A detailed history of Williams Jones Wealth Management, Llc. transactions in Raymond James Financial Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 4,001 shares of RJF stock, worth $675,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,001
Previous 4,000 0.03%
Holding current value
$675,848
Previous $494,000 0.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$106.39 - $125.13 $106 - $125
1 Added 0.03%
4,001 $490,000
Q4 2023

Feb 14, 2024

SELL
$91.83 - $113.67 $91,830 - $113,670
-1,000 Reduced 20.0%
4,000 $446,000
Q2 2023

Aug 14, 2023

SELL
$83.46 - $103.77 $36,388 - $45,243
-436 Reduced 8.02%
5,000 $518,000
Q4 2022

Feb 14, 2023

SELL
$98.06 - $123.98 $69,426 - $87,777
-708 Reduced 11.52%
5,436 $580,000
Q3 2022

Nov 14, 2022

BUY
$25.39 - $110.98 $7,820 - $34,181
308 Added 5.28%
6,144 $607,000
Q2 2022

Aug 15, 2022

SELL
$85.45 - $113.79 $22,217 - $29,585
-260 Reduced 4.27%
5,836 $522,000
Q1 2022

May 16, 2022

BUY
$92.96 - $115.44 $61,353 - $76,190
660 Added 12.14%
6,096 $670,000
Q4 2021

Feb 14, 2022

SELL
$93.38 - $102.53 $93 - $102
-1 Reduced 0.02%
5,436 $546,000
Q3 2021

Nov 15, 2021

BUY
$82.69 - $95.33 $149,834 - $172,737
1,812 Added 49.99%
5,437 $502,000
Q3 2019

Nov 14, 2019

BUY
$48.87 - $58.23 $177,153 - $211,083
3,625 New
3,625 $299,000

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 $36.3B
  • 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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.