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 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 14.08% |
$1.99K - $2.22K
|
122
$18.9K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-20- 0.69% |
$1.99K - $2.22K
|
2.88K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 17.69% |
$2.29K - $2.55K
|
107
$16.6K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-27- 1.25% |
$2.69K - $3K
|
2.14K
$332K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-33- 0.07% |
$3.29K - $3.66K
|
47.6K
$7.38M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-38- 0.76% |
$3.78K - $4.22K
|
4.95K
$768K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-39- 1.68% |
$3.88K - $4.33K
|
2.28K
$353K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-45- 73.77% |
$4.48K - $4.99K
|
16
$2.48K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-45- 2.0% |
$4.48K - $4.99K
|
2.2K
$341K
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-54- 1.46% |
$5.38K - $5.99K
|
3.64K
$564K
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-55- 2.08% |
$5.48K - $6.1K
|
2.59K
$401K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-56- 1.09% |
$5.57K - $6.21K
|
5.1K
$790K
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-63- 2.73% |
$6.27K - $6.99K
|
2.25K
$349K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-65- 1.78% |
$6.47K - $7.21K
|
3.58K
$555K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-69- 2.05% |
$6.87K - $7.65K
|
3.29K
$511K
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-69- 1.81% |
$6.87K - $7.65K
|
3.75K
$581K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-76- 3.26% |
$7.57K - $8.43K
|
2.25K
$349K
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-83- 0.22% |
$8.26K - $9.21K
|
38.3K
$5.93M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-84- 1.4% |
$8.36K - $9.32K
|
5.93K
$920K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-85- 0.38% |
$8.46K - $9.43K
|
22.2K
$3.44M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-92- 2.36% |
$9.16K - $10.2K
|
3.8K
$590K
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-95- 0.26% |
$9.46K - $10.5K
|
36.5K
$5.66M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 5.56% |
$9.96K - $11.1K
|
1.7K
$264K
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 2.41% |
$9.96K - $11.1K
|
4.05K
$629K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-101- 97.12% |
$10.1K - $11.2K
|
3
$465
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-104- 3.85% |
$10.4K - $11.5K
|
2.6K
$403K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-106- 2.95% |
$10.6K - $11.8K
|
3.49K
$542K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-106- 1.9% |
$10.6K - $11.8K
|
5.48K
$850K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-116- 4.23% |
$11.5K - $12.9K
|
2.63K
$407K
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-118- 2.98% |
$11.7K - $13.1K
|
3.85K
$596K
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-126- 2.63% |
$12.5K - $14K
|
4.67K
$724K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-135- 6.11% |
$13.4K - $15K
|
2.08K
$322K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 3.53% |
$13.9K - $15.5K
|
3.83K
$594K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-141- 0.76% |
$14K - $15.6K
|
18.3K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-145- 1.85% |
$14.4K - $16.1K
|
7.67K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-156- 24.04% |
$15.5K - $17.3K
|
493
$76.4K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-164- 7.07% |
$16.3K - $18.2K
|
2.16K
$334K
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-166- 1.13% |
$16.5K - $18.4K
|
14.5K
$2.25M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-166- 2.61% |
$16.5K - $18.4K
|
6.19K
$959K
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-166- 0.48% |
$16.5K - $18.4K
|
34.1K
$5.29M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-169- 0.37% |
$16.8K - $18.7K
|
45.1K
$7M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 7.19% |
$16.9K - $18.9K
|
2.19K
$340K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-177- 4.73% |
$17.6K - $19.6K
|
3.57K
$553K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-177- 28.5% |
$17.6K - $19.6K
|
444
$68.8K
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-183- 14.36% |
$18.2K - $20.3K
|
1.09K
$169K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-189- 1.71% |
$18.8K - $21K
|
10.9K
$1.68M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-198- 1.61% |
$19.7K - $22K
|
12.1K
$1.87M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-199- 0.24% |
$19.8K - $22.1K
|
81.6K
$12.6M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.69% |
$19.9K - $22.2K
|
11.6K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-200- 2.09% |
$19.9K - $22.2K
|
9.35K
$1.45M
|