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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 2.47% |
$982 - $1.16K
|
373
$63K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.89K- 5.55% |
$316K - $371K
|
49.2K
$8.31M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.92K- 99.9% |
$537K - $632K
|
5
$845
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 25000.0% |
$54.6K - $64.2K
|
502
$84.8K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.4KNew |
$2.45M - $2.88M
|
22.4K
$3.79M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.69K- 0.92% |
$293K - $345K
|
288K
$48.6M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$327 - $385
|
3.74K
$632K
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.24M - $1.46M
|
11.4K
$1.93M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
60New |
$6.55K - $7.71K
|
60
$10.1K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-293- 15.78% |
$32K - $37.6K
|
1.56K
$264K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$109 - $128
|
1
$169
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-7.76K- 7.61% |
$847K - $997K
|
94.3K
$15.9M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 23.33% |
$764 - $899
|
37
$6.25K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
379+ 23.96% |
$41.4K - $48.7K
|
1.96K
$331K
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.57KNew |
$171K - $202K
|
1.57K
$265K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.65KNew |
$180K - $212K
|
1.65K
$279K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
325+ 6.04% |
$35.5K - $41.7K
|
5.71K
$964K
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-600- 26.09% |
$65.5K - $77.1K
|
1.7K
$287K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
2.18KNew |
$238K - $280K
|
2.18K
$368K
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-18.1K- 58.39% |
$1.98M - $2.32M
|
12.9K
$2.18M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649New |
$70.8K - $83.3K
|
649
$110K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
955New |
$104K - $123K
|
955
$161K
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
30.2KNew |
$3.29M - $3.87M
|
30.2K
$5.09M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-133- 6.17% |
$14.5K - $17.1K
|
2.02K
$342K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
19New |
$2.07K - $2.44K
|
19
$3.21K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.7% |
$109 - $128
|
26
$4.39K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 4.93% |
$4.69K - $5.52K
|
830
$140K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$327 - $385
|
3
$507
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 33.33% |
$327 - $385
|
6
$1.01K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
63New |
$6.88K - $8.09K
|
63
$10.6K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.83% |
$4.91K - $5.78K
|
2.41K
$408K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.88% |
$437 - $514
|
456
$77K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
466+ 17.04% |
$50.9K - $59.8K
|
3.2K
$541K
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-887- 35.03% |
$96.8K - $114K
|
1.65K
$278K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.8KNew |
$533K - $660K
|
5.8K
$980K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-39- 8.74% |
$3.58K - $4.43K
|
407
$68.8K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.26K - $10.2K
|
90
$15.2K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57New |
$5.23K - $6.48K
|
57
$9.63K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 0.79% |
$3.03K - $3.75K
|
4.12K
$696K
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
81.6KNew |
$7.49M - $9.27M
|
81.6K
$13.8M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.76KNew |
$253K - $314K
|
2.76K
$466K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360+ 321.43% |
$33.1K - $40.9K
|
472
$79.7K
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
49KNew |
$4.5M - $5.57M
|
49K
$8.28M
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$459K - $568K
|
5K
$845K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$4.13K - $5.12K
|
45
$7.6K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
33.8K+ 8.87% |
$3.11M - $3.85M
|
415K
$70.2M
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-54- 1.57% |
$4.96K - $6.14K
|
3.38K
$571K
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
16.5KNew |
$1.51M - $1.87M
|
16.5K
$2.78M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$275 - $341
|
3
$507
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 67.12% |
$1.29M - $1.6M
|
6.89K
$1.16M
|