Latest Institutional Transactions on Raymond James Financial Inc (RJF)
This table provides information on the latest institutional transactions involving Raymond James Financial Inc (RJF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 2.35% |
$5.26K - $6K
|
1.48K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.95% |
$2.16K - $2.47K
|
1.49K
$239K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.22% |
$464 - $529
|
1.35K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-353- 9.81% |
$54.6K - $62.3K
|
3.25K
$520K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 1.16% |
$309 - $353
|
174
$27.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
373+ 7.51% |
$57.7K - $65.8K
|
5.34K
$855K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-397- 7.07% |
$61.4K - $70K
|
5.22K
$835K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
93+ 2.63% |
$14.4K - $16.4K
|
3.63K
$581K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.99K- 3.35% |
$308K - $351K
|
57.4K
$9.19M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-311- 4.11% |
$48.1K - $54.9K
|
7.25K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$773 - $882
|
2.43K
$389K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-203- 6.49% |
$31.4K - $35.8K
|
2.92K
$468K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142- 0.96% |
$22K - $25.1K
|
14.7K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.2K- 10.0% |
$494K - $564K
|
28.8K
$4.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-166- 6.08% |
$25.7K - $29.3K
|
2.56K
$411K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
118+ 0.38% |
$18.2K - $20.8K
|
31.2K
$5.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.25K- 22.59% |
$193K - $221K
|
4.28K
$686K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
26.4K+ 111.65% |
$4.08M - $4.65M
|
50K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 19.1% |
$184K - $210K
|
7.44K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-41- 1.79% |
$6.34K - $7.23K
|
2.24K
$359K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.28K- 13.76% |
$353K - $403K
|
14.3K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 22.92% |
$1.7K - $1.94K
|
59
$9.45K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
336+ 1.2% |
$52K - $59.3K
|
28.4K
$4.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.3% |
$1.39K - $1.59K
|
3.05K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
141+ 0.31% |
$21.8K - $24.9K
|
45.1K
$7.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
153+ 5.05% |
$23.7K - $27K
|
3.18K
$510K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
169+ 6.64% |
$26.1K - $29.8K
|
2.71K
$435K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-71- 3.13% |
$11K - $12.5K
|
2.2K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
854New |
$132K - $151K
|
854
$137K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$1.7K - $1.94K
|
11
$1.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1- 0.07% |
$155 - $176
|
1.39K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1K+ 66.49% |
$155K - $177K
|
2.51K
$402K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 25.12% |
$40.1K - $45.7K
|
1.29K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.47K- 6.73% |
$227K - $259K
|
20.3K
$3.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6+ 0.29% |
$928 - $1.06K
|
2.08K
$333K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.28K- 3.3% |
$197K - $225K
|
37.4K
$5.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-543- 11.4% |
$84K - $95.8K
|
4.22K
$676K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-41- 0.87% |
$6.34K - $7.23K
|
4.7K
$752K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-102K- 13.75% |
$15.8M - $18M
|
639K
$102M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
1.82KNew |
$281K - $320K
|
1.82K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 3.85% |
$21.8K - $24.9K
|
3.81K
$610K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6New |
$928 - $1.06K
|
6
$961
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.82KNew |
$436K - $498K
|
2.82K
$452K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33+ 1.78% |
$5.1K - $5.82K
|
1.89K
$302K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-36- 0.13% |
$5.57K - $6.35K
|
26.8K
$4.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 27.27% |
$464 - $529
|
14
$2.24K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 23.85% |
$1.91M - $2.18M
|
39.5K
$6.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
900+ 12.16% |
$139K - $159K
|
8.3K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 91.18% |
$4.79K - $5.47K
|
3
$481
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
686+ 1.55% |
$106K - $121K
|
45.1K
$7.22M
|