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 |
---|---|---|---|---|---|---|---|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-257- 11.31% |
$25.2K - $31.9K
|
2.02K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-263- 10.44% |
$25.8K - $32.6K
|
2.26K
$327K
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-263- 10.44% |
$25.8K - $32.6K
|
2.26K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-265- 1.39% |
$26K - $32.9K
|
18.9K
$2.73M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-280- 4.71% |
$27.5K - $34.7K
|
5.66K
$821K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-284- 1.17% |
$27.8K - $35.2K
|
24K
$3.47M
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.86% |
$29.4K - $37.2K
|
34.5K
$5.01M
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-305- 50.0% |
$29.9K - $37.8K
|
305
$44.2K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-308- 6.52% |
$30.2K - $38.2K
|
4.41K
$640K
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-338- 10.18% |
$33.1K - $41.9K
|
2.98K
$432K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-353- 1.63% |
$34.6K - $43.8K
|
21.4K
$3.1M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-360- 0.75% |
$35.3K - $44.6K
|
47.4K
$6.87M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-360- 3.72% |
$35.3K - $44.6K
|
9.31K
$1.35M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-363- 2.57% |
$35.6K - $45K
|
13.7K
$1.99M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-364- 1.33% |
$35.7K - $45.1K
|
27K
$3.92M
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-370- 1.0% |
$36.3K - $45.9K
|
36.6K
$5.3M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-388- 0.29% |
$38K - $48.1K
|
131K
$19M
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-400- 6.84% |
$39.2K - $49.6K
|
5.45K
$789K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-404- 5.41% |
$39.6K - $50.1K
|
7.06K
$1.02M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-411- 14.49% |
$40.3K - $51K
|
2.43K
$352K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-472- 6.52% |
$46.3K - $58.5K
|
6.77K
$981K
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-484- 3.79% |
$47.5K - $60K
|
12.3K
$1.78M
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-496- 8.14% |
$48.6K - $61.5K
|
5.6K
$811K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-496- 16.69% |
$48.6K - $61.5K
|
2.48K
$359K
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-500- 8.33% |
$49K - $62K
|
5.51K
$798K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-500- 2.24% |
$49K - $62K
|
21.8K
$3.16M
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-500- 18.03% |
$49K - $62K
|
2.27K
$329K
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-505- 2.65% |
$49.5K - $62.6K
|
18.6K
$2.69M
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-505- 16.75% |
$49.5K - $62.6K
|
2.51K
$364K
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-512- 5.8% |
$50.2K - $63.5K
|
8.31K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-530- 19.46% |
$52K - $65.7K
|
2.19K
$318K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-537- 18.92% |
$52.7K - $66.6K
|
2.3K
$334K
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-548- 8.14% |
$53.7K - $67.9K
|
6.18K
$896K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-555- 3.79% |
$54.4K - $68.8K
|
14.1K
$2.04M
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-579- 5.11% |
$56.8K - $71.8K
|
10.7K
$1.56M
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-579- 5.11% |
$56.8K - $71.8K
|
10.7K
$1.56M
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-600- 0.27% |
$58.8K - $74.4K
|
225K
$32.6M
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-620- 6.8% |
$60.8K - $76.9K
|
8.5K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-650- 17.83% |
$63.7K - $80.6K
|
3K
$434K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-652- 9.71% |
$63.9K - $80.8K
|
6.06K
$879K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-675- 19.04% |
$66.2K - $83.7K
|
2.87K
$416K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-680- 1.01% |
$66.7K - $84.3K
|
66.5K
$9.64M
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-690- 8.05% |
$67.7K - $85.5K
|
7.89K
$1.14M
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 7.02% |
$68.6K - $86.8K
|
9.28K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-708- 11.52% |
$69.4K - $87.8K
|
5.44K
$788K
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-750- 27.27% |
$73.5K - $93K
|
2K
$290K
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-850- 7.76% |
$83.4K - $105K
|
10.1K
$1.46M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-860- 10.34% |
$84.3K - $107K
|
7.46K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-866- 25.49% |
$84.9K - $107K
|
2.53K
$367K
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-875- 3.5% |
$85.8K - $108K
|
24.2K
$3.5M
|