Purchases and Sales Made in Q3 2023 in Raymond James Financial Inc (RJF)
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 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 140.0% |
$1.39K - $1.55K
|
24
$3.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.02K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.02K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.02K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13+ 0.16% |
$1.29K - $1.44K
|
7.91K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
13+ 0.08% |
$1.29K - $1.44K
|
16.8K
$2.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 80.0% |
$1.19K - $1.33K
|
27
$4.19K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.37% |
$1.1K - $1.22K
|
2.98K
$461K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.4% |
$996 - $1.11K
|
2.5K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.48% |
$996 - $1.11K
|
2.09K
$324K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 333.33% |
$996 - $1.11K
|
13
$2.02K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10+ 0.07% |
$996 - $1.11K
|
14.1K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8+ 0.09% |
$796 - $888
|
9.11K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 0.41% |
$697 - $777
|
1.72K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.1% |
$597 - $666
|
6.03K
$934K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 100.0% |
$498 - $555
|
10
$1.55K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4+ 0.04% |
$398 - $444
|
9.14K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4+ 0.16% |
$398 - $444
|
2.5K
$387K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$398 - $444
|
4
$620
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 80.0% |
$398 - $444
|
9
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.72% |
$299 - $333
|
421
$65.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.74% |
$299 - $333
|
408
$63.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.62% |
$299 - $333
|
488
$75.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3+ 0.05% |
$299 - $333
|
6.25K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 3.53% |
$299 - $333
|
88
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2+ 0.55% |
$199 - $222
|
363
$56.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.27% |
$199 - $222
|
90
$14K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2+ 0.59% |
$199 - $222
|
339
$52.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2+ 0.02% |
$199 - $222
|
9.38K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.03% |
$99.6 - $111
|
3.78K
$586K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 7.69% |
$99.6 - $111
|
14
$2.17K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.59% |
$99.6 - $111
|
171
$26.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$99.6 - $111
|
46.3K
$7.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.9% |
$99.6 - $111
|
112
$17.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 10.0% |
$99.6 - $111
|
9
$1.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-3- 25.0% |
$299 - $333
|
9
$1.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5- 0.03% |
$498 - $555
|
19.5K
$3.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 6.06% |
$597 - $666
|
93
$14.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9- 1.83% |
$896 - $998
|
482
$74.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 64.29% |
$896 - $998
|
5
$775
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-9- 0.17% |
$896 - $998
|
5.32K
$825K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10- 0.45% |
$996 - $1.11K
|
2.2K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-15- 5.81% |
$1.49K - $1.66K
|
243
$37.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-17- 0.29% |
$1.69K - $1.89K
|
5.77K
$895K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-17- 0.06% |
$1.69K - $1.89K
|
29.3K
$4.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-18- 0.74% |
$1.79K - $2K
|
2.42K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19- 0.73% |
$1.89K - $2.11K
|
2.6K
$402K
|