Montag & Caldwell, LLC Raymond James Financial Inc Transaction History

Montag & Caldwell, LLC

  • $465 Million
  • Q4 2024

A detailed history of Montag & Caldwell, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Montag & Caldwell, LLC holds 10,246 shares of RJF stock, worth $1.55 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,246
Previous 10,257 0.11%
Holding current value
$1.55 Million
Previous $1.26 Million 26.67%
% of portfolio
0.34%
Previous 0.26%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$123.0 - $170.1 $1,353 - $1,871
-11 Reduced 0.11%
10,246 $1.59 Million
Q3 2024

Nov 12, 2024
BUY
$106.39 - $125.13 $1,063 - $1,251
10 Added 0.1%
10,257 $1.26 Million
Q2 2024

Aug 09, 2024
BUY
$115.67 - $129.99 $2,082 - $2,339
18 Added 0.18%
10,247 $1.27 Million
Q1 2024

May 01, 2024
BUY
$109.13 - $128.42 $49,981 - $58,816
458 Added 4.69%
10,229 $1.31 Million
Q4 2023

Feb 05, 2024
SELL
$91.83 - $113.67 $3,305 - $4,092
-36 Reduced 0.37%
9,771 $1.09 Million
Q3 2023

Nov 03, 2023
BUY
$99.55 - $110.94 $8,859 - $9,873
89 Added 0.92%
9,807 $984,000
Q1 2023

May 15, 2023
SELL
$87.16 - $118.11 $1,830 - $2,480
-21 Reduced 0.22%
9,718 $906,000
Q4 2022

Feb 14, 2023
SELL
$98.06 - $123.98 $17,160 - $21,696
-175 Reduced 1.77%
9,739 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$25.39 - $110.98 $2,894 - $12,651
114 Added 1.16%
9,914 $980,000
Q2 2022

Aug 09, 2022
BUY
$85.45 - $113.79 $24,524 - $32,657
287 Added 3.02%
9,800 $876,000
Q1 2022

May 12, 2022
BUY
$92.96 - $115.44 $340,419 - $422,741
3,662 Added 62.59%
9,513 $1.05 Million
Q4 2021

Feb 14, 2022
BUY
$93.38 - $102.53 $546,366 - $599,903
5,851 New
5,851 $587,000
Q1 2020

May 01, 2020
SELL
$36.73 - $67.51 $202,712 - $372,587
-5,519 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$50.96 - $60.88 $82,402 - $98,442
1,617 Added 41.44%
5,519 $494,000
Q3 2019

Nov 04, 2019
BUY
$48.87 - $58.23 $13,194 - $15,722
270 Added 7.43%
3,902 $322,000
Q1 2019

May 01, 2019
BUY
$47.69 - $56.31 $6,962 - $8,221
146 Added 4.19%
3,632 $292,000
Q4 2018

Feb 01, 2019
BUY
$46.47 - $63.21 $24,071 - $32,742
518 Added 17.45%
3,486 $259,000
Q3 2018

Nov 01, 2018
SELL
$58.79 - $64.84 $142,506 - $157,172
-2,424 Reduced 44.96%
2,968 $273,000
Q2 2018

Aug 01, 2018
SELL
$56.55 - $67.82 $1,696 - $2,034
-30 Reduced 0.55%
5,392 $482,000
Q1 2018

May 02, 2018
BUY
$57.37 - $65.83 $39,642 - $45,488
691 Added 14.61%
5,422 $485,000
Q4 2017

Feb 01, 2018
BUY
$55.19 - $60.43 $9,382 - $10,273
170 Added 3.73%
4,731 $422,000
Q3 2017

Nov 01, 2017
BUY
$49.87 - $56.38 $227,457 - $257,149
4,561
4,561 $385,000

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

RJF Quotes by TradingView
  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $32.6B
  • 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
Track This Portfolio

Track Montag & Caldwell, LLC Portfolio

Follow Montag & Caldwell, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montag & Caldwell, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email