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 |
---|---|---|---|---|---|---|---|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-91Closed |
$4.86K - $5.56K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.48KClosed |
$214K - $252K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Viking Global Investors LP
|
SELL
|
- |
-2.49MClosed |
$119M - $140M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-97KClosed |
$4.62M - $5.46M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
55.1K+ 1172.79% |
$2.63M - $3.1M
|
59.8K
$9.41M
|
|
May 15, 2019
Q1 2019
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$358K - $422K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.61KClosed |
$76.7K - $90.5K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6Closed |
$286 - $338
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-26.5KClosed |
$1.27M - $1.49M
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-51Closed |
$2.43K - $2.87K
|
0
$0
|
|
Apr 04, 2019
Q1 2019
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31Closed |
$1.48K - $1.75K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.6KClosed |
$538K - $731K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-70Closed |
$3.25K - $4.42K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Tran Capital Management, L.P.
|
SELL
|
- |
-3.3KClosed |
$153K - $208K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-5.19KClosed |
$241K - $328K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-7.39KClosed |
$343K - $467K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-635Closed |
$29.5K - $40.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
2.8KNew |
$130K - $177K
|
2.8K
$440K
|
|
Feb 13, 2019
Q4 2018
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3.86KClosed |
$180K - $244K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.9KClosed |
$1.02M - $1.38M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.11KClosed |
$191K - $259K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.41KClosed |
$65.3K - $88.8K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.36KClosed |
$156K - $213K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.86KClosed |
$179K - $244K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-51.4KClosed |
$2.39M - $3.25M
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-180Closed |
$8.36K - $11.4K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-119KClosed |
$5.52M - $7.51M
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-32.3KClosed |
$1.5M - $2.04M
|
0
$0
|
|
Jan 31, 2019
Q4 2018
|
Gator Capital Management, LLC
|
SELL
|
- |
-2.87KClosed |
$133K - $181K
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-80Closed |
$3.72K - $5.06K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.35KClosed |
$155K - $212K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-98Closed |
$4.55K - $6.19K
|
0
$0
|
|
Q3 2018 | |||||||
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-862Closed |
$50.7K - $55.9K
|
0
$0
|
|
Nov 15, 2018
Q3 2018
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.4KClosed |
$141K - $156K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.76KClosed |
$280K - $309K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.5KNew |
$795K - $877K
|
13.5K
$2.13M
|
|
Nov 14, 2018
Q3 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-22.1KClosed |
$1.3M - $1.43M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-27.6KClosed |
$1.62M - $1.79M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.95KClosed |
$173K - $191K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
140New |
$8.23K - $9.08K
|
140
$22K
|
|
Nov 14, 2018
Q3 2018
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-276Closed |
$16.2K - $17.9K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-47.6KClosed |
$2.8M - $3.09M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.68KClosed |
$510K - $563K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-41Closed |
$2.41K - $2.66K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.04KClosed |
$237K - $262K
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-99- 24.81% |
$5.82K - $6.42K
|
300
$47.2K
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-69Closed |
$4.06K - $4.47K
|
0
$0
|
|
Oct 25, 2018
Q3 2018
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6.18KClosed |
$363K - $401K
|
0
$0
|
|
Oct 05, 2018
Q3 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-9.3KClosed |
$547K - $603K
|
0
$0
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.68KClosed |
$157K - $174K
|
0
$0
|