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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 45.45% |
$413 - $477
|
16
$2.52K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.6KClosed |
$628K - $724K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
13.4K+ 50.0% |
$1.11M - $1.27M
|
40.1K
$6.31M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 50.0% |
$3.06K - $3.53K
|
111
$17.5K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
58New |
$4.8K - $5.53K
|
58
$9.12K
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-16KClosed |
$1.32M - $1.53M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-4.12KClosed |
$340K - $392K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9K+ 50.0% |
$157K - $181K
|
5.7K
$896K
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.75KClosed |
$145K - $167K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-26.1KClosed |
$2.16M - $2.49M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.65M - $1.91M
|
20K
$3.15M
|
|
Nov 04, 2021
Q3 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.15K+ 50.0% |
$178K - $205K
|
6.45K
$1.01M
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.01K+ 50.0% |
$83.6K - $96.4K
|
3.03K
$477K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
300New |
$24.8K - $28.6K
|
300
$47.2K
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
126+ 49.8% |
$10.4K - $12K
|
379
$59.6K
|
|
Oct 20, 2021
Q3 2021
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-6.26KClosed |
$518K - $597K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-80Closed |
$6.62K - $7.63K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.84KClosed |
$235K - $271K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
502+ 49.95% |
$41.5K - $47.9K
|
1.51K
$237K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-19.8KClosed |
$1.64M - $1.8M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133Closed |
$11K - $12.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.34KClosed |
$607K - $669K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
CALL |
-7.5KClosed |
$620K - $683K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.88KClosed |
$569K - $627K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$226K - $249K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-61Closed |
$5.05K - $5.56K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-72Closed |
$5.96K - $6.56K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-32Closed |
$2.65K - $2.91K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37Closed |
$3.06K - $3.37K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-1.74KClosed |
$144K - $159K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-34Closed |
$2.81K - $3.1K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5Closed |
$414 - $455
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.07KClosed |
$171K - $189K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-7Closed |
$579 - $638
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-157Closed |
$9.84K - $12.9K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-4.53KClosed |
$284K - $373K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-2.21KClosed |
$139K - $182K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-24.4KClosed |
$1.53M - $2.01M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-16.8KClosed |
$1.05M - $1.39M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-106Closed |
$6.65K - $8.73K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-99Closed |
$6.21K - $8.16K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
215New |
$13.5K - $17.7K
|
215
$33.8K
|
|
May 07, 2021
Q1 2021
|
University Of Texas
|
SELL
|
- |
-75Closed |
$4.7K - $6.18K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
13.4KNew |
$841K - $1.1M
|
13.4K
$2.11M
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-356Closed |
$22.3K - $29.3K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-74Closed |
$4.64K - $6.1K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-26Closed |
$1.63K - $2.14K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Somerset Trust CO
|
SELL
|
- |
-4.07KClosed |
$255K - $335K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
74KNew |
$3.59M - $4.73M
|
74K
$11.6M
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$2.37K - $3.13K
|
0
$0
|