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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
176+ 2.83% |
$24.2K - $30.4K
|
6.39K
$1.03M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
172New |
$23.7K - $29.7K
|
172
$27.6K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
164+ 28.23% |
$22.6K - $28.3K
|
745
$120K
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
160+ 3.78% |
$22K - $27.6K
|
4.39K
$706K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
150New |
$20.6K - $25.9K
|
150
$24.1K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
149New |
$20.5K - $25.7K
|
149
$23.9K
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
147+ 0.62% |
$20.2K - $25.4K
|
23.8K
$3.82M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
144+ 29.88% |
$19.8K - $24.9K
|
626
$101K
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
137+ 8.61% |
$18.9K - $23.7K
|
1.73K
$278K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
137+ 5.12% |
$18.9K - $23.7K
|
2.81K
$452K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 37.85% |
$18.9K - $23.7K
|
499
$80.1K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
135+ 3.37% |
$18.6K - $23.3K
|
4.14K
$665K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
132+ 5.65% |
$18.2K - $22.8K
|
2.47K
$397K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
129+ 4.41% |
$17.8K - $22.3K
|
3.05K
$491K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
121+ 72.89% |
$16.7K - $20.9K
|
287
$46.1K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
121+ 4.01% |
$16.7K - $20.9K
|
3.14K
$505K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
120+ 2.2% |
$16.5K - $20.7K
|
5.57K
$894K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 232.0% |
$16K - $20K
|
166
$26.7K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 3.09% |
$15.7K - $19.7K
|
3.8K
$611K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
113+ 4.46% |
$15.6K - $19.5K
|
2.65K
$425K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.7% |
$15.1K - $19K
|
15.8K
$2.54M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$14.3K - $18K
|
104
$16.7K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
100+ 3.62% |
$13.8K - $17.3K
|
2.86K
$460K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 4.89% |
$12.9K - $16.2K
|
2.02K
$324K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91+ 0.17% |
$12.5K - $15.7K
|
53.9K
$8.66M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85New |
$11.7K - $14.7K
|
85
$13.7K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
84+ 16.97% |
$11.6K - $14.5K
|
579
$93K
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
84+ 129.23% |
$11.6K - $14.5K
|
149
$23.9K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$11K - $13.8K
|
80
$12.8K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80+ 1142.86% |
$11K - $13.8K
|
87
$14K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
78+ 5.46% |
$10.7K - $13.5K
|
1.51K
$242K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
77New |
$10.6K - $13.3K
|
77
$12.4K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$10.2K - $12.8K
|
74
$11.9K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 95.95% |
$9.77K - $12.3K
|
145
$23.3K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 113.56% |
$9.22K - $11.6K
|
126
$20.2K
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
60+ 3.2% |
$8.26K - $10.4K
|
1.93K
$311K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
56New |
$7.71K - $9.67K
|
56
$8.99K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
56+ 0.96% |
$7.71K - $9.67K
|
5.87K
$942K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$7.57K - $9.5K
|
55
$8.83K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 7.11% |
$7.43K - $9.32K
|
814
$131K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
53+ 3.65% |
$7.29K - $9.15K
|
1.5K
$242K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51New |
$7.02K - $8.8K
|
51
$8.19K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$6.88K - $8.63K
|
50
$8.03K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 1.38% |
$6.47K - $8.11K
|
3.45K
$553K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47+ 10.49% |
$6.47K - $8.11K
|
495
$79.5K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
43+ 2.83% |
$5.92K - $7.42K
|
1.57K
$251K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
40+ 8.83% |
$5.5K - $6.91K
|
493
$79.2K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 1.54% |
$4.95K - $6.22K
|
2.37K
$381K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 1.06% |
$4.82K - $6.04K
|
3.32K
$534K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35New |
$4.82K - $6.04K
|
35
$5.62K
|