Purchases and Sales Made in Q2 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
187+ 0.67% |
$15.6K - $19.4K
|
27.9K
$4.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
177+ 10.91% |
$14.8K - $18.4K
|
1.8K
$278K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
175+ 0.45% |
$14.6K - $18.2K
|
39.1K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
169+ 6.79% |
$14.1K - $17.5K
|
2.66K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
168+ 1.16% |
$14K - $17.4K
|
14.7K
$2.27M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
166New |
$13.9K - $17.2K
|
166
$25.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
150+ 1.24% |
$12.5K - $15.6K
|
12.3K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
134+ 5.7% |
$11.2K - $13.9K
|
2.48K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
130New |
$10.8K - $13.5K
|
130
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
124+ 34.16% |
$10.3K - $12.9K
|
487
$75.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
122+ 871.43% |
$10.2K - $12.7K
|
136
$21K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
105+ 0.12% |
$8.76K - $10.9K
|
88K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
104New |
$8.68K - $10.8K
|
104
$16K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
97+ 0.24% |
$8.1K - $10.1K
|
40K
$6.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
96New |
$8.01K - $9.96K
|
96
$14.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
95+ 0.91% |
$7.93K - $9.86K
|
10.6K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94New |
$7.85K - $9.75K
|
94
$14.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 10.51% |
$7.51K - $9.34K
|
946
$146K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
87+ 11.4% |
$7.26K - $9.03K
|
850
$131K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
82+ 2733.33% |
$6.84K - $8.51K
|
85
$13.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
79+ 0.6% |
$6.59K - $8.2K
|
13.1K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77+ 2.19% |
$6.43K - $7.99K
|
3.59K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$6.26K - $7.78K
|
75
$11.6K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 4.46% |
$6.09K - $7.58K
|
1.71K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
71+ 1.44% |
$5.93K - $7.37K
|
4.99K
$770K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
67New |
$5.59K - $6.95K
|
67
$10.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
66+ 1.11% |
$5.51K - $6.85K
|
6K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
55+ 2.37% |
$4.59K - $5.71K
|
2.37K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53+ 0.67% |
$4.42K - $5.5K
|
7.91K
$1.22M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52New |
$4.34K - $5.4K
|
52
$8.02K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
51+ 0.35% |
$4.26K - $5.29K
|
14.7K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
44+ 0.16% |
$3.67K - $4.57K
|
26.9K
$4.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
44+ 65.67% |
$3.67K - $4.57K
|
111
$17.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
37New |
$3.09K - $3.84K
|
37
$5.71K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
37+ 13.41% |
$3.09K - $3.84K
|
313
$48.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 1.32% |
$2.84K - $3.53K
|
2.61K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
33+ 0.84% |
$2.75K - $3.42K
|
3.97K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
33+ 1.24% |
$2.75K - $3.42K
|
2.69K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
30+ 0.51% |
$2.5K - $3.11K
|
5.94K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30+ 0.18% |
$2.5K - $3.11K
|
16.4K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 5.84% |
$2.5K - $3.11K
|
544
$83.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 69.23% |
$2.25K - $2.8K
|
66
$10.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24New |
$2K - $2.49K
|
24
$3.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.34% |
$1.84K - $2.28K
|
6.49K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 18.33% |
$1.84K - $2.28K
|
142
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
22+ 0.26% |
$1.84K - $2.28K
|
8.64K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19+ 100.0% |
$1.59K - $1.97K
|
38
$5.86K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19New |
$1.59K - $1.97K
|
19
$2.93K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 633.33% |
$1.59K - $1.97K
|
22
$3.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 4.11% |
$1.34K - $1.66K
|
405
$62.5K
|