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 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9- 0.14% |
$1.24K - $1.55K
|
6.34K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-669- 17.31% |
$92.1K - $115K
|
3.2K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
331+ 1.21% |
$45.6K - $57.1K
|
27.6K
$4.42M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20New |
$2.75K - $3.45K
|
20
$3.2K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-96- 0.98% |
$13.2K - $16.6K
|
9.67K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.79KNew |
$522K - $654K
|
3.79K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 46.15% |
$826 - $1.04K
|
19
$3.04K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.47% |
$5.5K - $6.91K
|
8.42K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
273+ 2.09% |
$37.6K - $47.1K
|
13.3K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.4KNew |
$2.26M - $2.83M
|
16.4K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.04K- 7.6% |
$143K - $179K
|
12.6K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-283- 13.22% |
$38.9K - $48.9K
|
1.86K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-264- 0.78% |
$36.3K - $45.6K
|
33.6K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39+ 2.15% |
$5.37K - $6.73K
|
1.86K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.48KNew |
$203K - $255K
|
1.48K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.26K- 31.62% |
$174K - $218K
|
2.73K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
391+ 0.42% |
$53.8K - $67.5K
|
92.8K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 95.95% |
$9.77K - $12.3K
|
145
$23.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
13New |
$1.79K - $2.24K
|
13
$2.08K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.38% |
$41.3K - $51.8K
|
8.58K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-542- 4.17% |
$74.6K - $93.6K
|
12.5K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
164+ 28.23% |
$22.6K - $28.3K
|
745
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
429+ 2.22% |
$59K - $74.1K
|
19.7K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-232- 8.15% |
$31.9K - $40.1K
|
2.62K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.81% |
$55K - $69.1K
|
50K
$8.01M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
138+ 0.31% |
$19K - $23.8K
|
44.7K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
828+ 3.19% |
$114K - $143K
|
26.8K
$4.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.16% |
$1.38K - $1.73K
|
474
$75.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-364- 4.57% |
$50.1K - $62.8K
|
7.61K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.88K+ 0.66% |
$258K - $324K
|
288K
$46.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
950+ 59.01% |
$131K - $164K
|
2.56K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-281K- 65.98% |
$38.7M - $48.5M
|
145K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
240New |
$33K - $41.4K
|
240
$38.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
507+ 1.74% |
$69.8K - $87.5K
|
29.7K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
172New |
$23.7K - $29.7K
|
172
$27.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-452K- 42.43% |
$62.3M - $78.1M
|
614K
$98.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-424- 31.71% |
$58.4K - $73.2K
|
913
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 34.71% |
$8.12K - $10.2K
|
229
$36.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.93K+ 26.61% |
$678K - $851K
|
23.5K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
466+ 30.98% |
$64.1K - $80.5K
|
1.97K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 3.09% |
$15.7K - $19.7K
|
3.8K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
390+ 1.84% |
$53.7K - $67.3K
|
21.6K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-134- 1.19% |
$18.4K - $23.1K
|
11.1K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35.8K- 61.38% |
$4.92M - $6.18M
|
22.5K
$3.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
150New |
$20.6K - $25.9K
|
150
$24K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.57% |
$138 - $173
|
175
$28K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$963 - $1.21K
|
7
$1.12K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-105- 21.56% |
$14.5K - $18.1K
|
382
$61.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.31% |
$550 - $691
|
1.27K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-99.9K- 48.37% |
$13.7M - $17.2M
|
107K
$17.1M
|