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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
157+ 6.23% |
$19.3K - $26.7K
|
2.68K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
155+ 23.0% |
$19.1K - $26.4K
|
829
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151+ 0.75% |
$18.6K - $25.7K
|
20.2K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150+ 9.85% |
$18.5K - $25.5K
|
1.67K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 4.49% |
$17.6K - $24.3K
|
3.33K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
142+ 7.28% |
$17.5K - $24.2K
|
2.09K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
142+ 5.55% |
$17.5K - $24.2K
|
2.7K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
141+ 0.6% |
$17.3K - $24K
|
23.7K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
138+ 43.81% |
$17K - $23.5K
|
453
$72.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
131+ 2.37% |
$16.1K - $22.3K
|
5.66K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 5.94% |
$15.7K - $21.8K
|
2.28K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
127+ 120.95% |
$15.6K - $21.6K
|
232
$37.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 3.03% |
$15.4K - $21.3K
|
4.24K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
125+ 0.83% |
$15.4K - $21.3K
|
15.2K
$2.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$15.4K - $21.3K
|
125
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 56.74% |
$15K - $20.8K
|
337
$53.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 3.85% |
$14.6K - $20.2K
|
3.21K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
116New |
$14.3K - $19.7K
|
116
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
112+ 0.31% |
$13.8K - $19.1K
|
35.8K
$5.73M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 3.36% |
$13.2K - $18.2K
|
3.29K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
107+ 6.05% |
$13.2K - $18.2K
|
1.88K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
106+ 176.67% |
$13K - $18K
|
166
$26.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.67% |
$12.8K - $17.7K
|
4K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
94+ 23.92% |
$11.6K - $16K
|
487
$77.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
82New |
$10.1K - $13.9K
|
82
$13.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
76+ 0.68% |
$9.35K - $12.9K
|
11.2K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
75New |
$9.23K - $12.8K
|
75
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
73+ 0.5% |
$8.98K - $12.4K
|
14.7K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67+ 3.5% |
$8.24K - $11.4K
|
1.98K
$317K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.86% |
$8.24K - $11.4K
|
7.9K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 2.92% |
$8.12K - $11.2K
|
2.32K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
65+ 3.32% |
$8K - $11.1K
|
2.02K
$324K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 31.03% |
$6.64K - $9.19K
|
228
$36.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 8.39% |
$6.15K - $8.51K
|
646
$103K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$6.15K - $8.51K
|
50
$8K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 0.5% |
$5.54K - $7.65K
|
8.99K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$5.54K - $7.65K
|
45
$7.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
38New |
$4.67K - $6.46K
|
38
$6.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 7.0% |
$4.67K - $6.46K
|
581
$93K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$4.43K - $6.12K
|
36
$5.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
36+ 25.9% |
$4.43K - $6.12K
|
175
$28K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 7.46% |
$4.18K - $5.78K
|
490
$78.4K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
33New |
$4.06K - $5.61K
|
33
$5.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$5.12K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$5.12K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
28+ 1.02% |
$3.44K - $4.76K
|
2.76K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
28New |
$3.44K - $4.76K
|
28
$4.48K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
28+ 1.02% |
$3.44K - $4.76K
|
2.76K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26+ 0.42% |
$3.2K - $4.42K
|
6.21K
$993K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$3.2K - $4.42K
|
7.56K
$1.21M
|