Purchases and Sales Made in Q4 2024 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$176K - $244K
|
1.43K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$176K - $243K
|
1.43K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.43KNew |
$176K - $243K
|
1.43K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.43KNew |
$176K - $243K
|
1.43K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.43K+ 8.06% |
$175K - $242K
|
19.1K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.43KNew |
$175K - $242K
|
1.43K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$174K - $241K
|
1.42K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.4KNew |
$172K - $238K
|
1.4K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.39KNew |
$171K - $236K
|
1.39K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.36K+ 3.46% |
$168K - $232K
|
40.7K
$6.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36KNew |
$167K - $231K
|
1.36K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.35KNew |
$166K - $230K
|
1.35K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$165K - $228K
|
1.34K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$162K - $224K
|
1.32K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.32KNew |
$162K - $224K
|
1.32K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.31KNew |
$161K - $223K
|
1.31K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.3K+ 1.7% |
$160K - $221K
|
77.7K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.3KNew |
$160K - $221K
|
1.3K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.29KNew |
$159K - $220K
|
1.29K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.29KNew |
$159K - $219K
|
1.29K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28KNew |
$158K - $218K
|
1.28K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.27K+ 10.39% |
$156K - $216K
|
13.5K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 2.35% |
$152K - $210K
|
53.9K
$8.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.17KNew |
$144K - $200K
|
1.17K
$188K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.17K+ 36.02% |
$144K - $199K
|
4.42K
$707K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.17K+ 40.92% |
$144K - $199K
|
4.03K
$645K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17K+ 77.99% |
$143K - $198K
|
2.66K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.16K+ 4.53% |
$142K - $196K
|
26.6K
$4.26M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.09KNew |
$134K - $186K
|
1.09K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1K+ 6.47% |
$123K - $170K
|
16.5K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
994+ 6.16% |
$122K - $169K
|
17.1K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
980New |
$121K - $167K
|
980
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
965+ 5.52% |
$119K - $164K
|
18.5K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
900+ 3.18% |
$111K - $153K
|
29.2K
$4.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
897+ 6.53% |
$110K - $153K
|
14.6K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
894+ 4.95% |
$110K - $152K
|
19K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
893+ 21.06% |
$110K - $152K
|
5.13K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
841+ 2.96% |
$103K - $143K
|
29.2K
$4.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
772+ 31.64% |
$95K - $131K
|
3.21K
$514K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
769+ 2.0% |
$94.6K - $131K
|
39.1K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
768+ 8.56% |
$94.5K - $131K
|
9.74K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
713+ 15.19% |
$87.7K - $121K
|
5.41K
$865K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
692+ 8.88% |
$85.1K - $118K
|
8.48K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
674+ 2.34% |
$82.9K - $115K
|
29.5K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
658+ 3.19% |
$80.9K - $112K
|
21.3K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
600+ 1.56% |
$73.8K - $102K
|
39.1K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
588+ 2.42% |
$72.3K - $100K
|
24.9K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
587+ 24.64% |
$72.2K - $99.8K
|
2.97K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
575New |
$70.7K - $97.8K
|
575
$92K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
553+ 0.03% |
$68K - $94.1K
|
2.16M
$345M
|