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 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-73- 35.1% |
$6.7K - $8.3K
|
135
$21.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-75- 1.24% |
$6.89K - $8.53K
|
5.95K
$936K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-75- 2.44% |
$6.89K - $8.53K
|
3K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-81- 1.68% |
$7.44K - $9.21K
|
4.75K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-83- 3.04% |
$7.62K - $9.43K
|
2.65K
$416K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-93- 3.54% |
$8.54K - $10.6K
|
2.53K
$398K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-95- 2.03% |
$8.72K - $10.8K
|
4.59K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-98- 0.21% |
$9K - $11.1K
|
47.2K
$7.42M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.19% |
$9.18K - $11.4K
|
51.4K
$8.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-105- 21.78% |
$9.64K - $11.9K
|
377
$59.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-106- 9.72% |
$9.73K - $12K
|
985
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-124- 3.28% |
$11.4K - $14.1K
|
3.66K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-126- 5.45% |
$11.6K - $14.3K
|
2.19K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-128- 1.65% |
$11.8K - $14.5K
|
7.65K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-129- 3.55% |
$11.8K - $14.7K
|
3.51K
$551K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-131- 1.66% |
$12K - $14.9K
|
7.78K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-132- 1.03% |
$12.1K - $15K
|
12.7K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-144- 4.13% |
$13.2K - $16.4K
|
3.35K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-147- 0.23% |
$13.5K - $16.7K
|
62.5K
$9.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-154- 6.79% |
$14.1K - $17.5K
|
2.12K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-156- 0.62% |
$14.3K - $17.7K
|
25.2K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-157- 68.86% |
$14.4K - $17.8K
|
71
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-161- 6.84% |
$14.8K - $18.3K
|
2.19K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-162- 0.89% |
$14.9K - $18.4K
|
18K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-191- 1.3% |
$17.5K - $21.7K
|
14.5K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-199- 2.29% |
$18.3K - $22.6K
|
8.5K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-200- 0.21% |
$18.4K - $22.7K
|
97.3K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-200- 1.18% |
$18.4K - $22.7K
|
16.8K
$2.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.72% |
$18.4K - $22.7K
|
11.4K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-224- 1.62% |
$20.6K - $25.5K
|
13.6K
$2.14M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-224- 1.62% |
$20.6K - $25.5K
|
13.6K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-227- 1.16% |
$20.8K - $25.8K
|
19.4K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-232- 0.97% |
$21.3K - $26.4K
|
23.7K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-250- 3.06% |
$23K - $28.4K
|
7.92K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-257- 6.71% |
$23.6K - $29.2K
|
3.57K
$562K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-264- 43.56% |
$24.2K - $30K
|
342
$53.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-266- 0.75% |
$24.4K - $30.2K
|
35.4K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-271- 2.98% |
$24.9K - $30.8K
|
8.83K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-300- 0.78% |
$27.5K - $34.1K
|
38K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-300- 7.3% |
$27.5K - $34.1K
|
3.81K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-337- 6.5% |
$30.9K - $38.3K
|
4.85K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-345- 5.33% |
$31.7K - $39.2K
|
6.13K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-350- 20.59% |
$32.1K - $39.8K
|
1.35K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-360- 76.27% |
$33.1K - $40.9K
|
112
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-364- 17.54% |
$33.4K - $41.4K
|
1.71K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-375- 4.01% |
$34.4K - $42.6K
|
8.98K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-375- 2.88% |
$34.4K - $42.6K
|
12.7K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-386- 6.3% |
$35.4K - $43.9K
|
5.74K
$902K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-395- 0.72% |
$36.3K - $44.9K
|
54.5K
$8.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-410- 1.12% |
$37.7K - $46.6K
|
36.1K
$5.68M
|