Institutional Ownership Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF). We have compiled data on the 855 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$406,049
0.14% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
2,495
shares
|
$405,237
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
2,491
shares
|
$404,588
0.1% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,490
shares
|
$404,425
0.12% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,482
shares
|
$403,126
0.1% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,479
shares
|
$402,639
0.05% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
2,474
shares
|
$401,827
0.14% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
2,462
shares
|
$399,878
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,431
shares
|
$394,843
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
2,431
shares
|
$394,843
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,413
shares
|
$391,919
0.01% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$389,807
0.09% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$389,807
0.02% of portfolio
|
Q3 2024
Reduced 32.17%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,378
shares
|
$386,234
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
2,377
shares
|
$386,072
0.0% of portfolio
|
Q3 2024
Reduced 70.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,334
shares
|
$379,088
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,327
shares
|
$377,951
0.0% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
2,323
shares
|
$377,301
0.01% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
2,320
shares
|
$376,814
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,317
shares
|
$376,327
0.03% of portfolio
|
Q3 2023
Reduced 40.22%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,314
shares
|
$375,839
0.4% of portfolio
|
Q3 2023
Reduced 9.57%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
2,310
shares
|
$375,190
0.06% of portfolio
|
Q3 2024
Reduced 81.75%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,304
shares
|
$374,215
0.02% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,302
shares
|
$373,890
0.04% of portfolio
|
Q4 2022
Reduced 18.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
2,284
shares
|
$370,967
0.01% of portfolio
|
Q4 2024
Added 5.94%
|