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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48KNew |
$183K - $227K
|
1.48K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
62+ 620.0% |
$7.67K - $9.54K
|
72
$12.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 9.42% |
$4.45K - $5.54K
|
418
$70.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.12K+ 24.61% |
$138K - $172K
|
5.66K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-132- 7.1% |
$16.3K - $20.3K
|
1.73K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.29K- 38.28% |
$160K - $199K
|
2.08K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 11.11% |
$124 - $154
|
10
$1.68K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
949+ 6.04% |
$117K - $146K
|
16.7K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
290+ 6.16% |
$35.9K - $44.6K
|
5K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-611- 0.63% |
$75.6K - $94K
|
96.2K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.64% |
$124 - $154
|
62
$10.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-741- 1.31% |
$91.6K - $114K
|
55.7K
$9.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.21% |
$495 - $616
|
1.88K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.69K- 12.87% |
$457K - $568K
|
25K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5.88K+ 26.42% |
$727K - $905K
|
28.2K
$4.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-319- 8.39% |
$39.4K - $49.1K
|
3.49K
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-136- 2.14% |
$16.8K - $20.9K
|
6.21K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
349+ 0.87% |
$43.2K - $53.7K
|
40.4K
$6.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 15.79% |
$371 - $462
|
16
$2.69K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 68.97% |
$12.4K - $15.4K
|
245
$41.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-53- 2.16% |
$6.55K - $8.16K
|
2.4K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
127+ 5.36% |
$15.7K - $19.5K
|
2.5K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9- 0.43% |
$1.11K - $1.38K
|
2.07K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.1K- 3.32% |
$259K - $322K
|
60.9K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$236K - $294K
|
1.91K
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-35.8K- 8.67% |
$4.43M - $5.52M
|
377K
$63.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
467+ 24.16% |
$57.7K - $71.9K
|
2.4K
$404K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-2.1K- 42.4% |
$260K - $324K
|
2.86K
$481K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30- 23.81% |
$3.71K - $4.62K
|
96
$16.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3.45K- 1.2% |
$427K - $531K
|
285K
$48M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
331+ 0.16% |
$40.9K - $50.9K
|
202K
$33.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-99.4K- 67.72% |
$12.3M - $15.3M
|
47.4K
$7.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-23- 0.46% |
$2.84K - $3.54K
|
4.94K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.35KNew |
$167K - $208K
|
1.35K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.23% |
$1.24K - $1.54K
|
4.32K
$728K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.36% |
$2.97K - $3.69K
|
6.75K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.87K+ 90.31% |
$849K - $1.06M
|
14.5K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.3K+ 7.86% |
$284K - $354K
|
31.5K
$5.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.6K+ 27.59% |
$198K - $246K
|
7.4K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-394- 3.6% |
$48.7K - $60.6K
|
10.6K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
447+ 1.62% |
$55.3K - $68.8K
|
28K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.84K+ 3.7% |
$475K - $591K
|
108K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-592- 3.25% |
$73.2K - $91.1K
|
17.6K
$2.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-23.9K- 50.23% |
$2.95M - $3.67M
|
23.6K
$3.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-165- 0.75% |
$20.4K - $25.4K
|
21.8K
$3.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
82.7K+ 39.46% |
$10.2M - $12.7M
|
292K
$49.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.63% |
$12.4K - $15.4K
|
15.7K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
175+ 4.26% |
$21.6K - $26.9K
|
4.28K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.51K- 8.83% |
$187K - $232K
|
15.6K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.77KNew |
$219K - $273K
|
1.77K
$299K
|