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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-183- 0.72% |
$22.6K - $28.2K
|
25.2K
$4.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.4K- 3.78% |
$172K - $215K
|
35.5K
$5.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-45.7K- 25.46% |
$5.65M - $7.03M
|
134K
$22.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-9.3K- 25.73% |
$1.15M - $1.43M
|
26.8K
$4.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
474+ 28.42% |
$58.6K - $72.9K
|
2.14K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.6% |
$124 - $154
|
165
$27.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-224- 7.33% |
$27.7K - $34.5K
|
2.83K
$476K
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
2.15K+ 2.27% |
$266K - $331K
|
96.7K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
441+ 6.75% |
$54.5K - $67.9K
|
6.97K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.03% |
$124 - $154
|
3.29K
$555K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-38.1K- 35.75% |
$4.71M - $5.87M
|
68.5K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.87K+ 38.69% |
$478K - $595K
|
13.9K
$2.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.12KNew |
$509K - $634K
|
4.12K
$693K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
4.2K+ 16.07% |
$519K - $646K
|
30.3K
$5.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-926- 3.03% |
$114K - $142K
|
29.6K
$4.98M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-45- 0.16% |
$5.56K - $6.92K
|
27.3K
$4.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-5- 0.33% |
$618 - $769
|
1.52K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
277+ 2.55% |
$34.3K - $42.6K
|
11.1K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$495 - $616
|
4
$673
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.15K+ 1.39% |
$142K - $177K
|
84K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
594+ 24.98% |
$73.4K - $91.4K
|
2.97K
$500K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$177K - $220K
|
1.43K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.4KNew |
$1.04M - $1.29M
|
8.4K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 16.22% |
$742 - $923
|
43
$7.24K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14K+ 3.0% |
$1.74M - $2.16M
|
482K
$81.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-10.8K- 88.27% |
$1.33M - $1.66M
|
1.43K
$241K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
355+ 22.34% |
$43.9K - $54.6K
|
1.94K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
735+ 1.21% |
$90.9K - $113K
|
61.3K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
169+ 5.9% |
$20.9K - $26K
|
3.03K
$510K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.24KNew |
$401K - $498K
|
3.24K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 18.75% |
$11.1K - $13.8K
|
570
$96K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.15K- 3.32% |
$142K - $177K
|
33.4K
$5.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.99K+ 46.68% |
$493K - $614K
|
12.5K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
418+ 0.45% |
$51.7K - $64.3K
|
93.2K
$15.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-200- 3.59% |
$24.7K - $30.8K
|
5.37K
$903K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.5K+ 6.92% |
$5.25M - $6.54M
|
656K
$110M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74New |
$9.15K - $11.4K
|
74
$12.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
264+ 0.79% |
$32.6K - $40.6K
|
33.9K
$5.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
36+ 0.3% |
$4.45K - $5.54K
|
12.2K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-216- 2.23% |
$26.7K - $33.2K
|
9.45K
$1.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.21K- 10.91% |
$150K - $187K
|
9.92K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
116+ 725.0% |
$14.3K - $17.9K
|
132
$22.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
68New |
$8.41K - $10.5K
|
68
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
196+ 8.34% |
$24.2K - $30.2K
|
2.55K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20+ 0.36% |
$2.47K - $3.08K
|
5.62K
$947K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
248+ 5.15% |
$30.7K - $38.2K
|
5.06K
$853K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.31K+ 11.58% |
$285K - $355K
|
22.2K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$124 - $154
|
4.5K
$758K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.25% |
$618 - $769
|
2.01K
$338K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$5.56K - $6.92K
|
45
$7.58K
|