Purchases and Sales Made in Q4 2022 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27- 0.59% |
$2.65K - $3.35K
|
4.59K
$724K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28- 0.74% |
$2.75K - $3.47K
|
3.74K
$590K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 11.72% |
$2.75K - $3.47K
|
211
$33.3K
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-29- 0.31% |
$2.84K - $3.6K
|
9.41K
$1.49M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-30- 0.16% |
$2.94K - $3.72K
|
18.4K
$2.9M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-32- 0.85% |
$3.14K - $3.97K
|
3.73K
$589K
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-34- 0.24% |
$3.33K - $4.22K
|
14.2K
$2.25M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-43- 5.21% |
$4.22K - $5.33K
|
783
$124K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-45- 1.69% |
$4.41K - $5.58K
|
2.61K
$413K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-47- 18.5% |
$4.61K - $5.83K
|
207
$32.7K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-49- 0.42% |
$4.8K - $6.08K
|
11.7K
$1.85M
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-49- 0.4% |
$4.8K - $6.08K
|
12.1K
$1.9M
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 34.48% |
$4.9K - $6.2K
|
95
$15K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-53- 0.12% |
$5.2K - $6.57K
|
45.2K
$7.14M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-54- 0.11% |
$5.3K - $6.69K
|
48.3K
$7.63M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-59- 2.41% |
$5.79K - $7.31K
|
2.39K
$378K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-60- 15.08% |
$5.88K - $7.44K
|
338
$53.4K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-61- 0.2% |
$5.98K - $7.56K
|
31.2K
$4.93M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-63- 0.52% |
$6.18K - $7.81K
|
12.1K
$1.92M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-69- 34.16% |
$6.77K - $8.55K
|
133
$21K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-73- 1.86% |
$7.16K - $9.05K
|
3.84K
$607K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-73- 10.75% |
$7.16K - $9.05K
|
606
$95.7K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-74- 60.66% |
$7.26K - $9.17K
|
48
$7.58K
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-75- 0.53% |
$7.35K - $9.3K
|
14K
$2.21M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-83- 2.81% |
$8.14K - $10.3K
|
2.87K
$453K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-84- 3.88% |
$8.24K - $10.4K
|
2.08K
$328K
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-100- 28.57% |
$9.81K - $12.4K
|
250
$39.5K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 2.53% |
$9.81K - $12.4K
|
3.85K
$609K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-103- 8.73% |
$10.1K - $12.8K
|
1.08K
$170K
|
|
Feb 03, 2023
Q4 2022
|
Palmer Knight CO
|
SELL
|
- |
-109- 0.19% |
$10.7K - $13.5K
|
57.9K
$9.15M
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-127- 4.27% |
$12.5K - $15.7K
|
2.85K
$450K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-137- 72.11% |
$13.4K - $17K
|
53
$8.37K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-138- 4.77% |
$13.5K - $17.1K
|
2.76K
$435K
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-138- 2.21% |
$13.5K - $17.1K
|
6.12K
$966K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-146- 11.05% |
$14.3K - $18.1K
|
1.18K
$186K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-150- 14.07% |
$14.7K - $18.6K
|
916
$145K
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-150- 1.8% |
$14.7K - $18.6K
|
8.2K
$1.29M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-171- 17.85% |
$16.8K - $21.2K
|
787
$124K
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-175- 1.77% |
$17.2K - $21.7K
|
9.74K
$1.54M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-200- 6.73% |
$19.6K - $24.8K
|
2.77K
$438K
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-205- 0.28% |
$20.1K - $25.4K
|
74.2K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-212- 45.11% |
$20.8K - $26.3K
|
258
$40.7K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-228- 4.11% |
$22.4K - $28.3K
|
5.31K
$839K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-232- 1.53% |
$22.7K - $28.8K
|
15K
$2.36M
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-243- 1.72% |
$23.8K - $30.1K
|
13.9K
$2.19M
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-243- 1.72% |
$23.8K - $30.1K
|
13.9K
$2.19M
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-250- 11.33% |
$24.5K - $31K
|
1.96K
$309K
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-250- 0.91% |
$24.5K - $31K
|
27.2K
$4.3M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-257- 11.31% |
$25.2K - $31.9K
|
2.02K
$318K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-263- 10.44% |
$25.8K - $32.6K
|
2.26K
$356K
|