Purchases and Sales Made in Q3 2024 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$106 - $125
|
1.79K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.47% |
$106 - $125
|
215
$34.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1- 0.01% |
$106 - $125
|
9.37K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 10.0% |
$106 - $125
|
9
$1.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$106 - $125
|
2.11K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.42% |
$213 - $250
|
477
$76.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.15% |
$426 - $501
|
2.58K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.28% |
$532 - $626
|
1.8K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 3.65% |
$532 - $626
|
132
$21.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 7.94% |
$532 - $626
|
58
$9.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 17.95% |
$745 - $876
|
32
$5.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9- 90.0% |
$958 - $1.13K
|
1
$160
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9- 0.2% |
$958 - $1.13K
|
4.6K
$736K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 52.63% |
$1.06K - $1.25K
|
9
$1.44K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10- 0.43% |
$1.06K - $1.25K
|
2.32K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 57.14% |
$1.28K - $1.5K
|
9
$1.44K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 40.63% |
$1.38K - $1.63K
|
19
$3.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 0.17% |
$1.6K - $1.88K
|
8.7K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-16- 24.24% |
$1.7K - $2K
|
50
$8K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-19- -0.0% |
$2.02K - $2.38K
|
1.13M
$180M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 0.08% |
$2.13K - $2.5K
|
23.5K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 10.42% |
$2.13K - $2.5K
|
172
$27.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 73.33% |
$2.34K - $2.75K
|
8
$1.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-22- 66.67% |
$2.34K - $2.75K
|
11
$1.76K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-22- 28.21% |
$2.34K - $2.75K
|
56
$8.96K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 6.73% |
$2.45K - $2.88K
|
319
$51K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-24- 0.79% |
$2.55K - $3K
|
3.02K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-25- 0.91% |
$2.66K - $3.13K
|
2.73K
$437K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-25- 0.91% |
$2.66K - $3.13K
|
2.73K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 29.89% |
$2.77K - $3.25K
|
61
$9.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 33.77% |
$2.77K - $3.25K
|
51
$8.16K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 26.47% |
$2.87K - $3.38K
|
75
$12K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 1.18% |
$3.19K - $3.75K
|
2.52K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30- 0.76% |
$3.19K - $3.75K
|
3.89K
$623K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-31- 50.82% |
$3.3K - $3.88K
|
30
$4.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.78% |
$3.3K - $3.88K
|
3.94K
$630K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-33- 1.14% |
$3.51K - $4.13K
|
2.85K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-38- 5.47% |
$4.04K - $4.75K
|
657
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40- 20.3% |
$4.26K - $5.01K
|
157
$25.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 2.11% |
$5.21K - $6.13K
|
2.27K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 0.72% |
$5.32K - $6.26K
|
6.94K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-56- 1.6% |
$5.96K - $7.01K
|
3.45K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-59- 3.44% |
$6.28K - $7.38K
|
1.65K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-62- 3.91% |
$6.6K - $7.76K
|
1.52K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-62- 1.04% |
$6.6K - $7.76K
|
5.88K
$940K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-67- 2.27% |
$7.13K - $8.38K
|
2.88K
$461K
|