Purchases and Sales Made in Q1 2025 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q1 2025. 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, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-17- 53.13% |
$2.34K - $2.93K
|
15
$2.4K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17- 0.06% |
$2.34K - $2.93K
|
29.2K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17- 21.79% |
$2.34K - $2.93K
|
61
$9.76K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 9.78% |
$2.48K - $3.11K
|
166
$26.6K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-19- 8.05% |
$2.61K - $3.28K
|
217
$34.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-21- 0.44% |
$2.89K - $3.63K
|
4.76K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-21- 0.39% |
$2.89K - $3.63K
|
5.31K
$849K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-22- 0.45% |
$3.03K - $3.8K
|
4.83K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-29- 1.17% |
$3.99K - $5.01K
|
2.45K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30- 1.42% |
$4.13K - $5.18K
|
2.08K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 11.54% |
$4.54K - $5.7K
|
253
$40.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-37- 16.23% |
$5.09K - $6.39K
|
191
$30.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.47% |
$5.5K - $6.91K
|
8.42K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 83.33% |
$5.5K - $6.91K
|
8
$1.28K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-42- 0.84% |
$5.78K - $7.25K
|
4.97K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-43- 0.63% |
$5.92K - $7.42K
|
6.77K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-49- 1.42% |
$6.74K - $8.46K
|
3.4K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-54- 0.18% |
$7.43K - $9.32K
|
29.2K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-56- 15.91% |
$7.71K - $9.67K
|
296
$47.4K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-60- 0.45% |
$8.26K - $10.4K
|
13.3K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-64- 3.6% |
$8.81K - $11K
|
1.72K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-65- 36.11% |
$8.95K - $11.2K
|
115
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-68- 2.61% |
$9.36K - $11.7K
|
2.54K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-69- 0.26% |
$9.5K - $11.9K
|
26.8K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-73- 0.01% |
$10K - $12.6K
|
910K
$146M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-78- 16.46% |
$10.7K - $13.5K
|
396
$63.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-79- 4.54% |
$10.9K - $13.6K
|
1.66K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-90- 2.89% |
$12.4K - $15.5K
|
3.02K
$483K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-96- 0.98% |
$13.2K - $16.6K
|
9.67K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-98- 1.24% |
$13.5K - $16.9K
|
7.8K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 0.69% |
$13.8K - $17.3K
|
14.5K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-104- 2.34% |
$14.3K - $18K
|
4.34K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-105- 21.56% |
$14.5K - $18.1K
|
382
$61.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-107- 4.61% |
$14.7K - $18.5K
|
2.22K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-107- 21.84% |
$14.7K - $18.5K
|
383
$61.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-108- 6.97% |
$14.9K - $18.6K
|
1.44K
$231K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-111- 5.84% |
$15.3K - $19.2K
|
1.79K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-116- 4.68% |
$16K - $20K
|
2.36K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-116- 3.34% |
$16K - $20K
|
3.36K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-116- 1.34% |
$16K - $20K
|
8.55K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 62.12% |
$16.9K - $21.2K
|
75
$12K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-125- 0.84% |
$17.2K - $21.6K
|
14.8K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-134- 1.19% |
$18.4K - $23.1K
|
11.1K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-136- 0.28% |
$18.7K - $23.5K
|
48.2K
$7.71M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-136- 4.99% |
$18.7K - $23.5K
|
2.59K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-141- 5.66% |
$19.4K - $24.3K
|
2.35K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-142- 6.28% |
$19.5K - $24.5K
|
2.12K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-144- 4.92% |
$19.8K - $24.9K
|
2.78K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-155- 4.91% |
$21.3K - $26.8K
|
3K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-158- 4.01% |
$21.7K - $27.3K
|
3.78K
$605K
|