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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94+ 2.75% |
$8.19K - $11.1K
|
3.51K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
92+ 2.24% |
$8.02K - $10.9K
|
4.19K
$700K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90+ 57.32% |
$7.84K - $10.6K
|
247
$41.3K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
88+ 4.05% |
$7.67K - $10.4K
|
2.26K
$378K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
80+ 0.24% |
$6.97K - $9.45K
|
33.8K
$5.65M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
77+ 9.83% |
$6.71K - $9.09K
|
860
$144K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
77+ 3.11% |
$6.71K - $9.09K
|
2.55K
$426K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71+ 2.41% |
$6.19K - $8.39K
|
3.02K
$504K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
61+ 1.51% |
$5.32K - $7.2K
|
4.11K
$686K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
58+ 0.36% |
$5.06K - $6.85K
|
16.3K
$2.72M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
53+ 0.35% |
$4.62K - $6.26K
|
15.3K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
52+ 0.37% |
$4.53K - $6.14K
|
14.2K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
49+ 0.18% |
$4.27K - $5.79K
|
27.9K
$4.67M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.0% |
$3.92K - $5.31K
|
23.4M
$3.9B
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
44+ 66.67% |
$3.84K - $5.2K
|
110
$18.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 20.85% |
$3.84K - $5.2K
|
255
$42.6K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
43+ 0.4% |
$3.75K - $5.08K
|
10.9K
$1.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
39New |
$3.4K - $4.61K
|
39
$6.51K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33+ 7.55% |
$2.88K - $3.9K
|
470
$78.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.16% |
$2.79K - $3.78K
|
2.79K
$466K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31New |
$2.7K - $3.66K
|
31
$5.18K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
30+ 1500.0% |
$2.61K - $3.54K
|
32
$5.34K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$2.44K - $3.31K
|
28
$4.68K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.41% |
$2.18K - $2.95K
|
6.09K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23+ 0.71% |
$2K - $2.72K
|
3.26K
$545K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
23+ 6.76% |
$2K - $2.72K
|
363
$60.6K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.74K - $2.36K
|
20
$3.34K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19New |
$1.66K - $2.24K
|
19
$3.17K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$3.01K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
18+ 180.0% |
$1.57K - $2.13K
|
28
$4.68K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 7.03% |
$1.57K - $2.13K
|
274
$45.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18New |
$1.57K - $2.13K
|
18
$3.01K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
15+ 5.75% |
$1.31K - $1.77K
|
276
$46.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 0.09% |
$1.13K - $1.54K
|
14K
$2.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
13+ 0.44% |
$1.13K - $1.54K
|
3K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12+ 0.14% |
$1.05K - $1.42K
|
8.57K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 1.82% |
$959 - $1.3K
|
617
$103K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
11+ 0.42% |
$959 - $1.3K
|
2.61K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 12.05% |
$872 - $1.18K
|
93
$15.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 5.76% |
$697 - $945
|
147
$24.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.5% |
$697 - $945
|
1.61K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 0.36% |
$697 - $945
|
2.22K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8+ 26.67% |
$697 - $945
|
38
$6.35K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7New |
$610 - $827
|
7
$1.17K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7New |
$610 - $827
|
7
$1.17K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7+ 0.09% |
$610 - $827
|
7.89K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 66.67% |
$523 - $709
|
15
$2.51K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 6.0% |
$523 - $709
|
106
$17.7K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
6+ 0.24% |
$523 - $709
|
2.54K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$436 - $591
|
5.51K
$920K
|