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 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
121+ 72.89% |
$16.7K - $20.9K
|
287
$48.3K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
3KNew |
$412K - $517K
|
3K
$504K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.57KNew |
$1.04M - $1.31M
|
7.57K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.24% |
$13.5K - $16.9K
|
7.8K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.72KNew |
$512K - $642K
|
3.72K
$626K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
782+ 70.9% |
$108K - $135K
|
1.89K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.54% |
$36.5K - $45.7K
|
10.2K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-776- 71.0% |
$107K - $134K
|
317
$53.4K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.25% |
$550 - $691
|
1.59K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3New |
$413 - $518
|
3
$505
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8.45KNew |
$1.16M - $1.46M
|
8.45K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-254- 13.66% |
$35K - $43.9K
|
1.61K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-669- 17.31% |
$92.1K - $115K
|
3.2K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
3.79KNew |
$522K - $654K
|
3.79K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.48KNew |
$203K - $255K
|
1.48K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
13New |
$1.79K - $2.24K
|
13
$2.19K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.38% |
$41.3K - $51.8K
|
8.58K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-542- 4.17% |
$74.6K - $93.6K
|
12.5K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
950+ 59.01% |
$131K - $164K
|
2.56K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
240New |
$33K - $41.4K
|
240
$40.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
172New |
$23.7K - $29.7K
|
172
$29K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
150New |
$20.6K - $25.9K
|
150
$25.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.57% |
$138 - $173
|
175
$29.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9New |
$1.24K - $1.55K
|
9
$1.52K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.52KNew |
$484K - $607K
|
3.52K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$275 - $345
|
31
$5.22K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$275 - $345
|
2.18K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$449K - $563K
|
3.26K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$7.57K - $9.5K
|
55
$9.26K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3- 5.88% |
$413 - $518
|
48
$8.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-14- 0.17% |
$1.93K - $2.42K
|
8.14K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.26K- 53.07% |
$1.14M - $1.43M
|
7.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$11K - $13.8K
|
80
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 62.12% |
$16.9K - $21.2K
|
75
$12.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.04K+ 12.31% |
$555K - $697K
|
36.8K
$6.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-79- 4.54% |
$10.9K - $13.6K
|
1.66K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.51KNew |
$345K - $433K
|
2.51K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$2.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.58K- 11.65% |
$354K - $445K
|
19.5K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$2.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1+ 0.04% |
$138 - $173
|
2.43K
$409K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$10.2K - $12.8K
|
74
$12.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 30.3% |
$1.38K - $1.73K
|
23
$3.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 16.67% |
$138 - $173
|
7
$1.18K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.63K- 5.2% |
$499K - $626K
|
66.1K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-187- 1.91% |
$25.7K - $32.3K
|
9.62K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85New |
$11.7K - $14.7K
|
85
$14.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179New |
$24.6K - $30.9K
|
179
$30.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-162- 23.04% |
$22.3K - $28K
|
541
$91.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35New |
$4.82K - $6.04K
|
35
$5.89K
|