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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
116K+ 1685.44% |
$2.94M - $12.8M
|
122K
$19.3M
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8KNew |
$203K - $888K
|
8K
$1.26M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
188+ 21.71% |
$4.77K - $20.9K
|
1.05K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
16K+ 159.8% |
$406K - $1.78M
|
26K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.23KNew |
$56.5K - $247K
|
2.23K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
719New |
$18.3K - $79.8K
|
719
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.75K+ 4.0% |
$44.4K - $194K
|
45.5K
$7.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
300KNew |
$7.62M - $33.3M
|
300K
$47.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
357+ 7.53% |
$9.06K - $39.6K
|
5.1K
$802K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.15KNew |
$54.5K - $238K
|
2.15K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Repertoire Partners LP
New York, NY |
SELL
|
- |
-350- 70.0% |
$8.89K - $38.8K
|
150
$23.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
9.76KNew |
$248K - $1.08M
|
9.76K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.45K+ 49.82% |
$113K - $494K
|
13.4K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.17KNew |
$29.8K - $130K
|
1.17K
$184K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.79K+ 0.77% |
$70.7K - $309K
|
367K
$57.7M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
192New |
$4.87K - $21.3K
|
192
$30.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
9.67K+ 76.69% |
$246K - $1.07M
|
22.3K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
556New |
$14.1K - $61.7K
|
556
$87.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
236K+ 13.07% |
$6M - $26.2M
|
2.04M
$321M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
8New |
$203 - $888
|
8
$1.26K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.6K- 10.65% |
$40.7K - $178K
|
13.4K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
120+ 4.72% |
$3.05K - $13.3K
|
2.66K
$419K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.54KNew |
$64.5K - $282K
|
2.54K
$399K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
744+ 48.98% |
$18.9K - $82.6K
|
2.26K
$356K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3- 0.87% |
$76.2 - $333
|
340
$53.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-1.1K- 2.53% |
$27.9K - $122K
|
42.4K
$6.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
103New |
$2.62K - $11.4K
|
103
$16.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
78New |
$1.98K - $8.66K
|
78
$12.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-126- 51.01% |
$3.2K - $14K
|
121
$19K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
442New |
$11.2K - $49.1K
|
442
$69.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.18KNew |
$55.4K - $242K
|
2.18K
$343K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
500New |
$12.7K - $55.5K
|
500
$78.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.01K- 23.46% |
$25.5K - $112K
|
3.28K
$516K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
61New |
$1.55K - $6.77K
|
61
$9.59K
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12New |
$305 - $1.33K
|
12
$1.89K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.81KNew |
$46K - $201K
|
1.81K
$285K
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-160- 2.96% |
$4.06K - $17.8K
|
5.24K
$824K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.37KNew |
$85.4K - $373K
|
3.37K
$529K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
195+ 6.66% |
$4.95K - $21.6K
|
3.12K
$491K
|
|
|
Oct 24, 2022
Q3 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27KNew |
$686K - $3M
|
27K
$4.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.14KNew |
$79.7K - $348K
|
3.14K
$494K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$307K - $1.34M
|
12.1K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.47KNew |
$113K - $496K
|
4.47K
$703K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.47K+ 35.9% |
$37.3K - $163K
|
5.56K
$875K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-81Closed |
$6.92K - $9.22K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50Closed |
$4.27K - $5.69K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-63Closed |
$5.38K - $7.17K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-42Closed |
$3.59K - $4.78K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-66- 8.43% |
$5.64K - $7.51K
|
717
$113K
|
|