Summit Trail Advisors, LLC Raymond James Financial Inc Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,231 shares of RJF stock, worth $989,046. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,231
Previous 2,529
146.38%
Holding current value
$989,046
Previous $387,000
177.78%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding RJF
# of Institutions
1,004Shares Held
150MCall Options Held
755KPut Options Held
698K-
Vanguard Group Inc Valley Forge, PA21.9MShares$3.47 Billion0.06% of portfolio
-
Black Rock Inc. New York, NY14.4MShares$2.28 Billion0.04% of portfolio
-
Primecap Management CO Pasadena, CA9.65MShares$1.53 Billion1.32% of portfolio
-
Wellington Management Group LLP Boston, MA9.02MShares$1.43 Billion0.29% of portfolio
-
State Street Corp Boston, MA8.03MShares$1.27 Billion0.05% of portfolio
About RAYMOND JAMES FINANCIAL INC
- Ticker RJF
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 215,100,000
- Market Cap $34.1B
- 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...