Purchases and Sales Made in Q2 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 3.19% |
$1.25K - $1.56K
|
485
$75.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 3.19% |
$1.25K - $1.56K
|
485
$75.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14+ 0.33% |
$1.17K - $1.45K
|
4.21K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.09% |
$1.08K - $1.35K
|
15K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 41.38% |
$1K - $1.25K
|
41
$6.36K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.08% |
$918 - $1.14K
|
14.1K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.44% |
$918 - $1.14K
|
2.49K
$387K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
10New |
$835 - $1.04K
|
10
$1.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10+ 0.2% |
$835 - $1.04K
|
5.06K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.45% |
$835 - $1.04K
|
2.23K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$751 - $934
|
9
$1.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
9+ 0.06% |
$751 - $934
|
15.3K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.09% |
$668 - $830
|
9.11K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 3.14% |
$668 - $830
|
263
$40.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 87.5% |
$584 - $726
|
15
$2.33K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6New |
$501 - $623
|
6
$930
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 150.0% |
$501 - $623
|
10
$1.55K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$417 - $519
|
5
$775
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 2.91% |
$417 - $519
|
177
$27.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3New |
$250 - $311
|
3
$465
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.08% |
$250 - $311
|
3.88K
$601K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.13% |
$250 - $311
|
99
$15.3K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.0% |
$167 - $208
|
108K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.18% |
$167 - $208
|
1.13K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.07% |
$167 - $208
|
2.9K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 8.33% |
$167 - $208
|
26
$4.03K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 3.13% |
$83.5 - $104
|
33
$5.12K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$83.5 - $104
|
2.86K
$443K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.15% |
$83.5 - $104
|
649
$101K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$83.5 - $104
|
1
$155
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$83.5 - $104
|
361
$56K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 28.57% |
$167 - $208
|
5
$775
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3- 0.08% |
$250 - $311
|
3.9K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 20.0% |
$250 - $311
|
12
$1.86K
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-3- 0.05% |
$250 - $311
|
5.79K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 1.75% |
$501 - $623
|
337
$52.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 26.92% |
$584 - $726
|
19
$2.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7- 0.06% |
$584 - $726
|
11.3K
$1.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 1.78% |
$918 - $1.14K
|
606
$94K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-12- 0.03% |
$1K - $1.25K
|
34.5K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 1.14% |
$1.17K - $1.45K
|
1.21K
$188K
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-15- 0.6% |
$1.25K - $1.56K
|
2.48K
$385K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-18- 0.03% |
$1.5K - $1.87K
|
64.1K
$9.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 7.69% |
$1.59K - $1.97K
|
228
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 18.87% |
$1.67K - $2.08K
|
86
$13.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-22- 1.0% |
$1.84K - $2.28K
|
2.17K
$336K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 93.55% |
$2.42K - $3.01K
|
2
$310
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29- 0.8% |
$2.42K - $3.01K
|
3.6K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-36- 0.2% |
$3K - $3.74K
|
18.2K
$2.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 0.87% |
$3.34K - $4.15K
|
4.57K
$708K
|