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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5KNew |
$459K - $568K
|
5K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
4.8KNew |
$441K - $546K
|
4.8K
$762K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.93KNew |
$269K - $333K
|
2.93K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.76KNew |
$253K - $314K
|
2.76K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.02KNew |
$186K - $230K
|
2.02K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.96KNew |
$180K - $223K
|
1.96K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.85KNew |
$170K - $210K
|
1.85K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.84KNew |
$169K - $209K
|
1.84K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$27.5K - $34.1K
|
300
$47.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
216+ 9.22% |
$19.8K - $24.6K
|
2.56K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
174New |
$16K - $19.8K
|
174
$27.6K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
131New |
$12K - $14.9K
|
131
$20.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
90New |
$8.26K - $10.2K
|
90
$14.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
88+ 1.52% |
$8.08K - $10K
|
5.86K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
45New |
$4.13K - $5.12K
|
45
$7.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32New |
$2.94K - $3.64K
|
32
$5.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
17+ 1.4% |
$1.56K - $1.93K
|
1.23K
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 9.22% |
$1.19K - $1.48K
|
154
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$1.01K - $1.25K
|
11
$1.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$275 - $341
|
3
$476
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$275 - $341
|
3
$476
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
225K+ 2073.14% |
$22.4M - $24.9M
|
236K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
20.3K+ 26.94% |
$2.02M - $2.25M
|
95.8K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
11.2KNew |
$1.11M - $1.24M
|
11.2K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.9KNew |
$1.08M - $1.2M
|
10.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
6.3K+ 24.71% |
$627K - $699K
|
31.8K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.53KNew |
$351K - $391K
|
3.53K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
3.4KNew |
$338K - $377K
|
3.4K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
3.2KNew |
$319K - $355K
|
3.2K
$508K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3KNew |
$299K - $333K
|
3K
$476K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.45KNew |
$244K - $272K
|
2.45K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.99KNew |
$198K - $221K
|
1.99K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.04K+ 6.5% |
$104K - $116K
|
17.1K
$2.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
266+ 4.48% |
$26.5K - $29.5K
|
6.2K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
202+ 8.13% |
$20.1K - $22.4K
|
2.69K
$426K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
124New |
$12.3K - $13.8K
|
124
$19.7K
|
|
|
Sep 02, 2025
Q3 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
80New |
$7.96K - $8.88K
|
80
$12.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
80New |
$7.96K - $8.88K
|
80
$12.7K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
45New |
$4.48K - $4.99K
|
45
$7.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40New |
$3.98K - $4.44K
|
40
$6.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
34New |
$3.38K - $3.77K
|
34
$5.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30New |
$2.99K - $3.33K
|
30
$4.76K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.06K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
13New |
$1.29K - $1.44K
|
13
$2.06K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 80.0% |
$398 - $444
|
9
$1.43K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.2K+ 331.72% |
$6.19M - $7.7M
|
96.6K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.1K+ 17.05% |
$843K - $1.05M
|
69.3K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.63K+ 9.52% |
$720K - $896K
|
99.3K
$15.8M
|
|