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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.08K
|
|
| Q2 2023 | |||||||
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.06KNew |
$172K - $214K
|
2.06K
$330K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.3K- 75.75% |
$941K - $1.17M
|
3.61K
$577K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
166New |
$13.9K - $17.2K
|
166
$26.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19+ 100.0% |
$1.59K - $1.97K
|
38
$6.08K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 0.33% |
$1.17K - $1.45K
|
4.21K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-137- 2.13% |
$11.4K - $14.2K
|
6.31K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94New |
$7.85K - $9.75K
|
94
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.2K+ 331.72% |
$6.19M - $7.7M
|
96.6K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
67New |
$5.59K - $6.95K
|
67
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.77KNew |
$231K - $287K
|
2.77K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-32.3K- 39.69% |
$2.69M - $3.35M
|
49K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.07KNew |
$173K - $214K
|
2.07K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 18.87% |
$1.67K - $2.08K
|
86
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.1K+ 17.05% |
$843K - $1.05M
|
69.3K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.63K+ 9.52% |
$720K - $896K
|
99.3K
$15.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$6.26K - $7.78K
|
75
$12K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48- 0.44% |
$4.01K - $4.98K
|
10.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.09% |
$1.08K - $1.35K
|
15K
$2.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19New |
$1.59K - $1.97K
|
19
$3.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$751 - $934
|
9
$1.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
590+ 19.34% |
$49.2K - $61.2K
|
3.64K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 3.13% |
$83.5 - $104
|
33
$5.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-380- 11.89% |
$31.7K - $39.4K
|
2.82K
$450K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36- 0.2% |
$3K - $3.74K
|
18.2K
$2.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$229K - $285K
|
2.75K
$439K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
199+ 160.48% |
$16.6K - $20.7K
|
323
$51.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-256- 93.43% |
$21.4K - $26.6K
|
18
$2.88K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-15K- 56.65% |
$1.26M - $1.56M
|
11.5K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-18- 0.03% |
$1.5K - $1.87K
|
64.1K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.18% |
$167 - $208
|
1.13K
$180K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
263+ 6.09% |
$21.9K - $27.3K
|
4.58K
$733K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.25KNew |
$188K - $233K
|
2.25K
$360K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$501 - $623
|
6
$960
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2KNew |
$167K - $208K
|
2K
$320K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.18KNew |
$182K - $226K
|
2.18K
$348K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.09K+ 43.12% |
$91.3K - $114K
|
3.63K
$581K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-587- 20.47% |
$49K - $60.9K
|
2.28K
$365K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$167 - $208
|
26
$4.16K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$261 - $354
|
2.27K
$363K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$2.88K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
102KNew |
$8.9M - $12.1M
|
102K
$16.3M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 47.62% |
$87.2K - $118K
|
1.1K
$176K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-315- 59.89% |
$27.5K - $37.2K
|
211
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.94KNew |
$344K - $466K
|
3.94K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-259- 95.93% |
$22.6K - $30.6K
|
11
$1.76K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.8KNew |
$331K - $449K
|
3.8K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
41.3KNew |
$3.6M - $4.88M
|
41.3K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Advent International Corp
Boston, MA |
SELL
|
- |
-148K- 39.34% |
$12.9M - $17.5M
|
229K
$36.6M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1K+ 50.58% |
$87.5K - $119K
|
2.99K
$478K
|
|