Institutional Ownership Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF). We have compiled data on the 922 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
33
shares
|
$4,557
0.0% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
32
shares
|
$4,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
32
shares
|
$4,419
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
31
shares
|
$4,281
0.0% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
31
shares
|
$4,281
0.0% of portfolio
|
Q1 2024
Reduced 54.41%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
30
shares
|
$4,143
0.0% of portfolio
|
Q3 2024
Reduced 50.82%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
30
shares
|
$4,143
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
28
shares
|
$3,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
24
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
23
shares
|
$3,176
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
21
shares
|
$2,900
0.0% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$2,900
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
19
shares
|
$2,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
18
shares
|
$2,485
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
18
shares
|
$2,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
18
shares
|
$2,485
0.0% of portfolio
|
Q2 2023
Reduced 93.43%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
17
shares
|
$2,347
0.0% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
17
shares
|
$2,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
17
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
17
shares
|
$2,347
0.0% of portfolio
|
Q4 2024
Reduced 61.36%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
17
shares
|
$2,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
16
shares
|
$2,209
0.0% of portfolio
|
Q3 2021
Added 45.45%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
15
shares
|
$2,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
14
shares
|
$1,933
0.0% of portfolio
|
Q4 2024
New holding
|