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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.57% |
$138 - $173
|
175
$27.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9New |
$1.24K - $1.55K
|
9
$1.43K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.52KNew |
$484K - $607K
|
3.52K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 6.9% |
$275 - $345
|
31
$4.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$449K - $563K
|
3.26K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
55New |
$7.57K - $9.5K
|
55
$8.73K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-14- 0.17% |
$1.93K - $2.42K
|
8.14K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-8.26K- 53.07% |
$1.14M - $1.43M
|
7.3K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 62.12% |
$16.9K - $21.2K
|
75
$11.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
4.04K+ 12.31% |
$555K - $697K
|
36.8K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-79- 4.54% |
$10.9K - $13.6K
|
1.66K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.51KNew |
$345K - $433K
|
2.51K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
12New |
$1.65K - $2.07K
|
12
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1+ 0.04% |
$138 - $173
|
2.43K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$10.2K - $12.8K
|
74
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 30.3% |
$1.38K - $1.73K
|
23
$3.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 16.67% |
$138 - $173
|
7
$1.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-187- 1.91% |
$25.7K - $32.3K
|
9.62K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
85New |
$11.7K - $14.7K
|
85
$13.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
179New |
$24.6K - $30.9K
|
179
$28.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35New |
$4.82K - $6.04K
|
35
$5.56K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-286- 9.64% |
$39.4K - $49.4K
|
2.68K
$426K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
11.8K+ 45.52% |
$1.62M - $2.03M
|
37.6K
$5.97M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
19New |
$2.34K - $3.23K
|
19
$3.02K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
20.3KNew |
$2.49M - $3.45M
|
20.3K
$3.22M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
538+ 16.6% |
$66.2K - $91.5K
|
3.78K
$600K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
33New |
$4.06K - $5.61K
|
33
$5.24K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3New |
$369 - $510
|
3
$476
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-158- 1.49% |
$19.4K - $26.9K
|
10.5K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 10.72% |
$9.43M - $13M
|
792K
$126M
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.4KNew |
$172K - $238K
|
1.4K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$123 - $170
|
4K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
65+ 3.32% |
$8K - $11.1K
|
2.02K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.77KNew |
$956K - $1.32M
|
7.77K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-400- 16.67% |
$49.2K - $68K
|
2K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
13.4KNew |
$1.65M - $2.28M
|
13.4K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
18.6K+ 399.57% |
$2.29M - $3.16M
|
23.3K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-50.5K- 96.93% |
$6.21M - $8.59M
|
1.6K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Davis Asset Management, L.P.
Sausalito, CA |
SELL
|
- |
-30K- 10.0% |
$3.69M - $5.1M
|
270K
$42.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
2.81KNew |
$345K - $477K
|
2.81K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.77KNew |
$341K - $471K
|
2.77K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
40KNew |
$4.92M - $6.8M
|
40K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
525KNew |
$64.6M - $89.4M
|
525K
$83.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
9.2K+ 114.83% |
$1.13M - $1.56M
|
17.2K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.17KNew |
$144K - $200K
|
1.17K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$4.43K - $6.12K
|
36
$5.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$615 - $851
|
5
$794
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
340New |
$41.8K - $57.8K
|
340
$54K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$162K - $224K
|
1.32K
$209K
|
|