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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$15.4K - $21.3K
|
125
$18.9K
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
125+ 0.83% |
$15.4K - $21.3K
|
15.2K
$2.3M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 3.03% |
$15.4K - $21.3K
|
4.24K
$643K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 56.74% |
$15K - $20.8K
|
337
$51.1K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 3.85% |
$14.6K - $20.2K
|
3.21K
$487K
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
116New |
$14.3K - $19.7K
|
116
$17.6K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
112+ 0.31% |
$13.8K - $19.1K
|
35.8K
$5.42M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
107+ 6.05% |
$13.2K - $18.2K
|
1.88K
$284K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 3.36% |
$13.2K - $18.2K
|
3.29K
$499K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
106+ 176.67% |
$13K - $18K
|
166
$25.2K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.67% |
$12.8K - $17.7K
|
4K
$606K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
94+ 23.92% |
$11.6K - $16K
|
487
$73.8K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
82New |
$10.1K - $13.9K
|
82
$12.4K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
76+ 0.68% |
$9.35K - $12.9K
|
11.2K
$1.7M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
75New |
$9.23K - $12.8K
|
75
$11.4K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
73+ 0.5% |
$8.98K - $12.4K
|
14.7K
$2.22M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.86% |
$8.24K - $11.4K
|
7.9K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67+ 3.5% |
$8.24K - $11.4K
|
1.98K
$300K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 2.92% |
$8.12K - $11.2K
|
2.32K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
65+ 3.32% |
$8K - $11.1K
|
2.02K
$307K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 31.03% |
$6.64K - $9.19K
|
228
$34.6K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 8.39% |
$6.15K - $8.51K
|
646
$97.9K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$6.15K - $8.51K
|
50
$7.58K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$5.54K - $7.65K
|
45
$6.82K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 0.5% |
$5.54K - $7.65K
|
8.99K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 7.0% |
$4.67K - $6.46K
|
581
$88K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
38New |
$4.67K - $6.46K
|
38
$5.76K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
36+ 25.9% |
$4.43K - $6.12K
|
175
$26.5K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$4.43K - $6.12K
|
36
$5.46K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 7.46% |
$4.18K - $5.78K
|
490
$74.3K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$4.85K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$4.85K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
28+ 1.02% |
$3.44K - $4.76K
|
2.76K
$419K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
28New |
$3.44K - $4.76K
|
28
$4.24K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$3.2K - $4.42K
|
7.56K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26+ 0.42% |
$3.2K - $4.42K
|
6.21K
$941K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.03% |
$3.08K - $4.25K
|
99.1K
$15M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.22% |
$2.83K - $3.91K
|
10.5K
$1.59M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 0.34% |
$2.83K - $3.91K
|
6.7K
$1.02M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 25.58% |
$2.71K - $3.74K
|
108
$16.4K
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22+ 1.17% |
$2.71K - $3.74K
|
1.9K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.98% |
$2.34K - $3.23K
|
1.96K
$296K
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
19+ 0.24% |
$2.34K - $3.23K
|
8.04K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.76% |
$2.34K - $3.23K
|
2.53K
$384K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
18New |
$2.21K - $3.06K
|
18
$2.73K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$2.09K - $2.89K
|
17
$2.58K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17New |
$2.09K - $2.89K
|
17
$2.58K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
17+ 0.64% |
$2.09K - $2.89K
|
2.67K
$404K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 27.87% |
$2.09K - $2.89K
|
78
$11.8K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
17+ 0.38% |
$2.09K - $2.89K
|
4.44K
$673K
|