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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
187New |
$28.9K - $33K
|
187
$29.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 2.35% |
$5.26K - $6K
|
1.48K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.95% |
$2.16K - $2.47K
|
1.49K
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-353- 9.81% |
$54.6K - $62.3K
|
3.25K
$515K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 1.16% |
$309 - $353
|
174
$27.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.64K- 7.38% |
$253K - $289K
|
20.6K
$3.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-397- 7.07% |
$61.4K - $70K
|
5.22K
$828K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
93+ 2.63% |
$14.4K - $16.4K
|
3.63K
$576K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.99K- 3.35% |
$308K - $351K
|
57.4K
$9.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
5+ 0.21% |
$773 - $882
|
2.43K
$385K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142- 0.96% |
$22K - $25.1K
|
14.7K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-166- 6.08% |
$25.7K - $29.3K
|
2.56K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
118+ 0.38% |
$18.2K - $20.8K
|
31.2K
$4.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-41- 1.79% |
$6.34K - $7.23K
|
2.24K
$356K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.28K- 13.76% |
$353K - $403K
|
14.3K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 22.92% |
$1.7K - $1.94K
|
59
$9.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
336+ 1.2% |
$52K - $59.3K
|
28.4K
$4.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
153+ 5.05% |
$23.7K - $27K
|
3.18K
$505K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
854New |
$132K - $151K
|
854
$136K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1- 0.07% |
$155 - $176
|
1.39K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
1K+ 66.49% |
$155K - $177K
|
2.51K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 25.12% |
$40.1K - $45.7K
|
1.29K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.47K- 6.73% |
$227K - $259K
|
20.3K
$3.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6+ 0.29% |
$928 - $1.06K
|
2.08K
$330K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.28K- 3.3% |
$197K - $225K
|
37.4K
$5.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
1.82KNew |
$281K - $320K
|
1.82K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 3.85% |
$21.8K - $24.9K
|
3.81K
$604K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
6New |
$928 - $1.06K
|
6
$952
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-36- 0.13% |
$5.57K - $6.35K
|
26.8K
$4.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 27.27% |
$464 - $529
|
14
$2.22K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 23.85% |
$1.91M - $2.18M
|
39.5K
$6.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 91.18% |
$4.79K - $5.47K
|
3
$476
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3+ 6.67% |
$464 - $529
|
48
$7.62K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.38% |
$464 - $529
|
129
$20.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-42- 3.77% |
$6.49K - $7.41K
|
1.07K
$170K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.6KNew |
$557K - $636K
|
3.6K
$572K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
1.19KNew |
$184K - $209K
|
1.19K
$188K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
74+ 0.64% |
$11.4K - $13.1K
|
11.6K
$1.84M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$464 - $529
|
3
$476
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
2.4K+ 1.81% |
$297K - $369K
|
135K
$21.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 8.51% |
$2.43M - $3.02M
|
211K
$33.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
510+ 13.52% |
$63.1K - $78.5K
|
4.28K
$680K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7.06K- 35.59% |
$873K - $1.09M
|
12.8K
$2.03M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12New |
$1.48K - $1.85K
|
12
$1.9K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.37K- 91.04% |
$540K - $673K
|
430
$68.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 100.0% |
$1.11K - $1.38K
|
18
$2.86K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
10New |
$1.24K - $1.54K
|
10
$1.59K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.01K- 1.56% |
$125K - $155K
|
63.7K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
39New |
$4.82K - $6K
|
39
$6.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.2K- 36.78% |
$396K - $492K
|
5.5K
$873K
|
|