A detailed history of Wetherby Asset Management Inc transactions in Raymond James Financial Inc stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,713 shares of RJF stock, worth $462,973. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,713
Previous 2,817 3.69%
Holding current value
$462,973
Previous $348,000 4.6%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$106.39 - $125.13 $11,064 - $13,013
-104 Reduced 3.69%
2,713 $332,000
Q2 2024

Aug 14, 2024

BUY
$115.67 - $129.99 $5,667 - $6,369
49 Added 1.77%
2,817 $348,000
Q1 2024

May 15, 2024

SELL
$109.13 - $128.42 $1,418 - $1,669
-13 Reduced 0.47%
2,768 $355,000
Q4 2023

Feb 14, 2024

BUY
$91.83 - $113.67 $46,190 - $57,176
503 Added 22.08%
2,781 $310,000
Q3 2023

Nov 14, 2023

SELL
$99.55 - $110.94 $3,882 - $4,326
-39 Reduced 1.68%
2,278 $228,000
Q2 2023

Aug 14, 2023

SELL
$83.46 - $103.77 $40,311 - $50,120
-483 Reduced 17.25%
2,317 $240,000
Q1 2023

May 12, 2023

SELL
$87.16 - $118.11 $47,589 - $64,488
-546 Reduced 16.32%
2,800 $261,000
Q4 2022

Feb 14, 2023

SELL
$98.06 - $123.98 $490 - $619
-5 Reduced 0.15%
3,346 $357,000
Q3 2022

Nov 14, 2022

BUY
$25.39 - $110.98 $10,409 - $45,501
410 Added 13.94%
3,351 $331,000
Q2 2022

Aug 15, 2022

BUY
$85.45 - $113.79 $35,974 - $47,905
421 Added 16.71%
2,941 $263,000
Q1 2022

May 16, 2022

BUY
$92.96 - $115.44 $11,248 - $13,968
121 Added 5.04%
2,520 $277,000
Q4 2021

Feb 14, 2022

BUY
$93.38 - $102.53 $13,913 - $15,276
149 Added 6.62%
2,399 $241,000
Q3 2021

Nov 15, 2021

BUY
$82.69 - $95.33 $58,627 - $67,588
709 Added 46.01%
2,250 $208,000
Q2 2021

Aug 16, 2021

BUY
$82.71 - $91.09 $127,456 - $140,369
1,541 New
1,541 $200,000
Q1 2020

May 06, 2020

SELL
$36.73 - $67.51 $88,041 - $161,821
-2,397 Closed
0 $0
Q4 2019

Jan 28, 2020

BUY
$50.96 - $60.88 $122,151 - $145,929
2,397 New
2,397 $214,000

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 $36.7B
  • 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 Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc 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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.