Purchases and Sales Made in Q1 2024 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q1 2024. 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 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
60New |
$6.55K - $7.71K
|
60
$9.28K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
58New |
$6.33K - $7.45K
|
58
$8.97K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
56New |
$6.11K - $7.19K
|
56
$8.66K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
54+ 2.67% |
$5.89K - $6.93K
|
2.08K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.89% |
$5.78K - $6.81K
|
6.01K
$929K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
47+ 9.92% |
$5.13K - $6.04K
|
521
$80.6K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
47+ 0.49% |
$5.13K - $6.04K
|
9.64K
$1.49M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 4.73% |
$4.69K - $5.52K
|
952
$147K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43+ 1.61% |
$4.69K - $5.52K
|
2.72K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
43+ 1.68% |
$4.69K - $5.52K
|
2.6K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40+ 0.36% |
$4.37K - $5.14K
|
11.1K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
40+ 1.3% |
$4.37K - $5.14K
|
3.11K
$481K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
39New |
$4.26K - $5.01K
|
39
$6.03K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
37+ 0.13% |
$4.04K - $4.75K
|
28.2K
$4.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
36+ 0.93% |
$3.93K - $4.62K
|
3.91K
$604K
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
35+ 0.12% |
$3.82K - $4.49K
|
28.5K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 1.78% |
$3.49K - $4.11K
|
1.83K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26+ 0.11% |
$2.84K - $3.34K
|
24.1K
$3.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
25+ 1.03% |
$2.73K - $3.21K
|
2.46K
$381K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
24+ 1.14% |
$2.62K - $3.08K
|
2.12K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.62% |
$2.4K - $2.83K
|
1.38K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.35% |
$2.29K - $2.7K
|
5.97K
$923K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 4.25% |
$2.18K - $2.57K
|
491
$75.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
19New |
$2.07K - $2.44K
|
19
$2.94K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 90.48% |
$2.07K - $2.44K
|
40
$6.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 1.67% |
$2.07K - $2.44K
|
1.15K
$178K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19New |
$2.07K - $2.44K
|
19
$2.94K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17+ 0.26% |
$1.86K - $2.18K
|
6.64K
$1.03M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.86K - $2.18K
|
17
$2.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16+ 800.0% |
$1.75K - $2.05K
|
18
$2.78K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 533.33% |
$1.75K - $2.05K
|
19
$2.94K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.21% |
$1.64K - $1.93K
|
1.26K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14+ 0.79% |
$1.53K - $1.8K
|
1.79K
$276K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 0.62% |
$1.42K - $1.67K
|
2.11K
$326K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
13+ 0.81% |
$1.42K - $1.67K
|
1.62K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 0.95% |
$1.31K - $1.54K
|
1.27K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.14% |
$1.31K - $1.54K
|
8.31K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.37% |
$1.2K - $1.41K
|
3K
$464K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.96% |
$1.2K - $1.41K
|
571
$88.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.4% |
$1.09K - $1.28K
|
2.53K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10+ 0.2% |
$1.09K - $1.28K
|
4.98K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
10+ 0.01% |
$1.09K - $1.28K
|
81.3K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10+ 0.2% |
$1.09K - $1.28K
|
5.1K
$789K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9+ 0.34% |
$982 - $1.16K
|
2.65K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 2.47% |
$982 - $1.16K
|
373
$57.7K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 7.27% |
$873 - $1.03K
|
118
$18.2K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 23.33% |
$764 - $899
|
37
$5.72K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7+ 2.64% |
$764 - $899
|
272
$42.1K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$764 - $899
|
2.46K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 4.69% |
$655 - $771
|
134
$20.7K
|