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 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-19- 9.84% |
$2.07K - $2.44K
|
174
$26.9K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 1.36% |
$2.51K - $2.95K
|
1.66K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-23- 0.19% |
$2.51K - $2.95K
|
12K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-25- 0.34% |
$2.73K - $3.21K
|
7.39K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-26- 0.59% |
$2.84K - $3.34K
|
4.35K
$672K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-28- 1.33% |
$3.06K - $3.6K
|
2.07K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 36.71% |
$3.16K - $3.72K
|
50
$7.73K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-31- 0.95% |
$3.38K - $3.98K
|
3.24K
$501K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-31- 0.11% |
$3.38K - $3.98K
|
28.8K
$4.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-31- 1.65% |
$3.38K - $3.98K
|
1.85K
$285K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-33- 1.38% |
$3.6K - $4.24K
|
2.36K
$365K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 6.45% |
$3.93K - $4.62K
|
522
$80.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-37- 54.41% |
$4.04K - $4.75K
|
31
$4.79K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-37- 1.0% |
$4.04K - $4.75K
|
3.68K
$569K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-43- 4.93% |
$4.69K - $5.52K
|
830
$128K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.83% |
$4.91K - $5.78K
|
2.41K
$373K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-48- 0.7% |
$5.24K - $6.16K
|
6.82K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-58- 1.55% |
$6.33K - $7.45K
|
3.68K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-61- 0.8% |
$6.66K - $7.83K
|
7.59K
$1.17M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-62- 2.77% |
$6.77K - $7.96K
|
2.17K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 8.02% |
$7.64K - $8.99K
|
803
$124K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71- 1.65% |
$7.75K - $9.12K
|
4.23K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-73- 0.22% |
$7.97K - $9.37K
|
33.5K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-84- 3.38% |
$9.17K - $10.8K
|
2.4K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-87- 1.16% |
$9.49K - $11.2K
|
7.39K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-93- 1.39% |
$10.1K - $11.9K
|
6.6K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-94- 1.51% |
$10.3K - $12.1K
|
6.13K
$948K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-99- 1.16% |
$10.8K - $12.7K
|
8.4K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 3.68% |
$10.9K - $12.8K
|
2.62K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-100- 0.26% |
$10.9K - $12.8K
|
38.1K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-101- 1.99% |
$11K - $13K
|
4.97K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-124- 2.59% |
$13.5K - $15.9K
|
4.66K
$721K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-133- 6.17% |
$14.5K - $17.1K
|
2.02K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 6.18% |
$14.6K - $17.2K
|
2.04K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-136- 2.79% |
$14.8K - $17.5K
|
4.74K
$734K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-139- 0.2% |
$15.2K - $17.9K
|
70.1K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-145- 0.06% |
$15.8K - $18.6K
|
226K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-154- 0.63% |
$16.8K - $19.8K
|
24.2K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-158- 36.57% |
$17.2K - $20.3K
|
274
$42.4K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-162- 1.54% |
$17.7K - $20.8K
|
10.3K
$1.6M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-187- 9.1% |
$20.4K - $24K
|
1.87K
$289K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 7.0% |
$21.8K - $25.7K
|
2.66K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-211- 9.64% |
$23K - $27.1K
|
1.98K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-221- 11.49% |
$24.1K - $28.4K
|
1.7K
$263K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-224- 6.27% |
$24.4K - $28.8K
|
3.35K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-227- 3.98% |
$24.8K - $29.2K
|
5.47K
$846K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-240- 3.89% |
$26.2K - $30.8K
|
5.93K
$917K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-254- 2.83% |
$27.7K - $32.6K
|
8.72K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-262- 2.37% |
$28.6K - $33.6K
|
10.8K
$1.67M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-277- 6.38% |
$30.2K - $35.6K
|
4.07K
$629K
|