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 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
74+ 1.24% |
$11.4K - $13.1K
|
6.04K
$959K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-85- 0.19% |
$13.1K - $15K
|
43.8K
$6.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
7.56K+ 2.05% |
$1.17M - $1.33M
|
376K
$59.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.1K+ 3.51% |
$325K - $371K
|
62K
$9.84M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-272- 1.87% |
$42.1K - $48K
|
14.3K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.18KNew |
$182K - $207K
|
1.18K
$187K
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-277K- 52.4% |
$42.8M - $48.8M
|
251K
$39.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-269- 0.71% |
$41.6K - $47.5K
|
37.6K
$5.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-310- 13.84% |
$47.9K - $54.7K
|
1.93K
$306K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-764- 5.31% |
$118K - $135K
|
13.6K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.3K- 1.65% |
$2.83M - $3.23M
|
1.09M
$173M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.5K+ 634.73% |
$1.62M - $1.84M
|
12.1K
$1.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 18.6% |
$1.24K - $1.41K
|
51
$8.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-181- 44.69% |
$28K - $31.9K
|
224
$35.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-97- 5.66% |
$15K - $17.1K
|
1.62K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
16New |
$2.47K - $2.82K
|
16
$2.54K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
181+ 174.04% |
$28K - $31.9K
|
285
$45.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 10.05% |
$18.4K - $21K
|
1.3K
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-175- 2.99% |
$27.1K - $30.9K
|
5.68K
$902K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
38New |
$5.88K - $6.7K
|
38
$6.03K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
963+ 251.44% |
$149K - $170K
|
1.35K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-771- 2.96% |
$119K - $136K
|
25.3K
$4.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
221+ 15.59% |
$34.2K - $39K
|
1.64K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-397- 14.38% |
$61.4K - $70K
|
2.36K
$375K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
762+ 18.94% |
$118K - $134K
|
4.79K
$760K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-53.4K- 14.14% |
$8.25M - $9.41M
|
324K
$51.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.91K- 33.79% |
$296K - $338K
|
3.75K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.94K- 5.38% |
$609K - $695K
|
69.2K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.75K- 6.56% |
$270K - $308K
|
24.9K
$3.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16.9K+ 4.76% |
$2.62M - $2.98M
|
372K
$59.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.79K+ 64.16% |
$896K - $1.02M
|
14.8K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-37- 1.04% |
$5.72K - $6.53K
|
3.53K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-368K- 3.67% |
$56.8M - $64.9M
|
9.65M
$1.53B
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.26K+ 20.2% |
$659K - $752K
|
25.4K
$4.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$773 - $882
|
5
$794
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$155 - $176
|
1
$159
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
1.2KNew |
$186K - $212K
|
1.2K
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.18K- 89.61% |
$492K - $561K
|
369
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 0.57% |
$516K - $589K
|
581K
$92.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 33.33% |
$464 - $529
|
12
$1.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 47.46% |
$291M - $332M
|
5.85M
$928M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7+ 0.27% |
$1.08K - $1.24K
|
2.56K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1.37K- 14.28% |
$212K - $242K
|
8.25K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 3.9% |
$197K - $225K
|
31.5K
$5M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-137- 2.37% |
$21.2K - $24.2K
|
5.66K
$898K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-292- 10.86% |
$45.2K - $51.5K
|
2.4K
$381K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-316K- 1.42% |
$48.8M - $55.7M
|
21.9M
$3.47B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.1K+ 54.58% |
$1.41M - $1.61M
|
25.8K
$4.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.54K- 6.39% |
$393K - $448K
|
37.3K
$5.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.87K+ 9.91% |
$289K - $329K
|
20.7K
$3.28M
|
|