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 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-28- 45.16% |
$3.46K - $4.31K
|
34
$5.72K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 91.18% |
$3.83K - $4.77K
|
3
$505
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-153K- 56.64% |
$19M - $23.6M
|
117K
$19.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.12% |
$1.24K - $1.54K
|
8.09K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.22K- 5.04% |
$398K - $496K
|
60.7K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-189- 6.26% |
$23.4K - $29.1K
|
2.83K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.8K+ 223.29% |
$1.33M - $1.66M
|
15.6K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.83KNew |
$226K - $281K
|
1.83K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-163- 80.3% |
$20.2K - $25.1K
|
40
$6.73K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-342- 8.94% |
$42.3K - $52.6K
|
3.48K
$586K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-529- 1.54% |
$65.4K - $81.4K
|
33.8K
$5.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.63KNew |
$943K - $1.17M
|
7.63K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
318+ 11.63% |
$39.3K - $48.9K
|
3.05K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-112K- 13.14% |
$13.9M - $17.2M
|
741K
$125M
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-20.7K- 5.19% |
$2.56M - $3.19M
|
379K
$63.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
204+ 10.64% |
$25.2K - $31.4K
|
2.12K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-327- 22.69% |
$40.4K - $50.3K
|
1.11K
$188K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-163- 1.46% |
$20.2K - $25.1K
|
11K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 187.17% |
$503K - $626K
|
6.25K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
10+ 0.37% |
$1.24K - $1.54K
|
2.74K
$461K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34New |
$4.2K - $5.23K
|
34
$5.72K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.19K- 5.51% |
$147K - $183K
|
20.4K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $154
|
7.56K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.6KNew |
$198K - $247K
|
1.6K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-81- 0.96% |
$10K - $12.5K
|
8.34K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$1.48K - $1.85K
|
12
$2.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5+ 0.35% |
$618 - $769
|
1.45K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-521- 78.58% |
$64.4K - $80.2K
|
142
$23.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-44- 2.81% |
$5.44K - $6.77K
|
1.52K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 33.33% |
$866 - $1.08K
|
14
$2.36K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.01% |
$989 - $1.23K
|
64.1K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-42- 0.13% |
$5.19K - $6.46K
|
32.8K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-169- 2.96% |
$20.9K - $26K
|
5.53K
$932K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 50.0% |
$1.98K - $2.46K
|
48
$8.08K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.34KNew |
$166K - $207K
|
1.34K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
310+ 12.87% |
$38.3K - $47.7K
|
2.72K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 9.49% |
$24K - $29.9K
|
1.85K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.15K- 1.11% |
$143K - $178K
|
102K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.41% |
$1.61K - $2K
|
3.13K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38+ 2.02% |
$4.7K - $5.85K
|
1.92K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 47.16% |
$13.4K - $16.6K
|
337
$56.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.39% |
$1.98K - $2.46K
|
4.17K
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$179K - $223K
|
1.45K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.8KNew |
$1.71M - $2.13M
|
13.8K
$2.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
871+ 31.16% |
$108K - $134K
|
3.67K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 3.31% |
$495 - $616
|
117
$19.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 75.0% |
$742 - $923
|
14
$2.36K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
482+ 9.92% |
$59.6K - $74.2K
|
5.34K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.45KNew |
$179K - $223K
|
1.45K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
224+ 0.7% |
$27.7K - $34.5K
|
32.4K
$5.46M
|