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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
1KNew |
$106K - $125K
|
1K
$159K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-6.07K- 98.84% |
$646K - $760K
|
71
$11.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6New |
$638 - $751
|
6
$952
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-839- 5.32% |
$89.3K - $105K
|
14.9K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
8.5KNew |
$904K - $1.06M
|
8.5K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.7KNew |
$288K - $338K
|
2.7K
$429K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
23+ 5.36% |
$2.45K - $2.88K
|
452
$71.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$106 - $125
|
1
$159
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
259New |
$27.6K - $32.4K
|
259
$41.1K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
412+ 18.33% |
$47.7K - $53.6K
|
2.66K
$422K
|
|
|
Nov 04, 2025
Q2 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-3.37KClosed |
$390K - $438K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-3- 0.1% |
$347 - $390
|
3.07K
$488K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 0.9% |
$347 - $390
|
330
$52.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
500New |
$57.8K - $65K
|
500
$79.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
37+ 1.87% |
$4.28K - $4.81K
|
2.01K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.88KNew |
$218K - $245K
|
1.88K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$229K - $257K
|
1.98K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
56New |
$6.48K - $7.28K
|
56
$8.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 45.0% |
$52.1K - $58.5K
|
550
$87.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
298K+ 275.53% |
$34.4M - $38.7M
|
406K
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.64K- 30.28% |
$190K - $213K
|
3.78K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-817K- 5.37% |
$94.5M - $106M
|
14.4M
$2.28B
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
7.7KNew |
$891K - $1M
|
7.7K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
75New |
$8.68K - $9.75K
|
75
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 11.11% |
$8.68K - $9.75K
|
600
$95.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45+ 31.91% |
$5.21K - $5.85K
|
186
$29.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-31- 12.97% |
$3.59K - $4.03K
|
208
$33K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$116 - $130
|
5.66K
$899K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
41.6KNew |
$4.82M - $5.41M
|
41.6K
$6.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4.84KNew |
$559K - $629K
|
4.84K
$768K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-205- 1.7% |
$23.7K - $26.6K
|
11.8K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8New |
$925 - $1.04K
|
8
$1.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 67.57% |
$2.89K - $3.25K
|
62
$9.84K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
555New |
$64.2K - $72.1K
|
555
$88.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18New |
$2.08K - $2.34K
|
18
$2.86K
|
|
|
Jul 19, 2024
Q2 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-65.2K- 28.54% |
$7.54M - $8.47M
|
163K
$25.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$3.82K - $4.29K
|
33
$5.24K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-32- 0.22% |
$3.7K - $4.16K
|
14.6K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
13.1KNew |
$1.52M - $1.71M
|
13.1K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17New |
$1.97K - $2.21K
|
17
$2.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
139New |
$16.1K - $18.1K
|
139
$22.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36New |
$4.16K - $4.68K
|
36
$5.71K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
85New |
$9.83K - $11K
|
85
$13.5K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-1.71K- 14.99% |
$187K - $220K
|
9.7K
$1.54M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.05KNew |
$551K - $648K
|
5.05K
$801K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$218 - $257
|
2
$317
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.86K - $2.18K
|
17
$2.7K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
58New |
$6.33K - $7.45K
|
58
$9.21K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.6KNew |
$1.81M - $2.13M
|
16.6K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-16.8K- 16.45% |
$1.83M - $2.15M
|
85.1K
$13.5M
|
|