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 918 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
16
shares
|
$2,332
0.0% of portfolio
|
Q3 2021
Added 45.45%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
15
shares
|
$2,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
14
shares
|
$2,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
13
shares
|
$1,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$1,603
0.0% of portfolio
|
Q1 2023
Reduced 95.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$1,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
9
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$1,312
0.0% of portfolio
|
Q4 2024
Reduced 82.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9
shares
|
$1,312
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
8
shares
|
$1,166
0.0% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$1,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7
shares
|
$1,020
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
6
shares
|
$874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6
shares
|
$874
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
6
shares
|
$874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q3 2023
Reduced 64.29%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4
shares
|
$583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$583
0.0% of portfolio
|
Q4 2024
New holding
|