Purchases and Sales Made in Q4 2023 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
39+ 1.09% |
$3.58K - $4.43K
|
3.61K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
36+ 0.39% |
$3.31K - $4.09K
|
9.16K
$1.44M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 875.0% |
$3.21K - $3.98K
|
39
$6.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34New |
$3.12K - $3.86K
|
34
$5.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32New |
$2.94K - $3.64K
|
32
$5.03K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 1500.0% |
$2.75K - $3.41K
|
32
$5.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$2.3K - $2.84K
|
25
$3.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 5.88% |
$2.2K - $2.73K
|
432
$67.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 41.82% |
$2.11K - $2.61K
|
78
$12.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 41.82% |
$2.11K - $2.61K
|
78
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
23+ 0.68% |
$2.11K - $2.61K
|
3.4K
$534K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
22+ 0.15% |
$2.02K - $2.5K
|
14.6K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
21+ 0.87% |
$1.93K - $2.39K
|
2.44K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 22.22% |
$1.84K - $2.27K
|
110
$17.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
19+ 0.41% |
$1.74K - $2.16K
|
4.69K
$737K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
19New |
$1.74K - $2.16K
|
19
$2.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.84% |
$1.56K - $1.93K
|
2.05K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
17+ 1.4% |
$1.56K - $1.93K
|
1.23K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.27% |
$1.47K - $1.82K
|
5.95K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
16+ 66.67% |
$1.47K - $1.82K
|
40
$6.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 1.0% |
$1.47K - $1.82K
|
1.61K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 12.3% |
$1.38K - $1.71K
|
137
$21.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15+ 0.09% |
$1.38K - $1.71K
|
17.3K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 100.0% |
$1.38K - $1.71K
|
30
$4.72K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14+ 0.66% |
$1.29K - $1.59K
|
2.13K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$1.29K - $1.59K
|
14
$2.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
13+ 9.22% |
$1.19K - $1.48K
|
154
$24.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.45% |
$1.19K - $1.48K
|
2.89K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
12+ 4.74% |
$1.1K - $1.36K
|
265
$41.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.37% |
$1.01K - $1.25K
|
2.99K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
11+ 0.12% |
$1.01K - $1.25K
|
9.07K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.44% |
$1.01K - $1.25K
|
2.52K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11New |
$1.01K - $1.25K
|
11
$1.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
11+ 0.42% |
$1.01K - $1.25K
|
2.64K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 5.65% |
$918 - $1.14K
|
187
$29.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 112.5% |
$826 - $1.02K
|
17
$2.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8New |
$735 - $909
|
8
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8+ 0.26% |
$735 - $909
|
3.12K
$490K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 50.0% |
$459 - $568
|
15
$2.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$459 - $568
|
5
$786
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 4.55% |
$367 - $455
|
92
$14.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 50.0% |
$275 - $341
|
9
$1.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.44% |
$275 - $341
|
678
$107K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 13.64% |
$275 - $341
|
25
$3.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$275 - $341
|
3
$472
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$275 - $341
|
3
$472
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.53% |
$184 - $227
|
377
$59.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$184 - $227
|
2
$315
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$91.8 - $114
|
364
$57.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$91.8 - $114
|
1.77K
$279K
|