Purchases and Sales Made in Q3 2021 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
50+ 250.0% |
$4.13K - $4.77K
|
70
$9.87K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50+ 50.0% |
$4.13K - $4.77K
|
150
$21.2K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
49New |
$4.05K - $4.67K
|
49
$6.91K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
44+ 7.43% |
$3.64K - $4.19K
|
636
$89.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
43+ 204.76% |
$3.56K - $4.1K
|
64
$9.03K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
43+ 50.0% |
$3.56K - $4.1K
|
129
$18.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
41+ 50.0% |
$3.39K - $3.91K
|
123
$17.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
39New |
$3.22K - $3.72K
|
39
$5.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
37+ 176.19% |
$3.06K - $3.53K
|
58
$8.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 50.0% |
$3.06K - $3.53K
|
111
$15.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
28+ 49.12% |
$2.32K - $2.67K
|
85
$12K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.23K - $2.57K
|
27
$3.81K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 50.0% |
$2.07K - $2.38K
|
75
$10.6K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25+ 51.02% |
$2.07K - $2.38K
|
74
$10.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25+ 50.0% |
$2.07K - $2.38K
|
75
$10.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 48.98% |
$1.98K - $2.29K
|
73
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22New |
$1.82K - $2.1K
|
22
$3.1K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.74K - $2K
|
21
$2.96K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
21New |
$1.74K - $2K
|
21
$2.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 250.0% |
$1.65K - $1.91K
|
28
$3.95K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 48.72% |
$1.57K - $1.81K
|
58
$8.18K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 70.37% |
$1.57K - $1.81K
|
46
$6.49K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
17+ 50.0% |
$1.41K - $1.62K
|
51
$7.19K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15+ 5.42% |
$1.24K - $1.43K
|
292
$41.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
15+ 50.0% |
$1.24K - $1.43K
|
45
$6.35K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
12+ 0.73% |
$992 - $1.14K
|
1.65K
$233K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$992 - $1.14K
|
12
$1.69K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11+ 52.38% |
$910 - $1.05K
|
32
$4.51K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
11+ 50.0% |
$910 - $1.05K
|
33
$4.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 56.25% |
$744 - $858
|
25
$3.53K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 50.0% |
$496 - $572
|
18
$2.54K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
6+ 46.15% |
$496 - $572
|
19
$2.68K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 46.15% |
$496 - $572
|
19
$2.68K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6+ 50.0% |
$496 - $572
|
18
$2.54K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 45.45% |
$413 - $477
|
16
$2.26K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 50.0% |
$413 - $477
|
15
$2.12K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
3New |
$248 - $286
|
3
$423
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
3+ 50.0% |
$248 - $286
|
9
$1.27K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 100.0% |
$82.7 - $95.3
|
2
$282
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1Closed |
$82.7 - $95.3
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-15- 6.52% |
$1.24K - $1.43K
|
215
$30.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-24Closed |
$1.98K - $2.29K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-33Closed |
$2.73K - $3.15K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-40- 25.64% |
$3.31K - $3.81K
|
116
$16.4K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-41Closed |
$3.39K - $3.91K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-55Closed |
$4.55K - $5.24K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-60Closed |
$4.96K - $5.72K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-77- 2.7% |
$6.37K - $7.34K
|
2.77K
$391K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-80Closed |
$6.62K - $7.63K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-87Closed |
$7.19K - $8.29K
|
0
$0
|