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 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-65.2K- 28.54% |
$7.54M - $8.47M
|
163K
$27.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-17- 0.94% |
$1.97K - $2.21K
|
1.79K
$302K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-502- 16.72% |
$58.1K - $65.3K
|
2.5K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$3.82K - $4.29K
|
33
$5.57K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-32- 0.22% |
$3.7K - $4.16K
|
14.6K
$2.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.1KNew |
$1.52M - $1.71M
|
13.1K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 2.0% |
$4.63K - $5.2K
|
1.96K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 17.07% |
$810 - $910
|
34
$5.74K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-86- 1.5% |
$9.95K - $11.2K
|
5.64K
$952K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17New |
$1.97K - $2.21K
|
17
$2.87K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$16.1K - $18.1K
|
139
$23.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 95.24% |
$9.25K - $10.4K
|
4
$676
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$4.16K - $4.68K
|
36
$6.08K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.29% |
$2.54K - $2.86K
|
1.73K
$293K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
85New |
$9.83K - $11K
|
85
$14.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
42+ 53.16% |
$4.86K - $5.46K
|
121
$20.4K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.05KNew |
$551K - $648K
|
5.05K
$853K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 3.45% |
$109 - $128
|
28
$4.73K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$218 - $257
|
2
$338
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$109 - $128
|
4
$676
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.86K - $2.18K
|
17
$2.87K
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.9KNew |
$535K - $630K
|
4.9K
$828K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
58New |
$6.33K - $7.45K
|
58
$9.8K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.81M - $2.13M
|
16.6K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.2K- 15.16% |
$131K - $154K
|
6.72K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.8K- 16.45% |
$1.83M - $2.15M
|
85.1K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-821- 28.69% |
$89.6K - $105K
|
2.04K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
35.3K+ 46.4% |
$3.85M - $4.54M
|
111K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-37- 54.41% |
$4.04K - $4.75K
|
31
$5.24K
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
396K+ 731.8% |
$43.2M - $50.9M
|
450K
$76.1M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
10.9KNew |
$1.19M - $1.4M
|
10.9K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61New |
$6.66K - $7.83K
|
61
$10.3K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16.8K+ 37.01% |
$1.83M - $2.16M
|
62.2K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.12K- 24.85% |
$123K - $144K
|
3.4K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.6KNew |
$174K - $205K
|
1.6K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-61- 0.8% |
$6.66K - $7.83K
|
7.59K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39New |
$4.26K - $5.01K
|
39
$6.59K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.04KNew |
$332K - $391K
|
3.04K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.86K- 6.44% |
$312K - $368K
|
41.6K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
94.2K+ 672.1% |
$10.3M - $12.1M
|
108K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.76K+ 65.24% |
$629K - $740K
|
14.6K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 89.89% |
$180K - $211K
|
3.48K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$2.18M - $2.57M
|
20K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$546 - $642
|
5
$845
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 21.43% |
$327 - $385
|
17
$2.87K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
2.71KNew |
$296K - $348K
|
2.71K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.11KNew |
$885K - $1.04M
|
8.11K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
25KNew |
$2.73M - $3.21M
|
25K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.3K+ 29.87% |
$1.24M - $1.45M
|
49.2K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-800- 4.83% |
$87.3K - $103K
|
15.8K
$2.66M
|
|