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 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
40KNew |
$3.49M - $4.72M
|
40K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1K- 11.97% |
$87.2K - $118K
|
7.35K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
5.8KNew |
$506K - $685K
|
5.8K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-469K- 50.86% |
$40.9M - $55.4M
|
453K
$72.5M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
16.5KNew |
$1.44M - $1.95M
|
16.5K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-900K- 69.23% |
$78.4M - $106M
|
400K
$64M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16K+ 32.76% |
$1.39M - $1.89M
|
64.9K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
227K+ 344.91% |
$19.8M - $26.8M
|
292K
$46.8M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
232New |
$20.2K - $27.4K
|
232
$37.1K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-76.3K- 26.66% |
$6.65M - $9.01M
|
210K
$33.6M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.15% |
$523 - $709
|
4.13K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-141K- 98.47% |
$12.3M - $16.7M
|
2.2K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-6.17K- 2.56% |
$538K - $729K
|
235K
$37.6M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.56KNew |
$833K - $1.13M
|
9.56K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$436 - $591
|
5.51K
$882K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-42.4K- 94.06% |
$3.7M - $5.01M
|
2.68K
$429K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
301+ 2.53% |
$26.2K - $35.6K
|
12.2K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
18+ 180.0% |
$1.57K - $2.13K
|
28
$4.48K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-103- 30.47% |
$8.98K - $12.2K
|
235
$37.6K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.9K- 99.46% |
$1.21M - $1.64M
|
75
$12K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
100New |
$8.72K - $11.8K
|
100
$16K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
10.4K+ 147.66% |
$906K - $1.23M
|
17.4K
$2.79M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 26.67% |
$697 - $945
|
38
$6.08K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.74K - $2.36K
|
20
$3.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$436 - $591
|
5
$800
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.58% |
$87.2 - $118
|
174
$27.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-31- 39.74% |
$2.7K - $3.66K
|
47
$7.52K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-50- 16.67% |
$4.36K - $5.91K
|
250
$40K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.08KNew |
$268K - $364K
|
3.08K
$492K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$26.1K - $35.4K
|
300
$48K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$87.2 - $118
|
34
$5.44K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$2.88K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-2.03K- 28.49% |
$177K - $240K
|
5.09K
$815K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
506+ 1.86% |
$44.1K - $59.8K
|
27.7K
$4.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4KNew |
$349K - $472K
|
4K
$640K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
381+ 2.76% |
$33.2K - $45K
|
14.2K
$2.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
61+ 1.51% |
$5.32K - $7.2K
|
4.11K
$657K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 5.43% |
$10.9K - $14.8K
|
2.18K
$348K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
18KNew |
$1.57M - $2.13M
|
18K
$2.88M
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-3K- 20.0% |
$261K - $354K
|
12K
$1.92M
|
|
| Q4 2022 | |||||||
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
10.2KNew |
$1M - $1.27M
|
10.2K
$1.63M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.36KClosed |
$624K - $789K
|
0
$0
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
580+ 25.0% |
$56.9K - $71.9K
|
2.9K
$464K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-59- 2.41% |
$5.79K - $7.31K
|
2.39K
$383K
|
|
|
Feb 15, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
48.8KNew |
$4.79M - $6.05M
|
48.8K
$7.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-38.8K- 99.29% |
$3.81M - $4.81M
|
277
$44.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-484- 3.79% |
$47.5K - $60K
|
12.3K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.4KNew |
$334K - $422K
|
3.4K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
260+ 0.87% |
$25.5K - $32.2K
|
30K
$4.8M
|
|