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
|
|
|
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 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
141+ 4.27% |
$21.8K - $24.9K
|
3.44K
$547K
|
|
|
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
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
135+ 2700.0% |
$20.9K - $23.8K
|
140
$22.2K
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
47+ 276.47% |
$7.27K - $8.29K
|
64
$10.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
46+ 2.27% |
$7.11K - $8.12K
|
2.07K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
43+ 2.19% |
$6.65K - $7.59K
|
2.01K
$318K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
42+ 0.19% |
$6.49K - $7.41K
|
21.6K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
42+ 3.04% |
$6.49K - $7.41K
|
1.42K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 5.59% |
$6.03K - $6.88K
|
737
$117K
|
|
|
Nov 10, 2025
Q3 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
38New |
$5.88K - $6.7K
|
38
$6.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
36+ 450.0% |
$5.57K - $6.35K
|
44
$6.98K
|
|