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 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16.9K+ 4.76% |
$2.62M - $2.98M
|
372K
$59.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.79K+ 64.16% |
$896K - $1.02M
|
14.8K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-37- 1.04% |
$5.72K - $6.53K
|
3.53K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-368K- 3.67% |
$56.8M - $64.9M
|
9.65M
$1.53B
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.26K+ 20.2% |
$659K - $752K
|
25.4K
$4.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$773 - $882
|
5
$794
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$155 - $176
|
1
$159
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
1.2KNew |
$186K - $212K
|
1.2K
$191K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.18K- 89.61% |
$492K - $561K
|
369
$58.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.34K- 0.57% |
$516K - $589K
|
581K
$92.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 33.33% |
$464 - $529
|
12
$1.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 47.46% |
$291M - $332M
|
5.85M
$928M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7+ 0.27% |
$1.08K - $1.24K
|
2.56K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1.37K- 14.28% |
$212K - $242K
|
8.25K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 3.9% |
$197K - $225K
|
31.5K
$5M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-137- 2.37% |
$21.2K - $24.2K
|
5.66K
$898K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-292- 10.86% |
$45.2K - $51.5K
|
2.4K
$381K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-316K- 1.42% |
$48.8M - $55.7M
|
21.9M
$3.47B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.1K+ 54.58% |
$1.41M - $1.61M
|
25.8K
$4.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.54K- 6.39% |
$393K - $448K
|
37.3K
$5.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.87K+ 9.91% |
$289K - $329K
|
20.7K
$3.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.51K+ 48.32% |
$234K - $267K
|
4.65K
$738K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-586- 7.07% |
$90.6K - $103K
|
7.71K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-148- 3.61% |
$22.9K - $26.1K
|
3.95K
$627K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
840+ 33.08% |
$130K - $148K
|
3.38K
$536K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
444+ 20.92% |
$68.7K - $78.3K
|
2.57K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.4% |
$1.08K - $1.24K
|
1.73K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
10.9K+ 141.56% |
$1.69M - $1.92M
|
18.6K
$2.95M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-75- 0.72% |
$11.6K - $13.2K
|
10.3K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.16K+ 20.34% |
$1.26M - $1.44M
|
48.3K
$7.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-312- 5.67% |
$48.2K - $55K
|
5.19K
$824K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-121- 3.47% |
$18.7K - $21.3K
|
3.36K
$534K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-667- 22.79% |
$103K - $118K
|
2.26K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.02K+ 40.04% |
$776K - $886K
|
17.6K
$2.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28+ 0.65% |
$4.33K - $4.94K
|
4.35K
$691K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9+ 18.75% |
$1.39K - $1.59K
|
57
$9.05K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.23K- 24.66% |
$191K - $217K
|
3.76K
$597K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.01K+ 13.16% |
$156K - $178K
|
8.67K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-471- 5.36% |
$72.8K - $83.1K
|
8.31K
$1.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.62K+ 41.92% |
$1.02M - $1.17M
|
22.4K
$3.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.72K- 1.31% |
$730K - $833K
|
356K
$56.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-113- 6.55% |
$17.5K - $19.9K
|
1.61K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19KNew |
$184K - $210K
|
1.19K
$189K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250- 1.28% |
$38.7K - $44.1K
|
19.3K
$3.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
839+ 3.15% |
$130K - $148K
|
27.5K
$4.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-350- 7.31% |
$54.1K - $61.8K
|
4.44K
$704K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.76% |
$155 - $176
|
22
$3.49K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
143+ 17.74% |
$22.1K - $25.2K
|
949
$151K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-598- 5.81% |
$92.5K - $106K
|
9.7K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.68K- 14.63% |
$570K - $650K
|
21.5K
$3.41M
|
|