Latest Institutional Purchases of Raymond James Financial Inc (RJF)
This list provides information on the latest institutional transactions involving Raymond James Financial Inc (RJF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
310+ 12.87% |
$38.3K - $47.7K
|
2.72K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
224+ 0.7% |
$27.7K - $34.5K
|
32.4K
$5.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
204+ 10.64% |
$25.2K - $31.4K
|
2.12K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
185+ 6.2% |
$22.9K - $28.5K
|
3.17K
$529K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
175+ 4.26% |
$21.6K - $26.9K
|
4.28K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
166+ 0.37% |
$20.5K - $25.5K
|
44.9K
$7.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
126New |
$15.6K - $19.4K
|
126
$21K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 47.16% |
$13.4K - $16.6K
|
337
$56.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
80+ 2.56% |
$9.89K - $12.3K
|
3.2K
$534K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
43+ 0.42% |
$5.32K - $6.62K
|
10.4K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 20.9% |
$5.19K - $6.46K
|
243
$40.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38+ 2.02% |
$4.7K - $5.85K
|
1.92K
$320K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
38+ 1.33% |
$4.7K - $5.85K
|
2.89K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 3.72% |
$4.58K - $5.69K
|
1.03K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34New |
$4.2K - $5.23K
|
34
$5.67K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33+ 3300.0% |
$4.08K - $5.08K
|
34
$5.67K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31+ 16.94% |
$3.83K - $4.77K
|
214
$35.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 2.26% |
$3.09K - $3.85K
|
1.13K
$189K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.36% |
$2.97K - $3.69K
|
6.75K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 23.3% |
$2.97K - $3.69K
|
127
$21.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 4.64% |
$2.72K - $3.39K
|
496
$82.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19+ 2.29% |
$2.35K - $2.92K
|
849
$142K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
19New |
$2.35K - $2.92K
|
19
$3.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 50.0% |
$1.98K - $2.46K
|
48
$8.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.39% |
$1.98K - $2.46K
|
4.17K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
13+ 0.57% |
$1.61K - $2K
|
2.29K
$381K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12New |
$1.48K - $1.85K
|
12
$2K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.26% |
$1.36K - $1.69K
|
4.31K
$719K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.23% |
$1.24K - $1.54K
|
4.32K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 58.82% |
$1.24K - $1.54K
|
27
$4.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.12% |
$1.24K - $1.54K
|
8.09K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
10+ 0.37% |
$1.24K - $1.54K
|
2.74K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.33% |
$1.24K - $1.54K
|
3.05K
$508K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.34% |
$1.11K - $1.38K
|
2.69K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
8+ 0.01% |
$989 - $1.23K
|
64.1K
$10.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 0.38% |
$866 - $1.08K
|
1.86K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 120.0% |
$742 - $923
|
11
$1.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 75.0% |
$742 - $923
|
14
$2.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.95% |
$618 - $769
|
531
$88.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
5+ 0.35% |
$618 - $769
|
1.45K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$495 - $616
|
4
$667
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$371 - $462
|
5
$834
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3New |
$371 - $462
|
3
$501
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$124 - $154
|
7.56K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
9.94MNew |
$1.37B - $1.72B
|
9.94M
$1.66B
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.77M+ 1501.98% |
$243M - $305M
|
1.88M
$314M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.63M+ 1153.97% |
$225M - $282M
|
1.78M
$296M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
864K+ 1213.3% |
$119M - $149M
|
935K
$156M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
802KNew |
$110M - $138M
|
802K
$134M
|
|