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, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-7.76K- 7.61% |
$847K - $997K
|
94.3K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 23.33% |
$764 - $899
|
37
$5.92K
|
|
|
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
$264K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
2.18KNew |
$238K - $280K
|
2.18K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-18.1K- 58.39% |
$1.98M - $2.32M
|
12.9K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649New |
$70.8K - $83.3K
|
649
$104K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
955New |
$104K - $123K
|
955
$153K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
19New |
$2.07K - $2.44K
|
19
$3.04K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 4.93% |
$4.69K - $5.52K
|
830
$133K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$327 - $385
|
3
$480
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 33.33% |
$327 - $385
|
6
$960
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
63New |
$6.88K - $8.09K
|
63
$10.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.83% |
$4.91K - $5.78K
|
2.41K
$386K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
131New |
$12K - $14.9K
|
131
$21K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-142K- 10.36% |
$13.1M - $16.2M
|
1.23M
$197M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.26K - $10.2K
|
90
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 0.79% |
$3.03K - $3.75K
|
4.12K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.76KNew |
$253K - $314K
|
2.76K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360+ 321.43% |
$33.1K - $40.9K
|
472
$75.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
49KNew |
$4.5M - $5.57M
|
49K
$7.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$459K - $568K
|
5K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$4.13K - $5.12K
|
45
$7.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
33.8K+ 8.87% |
$3.11M - $3.85M
|
415K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-54- 1.57% |
$4.96K - $6.14K
|
3.38K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
16.5KNew |
$1.51M - $1.87M
|
16.5K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$275 - $341
|
3
$480
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 67.12% |
$1.29M - $1.6M
|
6.89K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-161- 6.84% |
$14.8K - $18.3K
|
2.19K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.23K+ 236.8% |
$480K - $595K
|
7.44K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-3.52K- 0.16% |
$323K - $400K
|
2.14M
$342M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
7.68KNew |
$705K - $873K
|
7.68K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32New |
$2.94K - $3.64K
|
32
$5.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.8KNew |
$441K - $546K
|
4.8K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-51- 20.99% |
$4.68K - $5.8K
|
192
$30.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.57KNew |
$328K - $406K
|
3.57K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$27.5K - $34.1K
|
300
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
39.1KNew |
$3.59M - $4.44M
|
39.1K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$1.01K - $1.25K
|
11
$1.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 66.67% |
$1.47K - $1.82K
|
40
$6.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.84KNew |
$169K - $209K
|
1.84K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.85KNew |
$170K - $210K
|
1.85K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-449Closed |
$41.2K - $51K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3- 0.05% |
$275 - $341
|
6.25K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48- 44.86% |
$4.41K - $5.46K
|
59
$9.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
5.48KNew |
$503K - $623K
|
5.48K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-375- 2.88% |
$34.4K - $42.6K
|
12.7K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 9.22% |
$1.19K - $1.48K
|
154
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$275 - $341
|
3
$480
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
117KNew |
$10.8M - $13.3M
|
117K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.96KNew |
$180K - $223K
|
1.96K
$314K
|
|