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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-79- 3.73% |
$12.5K - $13.2K
|
2.04K
$324K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-101- 2.36% |
$16K - $16.9K
|
4.18K
$664K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
186+ 1.38% |
$29.4K - $31.2K
|
13.6K
$2.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.11K- 68.75% |
$808K - $857K
|
2.33K
$369K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
116+ 5.98% |
$18.3K - $19.4K
|
2.06K
$326K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$316 - $335
|
7.64K
$1.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
414+ 0.29% |
$65.4K - $69.4K
|
145K
$23M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 51.61% |
$2.53K - $2.68K
|
47
$7.46K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9.73K- 19.46% |
$1.54M - $1.63M
|
40.3K
$6.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.69KNew |
$741K - $786K
|
4.69K
$744K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2+ 0.11% |
$316 - $335
|
1.81K
$287K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.42K+ 3.15% |
$225K - $238K
|
46.5K
$7.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-154- 5.46% |
$24.3K - $25.8K
|
2.67K
$423K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
68+ 2.51% |
$10.7K - $11.4K
|
2.78K
$442K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-500- 5.5% |
$79K - $83.8K
|
8.6K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-840- 10.43% |
$133K - $141K
|
7.22K
$1.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.33K- 11.58% |
$527K - $559K
|
25.4K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.65K- 35.64% |
$419K - $445K
|
4.79K
$760K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-300- 1.23% |
$47.4K - $50.3K
|
24.2K
$3.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.96% |
$2.05K - $2.18K
|
1.37K
$217K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 0.7% |
$632 - $671
|
566
$89.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
93.9K+ 345.89% |
$14.8M - $15.7M
|
121K
$19.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-31- 3.28% |
$4.9K - $5.2K
|
913
$145K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
508+ 1.96% |
$80.3K - $85.2K
|
26.4K
$4.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-125K- 19.52% |
$19.7M - $20.9M
|
514K
$81.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 8.33% |
$158 - $168
|
13
$2.06K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
240+ 1.28% |
$37.9K - $40.2K
|
19K
$3.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.49KNew |
$235K - $250K
|
1.49K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3+ 0.03% |
$474 - $503
|
10.4K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
129+ 2.04% |
$20.4K - $21.6K
|
6.46K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.26K+ 8.25% |
$673K - $714K
|
55.9K
$8.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 10.52% |
$9.64K - $10.2K
|
641
$102K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 15.0% |
$474 - $503
|
17
$2.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
291+ 4.08% |
$46K - $48.8K
|
7.42K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
6New |
$948 - $1.01K
|
6
$952
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.17% |
$3.48K - $3.69K
|
1.86K
$296K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3- 27.27% |
$474 - $503
|
8
$1.27K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-165- 10.86% |
$26.1K - $27.7K
|
1.35K
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-508- 20.13% |
$80.3K - $85.2K
|
2.02K
$320K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.46K- 4.13% |
$388K - $412K
|
57.1K
$9.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
172+ 452.63% |
$27.2K - $28.8K
|
210
$33.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 3.11% |
$3.79K - $4.02K
|
747
$119K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.96K- 9.38% |
$627K - $665K
|
38.3K
$6.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.36K+ 71.47% |
$531K - $563K
|
8.05K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-15- 1.11% |
$2.37K - $2.51K
|
1.34K
$213K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
SELL
|
- |
-7.9K- 95.18% |
$1.25M - $1.32M
|
400
$63.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-265- 1.87% |
$41.9K - $44.4K
|
13.9K
$2.21M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26+ 12.15% |
$4.11K - $4.36K
|
240
$38.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
19New |
$3K - $3.19K
|
19
$3.02K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
348+ 5.47% |
$55K - $58.3K
|
6.71K
$1.06M
|
|