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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-43- 1.61% |
$3.59K - $4.46K
|
2.62K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-45- 0.22% |
$3.76K - $4.67K
|
20.6K
$3.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-48- 0.44% |
$4.01K - $4.98K
|
10.9K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-50- 0.73% |
$4.17K - $5.19K
|
6.85K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-52- 1.42% |
$4.34K - $5.4K
|
3.61K
$559K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-55- 12.17% |
$4.59K - $5.71K
|
397
$61.6K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-57- 2.41% |
$4.76K - $5.91K
|
2.31K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-59- 0.64% |
$4.92K - $6.12K
|
9.14K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-59- 40.14% |
$4.92K - $6.12K
|
88
$13.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-60- 2.15% |
$5.01K - $6.23K
|
2.73K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-61- 2.39% |
$5.09K - $6.33K
|
2.49K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-66- 31.88% |
$5.51K - $6.85K
|
141
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 3.08% |
$6.26K - $7.78K
|
2.36K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-76- 1.97% |
$6.34K - $7.89K
|
3.78K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-76- 1.25% |
$6.34K - $7.89K
|
6.02K
$933K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-77- 3.36% |
$6.43K - $7.99K
|
2.21K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-80- 3.33% |
$6.68K - $8.3K
|
2.32K
$360K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 16.06% |
$6.68K - $8.3K
|
418
$64.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-80- 1.48% |
$6.68K - $8.3K
|
5.33K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-83- 91.21% |
$6.93K - $8.61K
|
8
$1.24K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-91- 78.45% |
$7.59K - $9.44K
|
25
$3.88K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-95- 2.48% |
$7.93K - $9.86K
|
3.74K
$580K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-96- 3.02% |
$8.01K - $9.96K
|
3.08K
$478K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-96- 1.53% |
$8.01K - $9.96K
|
6.17K
$956K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-96- 13.39% |
$8.01K - $9.96K
|
621
$96.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-103- 54.5% |
$8.6K - $10.7K
|
86
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106- 3.32% |
$8.85K - $11K
|
3.09K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-109- 4.98% |
$9.1K - $11.3K
|
2.08K
$322K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-112- 45.9% |
$9.35K - $11.6K
|
132
$20.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-115- 5.16% |
$9.6K - $11.9K
|
2.11K
$328K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-125- 1.04% |
$10.4K - $13K
|
11.9K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-128- 4.76% |
$10.7K - $13.3K
|
2.56K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-128- 4.76% |
$10.7K - $13.3K
|
2.56K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-132- 34.55% |
$11K - $13.7K
|
250
$38.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-132- 4.88% |
$11K - $13.7K
|
2.57K
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-135- 7.41% |
$11.3K - $14K
|
1.69K
$262K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-136- 1.69% |
$11.4K - $14.1K
|
7.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-137- 2.13% |
$11.4K - $14.2K
|
6.31K
$978K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-150- 1.8% |
$12.5K - $15.6K
|
8.17K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-152- 28.41% |
$12.7K - $15.8K
|
383
$59.4K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-161- 1.96% |
$13.4K - $16.7K
|
8.06K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-175- 4.04% |
$14.6K - $18.2K
|
4.15K
$644K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-188- 5.96% |
$15.7K - $19.5K
|
2.97K
$460K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-191Closed |
$15.9K - $19.8K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-200- 6.83% |
$16.7K - $20.8K
|
2.73K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-201- 0.56% |
$16.8K - $20.9K
|
35.9K
$5.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-203- 5.07% |
$16.9K - $21.1K
|
3.8K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-207- 12.91% |
$17.3K - $21.5K
|
1.4K
$217K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-209- 9.73% |
$17.4K - $21.7K
|
1.94K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-235- 14.96% |
$19.6K - $24.4K
|
1.34K
$207K
|