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 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2KNew |
$167K - $208K
|
2K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.09K+ 43.12% |
$91.3K - $114K
|
3.63K
$611K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-587- 20.47% |
$49K - $60.9K
|
2.28K
$384K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$167 - $208
|
26
$4.38K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$261 - $354
|
2.27K
$382K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$3.03K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
102KNew |
$8.9M - $12.1M
|
102K
$17.2M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 47.62% |
$87.2K - $118K
|
1.1K
$185K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-315- 59.89% |
$27.5K - $37.2K
|
211
$35.5K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
3.94KNew |
$344K - $466K
|
3.94K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-259- 95.93% |
$22.6K - $30.6K
|
11
$1.85K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.8KNew |
$331K - $449K
|
3.8K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Advent International Corp
Boston, MA |
SELL
|
- |
-148K- 39.34% |
$12.9M - $17.5M
|
229K
$38.5M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1K+ 50.58% |
$87.5K - $119K
|
2.99K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
40KNew |
$3.49M - $4.72M
|
40K
$6.73M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1K- 11.97% |
$87.2K - $118K
|
7.35K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
5.8KNew |
$506K - $685K
|
5.8K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-469K- 50.86% |
$40.9M - $55.4M
|
453K
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
16.5KNew |
$1.44M - $1.95M
|
16.5K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-900K- 69.23% |
$78.4M - $106M
|
400K
$67.3M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
227K+ 344.91% |
$19.8M - $26.8M
|
292K
$49.2M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
232New |
$20.2K - $27.4K
|
232
$39.1K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-76.3K- 26.66% |
$6.65M - $9.01M
|
210K
$35.3M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.15% |
$523 - $709
|
4.13K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-141K- 98.47% |
$12.3M - $16.7M
|
2.2K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-6.17K- 2.56% |
$538K - $729K
|
235K
$39.5M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.56KNew |
$833K - $1.13M
|
9.56K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$436 - $591
|
5.51K
$928K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-42.4K- 94.06% |
$3.7M - $5.01M
|
2.68K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
301+ 2.53% |
$26.2K - $35.6K
|
12.2K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-103- 30.47% |
$8.98K - $12.2K
|
235
$39.6K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-13.9K- 99.46% |
$1.21M - $1.64M
|
75
$12.6K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
100New |
$8.72K - $11.8K
|
100
$16.8K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
10.4K+ 147.66% |
$906K - $1.23M
|
17.4K
$2.94M
|
|
|
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
$6.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.74K - $2.36K
|
20
$3.37K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$436 - $591
|
5
$842
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.58% |
$87.2 - $118
|
174
$29.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-31- 39.74% |
$2.7K - $3.66K
|
47
$7.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-50- 16.67% |
$4.36K - $5.91K
|
250
$42.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.08KNew |
$268K - $364K
|
3.08K
$518K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$87.2 - $118
|
34
$5.72K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$3.03K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-2.03K- 28.49% |
$177K - $240K
|
5.09K
$858K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
506+ 1.86% |
$44.1K - $59.8K
|
27.7K
$4.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4KNew |
$349K - $472K
|
4K
$673K
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
381+ 2.76% |
$33.2K - $45K
|
14.2K
$2.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
61+ 1.51% |
$5.32K - $7.2K
|
4.11K
$692K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 5.43% |
$10.9K - $14.8K
|
2.18K
$366K
|
|