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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$619 - $706
|
4
$635
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 37.5% |
$464 - $529
|
11
$1.75K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
3New |
$464 - $529
|
3
$476
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 4.17% |
$464 - $529
|
75
$11.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3+ 0.13% |
$464 - $529
|
2.4K
$381K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 18.75% |
$464 - $529
|
19
$3.02K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3New |
$464 - $529
|
3
$476
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 27.27% |
$464 - $529
|
14
$2.22K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.38% |
$464 - $529
|
129
$20.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3+ 6.67% |
$464 - $529
|
48
$7.62K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3New |
$464 - $529
|
3
$476
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2New |
$309 - $353
|
2
$317
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.57% |
$309 - $353
|
129
$20.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 40.0% |
$309 - $353
|
7
$1.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 0.2% |
$309 - $353
|
1K
$159K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 25.0% |
$309 - $353
|
10
$1.59K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.1% |
$309 - $353
|
1.94K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
2+ 0.06% |
$309 - $353
|
3.2K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$309 - $353
|
2
$317
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.27% |
$155 - $176
|
376
$59.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 6.25% |
$155 - $176
|
17
$2.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$155 - $176
|
1
$159
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.76% |
$155 - $176
|
22
$3.49K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 2.7% |
$155 - $176
|
38
$6.03K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$155 - $176
|
1
$159
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$155 - $176
|
4.5K
$715K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1+ 0.07% |
$155 - $176
|
1.45K
$230K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
70KNew |
$8.66M - $10.8M
|
70K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
60KNew |
$7.42M - $9.23M
|
60K
$9.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55.5K+ 15233.52% |
$6.86M - $8.53M
|
55.8K
$8.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
40.5KNew |
$5.01M - $6.23M
|
40.5K
$6.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
28.7KNew |
$3.55M - $4.41M
|
28.7K
$4.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
26.4KNew |
$3.27M - $4.07M
|
26.4K
$4.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
20K+ 172.96% |
$2.48M - $3.08M
|
31.6K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
13.6K+ 281.86% |
$1.69M - $2.1M
|
18.5K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.5K+ 740.26% |
$1.55M - $1.93M
|
14.2K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48KNew |
$553K - $689K
|
4.48K
$710K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.12KNew |
$510K - $635K
|
4.12K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.99KNew |
$493K - $614K
|
3.99K
$633K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.87K+ 38.69% |
$478K - $595K
|
13.9K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
3.6KNew |
$445K - $554K
|
3.6K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.57K+ 179.4% |
$441K - $549K
|
5.56K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.27KNew |
$404K - $503K
|
3.27K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
2.63K+ 22.96% |
$325K - $404K
|
14.1K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.48KNew |
$306K - $381K
|
2.48K
$393K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
2.4K+ 1.81% |
$297K - $369K
|
135K
$21.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.27KNew |
$281K - $350K
|
2.27K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.7KNew |
$210K - $261K
|
1.7K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
1.6KNew |
$198K - $246K
|
1.6K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$197K - $246K
|
1.6K
$253K
|
|