Purchases and Sales Made in Q1 2022 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q1 2022. The information is specifically focused on institutions that hold shares of RAYMOND JAMES FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
30+ 0.1% |
$2.79K - $3.46K
|
28.9K
$4.87M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
30New |
$2.79K - $3.46K
|
30
$5.05K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30New |
$2.79K - $3.46K
|
30
$5.05K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28New |
$2.6K - $3.23K
|
28
$4.71K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27New |
$2.51K - $3.12K
|
27
$4.55K
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
24+ 0.25% |
$2.23K - $2.77K
|
9.63K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
24New |
$2.23K - $2.77K
|
24
$4.04K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$2.05K - $2.54K
|
22
$3.7K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 41.18% |
$1.95K - $2.42K
|
72
$12.1K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
21+ 7.45% |
$1.95K - $2.42K
|
303
$51K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 25.0% |
$1.86K - $2.31K
|
100
$16.8K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.11% |
$1.39K - $1.73K
|
14K
$2.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
12+ 7.06% |
$1.12K - $1.39K
|
182
$30.6K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 4.95% |
$837 - $1.04K
|
191
$32.2K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.31% |
$837 - $1.04K
|
2.91K
$489K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9New |
$837 - $1.04K
|
9
$1.52K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
7+ 23.33% |
$651 - $808
|
37
$6.23K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 12.28% |
$651 - $808
|
64
$10.8K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 0.22% |
$558 - $693
|
2.77K
$467K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.83% |
$558 - $693
|
728
$123K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$465 - $577
|
5
$842
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.13% |
$372 - $462
|
3.2K
$538K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.24% |
$279 - $346
|
1.25K
$211K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 25.0% |
$186 - $231
|
10
$1.68K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 13.33% |
$186 - $231
|
17
$2.86K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$93 - $115
|
1.12K
$188K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 16.67% |
$93 - $115
|
5
$842
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 1.11% |
$372 - $462
|
355
$59.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-5- 0.15% |
$465 - $577
|
3.32K
$559K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-11- 0.38% |
$1.02K - $1.27K
|
2.88K
$485K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-20- 50.0% |
$1.86K - $2.31K
|
20
$3.37K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.72% |
$1.86K - $2.31K
|
2.74K
$462K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-24- 5.07% |
$2.23K - $2.77K
|
449
$75.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-25- 0.32% |
$2.32K - $2.89K
|
7.88K
$1.33M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-27Closed |
$2.51K - $3.12K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32- 40.0% |
$2.97K - $3.69K
|
48
$8.08K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-32- 4.86% |
$2.97K - $3.69K
|
627
$106K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-37- 0.43% |
$3.44K - $4.27K
|
8.6K
$1.45M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-46- 14.51% |
$4.28K - $5.31K
|
271
$45.6K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-47- 1.51% |
$4.37K - $5.43K
|
3.06K
$516K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-48- 17.33% |
$4.46K - $5.54K
|
229
$38.6K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-51Closed |
$4.74K - $5.89K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-52Closed |
$4.83K - $6K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-53- 72.6% |
$4.93K - $6.12K
|
20
$3.37K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57Closed |
$5.3K - $6.58K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-59- 2.52% |
$5.48K - $6.81K
|
2.29K
$385K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-61- 81.33% |
$5.67K - $7.04K
|
14
$2.36K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-62Closed |
$5.76K - $7.16K
|
0
$0
|