Heritage Wealth Advisors Raymond James Financial Inc Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 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 13,592 shares of RJF stock, worth $2.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,592
Previous 13,592 -0.0%
Holding current value
$2.11 Million
Previous $1.68 Million 0.95%
% of portfolio
0.08%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
822
Shares Held
150M
Call Options Held
588K
Put Options Held
241K
View Full List

About RAYMOND JAMES FINANCIAL INC

RJF Quotes by TradingView
  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $33.4B
  • 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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