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 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-1.71K- 14.99% |
$187K - $220K
|
9.7K
$1.63M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.05KNew |
$551K - $648K
|
5.05K
$850K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$218 - $257
|
2
$337
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$109 - $128
|
4
$673
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.86K - $2.18K
|
17
$2.86K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
58New |
$6.33K - $7.45K
|
58
$9.77K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.81M - $2.13M
|
16.6K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.8K- 16.45% |
$1.83M - $2.15M
|
85.1K
$14.3M
|
|
|
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
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
396K+ 731.8% |
$43.2M - $50.9M
|
450K
$75.8M
|
|
|
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
|
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
$6.57K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
94.2K+ 672.1% |
$10.3M - $12.1M
|
108K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.76K+ 65.24% |
$629K - $740K
|
14.6K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 89.89% |
$180K - $211K
|
3.48K
$585K
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$2.18M - $2.57M
|
20K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5New |
$546 - $642
|
5
$842
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
25KNew |
$2.73M - $3.21M
|
25K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.89K- 5.55% |
$316K - $371K
|
49.2K
$8.28M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.92K- 99.9% |
$537K - $632K
|
5
$842
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500+ 25000.0% |
$54.6K - $64.2K
|
502
$84.5K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22.4KNew |
$2.45M - $2.88M
|
22.4K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.69K- 0.92% |
$293K - $345K
|
288K
$48.5M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$327 - $385
|
3.74K
$630K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$109 - $128
|
1
$168
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-7.76K- 7.61% |
$847K - $997K
|
94.3K
$15.9M
|
|
|
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
$278K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
2.18KNew |
$238K - $280K
|
2.18K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-18.1K- 58.39% |
$1.98M - $2.32M
|
12.9K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649New |
$70.8K - $83.3K
|
649
$109K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
955New |
$104K - $123K
|
955
$161K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
19New |
$2.07K - $2.44K
|
19
$3.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$327 - $385
|
3
$505
|
|
|
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
$406K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
131New |
$12K - $14.9K
|
131
$22.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.26K - $10.2K
|
90
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 0.79% |
$3.03K - $3.75K
|
4.12K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.76KNew |
$253K - $314K
|
2.76K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
360+ 321.43% |
$33.1K - $40.9K
|
472
$79.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
49KNew |
$4.5M - $5.57M
|
49K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$459K - $568K
|
5K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$4.13K - $5.12K
|
45
$7.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
33.8K+ 8.87% |
$3.11M - $3.85M
|
415K
$69.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
16.5KNew |
$1.51M - $1.87M
|
16.5K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$275 - $341
|
3
$505
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-14.1K- 67.12% |
$1.29M - $1.6M
|
6.89K
$1.16M
|
|