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
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74New |
$9.15K - $11.4K
|
74
$12.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
73New |
$9.03K - $11.2K
|
73
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
69+ 2.6% |
$8.53K - $10.6K
|
2.73K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
68New |
$8.41K - $10.5K
|
68
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
67+ 2.38% |
$8.28K - $10.3K
|
2.88K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
64+ 1.98% |
$7.91K - $9.85K
|
3.3K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
62+ 620.0% |
$7.67K - $9.54K
|
72
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61+ 1.52% |
$7.54K - $9.39K
|
4.08K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
55+ 3.78% |
$6.8K - $8.46K
|
1.51K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54+ 0.14% |
$6.68K - $8.31K
|
37.9K
$6.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
54New |
$6.68K - $8.31K
|
54
$9.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
51+ 3.27% |
$6.31K - $7.85K
|
1.61K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
45New |
$5.56K - $6.92K
|
45
$7.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
43+ 0.42% |
$5.32K - $6.62K
|
10.4K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
43+ 0.37% |
$5.32K - $6.62K
|
11.7K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
43+ 0.67% |
$5.32K - $6.62K
|
6.43K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
42+ 20.9% |
$5.19K - $6.46K
|
243
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
39New |
$4.82K - $6K
|
39
$6.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
39+ 1.11% |
$4.82K - $6K
|
3.54K
$596K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
38+ 1.33% |
$4.7K - $5.85K
|
2.89K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
38+ 2.02% |
$4.7K - $5.85K
|
1.92K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
38+ 4.97% |
$4.7K - $5.85K
|
803
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 3.72% |
$4.58K - $5.69K
|
1.03K
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
36+ 0.3% |
$4.45K - $5.54K
|
12.2K
$2.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 9.42% |
$4.45K - $5.54K
|
418
$70.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34New |
$4.2K - $5.23K
|
34
$5.72K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33+ 3300.0% |
$4.08K - $5.08K
|
34
$5.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
33+ 22.15% |
$4.08K - $5.08K
|
182
$30.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
31+ 16.94% |
$3.83K - $4.77K
|
214
$36K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
28+ 1.45% |
$3.46K - $4.31K
|
1.96K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.91% |
$3.34K - $4.15K
|
2.99K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
25+ 28.74% |
$3.09K - $3.85K
|
112
$18.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25+ 2.26% |
$3.09K - $3.85K
|
1.13K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 23.3% |
$2.97K - $3.69K
|
127
$21.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.36% |
$2.97K - $3.69K
|
6.75K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 4.64% |
$2.72K - $3.39K
|
496
$83.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.78% |
$2.47K - $3.08K
|
2.59K
$435K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20+ 0.36% |
$2.47K - $3.08K
|
5.62K
$947K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
20+ 2.87% |
$2.47K - $3.08K
|
717
$121K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
20New |
$2.47K - $3.08K
|
20
$3.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 4.04% |
$2.47K - $3.08K
|
515
$86.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
19New |
$2.35K - $2.92K
|
19
$3.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
19+ 2.29% |
$2.35K - $2.92K
|
849
$143K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19+ 0.65% |
$2.35K - $2.92K
|
2.93K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 12.06% |
$2.1K - $2.62K
|
158
$26.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
17+ 42.5% |
$2.1K - $2.62K
|
57
$9.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 50.0% |
$1.98K - $2.46K
|
48
$8.08K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 0.39% |
$1.98K - $2.46K
|
4.17K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.09% |
$1.85K - $2.31K
|
17.4K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 21.21% |
$1.73K - $2.15K
|
80
$13.5K
|