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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30New |
$2.99K - $3.33K
|
30
$5.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-245- 9.57% |
$24.4K - $27.2K
|
2.31K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$3.98K - $4.44K
|
40
$6.73K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$99.6 - $111
|
9
$1.52K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 0.62% |
$20.5K - $22.9K
|
33.1K
$5.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-228- 5.95% |
$22.7K - $25.3K
|
3.6K
$607K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.5K- 60.48% |
$1.05M - $1.17M
|
6.88K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3KNew |
$299K - $333K
|
3K
$505K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
124New |
$12.3K - $13.8K
|
124
$20.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 80.0% |
$398 - $444
|
9
$1.52K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
266+ 4.48% |
$26.5K - $29.5K
|
6.2K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-347- 18.6% |
$34.5K - $38.5K
|
1.52K
$256K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-500- 4.55% |
$49.8K - $55.5K
|
10.5K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-735- 24.97% |
$73.2K - $81.5K
|
2.21K
$372K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
80New |
$7.96K - $8.88K
|
80
$13.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.56K- 40.22% |
$155K - $173K
|
2.32K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 64.29% |
$896 - $998
|
5
$842
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.19K
|
|
| Q2 2023 | |||||||
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.06KNew |
$172K - $214K
|
2.06K
$347K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.3K- 75.75% |
$941K - $1.17M
|
3.61K
$607K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
166New |
$13.9K - $17.2K
|
166
$27.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19+ 100.0% |
$1.59K - $1.97K
|
38
$6.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 0.33% |
$1.17K - $1.45K
|
4.21K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-137- 2.13% |
$11.4K - $14.2K
|
6.31K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94New |
$7.85K - $9.75K
|
94
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.2K+ 331.72% |
$6.19M - $7.7M
|
96.6K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
67New |
$5.59K - $6.95K
|
67
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.77KNew |
$231K - $287K
|
2.77K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-32.3K- 39.69% |
$2.69M - $3.35M
|
49K
$8.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.07KNew |
$173K - $214K
|
2.07K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 18.87% |
$1.67K - $2.08K
|
86
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.1K+ 17.05% |
$843K - $1.05M
|
69.3K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.63K+ 9.52% |
$720K - $896K
|
99.3K
$16.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$6.26K - $7.78K
|
75
$12.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48- 0.44% |
$4.01K - $4.98K
|
10.9K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.09% |
$1.08K - $1.35K
|
15K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19New |
$1.59K - $1.97K
|
19
$3.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$751 - $934
|
9
$1.52K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
590+ 19.34% |
$49.2K - $61.2K
|
3.64K
$613K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-380- 11.89% |
$31.7K - $39.4K
|
2.82K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36- 0.2% |
$3K - $3.74K
|
18.2K
$3.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$229K - $285K
|
2.75K
$462K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
199+ 160.48% |
$16.6K - $20.7K
|
323
$54.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-256- 93.43% |
$21.4K - $26.6K
|
18
$3.03K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-15K- 56.65% |
$1.26M - $1.56M
|
11.5K
$1.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.18% |
$167 - $208
|
1.13K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
263+ 6.09% |
$21.9K - $27.3K
|
4.58K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.25KNew |
$188K - $233K
|
2.25K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$501 - $623
|
6
$1.01K
|
|