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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.12K- 40.93% |
$139K - $173K
|
1.62K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 71.43% |
$618 - $769
|
2
$317
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
25+ 28.74% |
$3.09K - $3.85K
|
112
$17.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-161- 12.68% |
$19.9K - $24.8K
|
1.11K
$176K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-16.1K- 5.38% |
$1.99M - $2.48M
|
283K
$44.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.12KNew |
$510K - $635K
|
4.12K
$655K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
80New |
$9.89K - $12.3K
|
80
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
474+ 28.42% |
$58.6K - $72.9K
|
2.14K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 0.6% |
$124 - $154
|
165
$26.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.87K+ 38.69% |
$478K - $595K
|
13.9K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-5- 0.33% |
$618 - $769
|
1.52K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$495 - $616
|
4
$635
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
355+ 22.34% |
$43.9K - $54.6K
|
1.94K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
90+ 18.75% |
$11.1K - $13.8K
|
570
$90.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-200- 3.59% |
$24.7K - $30.8K
|
5.37K
$852K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74New |
$9.15K - $11.4K
|
74
$11.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
264+ 0.79% |
$32.6K - $40.6K
|
33.9K
$5.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
116+ 725.0% |
$14.3K - $17.9K
|
132
$21K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
68New |
$8.41K - $10.5K
|
68
$10.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.25% |
$618 - $769
|
2.01K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 9.42% |
$4.45K - $5.54K
|
418
$66.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.29K- 38.28% |
$160K - $199K
|
2.08K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 11.11% |
$124 - $154
|
10
$1.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.64% |
$124 - $154
|
62
$9.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.21% |
$495 - $616
|
1.88K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
349+ 0.87% |
$43.2K - $53.7K
|
40.4K
$6.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 68.97% |
$12.4K - $15.4K
|
245
$38.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.95% |
$618 - $769
|
531
$84.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.43KNew |
$176K - $219K
|
1.43K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-71- 78.02% |
$8.78K - $10.9K
|
20
$3.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.32% |
$495 - $616
|
300
$47.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-167- 2.05% |
$20.6K - $25.7K
|
8K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$247 - $308
|
4
$635
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-601- 6.33% |
$74.3K - $92.5K
|
8.89K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.74K- 67.96% |
$957K - $1.19M
|
3.65K
$579K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 4.64% |
$2.72K - $3.39K
|
496
$78.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-28- 45.16% |
$3.46K - $4.31K
|
34
$5.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 91.18% |
$3.83K - $4.77K
|
3
$476
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
10+ 0.12% |
$1.24K - $1.54K
|
8.09K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-163- 80.3% |
$20.2K - $25.1K
|
40
$6.35K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-20.7K- 5.19% |
$2.56M - $3.19M
|
379K
$60.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
10+ 0.37% |
$1.24K - $1.54K
|
2.74K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
34New |
$4.2K - $5.23K
|
34
$5.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.6KNew |
$198K - $247K
|
1.6K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-521- 78.58% |
$64.4K - $80.2K
|
142
$22.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 33.33% |
$866 - $1.08K
|
14
$2.22K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.34KNew |
$166K - $207K
|
1.34K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-194- 9.49% |
$24K - $29.9K
|
1.85K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 3.31% |
$495 - $616
|
117
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 75.0% |
$742 - $923
|
14
$2.22K
|
|