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 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$436 - $591
|
5
$775
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 400.0% |
$349 - $472
|
5
$775
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.27% |
$261 - $354
|
1.13K
$174K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$261 - $354
|
3
$465
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.03% |
$87.2 - $118
|
3.86K
$598K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1+ 7.69% |
$87.2 - $118
|
14
$2.17K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 3.03% |
$87.2 - $118
|
34
$5.27K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.05% |
$87.2 - $118
|
1.82K
$283K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.58% |
$87.2 - $118
|
174
$27K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.04% |
$87.2 - $118
|
2.23K
$345K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 3.7% |
$87.2 - $118
|
26
$4.03K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.13% |
$261 - $354
|
2.27K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 14.29% |
$349 - $472
|
24
$3.72K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 12.12% |
$349 - $472
|
29
$4.5K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4- 0.01% |
$349 - $472
|
29.3K
$4.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 4.95% |
$436 - $591
|
96
$14.9K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.13% |
$436 - $591
|
3.84K
$595K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-5- 0.13% |
$436 - $591
|
3.93K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 4.0% |
$436 - $591
|
120
$18.6K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.15% |
$523 - $709
|
4.13K
$639K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 0.39% |
$784 - $1.06K
|
2.29K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-10- 0.02% |
$872 - $1.18K
|
41.1K
$6.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-11- 0.44% |
$959 - $1.3K
|
2.5K
$387K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-14- 0.17% |
$1.22K - $1.65K
|
8.04K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-14- 1.09% |
$1.22K - $1.65K
|
1.27K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 26.79% |
$1.31K - $1.77K
|
41
$6.36K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.17% |
$1.31K - $1.77K
|
8.97K
$1.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-16- 7.8% |
$1.39K - $1.89K
|
189
$29.3K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 3.68% |
$1.66K - $2.24K
|
498
$77.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 30.77% |
$1.74K - $2.36K
|
45
$6.98K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-21- 0.18% |
$1.83K - $2.48K
|
11.3K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.22% |
$1.83K - $2.48K
|
9.72K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-21- 4.1% |
$1.83K - $2.48K
|
491
$76.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 15.94% |
$1.92K - $2.6K
|
116
$18K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 75.0% |
$2.09K - $2.83K
|
8
$1.24K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 3.05% |
$2.09K - $2.83K
|
763
$118K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 30.38% |
$2.09K - $2.83K
|
55
$8.53K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 1.24% |
$2.44K - $3.31K
|
2.23K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-28- 5.17% |
$2.44K - $3.31K
|
514
$79.7K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-30- 1.08% |
$2.61K - $3.54K
|
2.74K
$425K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-31- 39.74% |
$2.7K - $3.66K
|
47
$7.29K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-34- 14.11% |
$2.96K - $4.02K
|
207
$32.1K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-34- 1.3% |
$2.96K - $4.02K
|
2.58K
$400K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-35- 6.14% |
$3.05K - $4.13K
|
535
$82.9K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-37- 3.15% |
$3.22K - $4.37K
|
1.14K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43- 32.09% |
$3.75K - $5.08K
|
91
$14.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-50- 16.67% |
$4.36K - $5.91K
|
250
$38.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 11.99% |
$4.62K - $6.26K
|
389
$60.3K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-58- 2.44% |
$5.06K - $6.85K
|
2.32K
$360K
|