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, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-6.3K- 97.9% |
$586K - $727K
|
135
$21.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-800- 36.36% |
$74.4K - $92.4K
|
1.4K
$220K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-57Closed |
$5.3K - $6.58K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Golden Green, Inc.
|
SELL
|
- |
-11.1KClosed |
$1.03M - $1.28M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9New |
$837 - $1.04K
|
9
$1.42K
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-4KClosed |
$372K - $462K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.93KNew |
$272K - $338K
|
2.93K
$460K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-97Closed |
$9.02K - $11.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
692+ 3.24% |
$64.6K - $71K
|
22.1K
$3.47M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-21Closed |
$1.96K - $2.15K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
36New |
$3.36K - $3.69K
|
36
$5.66K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
163New |
$15.2K - $16.7K
|
163
$25.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
12K+ 52.09% |
$1.12M - $1.23M
|
35K
$5.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-64Closed |
$5.98K - $6.56K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-2KClosed |
$187K - $205K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-2.9KClosed |
$271K - $297K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-6.22KClosed |
$581K - $638K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-75.5KClosed |
$7.05M - $7.74M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$203K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.4KClosed |
$224K - $246K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.26KClosed |
$211K - $232K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.88KClosed |
$269K - $295K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-87.1KClosed |
$8.13M - $8.93M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.5KNew |
$233K - $256K
|
2.5K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-800Closed |
$74.7K - $82K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$654 - $718
|
7
$1.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
100K+ 50.0% |
$9.34M - $10.3M
|
300K
$47.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-801Closed |
$74.8K - $82.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
51New |
$4.76K - $5.23K
|
51
$8.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
757New |
$70.7K - $77.6K
|
757
$119K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-839Closed |
$78.3K - $86K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-66Closed |
$6.16K - $6.77K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2Closed |
$187 - $205
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bailey Value Limited Partnership
Danvers, MA |
BUY
|
- |
2.5K+ 50.0% |
$233K - $256K
|
7.5K
$1.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-81Closed |
$7.56K - $8.3K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-1.01KClosed |
$94.6K - $104K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-86.8KClosed |
$8.1M - $8.89M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 09, 2024
Q3 2021
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.63K+ 49.97% |
$135K - $156K
|
4.9K
$771K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.74K - $2K
|
21
$3.3K
|
|
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
152KNew |
$12.5M - $14.4M
|
152K
$23.8M
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
49New |
$4.05K - $4.67K
|
49
$7.71K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 50.0% |
$496 - $572
|
18
$2.83K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-822Closed |
$68K - $78.4K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
6+ 46.15% |
$496 - $572
|
19
$2.99K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.16KClosed |
$261K - $301K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-14.2KClosed |
$1.17M - $1.35M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21.3KNew |
$1.76M - $2.03M
|
21.3K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.57KClosed |
$130K - $150K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
99.4K+ 50.0% |
$8.22M - $9.47M
|
298K
$46.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.39K+ 50.0% |
$115K - $132K
|
4.16K
$654K
|
|