Purchases and Sales Made in Q2 2025 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
355+ 22.34% |
$43.9K - $54.6K
|
1.94K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
354+ 0.84% |
$43.8K - $54.5K
|
42.7K
$6.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
349+ 0.87% |
$43.2K - $53.7K
|
40.4K
$6.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
332+ 7.16% |
$41.1K - $51.1K
|
4.97K
$795K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
331+ 0.16% |
$40.9K - $50.9K
|
202K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
329+ 2.59% |
$40.7K - $50.6K
|
13K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
325+ 1.5% |
$40.2K - $50K
|
22K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
318+ 11.63% |
$39.3K - $48.9K
|
3.05K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
313+ 63.49% |
$38.7K - $48.2K
|
806
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
312+ 2.48% |
$38.6K - $48K
|
12.9K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
310+ 12.87% |
$38.3K - $47.7K
|
2.72K
$435K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
300+ 300.0% |
$37.1K - $46.2K
|
400
$64.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
298+ 15.13% |
$36.8K - $45.9K
|
2.27K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
296+ 0.77% |
$36.6K - $45.5K
|
38.8K
$6.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
290+ 1.0% |
$35.9K - $44.6K
|
29.3K
$4.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
290+ 6.16% |
$35.9K - $44.6K
|
5K
$800K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
277+ 2.55% |
$34.3K - $42.6K
|
11.1K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
264+ 0.79% |
$32.6K - $40.6K
|
33.9K
$5.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
248+ 5.15% |
$30.7K - $38.2K
|
5.06K
$811K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
242+ 1.72% |
$29.9K - $37.2K
|
14.3K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
228+ 30.56% |
$28.2K - $35.1K
|
974
$156K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
227+ 0.85% |
$28.1K - $34.9K
|
26.8K
$4.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
224+ 0.7% |
$27.7K - $34.5K
|
32.4K
$5.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
223+ 7.1% |
$27.6K - $34.3K
|
3.37K
$539K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
204+ 10.64% |
$25.2K - $31.4K
|
2.12K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
199+ 0.46% |
$24.6K - $30.6K
|
43.6K
$6.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
198+ 23.16% |
$24.5K - $30.5K
|
1.05K
$169K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
196+ 8.34% |
$24.2K - $30.2K
|
2.55K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
191+ 30.51% |
$23.6K - $29.4K
|
817
$131K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
185+ 6.2% |
$22.9K - $28.5K
|
3.17K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
180+ 1.76% |
$22.3K - $27.7K
|
10.4K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
175+ 4.26% |
$21.6K - $26.9K
|
4.28K
$686K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
169+ 5.9% |
$20.9K - $26K
|
3.03K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
166+ 0.37% |
$20.5K - $25.5K
|
44.9K
$7.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
152+ 60.08% |
$18.8K - $23.4K
|
405
$64.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
148+ 4.33% |
$18.3K - $22.8K
|
3.57K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
145+ 5.54% |
$17.9K - $22.3K
|
2.76K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
133+ 3.61% |
$16.4K - $20.5K
|
3.82K
$612K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
130+ 1.24% |
$16.1K - $20K
|
10.6K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
127+ 5.36% |
$15.7K - $19.5K
|
2.5K
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
126New |
$15.6K - $19.4K
|
126
$20.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 0.91% |
$15K - $18.6K
|
13.3K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
116+ 725.0% |
$14.3K - $17.9K
|
132
$21.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 47.16% |
$13.4K - $16.6K
|
337
$54K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
107+ 11.72% |
$13.2K - $16.5K
|
1.02K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
104+ 19.19% |
$12.9K - $16K
|
646
$103K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
104New |
$12.9K - $16K
|
104
$16.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
101+ 16.92% |
$12.5K - $15.5K
|
698
$112K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 68.97% |
$12.4K - $15.4K
|
245
$39.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
94+ 4.59% |
$11.6K - $14.5K
|
2.14K
$343K
|