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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
195+ 32.88% |
$26.8K - $33.7K
|
788
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179New |
$24.6K - $30.9K
|
179
$28.6K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
176+ 2.83% |
$24.2K - $30.4K
|
6.39K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
172New |
$23.7K - $29.7K
|
172
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
164+ 28.23% |
$22.6K - $28.3K
|
745
$119K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
160+ 3.78% |
$22K - $27.6K
|
4.39K
$703K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
153+ 2.48% |
$21.1K - $26.4K
|
6.33K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
150New |
$20.6K - $25.9K
|
150
$24K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
149New |
$20.5K - $25.7K
|
149
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
147+ 0.62% |
$20.2K - $25.4K
|
23.8K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
144+ 29.88% |
$19.8K - $24.9K
|
626
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
138+ 0.31% |
$19K - $23.8K
|
44.7K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
137+ 5.12% |
$18.9K - $23.7K
|
2.81K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
137+ 8.61% |
$18.9K - $23.7K
|
1.73K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 37.85% |
$18.9K - $23.7K
|
499
$79.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
135+ 3.37% |
$18.6K - $23.3K
|
4.14K
$662K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
132+ 5.65% |
$18.2K - $22.8K
|
2.47K
$395K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 5.82% |
$18K - $22.6K
|
2.38K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
129+ 4.41% |
$17.8K - $22.3K
|
3.05K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
124+ 5.43% |
$17.1K - $21.4K
|
2.41K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123+ 164.0% |
$16.9K - $21.2K
|
198
$31.7K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
121+ 72.89% |
$16.7K - $20.9K
|
287
$45.9K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
121+ 4.01% |
$16.7K - $20.9K
|
3.14K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
120+ 2.2% |
$16.5K - $20.7K
|
5.57K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 232.0% |
$16K - $20K
|
166
$26.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 3.09% |
$15.7K - $19.7K
|
3.8K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
113+ 4.46% |
$15.6K - $19.5K
|
2.65K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.7% |
$15.1K - $19K
|
15.8K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$14.3K - $18K
|
104
$16.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
103+ 0.82% |
$14.2K - $17.8K
|
12.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
100+ 3.62% |
$13.8K - $17.3K
|
2.86K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$13.8K - $17.3K
|
9.9K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 4.89% |
$12.9K - $16.2K
|
2.02K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91+ 0.17% |
$12.5K - $15.7K
|
53.9K
$8.63M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85New |
$11.7K - $14.7K
|
85
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
84+ 16.97% |
$11.6K - $14.5K
|
579
$92.6K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
84+ 129.23% |
$11.6K - $14.5K
|
149
$23.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 8.99% |
$11.3K - $14.2K
|
994
$159K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
81+ 4.13% |
$11.1K - $14K
|
2.04K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$11K - $13.8K
|
80
$12.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80+ 1142.86% |
$11K - $13.8K
|
87
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
78+ 5.46% |
$10.7K - $13.5K
|
1.51K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
77New |
$10.6K - $13.3K
|
77
$12.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$10.2K - $12.8K
|
74
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 2.25% |
$10K - $12.6K
|
3.32K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
71+ 95.95% |
$9.77K - $12.3K
|
145
$23.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 113.56% |
$9.22K - $11.6K
|
126
$20.2K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
60+ 3.2% |
$8.26K - $10.4K
|
1.93K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 34.71% |
$8.12K - $10.2K
|
229
$36.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 2.21% |
$8.12K - $10.2K
|
2.73K
$436K
|