Purchases and Sales Made in Q3 2023 in Raymond James Financial Inc (RJF)

RJF Quotes by TradingView

This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q3 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
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
163
+ 2.21%
$16.2K - $18.1K
7.55K $1.17M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
160
+ 2.68%
$15.9K - $17.8K
6.14K $951K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
157
+ 11.75%
$15.6K - $17.4K
1.49K $231K
Oct 10, 2023 Q3 2023
New England Professional Planning Group Inc.

BUY
 -
156
+ 0.4%
$15.5K - $17.3K
39.3K $6.09M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
156
+ 18.44%
$15.5K - $17.3K
1K $155K
Nov 14, 2023 Q3 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
138
+ 5.0%
$13.7K - $15.3K
2.9K $449K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
124
New
$12.3K - $13.8K
124 $19.2K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
118
+ 3.16%
$11.7K - $13.1K
3.86K $598K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
118
+ 3.31%
$11.7K - $13.1K
3.68K $571K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
116
+ 1.68%
$11.5K - $12.9K
7.03K $1.09M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
108
+ 5.57%
$10.8K - $12K
2.05K $317K
Nov 13, 2023 Q3 2023
Intrust Bank Na

Wichita, KS
BUY
 -
104
+ 2.24%
$10.4K - $11.5K
4.76K $737K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
103
+ 32.91%
$10.3K - $11.4K
416 $64.5K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
103
+ 39.16%
$10.3K - $11.4K
366 $56.7K
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
89
+ 0.92%
$8.86K - $9.87K
9.81K $1.52M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
82
+ 4.86%
$8.16K - $9.1K
1.77K $274K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
80
New
$7.96K - $8.88K
80 $12.4K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
79
+ 5.21%
$7.86K - $8.76K
1.6K $247K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
79
+ 5.21%
$7.86K - $8.76K
1.6K $247K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
74
+ 55.22%
$7.37K - $8.21K
208 $32.3K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
70
+ 2.63%
$6.97K - $7.77K
2.73K $423K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
63
+ 0.09%
$6.27K - $6.99K
72.9K $11.3M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
59
+ 6.94%
$5.87K - $6.55K
909 $141K
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
59
+ 2.47%
$5.87K - $6.55K
2.45K $380K
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
53
+ 1.11%
$5.28K - $5.88K
4.83K $749K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
47
+ 2.03%
$4.68K - $5.21K
2.36K $365K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
45
New
$4.48K - $4.99K
45 $6.98K
Nov 01, 2023 Q3 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
41
+ 0.15%
$4.08K - $4.55K
26.9K $4.17M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
41
+ 0.4%
$4.08K - $4.55K
10.3K $1.59M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
40
New
$3.98K - $4.44K
40 $6.2K
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
39
+ 1.96%
$3.88K - $4.33K
2.03K $315K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
34
+ 8.88%
$3.38K - $3.77K
417 $64.7K
Nov 14, 2023 Q3 2023
Paloma Partners Management CO

Greenwich, CT
BUY
 -
34
New
$3.38K - $3.77K
34 $5.27K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
30
New
$2.99K - $3.33K
30 $4.65K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
27
New
$2.69K - $3K
27 $4.19K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
26
+ 2.14%
$2.59K - $2.88K
1.24K $192K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
22
+ 0.84%
$2.19K - $2.44K
2.63K $408K
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
22
+ 0.25%
$2.19K - $2.44K
8.66K $1.34M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
21
New
$2.09K - $2.33K
21 $3.26K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
19
+ 0.29%
$1.89K - $2.11K
6.65K $1.03M
Nov 07, 2023 Q3 2023
Zions Bancorporation, N.A.

BUY
 -
19
+ 8.64%
$1.89K - $2.11K
239 $37.1K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
17
+ 0.09%
$1.69K - $1.89K
19.2K $2.97M
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
16
+ 2.94%
$1.59K - $1.78K
560 $86.8K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
16
+ 0.18%
$1.59K - $1.78K
9.12K $1.41M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
15
+ 0.3%
$1.49K - $1.66K
5.08K $787K
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
15
New
$1.49K - $1.66K
15 $2.33K
Nov 07, 2023 Q3 2023
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
15
+ 0.14%
$1.49K - $1.66K
10.6K $1.64M
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
15
+ 0.55%
$1.49K - $1.66K
2.76K $428K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
14
New
$1.39K - $1.55K
14 $2.17K

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