A detailed history of Mount Yale Investment Advisors, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 28,102 shares of RJF stock, worth $4.64 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
28,102
Previous 28,903 2.77%
Holding current value
$4.64 Million
Previous $3.57 Million 3.67%
% of portfolio
0.33%
Previous 0.29%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$106.39 - $125.13 $85,218 - $100,229
-801 Reduced 2.77%
28,102 $3.44 Million
Q2 2024

Aug 13, 2024

SELL
$115.67 - $129.99 $76,804 - $86,313
-664 Reduced 2.25%
28,903 $3.57 Million
Q1 2024

May 15, 2024

BUY
$109.13 - $128.42 $1.4 Million - $1.64 Million
12,809 Added 76.44%
29,567 $3.8 Million
Q4 2023

Feb 12, 2024

SELL
$91.83 - $113.67 $18,366 - $22,734
-200 Reduced 1.18%
16,758 $1.87 Million
Q3 2023

Oct 11, 2023

BUY
$99.55 - $110.94 $59,630 - $66,453
599 Added 3.66%
16,958 $1.7 Million
Q2 2023

Aug 14, 2023

BUY
$83.46 - $103.77 $2,503 - $3,113
30 Added 0.18%
16,359 $1.7 Million
Q1 2023

May 11, 2023

SELL
$87.16 - $118.11 $110,257 - $149,409
-1,265 Reduced 7.19%
16,329 $1.52 Million
Q4 2022

Feb 13, 2023

SELL
$98.06 - $123.98 $194,158 - $245,480
-1,980 Reduced 10.12%
17,594 $1.88 Million
Q3 2022

Nov 07, 2022

SELL
$25.39 - $110.98 $34,885 - $152,486
-1,374 Reduced 6.56%
19,574 $1.93 Million
Q2 2022

Aug 02, 2022

SELL
$85.45 - $113.79 $18,799 - $25,033
-220 Reduced 1.04%
20,948 $1.87 Million
Q1 2022

May 03, 2022

SELL
$92.96 - $115.44 $104,487 - $129,754
-1,124 Reduced 5.04%
21,168 $2.33 Million
Q4 2021

Feb 02, 2022

SELL
$93.38 - $102.53 $33,990 - $37,320
-364 Reduced 1.61%
22,292 $2.24 Million
Q3 2021

Nov 02, 2021

BUY
$82.69 - $95.33 $630,842 - $727,272
7,629 Added 50.77%
22,656 $2.09 Million
Q2 2021

Aug 04, 2021

BUY
$82.71 - $91.09 $581,037 - $639,907
7,025 Added 87.79%
15,027 $1.95 Million
Q1 2021

May 04, 2021

SELL
$62.69 - $82.39 $6,206 - $8,156
-99 Reduced 1.22%
8,002 $981,000
Q4 2020

Feb 12, 2021

BUY
$48.46 - $63.89 $4,991 - $6,580
103 Added 1.29%
8,101 $775,000
Q3 2020

Nov 16, 2020

BUY
$43.73 - $51.3 $218 - $256
5 Added 0.06%
7,998 $582,000
Q2 2020

Jul 09, 2020

BUY
$38.35 - $54.44 $71,254 - $101,149
1,858 Added 30.29%
7,993 $550,000
Q1 2020

May 04, 2020

BUY
$36.73 - $67.51 $36,142 - $66,429
984 Added 19.1%
6,135 $388,000
Q4 2019

Feb 13, 2020

BUY
$50.96 - $60.88 $1,172 - $1,400
23 Added 0.45%
5,151 $471,000
Q3 2019

Nov 14, 2019

SELL
$48.87 - $58.23 $2,834 - $3,377
-58 Reduced 1.12%
5,128 $460,000
Q2 2019

Aug 13, 2019

SELL
$53.43 - $61.06 $1,068 - $1,221
-20 Reduced 0.38%
5,186 $394,000
Q4 2018

Feb 14, 2019

BUY
$46.47 - $63.21 $10,873 - $14,791
234 Added 4.71%
5,206 $417,000
Q3 2018

Nov 13, 2018

SELL
$58.79 - $64.84 $2,234 - $2,463
-38 Reduced 0.76%
4,972 $404,000
Q2 2018

Aug 22, 2018

SELL
$56.55 - $67.82 $1,866 - $2,238
-33 Reduced 0.65%
5,010 $448,000
Q1 2018

Jun 25, 2018

BUY
$57.37 - $65.83 $289,316 - $331,980
5,043 New
5,043 $451,000

Others Institutions Holding RJF

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...
More about RJF
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