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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-985- 1.56% |
$136K - $170K
|
62.2K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.19K- 3.34% |
$852K - $1.07M
|
179K
$28.7M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.57KNew |
$1.04M - $1.31M
|
7.57K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.18K+ 7.14% |
$162K - $203K
|
17.6K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.76K+ 19.87% |
$655K - $821K
|
28.7K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.31K- 22.59% |
$455K - $571K
|
11.3K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 4.75% |
$174K - $219K
|
25.4K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
40+ 8.83% |
$5.5K - $6.91K
|
493
$78.9K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-29- 1.17% |
$3.99K - $5.01K
|
2.45K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.7K+ 16.56% |
$2.99M - $3.75M
|
153K
$24.4M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
319+ 0.89% |
$43.9K - $55.1K
|
36.2K
$5.78M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.24% |
$13.5K - $16.9K
|
7.8K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.72KNew |
$512K - $642K
|
3.72K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-246- 7.66% |
$33.9K - $42.5K
|
2.97K
$475K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-111- 5.84% |
$15.3K - $19.2K
|
1.79K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.4K+ 322.96% |
$881K - $1.11M
|
8.38K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 1.06% |
$4.82K - $6.04K
|
3.32K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
7KNew |
$964K - $1.21M
|
7K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-345- 12.97% |
$47.5K - $59.6K
|
2.32K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
782+ 70.9% |
$108K - $135K
|
1.89K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
102K+ 230.96% |
$14.1M - $17.7M
|
147K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
388+ 2.83% |
$53.4K - $67K
|
14.1K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-5.14K- 7.82% |
$708K - $888K
|
60.6K
$9.7M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-37.1K- 12.79% |
$5.11M - $6.41M
|
253K
$40.5M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-198- 1.0% |
$27.2K - $34.2K
|
19.7K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.54% |
$36.5K - $45.7K
|
10.2K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.03K+ 67.5% |
$554K - $695K
|
9.99K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
178K+ 8.26% |
$24.5M - $30.8M
|
2.34M
$374M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$2.2K - $2.76K
|
16
$2.56K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-116- 1.34% |
$16K - $20K
|
8.55K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
255+ 364.29% |
$35.1K - $44K
|
325
$52K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.13K- 26.51% |
$155K - $194K
|
3.12K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.77M+ 1501.98% |
$243M - $305M
|
1.88M
$301M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17- 21.79% |
$2.34K - $2.93K
|
61
$9.76K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-776- 71.0% |
$107K - $134K
|
317
$50.7K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.51KNew |
$758K - $951K
|
5.51K
$881K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
310+ 0.78% |
$42.7K - $53.5K
|
40.1K
$6.41M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 4.89% |
$12.9K - $16.2K
|
2.02K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
14+ 0.98% |
$1.93K - $2.42K
|
1.44K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-506- 10.11% |
$69.6K - $87.4K
|
4.5K
$720K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.25% |
$550 - $691
|
1.59K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$413 - $518
|
3
$480
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.45KNew |
$1.16M - $1.46M
|
8.45K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
35+ 1.56% |
$4.82K - $6.04K
|
2.27K
$364K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 5.43% |
$17.1K - $21.4K
|
2.41K
$385K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.03K- 1.52% |
$692K - $868K
|
325K
$52M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.58% |
$147K - $184K
|
28.7K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-254- 13.66% |
$35K - $43.9K
|
1.61K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-562- 0.99% |
$77.3K - $97K
|
56.3K
$9M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$13.8K - $17.3K
|
9.9K
$1.58M
|