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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$116 - $130
|
5.66K
$906K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
41.6KNew |
$4.82M - $5.41M
|
41.6K
$6.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4.84KNew |
$559K - $629K
|
4.84K
$774K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-205- 1.7% |
$23.7K - $26.6K
|
11.8K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$925 - $1.04K
|
8
$1.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 67.57% |
$2.89K - $3.25K
|
62
$9.92K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.38% |
$231 - $260
|
526
$84.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
555New |
$64.2K - $72.1K
|
555
$88.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$2.08K - $2.34K
|
18
$2.88K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-8- 2.94% |
$925 - $1.04K
|
264
$42.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-65.2K- 28.54% |
$7.54M - $8.47M
|
163K
$26.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-502- 16.72% |
$58.1K - $65.3K
|
2.5K
$400K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$3.82K - $4.29K
|
33
$5.28K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-32- 0.22% |
$3.7K - $4.16K
|
14.6K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.1KNew |
$1.52M - $1.71M
|
13.1K
$2.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 17.07% |
$810 - $910
|
34
$5.44K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17New |
$1.97K - $2.21K
|
17
$2.72K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$16.1K - $18.1K
|
139
$22.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$4.16K - $4.68K
|
36
$5.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
85New |
$9.83K - $11K
|
85
$13.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
42+ 53.16% |
$4.86K - $5.46K
|
121
$19.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.23MNew |
$243M - $286M
|
2.23M
$356M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.05KNew |
$551K - $648K
|
5.05K
$808K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$218 - $257
|
2
$320
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$109 - $128
|
4
$640
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.86K - $2.18K
|
17
$2.72K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
58New |
$6.33K - $7.45K
|
58
$9.28K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.81M - $2.13M
|
16.6K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.8K- 16.45% |
$1.83M - $2.15M
|
85.1K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
35.3K+ 46.4% |
$3.85M - $4.54M
|
111K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-37- 54.41% |
$4.04K - $4.75K
|
31
$4.96K
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
396K+ 731.8% |
$43.2M - $50.9M
|
450K
$72M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
10.9KNew |
$1.19M - $1.4M
|
10.9K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61New |
$6.66K - $7.83K
|
61
$9.76K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-61- 0.8% |
$6.66K - $7.83K
|
7.59K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39New |
$4.26K - $5.01K
|
39
$6.24K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
94.2K+ 672.1% |
$10.3M - $12.1M
|
108K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.76K+ 65.24% |
$629K - $740K
|
14.6K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 89.89% |
$180K - $211K
|
3.48K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$2.18M - $2.57M
|
20K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$546 - $642
|
5
$800
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
25KNew |
$2.73M - $3.21M
|
25K
$4M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.89K- 5.55% |
$316K - $371K
|
49.2K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.92K- 99.9% |
$537K - $632K
|
5
$800
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 25000.0% |
$54.6K - $64.2K
|
502
$80.3K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.4KNew |
$2.45M - $2.88M
|
22.4K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.69K- 0.92% |
$293K - $345K
|
288K
$46.1M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$327 - $385
|
3.74K
$599K
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.24M - $1.46M
|
11.4K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$109 - $128
|
1
$160
|
|