Latest Institutional Sells of Raymond James Financial Inc (RJF)
This list provides information on the latest institutional transactions involving Raymond James Financial Inc (RJF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-22Closed |
$844 - $1.2K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-15Closed |
$575 - $817
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15Closed |
$575 - $817
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-2Closed |
$76.7 - $109
|
0
$0
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-9.63KClosed |
$354K - $650K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.13KClosed |
$115K - $211K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Camden Capital, LLC
|
SELL
|
- |
-2.99KClosed |
$110K - $202K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.44KClosed |
$89.6K - $165K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.29KClosed |
$84K - $154K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-2KClosed |
$73.5K - $135K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.49KClosed |
$54.8K - $101K
|
0
$0
|
|
Oct 02, 2025
Q1 2020
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-689- 79.29% |
$25.3K - $46.5K
|
180
$31.1K
|
|
Apr 08, 2020
Q1 2020
|
Marquette Asset Management, LLC
|
SELL
|
- |
-644Closed |
$23.7K - $43.5K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-458Closed |
$16.8K - $30.9K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-390Closed |
$14.3K - $26.3K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-168Closed |
$6.17K - $11.3K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-51Closed |
$1.87K - $3.44K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-25Closed |
$918 - $1.69K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8Closed |
$294 - $540
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-7Closed |
$257 - $473
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6Closed |
$220 - $405
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-125KClosed |
$6.35M - $7.59M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-47.5KClosed |
$2.42M - $2.89M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-23KClosed |
$1.17M - $1.4M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-14.6KClosed |
$742K - $886K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-10.2KClosed |
$519K - $620K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Fulcrum Capital LLC
|
SELL
|
- |
-4.5KClosed |
$229K - $274K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Robeco Schweiz Ag
|
SELL
|
- |
-1.65KClosed |
$84.1K - $100K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Advisory Alpha, LLC
|
SELL
|
- |
-10Closed |
$510 - $609
|
0
$0
|
|
Q3 2019 | |||||||
Oct 28, 2019
Q3 2019
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-154KClosed |
$7.51M - $8.94M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-40KClosed |
$1.95M - $2.33M
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.86KClosed |
$482K - $574K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.3KClosed |
$210K - $250K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.74KClosed |
$183K - $218K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-3.01KClosed |
$147K - $175K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Gam Holding Ag
|
SELL
|
- |
-2.53KClosed |
$124K - $147K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.13KClosed |
$55.2K - $65.7K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-558Closed |
$27.3K - $32.5K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-542Closed |
$26.5K - $31.6K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Motco
|
SELL
|
- |
-366Closed |
$17.9K - $21.3K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-170Closed |
$8.31K - $9.9K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-60Closed |
$2.93K - $3.49K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13- 3.32% |
$635 - $757
|
379
$65.4K
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-10Closed |
$489 - $582
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7Closed |
$342 - $408
|
0
$0
|
|
Q2 2019 | |||||||
Aug 12, 2019
Q2 2019
|
Independent Advisor Alliance
|
SELL
|
- |
-66KClosed |
$3.53M - $4.03M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
$1.58M - $1.81M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$871K - $995K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12.6KClosed |
$673K - $769K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-6.9KClosed |
$369K - $421K
|
0
$0
|