Latest Institutional Transactions on Raymond James Financial Inc (RJF)
This table provides information on the latest institutional transactions involving Raymond James Financial Inc (RJF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
153+ 2.48% |
$21.1K - $26.4K
|
6.33K
$855K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 3.23% |
$189K - $237K
|
44K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-10- 2.04% |
$1.38K - $1.73K
|
480
$64.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.98K- 53.4% |
$1.37M - $1.72M
|
8.71K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-90- 2.89% |
$12.4K - $15.5K
|
3.02K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
22.1K+ 154.83% |
$3.04M - $3.81M
|
36.4K
$4.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.63K- 5.2% |
$499K - $626K
|
66.1K
$8.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-187- 1.91% |
$25.7K - $32.3K
|
9.62K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
3.04K+ 13.83% |
$418K - $524K
|
25K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-107- 4.61% |
$14.7K - $18.5K
|
2.22K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
356+ 27.13% |
$49K - $61.5K
|
1.67K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.99K- 8.36% |
$412K - $517K
|
32.8K
$4.43M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.06KNew |
$145K - $182K
|
1.06K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-104- 2.34% |
$14.3K - $18K
|
4.34K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-38.9K- 85.8% |
$5.36M - $6.72M
|
6.44K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
896+ 9.01% |
$123K - $155K
|
10.8K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-30- 1.42% |
$4.13K - $5.18K
|
2.08K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
8.44K+ 450.0% |
$1.16M - $1.46M
|
10.3K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-299- 3.81% |
$41.1K - $51.6K
|
7.56K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-64- 3.6% |
$8.81K - $11K
|
1.72K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$275 - $345
|
7.56K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
80+ 1142.86% |
$11K - $13.8K
|
87
$11.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
132+ 5.65% |
$18.2K - $22.8K
|
2.47K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85New |
$11.7K - $14.7K
|
85
$11.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 8.99% |
$11.3K - $14.2K
|
994
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-266- 1.2% |
$36.6K - $45.9K
|
21.9K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.36% |
$550 - $691
|
1.11K
$149K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21+ 0.31% |
$2.89K - $3.63K
|
6.72K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.35K+ 55.61% |
$186K - $233K
|
3.78K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-670K- 99.28% |
$92.2M - $116M
|
4.86K
$656K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.5K- 1.0% |
$206K - $259K
|
148K
$20M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.95K- 13.28% |
$268K - $336K
|
12.7K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-64.8K- 7.06% |
$8.91M - $11.2M
|
853K
$115M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
43+ 0.8% |
$5.92K - $7.42K
|
5.44K
$734K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3+ 100.0% |
$413 - $518
|
6
$810
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
14New |
$1.93K - $2.42K
|
14
$1.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.1K+ 3.72% |
$151K - $190K
|
30.6K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 17.95% |
$963 - $1.21K
|
32
$4.32K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179New |
$24.6K - $30.9K
|
179
$24.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
210KNew |
$28.8M - $36.2M
|
210K
$28.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.69K+ 6.77% |
$370K - $464K
|
42.4K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-8- 0.25% |
$1.1K - $1.38K
|
3.14K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.26% |
$1.1K - $1.38K
|
3.04K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 0.69% |
$13.8K - $17.3K
|
14.5K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
59+ 2.21% |
$8.12K - $10.2K
|
2.73K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-162- 23.04% |
$22.3K - $28K
|
541
$73.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47+ 10.49% |
$6.47K - $8.11K
|
495
$66.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35New |
$4.82K - $6.04K
|
35
$4.73K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
250+ 7.51% |
$34.4K - $43.2K
|
3.58K
$483K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
38.4K+ 11.57% |
$5.29M - $6.64M
|
371K
$50.1M
|