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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.7% |
$15.1K - $19K
|
15.8K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
197+ 3.64% |
$27.1K - $34K
|
5.6K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-7.43K- 1.19% |
$1.02M - $1.28M
|
617K
$98.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.48K+ 0.65% |
$341K - $428K
|
383K
$61.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.48K- 6.15% |
$341K - $427K
|
37.8K
$6.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 1.19% |
$4.4K - $5.52K
|
2.71K
$434K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.69K+ 0.79% |
$508K - $637K
|
468K
$74.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-171K- 48.28% |
$23.6M - $29.6M
|
183K
$29.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-843- 30.53% |
$116K - $146K
|
1.92K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9New |
$1.24K - $1.55K
|
9
$1.44K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.28K- 3.03% |
$865K - $1.08M
|
201K
$32.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.53K+ 4.34% |
$211K - $265K
|
36.9K
$5.9M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.52KNew |
$484K - $607K
|
3.52K
$563K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 2.33% |
$550 - $691
|
176
$28.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$275 - $345
|
31
$4.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$275 - $345
|
2.18K
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$449K - $563K
|
3.26K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$7.57K - $9.5K
|
55
$8.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 12.37% |
$28.5K - $35.7K
|
1.88K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-463- 14.41% |
$63.7K - $79.9K
|
2.75K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.8KNew |
$385K - $483K
|
2.8K
$447K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
5.8KNew |
$798K - $1M
|
5.8K
$928K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-42- 0.84% |
$5.78K - $7.25K
|
4.97K
$795K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 82.35% |
$3.85K - $4.83K
|
62
$9.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 5.88% |
$413 - $518
|
48
$7.68K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-14- 0.17% |
$1.93K - $2.42K
|
8.14K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.26K- 53.07% |
$1.14M - $1.43M
|
7.3K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
34.3K+ 36.53% |
$4.72M - $5.93M
|
128K
$20.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$138 - $173
|
1
$160
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.01K+ 15.15% |
$414K - $519K
|
22.9K
$3.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$11K - $13.8K
|
80
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11K+ 11.84% |
$1.51M - $1.9M
|
104K
$16.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 62.12% |
$16.9K - $21.2K
|
75
$12K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-12.8K- 52.2% |
$1.76M - $2.2M
|
11.7K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
2+ 50.0% |
$275 - $345
|
6
$960
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.72K+ 10.27% |
$1.06M - $1.33M
|
82.8K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6.53KNew |
$899K - $1.13M
|
6.53K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
765+ 0.8% |
$105K - $132K
|
96.8K
$15.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
5+ 0.24% |
$688 - $863
|
2.1K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 1.54% |
$4.95K - $6.22K
|
2.37K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.04K+ 12.31% |
$555K - $697K
|
36.8K
$5.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
855New |
$118K - $148K
|
855
$137K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-79- 4.54% |
$10.9K - $13.6K
|
1.66K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-108- 6.97% |
$14.9K - $18.6K
|
1.44K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.51KNew |
$345K - $433K
|
2.51K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 16.67% |
$413 - $518
|
21
$3.36K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16.9K- 83.66% |
$2.32M - $2.91M
|
3.3K
$527K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21- 0.39% |
$2.89K - $3.63K
|
5.31K
$849K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.34% |
$1.24K - $1.55K
|
2.68K
$429K
|