Kiwi Wealth Investments Limited Partnership Raymond James Financial Inc Transaction History

Kiwi Wealth Investments Limited Partnership

$126 Million
Q4 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$85.45 - $113.79 $54,773 - $72,939	-641 Reduced 1.47%	42,998 $3.84 Million
Q1 2022 May 17, 2022	SELL	$92.96 - $115.44 $335,492 - $416,622	-3,609 Reduced 7.64%	43,639 $4.8 Million
Q4 2021 Feb 15, 2022	BUY	$93.38 - $102.53 $1.76 Million - $1.93 Million	18,859 Added 66.43%	47,248 $4.74 Million
Q3 2021 Nov 16, 2021	BUY	$82.69 - $95.33 $2.35 Million - $2.71 Million	28,389 New	28,389 $2.62 Million

Others Institutions Holding RJF

# of Institutions

822

Shares Held

150M

Call Options Held

588K

Put Options Held

241K

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$3.56 Billion
0.05% of portfolio
Black Rock Inc. New York, NY

14.4M
Shares

$2.33 Billion
0.04% of portfolio
Wellington Management Group LLP Boston, MA

12.1M
Shares

$1.96 Billion
0.27% of portfolio
Primecap Management CO Pasadena, CA

12M
Shares

$1.94 Billion
1.1% of portfolio
State Street Corp Boston, MA

7.97M
Shares

$1.29 Billion
0.04% 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 $34.9B
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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