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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.0% |
$91.8 - $114
|
20.8K
$3.22M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$91.8 - $114
|
3.86K
$598K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.58% |
$91.8 - $114
|
172
$26.7K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 3.57% |
$91.8 - $114
|
29
$4.5K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1+ 0.01% |
$91.8 - $114
|
9.14K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$91.8 - $114
|
4.79K
$742K
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 2.44% |
$91.8 - $114
|
40
$6.2K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 1.79% |
$184 - $227
|
110
$17.1K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2- 14.29% |
$184 - $227
|
12
$1.86K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$184 - $227
|
7.03K
$1.09M
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3- 0.05% |
$275 - $341
|
6.53K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3- 0.05% |
$275 - $341
|
6.25K
$969K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 4.3% |
$367 - $455
|
89
$13.8K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 1.66% |
$643 - $796
|
414
$64.2K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-10- 2.25% |
$918 - $1.14K
|
434
$67.3K
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-12- 0.48% |
$1.1K - $1.36K
|
2.48K
$385K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.12% |
$1.1K - $1.36K
|
10.3K
$1.6M
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 0.58% |
$1.19K - $1.48K
|
2.24K
$347K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-13- 0.34% |
$1.19K - $1.48K
|
3.85K
$597K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 58.33% |
$1.29K - $1.59K
|
10
$1.55K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.43% |
$1.38K - $1.71K
|
3.48K
$539K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 84.21% |
$1.47K - $1.82K
|
3
$465
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.26% |
$1.47K - $1.82K
|
6.17K
$957K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-20- 0.98% |
$1.84K - $2.27K
|
2.03K
$314K
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23- 0.7% |
$2.11K - $2.61K
|
3.27K
$507K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 1.63% |
$2.57K - $3.18K
|
1.69K
$262K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 1.08% |
$2.57K - $3.18K
|
2.57K
$398K
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-30- 0.8% |
$2.75K - $3.41K
|
3.72K
$576K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-32- 1.44% |
$2.94K - $3.64K
|
2.19K
$339K
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-33- 0.27% |
$3.03K - $3.75K
|
12K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 0.79% |
$3.03K - $3.75K
|
4.12K
$639K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-34- 6.73% |
$3.12K - $3.86K
|
471
$73K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-34- 6.07% |
$3.12K - $3.86K
|
526
$81.6K
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.37% |
$3.31K - $4.09K
|
9.77K
$1.51M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-39- 8.74% |
$3.58K - $4.43K
|
407
$63.1K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-41- 1.91% |
$3.77K - $4.66K
|
2.1K
$326K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-44- 2.05% |
$4.04K - $5K
|
2.1K
$325K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-44- 0.96% |
$4.04K - $5K
|
4.52K
$701K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-44- 40.0% |
$4.04K - $5K
|
66
$10.2K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48- 44.86% |
$4.41K - $5.46K
|
59
$9.15K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-50- 0.77% |
$4.59K - $5.68K
|
6.46K
$1M
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 2.44% |
$4.59K - $5.68K
|
2K
$311K
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-51- 2.38% |
$4.68K - $5.8K
|
2.09K
$325K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-51- 20.99% |
$4.68K - $5.8K
|
192
$29.8K
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-54- 1.57% |
$4.96K - $6.14K
|
3.38K
$525K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 2.48% |
$5.14K - $6.37K
|
2.2K
$341K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-66- 1.74% |
$6.06K - $7.5K
|
3.74K
$580K
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-67- 0.77% |
$6.15K - $7.62K
|
8.59K
$1.33M
|