A detailed history of Montag & Caldwell, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Montag & Caldwell, LLC holds 10,257 shares of RJF stock, worth $1.61 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
10,257
Previous 10,247 0.1%
Holding current value
$1.61 Million
Previous $1.27 Million 0.79%
% of portfolio
0.26%
Previous 0.26%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$106.39 - $125.13 $1,063 - $1,251
10 Added 0.1%
10,257 $1.26 Million
Q2 2024

Aug 09, 2024

BUY
$115.67 - $129.99 $2,082 - $2,339
18 Added 0.18%
10,247 $1.27 Million
Q1 2024

May 01, 2024

BUY
$109.13 - $128.42 $49,981 - $58,816
458 Added 4.69%
10,229 $1.31 Million
Q4 2023

Feb 05, 2024

SELL
$91.83 - $113.67 $3,305 - $4,092
-36 Reduced 0.37%
9,771 $1.09 Million
Q3 2023

Nov 03, 2023

BUY
$99.55 - $110.94 $8,859 - $9,873
89 Added 0.92%
9,807 $984,000
Q1 2023

May 15, 2023

SELL
$87.16 - $118.11 $1,830 - $2,480
-21 Reduced 0.22%
9,718 $906,000
Q4 2022

Feb 14, 2023

SELL
$98.06 - $123.98 $17,160 - $21,696
-175 Reduced 1.77%
9,739 $1.04 Million
Q3 2022

Nov 14, 2022

BUY
$25.39 - $110.98 $2,894 - $12,651
114 Added 1.16%
9,914 $980,000
Q2 2022

Aug 09, 2022

BUY
$85.45 - $113.79 $24,524 - $32,657
287 Added 3.02%
9,800 $876,000
Q1 2022

May 12, 2022

BUY
$92.96 - $115.44 $340,419 - $422,741
3,662 Added 62.59%
9,513 $1.05 Million
Q4 2021

Feb 14, 2022

BUY
$93.38 - $102.53 $546,366 - $599,903
5,851 New
5,851 $587,000
Q1 2020

May 01, 2020

SELL
$36.73 - $67.51 $202,712 - $372,587
-5,519 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$50.96 - $60.88 $82,402 - $98,442
1,617 Added 41.44%
5,519 $494,000
Q3 2019

Nov 04, 2019

BUY
$48.87 - $58.23 $13,194 - $15,722
270 Added 7.43%
3,902 $322,000
Q1 2019

May 01, 2019

BUY
$47.69 - $56.31 $6,962 - $8,221
146 Added 4.19%
3,632 $292,000
Q4 2018

Feb 01, 2019

BUY
$46.47 - $63.21 $24,071 - $32,742
518 Added 17.45%
3,486 $259,000
Q3 2018

Nov 01, 2018

SELL
$58.79 - $64.84 $142,506 - $157,172
-2,424 Reduced 44.96%
2,968 $273,000
Q2 2018

Aug 01, 2018

SELL
$56.55 - $67.82 $1,696 - $2,034
-30 Reduced 0.55%
5,392 $482,000
Q1 2018

May 02, 2018

BUY
$57.37 - $65.83 $39,642 - $45,488
691 Added 14.61%
5,422 $485,000
Q4 2017

Feb 01, 2018

BUY
$55.19 - $60.43 $9,382 - $10,273
170 Added 3.73%
4,731 $422,000
Q3 2017

Nov 01, 2017

BUY
$49.87 - $56.38 $227,457 - $257,149
4,561
4,561 $385,000

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $33.8B
  • Description
  • Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...
More about RJF
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