Purchases and Sales Made in Q1 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q1 2023. The information is specifically focused on institutions that hold shares of RAYMOND JAMES FINANCIAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 6.55% |
$5.23K - $7.09K
|
856
$147K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-62- 2.18% |
$5.4K - $7.32K
|
2.79K
$479K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-64- 0.14% |
$5.58K - $7.56K
|
47.3K
$8.14M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-66- 0.95% |
$5.75K - $7.8K
|
6.9K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-67- 2.67% |
$5.84K - $7.91K
|
2.44K
$419K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71- 2.35% |
$6.19K - $8.39K
|
2.95K
$507K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-100- 1.19% |
$8.72K - $11.8K
|
8.32K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 2.68% |
$8.72K - $11.8K
|
3.63K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-101- 0.38% |
$8.8K - $11.9K
|
26.3K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-101- 2.78% |
$8.8K - $11.9K
|
3.54K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-103- 30.47% |
$8.98K - $12.2K
|
235
$40.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 92.24% |
$9.33K - $12.6K
|
9
$1.55K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-120- 0.65% |
$10.5K - $14.2K
|
18.3K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-122- 3.03% |
$10.6K - $14.4K
|
3.9K
$671K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 5.43% |
$10.9K - $14.8K
|
2.18K
$374K
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
SELL
|
- |
-126- 0.45% |
$11K - $14.9K
|
27.7K
$4.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-130- 1.06% |
$11.3K - $15.4K
|
12.1K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-131- 37.32% |
$11.4K - $15.5K
|
220
$37.8K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-151- 0.47% |
$13.2K - $17.8K
|
31.9K
$5.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-155- 25.54% |
$13.5K - $18.3K
|
452
$77.8K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-157- 45.11% |
$13.7K - $18.5K
|
191
$32.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-158- 3.92% |
$13.8K - $18.7K
|
3.87K
$666K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-158- 6.58% |
$13.8K - $18.7K
|
2.25K
$386K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-181- 2.45% |
$15.8K - $21.4K
|
7.21K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-185- 1.02% |
$16.1K - $21.9K
|
17.9K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-194- 0.26% |
$16.9K - $22.9K
|
74K
$12.7M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-199- 1.65% |
$17.3K - $23.5K
|
11.9K
$2.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-199- 61.61% |
$17.3K - $23.5K
|
124
$21.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-207- 6.75% |
$18K - $24.4K
|
2.86K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-209- 26.79% |
$18.2K - $24.7K
|
571
$98.2K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-209- 2.22% |
$18.2K - $24.7K
|
9.2K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-214- 3.5% |
$18.7K - $25.3K
|
5.91K
$1.02M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-228- 2.64% |
$19.9K - $26.9K
|
8.42K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-259- 95.93% |
$22.6K - $30.6K
|
11
$1.89K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-265- 0.38% |
$23.1K - $31.3K
|
68.9K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-270- 10.98% |
$23.5K - $31.9K
|
2.19K
$376K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-270- 3.38% |
$23.5K - $31.9K
|
7.71K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-275- 23.89% |
$24K - $32.5K
|
876
$151K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 3.23% |
$26.1K - $35.4K
|
8.98K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-301- 15.55% |
$26.2K - $35.6K
|
1.64K
$281K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-303- 2.59% |
$26.4K - $35.8K
|
11.4K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-307- 7.45% |
$26.8K - $36.3K
|
3.81K
$656K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-313- 90.72% |
$27.3K - $37K
|
32
$5.5K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-314- 40.05% |
$27.4K - $37.1K
|
470
$80.8K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-315- 59.89% |
$27.5K - $37.2K
|
211
$36.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-320- 12.75% |
$27.9K - $37.8K
|
2.19K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-320- 16.92% |
$27.9K - $37.8K
|
1.57K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-325- 38.1% |
$28.3K - $38.4K
|
528
$90.8K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-327- 0.19% |
$28.5K - $38.6K
|
175K
$30.1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-328- 13.25% |
$28.6K - $38.7K
|
2.15K
$369K
|