Purchases and Sales Made in Q4 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
192+ 5.91% |
$17.6K - $21.8K
|
3.44K
$534K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
192+ 52.46% |
$17.6K - $21.8K
|
558
$86.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
190+ 5.16% |
$17.4K - $21.6K
|
3.87K
$601K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
176+ 1.18% |
$16.2K - $20K
|
15.1K
$2.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
161+ 4.5% |
$14.8K - $18.3K
|
3.74K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
157+ 0.71% |
$14.4K - $17.8K
|
22.4K
$3.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
152+ 0.62% |
$14K - $17.3K
|
24.5K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
150+ 937.5% |
$13.8K - $17.1K
|
166
$25.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
149+ 6.43% |
$13.7K - $16.9K
|
2.47K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
145+ 2.2% |
$13.3K - $16.5K
|
6.72K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
142+ 0.47% |
$13K - $16.1K
|
30.2K
$4.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
136+ 32.69% |
$12.5K - $15.5K
|
552
$85.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
134+ 0.13% |
$12.3K - $15.2K
|
102K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
129+ 1.96% |
$11.8K - $14.7K
|
6.7K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
120New |
$11K - $13.6K
|
120
$18.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
118+ 0.42% |
$10.8K - $13.4K
|
28.3K
$4.39M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
118+ 0.42% |
$10.8K - $13.4K
|
28.3K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
109+ 573.68% |
$10K - $12.4K
|
128
$19.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
103New |
$9.46K - $11.7K
|
103
$16K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.69% |
$9.18K - $11.4K
|
14.6K
$2.27M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
99+ 0.93% |
$9.09K - $11.3K
|
10.8K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
96+ 12.36% |
$8.82K - $10.9K
|
873
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
91+ 9.32% |
$8.36K - $10.3K
|
1.07K
$165K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.26K - $10.2K
|
90
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
89+ 11.6% |
$8.17K - $10.1K
|
856
$133K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
88+ 1.52% |
$8.08K - $10K
|
5.86K
$909K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
85+ 0.2% |
$7.81K - $9.66K
|
43.2K
$6.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
81+ 1.44% |
$7.44K - $9.21K
|
5.7K
$884K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
75+ 1.95% |
$6.89K - $8.53K
|
3.92K
$608K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
74+ 0.62% |
$6.8K - $8.41K
|
12K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72New |
$6.61K - $8.18K
|
72
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72+ 0.94% |
$6.61K - $8.18K
|
7.75K
$1.2M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
68New |
$6.24K - $7.73K
|
68
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
64+ 304.76% |
$5.88K - $7.27K
|
85
$13.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 0.98% |
$5.69K - $7.05K
|
6.38K
$988K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
61+ 0.19% |
$5.6K - $6.93K
|
32.9K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60+ 12.0% |
$5.51K - $6.82K
|
560
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 2.28% |
$5.42K - $6.71K
|
2.65K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 13.67% |
$5.23K - $6.48K
|
474
$73.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57New |
$5.23K - $6.48K
|
57
$8.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
55+ 0.68% |
$5.05K - $6.25K
|
8.13K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 192.59% |
$4.78K - $5.91K
|
79
$12.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
50New |
$4.59K - $5.68K
|
50
$7.75K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 353.85% |
$4.22K - $5.23K
|
59
$9.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$4.13K - $5.12K
|
45
$6.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44+ 2.95% |
$4.04K - $5K
|
1.54K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
43+ 1.06% |
$3.95K - $4.89K
|
4.11K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42New |
$3.86K - $4.77K
|
42
$6.51K
|