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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 232.0% |
$16K - $20K
|
166
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
261+ 8.79% |
$35.9K - $45.1K
|
3.23K
$517K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
142K+ 109.84% |
$19.5M - $24.5M
|
271K
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 6.1% |
$68.8K - $86.3K
|
8.7K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.1K+ 8.62% |
$151K - $190K
|
13.8K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.89KNew |
$811K - $1.02M
|
5.89K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.58K- 11.65% |
$354K - $445K
|
19.5K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.54K- 78.22% |
$1.18M - $1.47M
|
2.38K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-573- 20.23% |
$78.9K - $98.9K
|
2.26K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 9.35% |
$3.58K - $4.49K
|
304
$48.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
19+ 0.24% |
$2.61K - $3.28K
|
8.08K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.92K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1+ 0.04% |
$138 - $173
|
2.43K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-609- 1.73% |
$83.8K - $105K
|
34.5K
$5.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.73KNew |
$375K - $471K
|
2.73K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 39.29% |
$1.51K - $1.9K
|
17
$2.72K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
730+ 3.5% |
$100K - $126K
|
21.6K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.41K- 7.8% |
$744K - $933K
|
63.9K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.35% |
$2.06K - $2.59K
|
4.31K
$690K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.26K- 26.78% |
$861K - $1.08M
|
17.1K
$2.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
13+ 0.31% |
$1.79K - $2.24K
|
4.15K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
663New |
$91.2K - $114K
|
663
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
972+ 26.54% |
$134K - $168K
|
4.63K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
15+ 0.04% |
$2.06K - $2.59K
|
39.6K
$6.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8New |
$1.1K - $1.38K
|
8
$1.28K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$10.2K - $12.8K
|
74
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
25.7K+ 6.86% |
$3.53M - $4.43M
|
400K
$64M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.3K+ 120.69% |
$317K - $398K
|
4.21K
$674K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.6K- 7.21% |
$771K - $967K
|
72.1K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
100+ 3.62% |
$13.8K - $17.3K
|
2.86K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 30.3% |
$1.38K - $1.73K
|
23
$3.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21- 0.44% |
$2.89K - $3.63K
|
4.76K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-815- 2.32% |
$112K - $141K
|
34.3K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
129+ 4.41% |
$17.8K - $22.3K
|
3.05K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 16.67% |
$138 - $173
|
7
$1.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
347+ 21.88% |
$47.8K - $59.9K
|
1.93K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.71KNew |
$648K - $813K
|
4.71K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
103+ 0.82% |
$14.2K - $17.8K
|
12.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
120+ 2.2% |
$16.5K - $20.7K
|
5.57K
$890K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.85K+ 16.85% |
$942K - $1.18M
|
47.5K
$7.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
262+ 0.82% |
$36.1K - $45.2K
|
32.2K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
153+ 2.48% |
$21.1K - $26.4K
|
6.33K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 3.23% |
$189K - $237K
|
44K
$7.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 2.04% |
$1.38K - $1.73K
|
480
$76.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.98K- 53.4% |
$1.37M - $1.72M
|
8.71K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-90- 2.89% |
$12.4K - $15.5K
|
3.02K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
229+ 12.53% |
$31.5K - $39.5K
|
2.06K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.79% |
$2.61K - $3.28K
|
2.41K
$386K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
22.1K+ 154.83% |
$3.04M - $3.81M
|
36.4K
$5.82M
|