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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
182+ 2.1% |
$28.1K - $32.1K
|
8.83K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
181+ 174.04% |
$28K - $31.9K
|
285
$45.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
169+ 6.64% |
$26.1K - $29.8K
|
2.71K
$431K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
166+ 0.75% |
$25.7K - $29.3K
|
22.4K
$3.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
153+ 5.05% |
$23.7K - $27K
|
3.18K
$505K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
151+ 18.28% |
$23.4K - $26.6K
|
977
$155K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
151New |
$23.4K - $26.6K
|
151
$24K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
150+ 3.63% |
$23.2K - $26.5K
|
4.28K
$679K
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
147+ 1.94% |
$22.7K - $25.9K
|
7.71K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
143+ 17.74% |
$22.1K - $25.2K
|
949
$151K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
141+ 4.27% |
$21.8K - $24.9K
|
3.44K
$547K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
141+ 0.31% |
$21.8K - $24.9K
|
45.1K
$7.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 3.85% |
$21.8K - $24.9K
|
3.81K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
140+ 5.36% |
$21.6K - $24.7K
|
2.75K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
139+ 9.17% |
$21.5K - $24.5K
|
1.66K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
123+ 5.13% |
$19K - $21.7K
|
2.52K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
122+ 4.48% |
$18.9K - $21.5K
|
2.85K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
120New |
$18.6K - $21.2K
|
120
$19K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119+ 10.05% |
$18.4K - $21K
|
1.3K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
118+ 0.38% |
$18.2K - $20.8K
|
31.2K
$4.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
116New |
$17.9K - $20.5K
|
116
$18.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
112+ 4.76% |
$17.3K - $19.8K
|
2.46K
$391K
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
110+ 0.09% |
$17K - $19.4K
|
121K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
100+ 5.56% |
$15.5K - $17.6K
|
1.9K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
100+ 6.25% |
$15.5K - $17.6K
|
1.7K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99+ 2.99% |
$15.3K - $17.5K
|
3.41K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
93+ 0.64% |
$14.4K - $16.4K
|
14.6K
$2.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
93+ 2.63% |
$14.4K - $16.4K
|
3.63K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
87+ 5.03% |
$13.5K - $15.3K
|
1.82K
$289K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
84+ 0.75% |
$13K - $14.8K
|
11.2K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
83+ 1.68% |
$12.8K - $14.6K
|
5.03K
$798K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
81New |
$12.5K - $14.3K
|
81
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74+ 2.56% |
$11.4K - $13.1K
|
2.97K
$471K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
74+ 1.24% |
$11.4K - $13.1K
|
6.04K
$959K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
74+ 0.64% |
$11.4K - $13.1K
|
11.6K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
73+ 100.0% |
$11.3K - $12.9K
|
146
$23.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 4.3% |
$11K - $12.5K
|
1.72K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 11.89% |
$11K - $12.5K
|
668
$106K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
65+ 2.03% |
$10.1K - $11.5K
|
3.26K
$518K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
64+ 0.62% |
$9.9K - $11.3K
|
10.4K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.61% |
$9.59K - $10.9K
|
10.2K
$1.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
61+ 3.27% |
$9.43K - $10.8K
|
1.92K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$9.28K - $10.6K
|
60
$9.52K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
57+ 0.89% |
$8.81K - $10.1K
|
6.49K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
56+ 0.85% |
$8.66K - $9.88K
|
6.63K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
55+ 3.42% |
$8.51K - $9.7K
|
1.66K
$264K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
54+ 0.57% |
$8.35K - $9.53K
|
9.6K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
53New |
$8.2K - $9.35K
|
53
$8.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49New |
$7.58K - $8.65K
|
49
$7.78K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49New |
$7.58K - $8.65K
|
49
$7.78K
|
|