Purchases and Sales Made in Q2 2024 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q2 2024. 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 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
33New |
$3.82K - $4.29K
|
33
$5.19K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$3.82K - $4.29K
|
33
$5.19K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 0.64% |
$3.7K - $4.16K
|
5.01K
$787K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32New |
$3.7K - $4.16K
|
32
$5.03K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 8.18% |
$3.59K - $4.03K
|
410
$64.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
30+ 1.35% |
$3.47K - $3.9K
|
2.25K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
29+ 4.51% |
$3.35K - $3.77K
|
672
$106K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29+ 1.26% |
$3.35K - $3.77K
|
2.33K
$367K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
27+ 0.26% |
$3.12K - $3.51K
|
10.4K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
27+ 1.45% |
$3.12K - $3.51K
|
1.9K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
27+ 0.94% |
$3.12K - $3.51K
|
2.89K
$454K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 1.19% |
$3.12K - $3.51K
|
2.3K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 67.57% |
$2.89K - $3.25K
|
62
$9.75K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24New |
$2.78K - $3.12K
|
24
$3.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
23+ 2.9% |
$2.66K - $2.99K
|
817
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.29% |
$2.54K - $2.86K
|
1.73K
$272K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.27% |
$2.43K - $2.73K
|
7.82K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
20+ 1.14% |
$2.31K - $2.6K
|
1.77K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.09% |
$2.31K - $2.6K
|
23.5K
$3.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$2.08K - $2.34K
|
18
$2.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.18% |
$2.08K - $2.34K
|
10.2K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17+ 30.36% |
$1.97K - $2.21K
|
73
$11.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17New |
$1.97K - $2.21K
|
17
$2.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$1.74K - $1.95K
|
1.72K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.23% |
$1.74K - $1.95K
|
6.65K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15+ 0.38% |
$1.74K - $1.95K
|
3.92K
$617K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14New |
$1.62K - $1.82K
|
14
$2.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 13.95% |
$1.39K - $1.56K
|
98
$15.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 66.67% |
$1.39K - $1.56K
|
30
$4.72K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 80.0% |
$1.39K - $1.56K
|
27
$4.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$1.27K - $1.43K
|
11
$1.73K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.33% |
$1.16K - $1.3K
|
3.01K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10New |
$1.16K - $1.3K
|
10
$1.57K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 0.02% |
$1.16K - $1.3K
|
40.6K
$6.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.4% |
$1.16K - $1.3K
|
2.54K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 7.62% |
$925 - $1.04K
|
113
$17.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 0.9% |
$925 - $1.04K
|
894
$141K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$925 - $1.04K
|
8
$1.26K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$925 - $1.04K
|
7.51K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 9.86% |
$810 - $910
|
78
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7+ 0.03% |
$810 - $910
|
26.4K
$4.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 17.65% |
$694 - $780
|
40
$6.29K
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6+ 0.27% |
$694 - $780
|
2.22K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 2.67% |
$578 - $650
|
192
$30.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 14.71% |
$578 - $650
|
39
$6.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 16.0% |
$463 - $520
|
29
$4.56K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 28.57% |
$463 - $520
|
18
$2.83K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4+ 0.05% |
$463 - $520
|
8.73K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.79% |
$231 - $260
|
114
$17.9K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$231 - $260
|
2
$315
|