Purchases and Sales Made in Q4 2024 in Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF) during Q4 2024. 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 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
184+ 3.05% |
$22.6K - $31.3K
|
6.21K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
172+ 6.47% |
$21.2K - $29.3K
|
2.83K
$487K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150+ 9.85% |
$18.5K - $25.5K
|
1.67K
$288K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
143+ 4.49% |
$17.6K - $24.3K
|
3.33K
$573K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
128+ 5.94% |
$15.7K - $21.8K
|
2.28K
$393K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
127+ 120.95% |
$15.6K - $21.6K
|
232
$39.9K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
125New |
$15.4K - $21.3K
|
125
$21.5K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 3.03% |
$15.4K - $21.3K
|
4.24K
$730K
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
125+ 0.83% |
$15.4K - $21.3K
|
15.2K
$2.61M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
119+ 3.85% |
$14.6K - $20.2K
|
3.21K
$553K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
107+ 6.05% |
$13.2K - $18.2K
|
1.88K
$323K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 2.67% |
$12.8K - $17.7K
|
4K
$688K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
75New |
$9.23K - $12.8K
|
75
$12.9K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
73+ 0.5% |
$8.98K - $12.4K
|
14.7K
$2.52M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
66+ 2.92% |
$8.12K - $11.2K
|
2.32K
$400K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
54+ 31.03% |
$6.64K - $9.19K
|
228
$39.2K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
50New |
$6.15K - $8.51K
|
50
$8.6K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 8.39% |
$6.15K - $8.51K
|
646
$111K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
45New |
$5.54K - $7.65K
|
45
$7.74K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
38New |
$4.67K - $6.46K
|
38
$6.54K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
36+ 25.9% |
$4.43K - $6.12K
|
175
$30.1K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
34+ 7.46% |
$4.18K - $5.78K
|
490
$84.3K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
28+ 1.02% |
$3.44K - $4.76K
|
2.76K
$475K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$3.2K - $4.42K
|
7.56K
$1.3M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23+ 0.34% |
$2.83K - $3.91K
|
6.7K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 25.58% |
$2.71K - $3.74K
|
108
$18.6K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
17+ 0.64% |
$2.09K - $2.89K
|
2.67K
$459K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 27.87% |
$2.09K - $2.89K
|
78
$13.4K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.72% |
$1.6K - $2.21K
|
1.82K
$313K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
13New |
$1.6K - $2.21K
|
13
$2.24K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11+ 0.47% |
$1.35K - $1.87K
|
2.33K
$401K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$1.23K - $1.7K
|
10
$1.72K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.3% |
$1.11K - $1.53K
|
3.03K
$521K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.43% |
$1.11K - $1.53K
|
2.11K
$363K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 1.37% |
$984 - $1.36K
|
593
$102K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 21.88% |
$861 - $1.19K
|
39
$6.71K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 0.14% |
$738 - $1.02K
|
4.29K
$738K
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6+ 0.29% |
$738 - $1.02K
|
2.1K
$361K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$738 - $1.02K
|
6
$1.03K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 16.13% |
$615 - $851
|
36
$6.19K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 17.86% |
$615 - $851
|
33
$5.68K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$615 - $851
|
5
$860
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2+ 0.01% |
$246 - $340
|
14.9K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.08% |
$246 - $340
|
2.59K
$445K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 6.45% |
$246 - $340
|
33
$5.68K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$123 - $170
|
4
$688
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$123 - $170
|
7.86K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.33% |
$123 - $170
|
74
$12.7K
|