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 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.61KNew |
$323K - $402K
|
2.61K
$440K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.95% |
$618 - $769
|
531
$89.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.43KNew |
$176K - $219K
|
1.43K
$240K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-58- 2.5% |
$7.17K - $8.93K
|
2.26K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-20- 0.42% |
$2.47K - $3.08K
|
4.74K
$798K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
332+ 7.16% |
$41.1K - $51.1K
|
4.97K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-71- 78.02% |
$8.78K - $10.9K
|
20
$3.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
11.4K+ 10.43% |
$1.41M - $1.75M
|
120K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.32% |
$495 - $616
|
300
$50.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-167- 2.05% |
$20.6K - $25.7K
|
8K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 20.9% |
$5.19K - $6.46K
|
243
$40.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.52K+ 11.4% |
$188K - $234K
|
14.8K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-222- 6.2% |
$27.5K - $34.2K
|
3.36K
$565K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.74% |
$148K - $185K
|
70K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-230- 6.08% |
$28.4K - $35.4K
|
3.55K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 58.82% |
$1.24K - $1.54K
|
27
$4.55K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 3.03% |
$37.1K - $46.2K
|
9.6K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$247 - $308
|
4
$673
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.35KNew |
$166K - $207K
|
1.35K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-217- 6.54% |
$26.8K - $33.4K
|
3.1K
$522K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-19- 0.69% |
$2.35K - $2.92K
|
2.73K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
80+ 2.56% |
$9.89K - $12.3K
|
3.2K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
13+ 0.57% |
$1.61K - $2K
|
2.29K
$385K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-601- 6.33% |
$74.3K - $92.5K
|
8.89K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-1- 0.04% |
$124 - $154
|
2.41K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.46K- 6.94% |
$675K - $839K
|
73.1K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.74K- 67.96% |
$957K - $1.19M
|
3.65K
$614K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-400- 2.03% |
$49.5K - $61.6K
|
19.3K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$371 - $462
|
5
$842
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-650- 17.18% |
$80.4K - $100K
|
3.13K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 120.0% |
$742 - $923
|
11
$1.85K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
423+ 7.66% |
$52.3K - $65.1K
|
5.95K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 2.27% |
$495 - $616
|
172
$29K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.44K- 54.62% |
$301K - $375K
|
2.02K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.38% |
$866 - $1.08K
|
1.86K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.46K+ 42.01% |
$1.17M - $1.45M
|
32K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.17KNew |
$516K - $642K
|
4.17K
$703K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
166+ 0.37% |
$20.5K - $25.5K
|
44.9K
$7.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
27.7KNew |
$3.42M - $4.26M
|
27.7K
$4.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
185+ 6.2% |
$22.9K - $28.5K
|
3.17K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.48K+ 6.48% |
$183K - $228K
|
24.3K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 4.64% |
$2.72K - $3.39K
|
496
$83.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
535+ 4.24% |
$66.2K - $82.3K
|
13.2K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
414New |
$51.2K - $63.7K
|
414
$69.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-128- 4.72% |
$15.8K - $19.7K
|
2.58K
$435K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
425+ 9.79% |
$52.6K - $65.4K
|
4.76K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.44K+ 136.02% |
$177K - $221K
|
2.49K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.3K+ 29.19% |
$5.23M - $6.51M
|
187K
$31.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33+ 3300.0% |
$4.08K - $5.08K
|
34
$5.72K
|