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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
39.1KNew |
$3.59M - $4.44M
|
39.1K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$1.01K - $1.25K
|
11
$1.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.84KNew |
$169K - $209K
|
1.84K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.85KNew |
$170K - $210K
|
1.85K
$293K
|
|
|
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
$992K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48- 44.86% |
$4.41K - $5.46K
|
59
$9.37K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
5.48KNew |
$503K - $623K
|
5.48K
$869K
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-375- 2.88% |
$34.4K - $42.6K
|
12.7K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 9.22% |
$1.19K - $1.48K
|
154
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$275 - $341
|
3
$476
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.96KNew |
$180K - $223K
|
1.96K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.02KNew |
$186K - $230K
|
2.02K
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.93KNew |
$269K - $333K
|
2.93K
$465K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
17+ 1.4% |
$1.56K - $1.93K
|
1.23K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-4.33K- 9.28% |
$397K - $492K
|
42.3K
$6.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
216+ 9.22% |
$19.8K - $24.6K
|
2.56K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
88+ 1.52% |
$8.08K - $10K
|
5.86K
$930K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
1.81KNew |
$166K - $205K
|
1.81K
$287K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-936- 25.97% |
$86K - $106K
|
2.67K
$423K
|
|
| Q3 2023 | |||||||
|
Sep 02, 2025
Q3 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
80New |
$7.96K - $8.88K
|
80
$12.7K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.06K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$4.48K - $4.99K
|
45
$7.14K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.9KNew |
$1.08M - $1.2M
|
10.9K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.45KNew |
$244K - $272K
|
2.45K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
6.3K+ 24.71% |
$627K - $699K
|
31.8K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
202+ 8.13% |
$20.1K - $22.4K
|
2.69K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 7.19% |
$16.9K - $18.9K
|
2.19K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
20.3K+ 26.94% |
$2.02M - $2.25M
|
95.8K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
34New |
$3.38K - $3.77K
|
34
$5.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
3.4KNew |
$338K - $377K
|
3.4K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$198K - $221K
|
1.99K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
11.2KNew |
$1.11M - $1.24M
|
11.2K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-156- 24.04% |
$15.5K - $17.3K
|
493
$78.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.04K+ 6.5% |
$104K - $116K
|
17.1K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.53KNew |
$351K - $391K
|
3.53K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
225K+ 2073.14% |
$22.4M - $24.9M
|
236K
$37.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.2KNew |
$319K - $355K
|
3.2K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30New |
$2.99K - $3.33K
|
30
$4.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-245- 9.57% |
$24.4K - $27.2K
|
2.31K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$3.98K - $4.44K
|
40
$6.35K
|
|
|
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
$1.43K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 0.62% |
$20.5K - $22.9K
|
33.1K
$5.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-228- 5.95% |
$22.7K - $25.3K
|
3.6K
$572K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.5K- 60.48% |
$1.05M - $1.17M
|
6.88K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3KNew |
$299K - $333K
|
3K
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
124New |
$12.3K - $13.8K
|
124
$19.7K
|
|