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 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58+ 46.4% |
$7.98K - $10K
|
183
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
56+ 0.96% |
$7.71K - $9.67K
|
5.87K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
56New |
$7.71K - $9.67K
|
56
$8.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$7.57K - $9.5K
|
55
$8.8K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
54+ 7.11% |
$7.43K - $9.32K
|
814
$130K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
53+ 3.65% |
$7.29K - $9.15K
|
1.5K
$241K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
51New |
$7.02K - $8.8K
|
51
$8.16K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$6.88K - $8.63K
|
50
$8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47+ 10.49% |
$6.47K - $8.11K
|
495
$79.2K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
47+ 1.38% |
$6.47K - $8.11K
|
3.45K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
43+ 2.83% |
$5.92K - $7.42K
|
1.57K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
43+ 0.8% |
$5.92K - $7.42K
|
5.44K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
40+ 8.83% |
$5.5K - $6.91K
|
493
$78.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39+ 2.15% |
$5.37K - $6.73K
|
1.86K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
36+ 1.54% |
$4.95K - $6.22K
|
2.37K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35New |
$4.82K - $6.04K
|
35
$5.6K
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
35+ 1.56% |
$4.82K - $6.04K
|
2.27K
$364K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 1.06% |
$4.82K - $6.04K
|
3.32K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 0.29% |
$4.54K - $5.7K
|
11.5K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
32+ 1.19% |
$4.4K - $5.52K
|
2.71K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
31+ 13.36% |
$4.27K - $5.35K
|
263
$42.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$4.13K - $5.18K
|
30
$4.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 82.35% |
$3.85K - $4.83K
|
62
$9.92K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
27New |
$3.72K - $4.66K
|
27
$4.32K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27+ 0.84% |
$3.72K - $4.66K
|
3.24K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 9.35% |
$3.58K - $4.49K
|
304
$48.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 14.86% |
$3.58K - $4.49K
|
201
$32.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 0.31% |
$2.89K - $3.63K
|
6.72K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 1.31% |
$2.89K - $3.63K
|
1.63K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
20New |
$2.75K - $3.45K
|
20
$3.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.79% |
$2.61K - $3.28K
|
2.41K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
19+ 0.24% |
$2.61K - $3.28K
|
8.08K
$1.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
17+ 0.22% |
$2.34K - $2.93K
|
7.87K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16New |
$2.2K - $2.76K
|
16
$2.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
15+ 0.04% |
$2.06K - $2.59K
|
39.6K
$6.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$1.93K - $2.42K
|
14
$2.24K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
14+ 0.98% |
$1.93K - $2.42K
|
1.44K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
13New |
$1.79K - $2.24K
|
13
$2.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
13New |
$1.79K - $2.24K
|
13
$2.08K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13+ 260.0% |
$1.79K - $2.24K
|
18
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 11.5% |
$1.79K - $2.24K
|
126
$20.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
13+ 0.31% |
$1.79K - $2.24K
|
4.15K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.92K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.47% |
$1.65K - $2.07K
|
2.57K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 600.0% |
$1.65K - $2.07K
|
14
$2.24K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.92K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11+ 0.76% |
$1.51K - $1.9K
|
1.45K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
11+ 0.69% |
$1.51K - $1.9K
|
1.61K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 2.16% |
$1.38K - $1.73K
|
474
$75.8K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10+ 0.04% |
$1.38K - $1.73K
|
27.3K
$4.37M
|