Latest Institutional Purchases of Raymond James Financial Inc (RJF)
This list provides information on the latest institutional transactions involving Raymond James Financial Inc (RJF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6+ 0.02% |
$513 - $683
|
25.3K
$3.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2New |
$171 - $228
|
2
$315
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1New |
$85.5 - $114
|
1
$157
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124KNew |
$11.5M - $14.3M
|
124K
$19.5M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.7KNew |
$994K - $1.23M
|
10.7K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
9.12KNew |
$848K - $1.05M
|
9.12K
$1.43M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.93KNew |
$272K - $338K
|
2.93K
$460K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.47K+ 38.6% |
$230K - $285K
|
8.87K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$13.5K - $16.7K
|
145
$22.8K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
24New |
$2.23K - $2.77K
|
24
$3.77K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9New |
$837 - $1.04K
|
9
$1.42K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
100K+ 50.0% |
$9.34M - $10.3M
|
300K
$47.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
12K+ 52.09% |
$1.12M - $1.23M
|
35K
$5.51M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
2.5KNew |
$233K - $256K
|
2.5K
$393K
|
|
|
Feb 01, 2022
Q4 2021
|
Bailey Value Limited Partnership
Danvers, MA |
BUY
|
- |
2.5K+ 50.0% |
$233K - $256K
|
7.5K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
757New |
$70.7K - $77.6K
|
757
$119K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
692+ 3.24% |
$64.6K - $71K
|
22.1K
$3.47M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
163New |
$15.2K - $16.7K
|
163
$25.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
51New |
$4.76K - $5.23K
|
51
$8.02K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
36New |
$3.36K - $3.69K
|
36
$5.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7New |
$654 - $718
|
7
$1.1K
|
|
| Q3 2021 | |||||||
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
152KNew |
$12.5M - $14.4M
|
152K
$23.8M
|
|
|
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 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 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$1.65M - $1.91M
|
20K
$3.15M
|
|
|
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 04, 2021
Q3 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.15K+ 50.0% |
$178K - $205K
|
6.45K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1.9K+ 50.0% |
$157K - $181K
|
5.7K
$896K
|
|
|
Dec 09, 2024
Q3 2021
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.63K+ 49.97% |
$135K - $156K
|
4.9K
$771K
|
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.39K+ 50.0% |
$115K - $132K
|
4.16K
$654K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.01K+ 50.0% |
$83.6K - $96.4K
|
3.03K
$477K
|
|
|
Oct 05, 2021
Q3 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
502+ 49.95% |
$41.5K - $47.9K
|
1.51K
$237K
|
|
|
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
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
58New |
$4.8K - $5.53K
|
58
$9.12K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
49New |
$4.05K - $4.67K
|
49
$7.71K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 50.0% |
$3.06K - $3.53K
|
111
$17.5K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21New |
$1.74K - $2K
|
21
$3.3K
|
|
|
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
|
Retirement Group, LLC
|
BUY
|
- |
6+ 46.15% |
$496 - $572
|
19
$2.99K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 45.45% |
$413 - $477
|
16
$2.52K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
13.4KNew |
$841K - $1.1M
|
13.4K
$2.11M
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
215New |
$13.5K - $17.7K
|
215
$33.8K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
74KNew |
$3.59M - $4.73M
|
74K
$11.6M
|
|
|
Jan 21, 2021
Q4 2020
|
Cutler Group LP
|
BUY
|
PUT |
500+ 25.0% |
$24.2K - $31.9K
|
2.5K
$393K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 1.71% |
$1.57K - $2.23K
|
2.43K
$383K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
17.3KNew |
$636K - $1.17M
|
17.3K
$2.72M
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.3K+ 26.0% |
$47.7K - $87.8K
|
6.3K
$991K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
8.7KNew |
$465K - $531K
|
8.7K
$1.37M
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
55.1K+ 1172.79% |
$2.63M - $3.1M
|
59.8K
$9.41M
|
|