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 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-44- 0.32% |
$5.41K - $7.48K
|
13.6K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 0.5% |
$5.54K - $7.65K
|
8.99K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-900- 2.53% |
$111K - $153K
|
34.7K
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 31.86% |
$404K - $558K
|
13.6K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-66- 3.43% |
$8.12K - $11.2K
|
1.86K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.8K+ 1.3% |
$1.7M - $2.35M
|
1.08M
$172M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 1.59% |
$98.4K - $136K
|
49.6K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.27K- 2.71% |
$402K - $556K
|
118K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
76+ 0.68% |
$9.35K - $12.9K
|
11.2K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7New |
$861 - $1.19K
|
7
$1.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 43.81% |
$17K - $23.5K
|
453
$72.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.8K- 19.65% |
$344K - $476K
|
11.5K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.85K- 15.4% |
$596K - $824K
|
26.6K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
410+ 0.73% |
$50.4K - $69.7K
|
56.8K
$9.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-32- 57.14% |
$3.94K - $5.44K
|
24
$3.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.47K- 11.54% |
$427K - $590K
|
26.6K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.23K+ 26.87% |
$274K - $379K
|
10.5K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
680KNew |
$83.7M - $116M
|
680K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.77% |
$2.34K - $3.23K
|
2.46K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 0.81% |
$1.11K - $1.53K
|
1.1K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-11.5K- 10.59% |
$1.41M - $1.95M
|
96.8K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-660- 31.26% |
$81.2K - $112K
|
1.45K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
4.77K+ 29.71% |
$586K - $811K
|
20.8K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.59KNew |
$196K - $271K
|
1.59K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.93KNew |
$484K - $669K
|
3.93K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.3K+ 1.7% |
$160K - $221K
|
77.7K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-159- 1.0% |
$19.6K - $27K
|
15.7K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
137KNew |
$16.9M - $23.4M
|
137K
$22M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
290+ 2.37% |
$35.7K - $49.3K
|
12.5K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 1.2% |
$861 - $1.19K
|
591
$94.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.79% |
$246 - $340
|
114
$18.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
158+ 8.95% |
$19.4K - $26.9K
|
1.92K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
94+ 23.92% |
$11.6K - $16K
|
487
$77.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.62K- 5.17% |
$200K - $276K
|
29.8K
$4.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$201K - $279K
|
1.64K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.93K+ 64.2% |
$483K - $668K
|
10K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.94K+ 10.88% |
$976K - $1.35M
|
80.9K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
50.4K+ 11.25% |
$6.21M - $8.58M
|
499K
$79.7M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-379- 4.4% |
$46.6K - $64.5K
|
8.24K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
82New |
$10.1K - $13.9K
|
82
$13.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26+ 0.42% |
$3.2K - $4.42K
|
6.21K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 7.22% |
$1.72K - $2.38K
|
180
$28.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$123 - $170
|
1
$160
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
367+ 13.14% |
$45.1K - $62.4K
|
3.16K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-964- 32.96% |
$119K - $164K
|
1.96K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
234+ 30.12% |
$28.8K - $39.8K
|
1.01K
$162K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
217+ 1142.11% |
$26.7K - $36.9K
|
236
$37.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17New |
$2.09K - $2.89K
|
17
$2.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
220+ 0.76% |
$27.1K - $37.4K
|
29.1K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.7K- 17.16% |
$824K - $1.14M
|
32.3K
$5.17M
|