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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$3.09K - $3.63K
|
7.54K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.18K+ 33.73% |
$126K - $148K
|
4.69K
$795K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.43KNew |
$471K - $554K
|
4.43K
$749K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$319 - $375
|
3.46K
$586K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
855+ 20.77% |
$91K - $107K
|
4.97K
$841K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$638 - $751
|
6
$1.02K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
198+ 3960.0% |
$21.1K - $24.8K
|
203
$34.4K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.79% |
$2.55K - $3K
|
3.02K
$511K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.8K- 11.21% |
$192K - $225K
|
14.3K
$2.41M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-839- 5.32% |
$89.3K - $105K
|
14.9K
$2.53M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34New |
$3.62K - $4.25K
|
34
$5.76K
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
907+ 2.91% |
$96.5K - $113K
|
32.1K
$5.43M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.15% |
$426 - $501
|
2.58K
$437K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.33% |
$1.06K - $1.25K
|
3.02K
$511K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
8.5KNew |
$904K - $1.06M
|
8.5K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-280- 15.37% |
$29.8K - $35K
|
1.54K
$261K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 8.94% |
$162K - $190K
|
18.5K
$3.14M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 33.77% |
$2.77K - $3.25K
|
51
$8.63K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-59- 3.44% |
$6.28K - $7.38K
|
1.65K
$280K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.9K+ 94.32% |
$521K - $613K
|
10.1K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.7KNew |
$288K - $338K
|
2.7K
$458K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.78% |
$3.3K - $3.88K
|
3.94K
$666K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
137+ 5.95% |
$14.6K - $17.1K
|
2.44K
$413K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-657- 2.74% |
$69.9K - $82.2K
|
23.3K
$3.95M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-300- 2.06% |
$31.9K - $37.5K
|
14.2K
$2.41M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
126K+ 34.42% |
$13.5M - $15.8M
|
494K
$83.6M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.89% |
$106 - $125
|
113
$19.1K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 5.36% |
$2.45K - $2.88K
|
452
$76.5K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-198- 0.52% |
$21.1K - $24.8K
|
37.6K
$6.36M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
37+ 1.67% |
$3.94K - $4.63K
|
2.26K
$382K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.37% |
$1.7K - $2K
|
4.35K
$736K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 0.38% |
$2.66K - $3.13K
|
6.68K
$1.13M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
341+ 2.4% |
$36.3K - $42.7K
|
14.6K
$2.47M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.1K+ 474.14% |
$117K - $138K
|
1.33K
$225K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-99- 1.25% |
$10.5K - $12.4K
|
7.84K
$1.33M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$532 - $626
|
1.8K
$305K
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-9.82K- 6.07% |
$1.04M - $1.23M
|
152K
$25.7M
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-370- 10.23% |
$39.4K - $46.3K
|
3.25K
$550K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.57KNew |
$273K - $321K
|
2.57K
$435K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109- 4.74% |
$11.6K - $13.6K
|
2.19K
$371K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 6.73% |
$2.45K - $2.88K
|
319
$54K
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-500- 14.42% |
$53.2K - $62.6K
|
2.97K
$502K
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
158+ 0.37% |
$16.8K - $19.8K
|
43K
$7.27M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.34K- 55.5% |
$249K - $293K
|
1.88K
$318K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$106 - $125
|
1
$169
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
74+ 7.31% |
$7.87K - $9.26K
|
1.09K
$184K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-138- 10.91% |
$14.7K - $17.3K
|
1.13K
$191K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
86+ 5.11% |
$9.15K - $10.8K
|
1.77K
$299K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16+ 0.16% |
$1.7K - $2K
|
9.8K
$1.66M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
325+ 2.82% |
$34.6K - $40.7K
|
11.9K
$2.01M
|