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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 3.03% |
$15.4K - $21.3K
|
4.24K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 56.74% |
$15K - $20.8K
|
337
$45K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 3.85% |
$14.6K - $20.2K
|
3.21K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
116New |
$14.3K - $19.7K
|
116
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
112+ 0.31% |
$13.8K - $19.1K
|
35.8K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 3.36% |
$13.2K - $18.2K
|
3.29K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
106+ 176.67% |
$13K - $18K
|
166
$22.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.67% |
$12.8K - $17.7K
|
4K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
94+ 23.92% |
$11.6K - $16K
|
487
$65K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
82New |
$10.1K - $13.9K
|
82
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
76+ 0.68% |
$9.35K - $12.9K
|
11.2K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
75New |
$9.23K - $12.8K
|
75
$10K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
67+ 0.86% |
$8.24K - $11.4K
|
7.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
67+ 3.5% |
$8.24K - $11.4K
|
1.98K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
65+ 3.32% |
$8K - $11.1K
|
2.02K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$6.15K - $8.51K
|
50
$6.67K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 8.39% |
$6.15K - $8.51K
|
646
$86.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
45+ 0.5% |
$5.54K - $7.65K
|
8.99K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$5.54K - $7.65K
|
45
$6.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
38+ 7.0% |
$4.67K - $6.46K
|
581
$77.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
38New |
$4.67K - $6.46K
|
38
$5.07K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36New |
$4.43K - $6.12K
|
36
$4.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
36+ 25.9% |
$4.43K - $6.12K
|
175
$23.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$4.27K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
32New |
$3.94K - $5.44K
|
32
$4.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
28New |
$3.44K - $4.76K
|
28
$3.74K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26+ 0.42% |
$3.2K - $4.42K
|
6.21K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.03% |
$3.08K - $4.25K
|
99.1K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.22% |
$2.83K - $3.91K
|
10.5K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22+ 1.17% |
$2.71K - $3.74K
|
1.9K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 25.58% |
$2.71K - $3.74K
|
108
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.98% |
$2.34K - $3.23K
|
1.96K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
19+ 0.24% |
$2.34K - $3.23K
|
8.04K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.76% |
$2.34K - $3.23K
|
2.53K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
18New |
$2.21K - $3.06K
|
18
$2.4K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$2.09K - $2.89K
|
17
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17New |
$2.09K - $2.89K
|
17
$2.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 27.87% |
$2.09K - $2.89K
|
78
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 50.0% |
$1.97K - $2.72K
|
48
$6.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 4.62% |
$1.97K - $2.72K
|
362
$48.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.28% |
$1.85K - $2.55K
|
5.41K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
14New |
$1.72K - $2.38K
|
14
$1.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14+ 20.0% |
$1.72K - $2.38K
|
84
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.72% |
$1.6K - $2.21K
|
1.82K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13New |
$1.6K - $2.21K
|
13
$1.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$1.35K - $1.87K
|
11
$1.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11+ 0.47% |
$1.35K - $1.87K
|
2.33K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.23K - $1.7K
|
10
$1.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 6.82% |
$1.11K - $1.53K
|
141
$18.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.35% |
$1.11K - $1.53K
|
2.55K
$341K
|