SELL	$36.73 - $67.51 $1,101 - $2,025	-30 Reduced 0.3%	9,920 $417,000
Q4 2019 Feb 04, 2020	SELL	$50.96 - $60.88 $12,841 - $15,341	-252 Reduced 2.47%	9,950 $593,000
Q3 2018 Nov 14, 2018	SELL	$58.79 - $64.84 $12,698 - $14,005	-216 Reduced 2.07%	10,202 $939,000
Q2 2018 Jul 19, 2018	BUY	$56.55 - $67.82 $589,137 - $706,548	10,418 New	10,418 $931,000

Others Institutions Holding RJF

# of Institutions

915

Shares Held

150M

Call Options Held

1.04M

Put Options Held

335K

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 $34.3B
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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Heritage Wealth Advisors Raymond James Financial Inc Transaction History