Purchases and Sales Made in Q1 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q1 2023. 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, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
381+ 2.76% |
$33.2K - $45K
|
14.2K
$2.37M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
373+ 13.29% |
$32.5K - $44.1K
|
3.18K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
373+ 29.07% |
$32.5K - $44.1K
|
1.66K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
350+ 2.33% |
$30.5K - $41.3K
|
15.4K
$2.57M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
336+ 0.85% |
$29.3K - $39.7K
|
39.8K
$6.64M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
322+ 5.69% |
$28.1K - $38K
|
5.98K
$999K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
322+ 0.5% |
$28.1K - $38K
|
65.3K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
320+ 15.38% |
$27.9K - $37.8K
|
2.4K
$401K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
316+ 11.7% |
$27.5K - $37.3K
|
3.02K
$504K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
311+ 971.88% |
$27.1K - $36.7K
|
343
$57.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
310+ 10.9% |
$27K - $36.6K
|
3.15K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 3.19% |
$26.7K - $36.1K
|
9.89K
$1.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
305+ 4.7% |
$26.6K - $36K
|
6.8K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
305+ 1.71% |
$26.6K - $36K
|
18.1K
$3.03M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
305+ 3.67% |
$26.6K - $36K
|
8.61K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
303+ 2.13% |
$26.4K - $35.8K
|
14.5K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
301+ 2.53% |
$26.2K - $35.6K
|
12.2K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$26.1K - $35.4K
|
300
$50.1K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
294+ 0.87% |
$25.6K - $34.7K
|
34K
$5.67M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
291+ 3.42% |
$25.4K - $34.4K
|
8.79K
$1.47M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
290+ 7.2% |
$25.3K - $34.3K
|
4.32K
$721K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
278+ 11.46% |
$24.2K - $32.8K
|
2.7K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
275+ 1.95% |
$24K - $32.5K
|
14.4K
$2.4M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
272+ 32.23% |
$23.7K - $32.1K
|
1.12K
$186K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
268+ 0.43% |
$23.4K - $31.7K
|
63.2K
$10.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
263+ 5.54% |
$22.9K - $31.1K
|
5.01K
$837K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
237+ 1.55% |
$20.7K - $28K
|
15.5K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
234+ 2.28% |
$20.4K - $27.6K
|
10.5K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
232New |
$20.2K - $27.4K
|
232
$38.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
224+ 0.08% |
$19.5K - $26.5K
|
290K
$48.4M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
217+ 10.17% |
$18.9K - $25.6K
|
2.35K
$392K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
202+ 0.19% |
$17.6K - $23.9K
|
108K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
187+ 95.9% |
$16.3K - $22.1K
|
382
$63.8K
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
185+ 0.91% |
$16.1K - $21.9K
|
20.6K
$3.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
170New |
$14.8K - $20.1K
|
170
$28.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
169+ 0.75% |
$14.7K - $20K
|
22.8K
$3.81M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
167+ 5.79% |
$14.6K - $19.7K
|
3.05K
$510K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
162+ 0.52% |
$14.1K - $19.1K
|
31.4K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
159+ 3.09% |
$13.9K - $18.8K
|
5.3K
$885K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
159+ 1.77% |
$13.9K - $18.8K
|
9.12K
$1.52M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
143+ 0.37% |
$12.5K - $16.9K
|
39K
$6.51M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
134+ 0.41% |
$11.7K - $15.8K
|
32.9K
$5.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115+ 3.73% |
$10K - $13.6K
|
3.19K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
113+ 1.46% |
$9.85K - $13.3K
|
7.85K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
112+ 0.25% |
$9.76K - $13.2K
|
45.1K
$7.53M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
100New |
$8.72K - $11.8K
|
100
$16.7K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100+ 3.34% |
$8.72K - $11.8K
|
3.1K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$8.72K - $11.8K
|
34.6K
$5.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.8% |
$8.72K - $11.8K
|
12.6K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 1.52% |
$8.45K - $11.5K
|
6.47K
$1.08M
|