Purchases and Sales Made in Q4 2022 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33+ 0.41% |
$3.24K - $4.09K
|
8.05K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
21+ 0.08% |
$2.06K - $2.6K
|
27.5K
$4.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
20+ 34.48% |
$1.96K - $2.48K
|
78
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
17+ 0.76% |
$1.67K - $2.11K
|
2.26K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
14+ 0.0% |
$1.37K - $1.74K
|
1.12M
$175M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 0.09% |
$1.27K - $1.61K
|
14K
$2.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 68.42% |
$1.27K - $1.61K
|
32
$5.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
13+ 0.61% |
$1.27K - $1.61K
|
2.13K
$335K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 86.67% |
$1.27K - $1.61K
|
28
$4.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
11+ 5.67% |
$1.08K - $1.36K
|
205
$32.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
10New |
$981 - $1.24K
|
10
$1.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9+ 12.33% |
$883 - $1.12K
|
82
$12.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 6.98% |
$883 - $1.12K
|
138
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.28% |
$784 - $992
|
2.84K
$447K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.43% |
$784 - $992
|
241
$37.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$686 - $868
|
7
$1.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7+ 0.32% |
$686 - $868
|
2.21K
$348K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$588 - $744
|
6
$944
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 4.17% |
$490 - $620
|
125
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$392 - $496
|
4
$629
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$392 - $496
|
4
$629
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$294 - $372
|
4.05K
$637K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$294 - $372
|
3
$472
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2New |
$196 - $248
|
2
$315
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2New |
$196 - $248
|
2
$315
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.08% |
$196 - $248
|
2.51K
$394K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 1.0% |
$98.1 - $124
|
101
$15.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$98.1 - $124
|
360
$56.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$98.1 - $124
|
1
$157
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.58% |
$98.1 - $124
|
173
$27.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.03% |
$98.1 - $124
|
2.94K
$462K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.75% |
$98.1 - $124
|
134
$21.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$98.1 - $124
|
44.6K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 6.9% |
$196 - $248
|
27
$4.25K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 9.68% |
$294 - $372
|
28
$4.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.13% |
$294 - $372
|
2.23K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$294 - $372
|
28.1K
$4.43M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.21% |
$392 - $496
|
1.94K
$304K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 2.8% |
$392 - $496
|
139
$21.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-5- 0.19% |
$490 - $620
|
2.68K
$422K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5- 0.06% |
$490 - $620
|
8.46K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.15% |
$490 - $620
|
3.35K
$526K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-6- 0.83% |
$588 - $744
|
717
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 13.85% |
$883 - $1.12K
|
56
$8.81K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-10- 0.32% |
$981 - $1.24K
|
3.07K
$482K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-14- 0.35% |
$1.37K - $1.74K
|
3.94K
$619K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-14- 0.48% |
$1.37K - $1.74K
|
2.88K
$454K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-20- 3.39% |
$1.96K - $2.48K
|
570
$89.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 4.01% |
$2.16K - $2.73K
|
526
$82.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 0.97% |
$2.26K - $2.85K
|
2.35K
$370K
|