Purchases and Sales Made in Q2 2022 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
14+ 37.84% |
$1.2K - $1.59K
|
51
$8.09K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 3.21% |
$940 - $1.25K
|
354
$56.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
11New |
$940 - $1.25K
|
11
$1.75K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 10.0% |
$855 - $1.14K
|
110
$17.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.31% |
$769 - $1.02K
|
2.92K
$463K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
9+ 1.24% |
$769 - $1.02K
|
737
$117K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8+ 0.07% |
$684 - $910
|
11.5K
$1.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6+ 0.02% |
$513 - $683
|
25.3K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6+ 0.06% |
$513 - $683
|
10.1K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4+ 0.02% |
$342 - $455
|
16.3K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.05% |
$256 - $341
|
5.84K
$926K
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$256 - $341
|
27.8K
$4.42M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.18% |
$171 - $228
|
1.12K
$178K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.63% |
$171 - $228
|
319
$50.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$171 - $228
|
4.01K
$637K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$171 - $228
|
2
$317
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$85.5 - $114
|
1
$159
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.37% |
$85.5 - $114
|
272
$43.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 3.57% |
$85.5 - $114
|
29
$4.6K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 20.0% |
$85.5 - $114
|
6
$952
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1- 0.01% |
$85.5 - $114
|
8.6K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.88% |
$85.5 - $114
|
113
$17.9K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2Closed |
$171 - $228
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 6.67% |
$171 - $228
|
28
$4.44K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.07% |
$171 - $228
|
2.77K
$440K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 17.86% |
$427 - $569
|
23
$3.65K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-8- 1.28% |
$684 - $910
|
619
$98.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10Closed |
$855 - $1.14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13- 0.49% |
$1.11K - $1.48K
|
2.65K
$420K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 7.65% |
$1.11K - $1.48K
|
157
$24.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17Closed |
$1.45K - $1.93K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-18Closed |
$1.54K - $2.05K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 0.13% |
$1.54K - $2.05K
|
14.1K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 70.0% |
$1.79K - $2.39K
|
9
$1.43K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-26- 0.84% |
$2.22K - $2.96K
|
3.07K
$486K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-27Closed |
$2.31K - $3.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 16.88% |
$2.31K - $3.07K
|
133
$21.1K
|
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-28- 0.97% |
$2.39K - $3.19K
|
2.86K
$453K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29- 3.24% |
$2.48K - $3.3K
|
866
$137K
|
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-29- 0.33% |
$2.48K - $3.3K
|
8.68K
$1.38M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-33- 1.05% |
$2.82K - $3.76K
|
3.11K
$494K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 42.86% |
$3.08K - $4.1K
|
48
$7.62K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-38- 1.19% |
$3.25K - $4.32K
|
3.16K
$501K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 8.75% |
$3.42K - $4.55K
|
417
$66.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-42Closed |
$3.59K - $4.78K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-45- 0.4% |
$3.85K - $5.12K
|
11.3K
$1.79M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-45- 19.31% |
$3.85K - $5.12K
|
188
$29.8K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50Closed |
$4.27K - $5.69K
|
0
$0
|