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This page summarizes the RJF holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether RJF is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing RJF Share Count |
|---|
| SYSTM Wealth Solutions LLC |
120 |
41,216 |
+41,096 |
+34246.67% |
| Norden Group LLC |
2,530 |
84,949 |
+82,419 |
+3257.67% |
| Private Trust Co. NA |
86 |
561 |
+475 |
+552.33% |
| Robeco Institutional Asset Management B.V. |
464 |
2,042 |
+1,578 |
+340.09% |
| Catalyst Capital Advisors LLC |
2,760 |
7,215 |
+4,455 |
+161.41% |
| Raymond James Trust N.A. |
91,994 |
183,253 |
+91,259 |
+99.20% |
| Stephenson National Bank & Trust |
1,067 |
1,896 |
+829 |
+77.69% |
| Cambridge Investment Research Advisors Inc. |
4,273 |
5,660 |
+1,387 |
+32.46% |
| Collective Family Office LLC |
2,734 |
3,200 |
+466 |
+17.04% |
| Spire Wealth Management |
12 |
14 |
+2 |
+16.67% |
| Commonwealth Equity Services LLC |
44,138 |
51,097 |
+6,959 |
+15.77% |
| Allworth Financial LP |
474 |
521 |
+47 |
+9.92% |
| Cardinal Capital Management |
28,319 |
30,777 |
+2,458 |
+8.68% |
| Natixis Advisors L.P. |
364,491 |
395,221 |
+30,730 |
+8.43% |
| Stablepoint Partners LLC |
12,537 |
13,510 |
+973 |
+7.76% |
| AdvisorNet Financial Inc |
72 |
77 |
+5 |
+6.94% |
| Stratos Wealth Partners LTD. |
1,978 |
2,111 |
+133 |
+6.72% |
| Veriti Management LLC |
3,616 |
3,843 |
+227 |
+6.28% |
| Financial Management Professionals Inc. |
32 |
34 |
+2 |
+6.25% |
| Park Avenue Securities LLC |
11,997 |
12,733 |
+736 |
+6.13% |
| Cavalier Investments LLC |
6,723 |
7,115 |
+392 |
+5.83% |
| DNB Asset Management AS |
29,930 |
31,595 |
+1,665 |
+5.56% |
| GAMMA Investing LLC |
909 |
952 |
+43 |
+4.73% |
| McMahon Financial Advisors LLC |
8,133 |
8,456 |
+323 |
+3.97% |
| Portside Wealth Group LLC |
3,506 |
3,638 |
+132 |
+3.76% |
| Drive Wealth Management LLC |
2,467 |
2,552 |
+85 |
+3.45% |
| Palmer Knight Co |
62,508 |
64,593 |
+2,085 |
+3.34% |
| OFI Invest Asset Management |
265 |
272 |
+7 |
+2.64% |
| DekaBank Deutsche Girozentrale |
32,901 |
33,618 |
+717 |
+2.18% |
| Center for Financial Planning Inc. |
23,716 |
24,181 |
+465 |
+1.96% |
| MV Capital Management Inc. |
110 |
112 |
+2 |
+1.82% |
| Lindbrook Capital LLC |
1,135 |
1,154 |
+19 |
+1.67% |
| Dynamic Advisor Solutions LLC |
2,679 |
2,722 |
+43 |
+1.61% |
| Global Retirement Partners LLC |
1,240 |
1,255 |
+15 |
+1.21% |
| Capital Advisors Ltd. LLC |
522 |
528 |
+6 |
+1.15% |
| Legacy Wealth Asset Management LLC |
2,439 |
2,464 |
+25 |
+1.03% |
| Bruce G. Allen Investments LLC |
1,258 |
1,270 |
+12 |
+0.95% |
| Greenleaf Trust |
3,873 |
3,909 |
+36 |
+0.93% |
| CVA Family Office LLC |
452 |
456 |
+4 |
+0.88% |
| CENTRAL TRUST Co |
1,771 |
1,785 |
+14 |
+0.79% |
| Fifth Third Bancorp |
42,920 |
43,234 |
+314 |
+0.73% |
| Raymond James Financial Services Advisors Inc. |
198,091 |
199,538 |
+1,447 |
+0.73% |
| Revolve Wealth Partners LLC |
2,094 |
2,107 |
+13 |
+0.62% |
| Czech National Bank |
32,913 |
33,100 |
+187 |
+0.57% |
| UMB Bank N A MO |
377 |
379 |
+2 |
+0.53% |
| Moody National Bank Trust Division |
9,592 |
9,639 |
+47 |
+0.49% |
| New England Professional Planning Group Inc. |
42,468 |
42,644 |
+176 |
+0.41% |
| Blue Chip Partners Inc. |
2,515 |
2,525 |
+10 |
+0.40% |
| Quad Cities Investment Group LLC |
2,987 |
2,998 |
+11 |
+0.37% |
| Phillips Wealth Planners LLC |
2,644 |
2,653 |
+9 |
+0.34% |
| Muirfield Wealth Advisors LLC |
6,620 |
6,637 |
+17 |
+0.26% |
| State of Michigan Retirement System |
51,444 |
51,544 |
+100 |
+0.19% |
| Assenagon Asset Management S.A. |
4,587 |
4,592 |
+5 |
+0.11% |
| Berry Wealth Group LP |
2,214 |
2,215 |
+1 |
+0.05% |
| Stephens Consulting LLC |
40,624 |
40,630 |
+6 |
+0.01% |
| 13F Filers Reporting New Positions In RJF |
|---|
| DHJJ Financial Advisors Ltd. |
0 |
0 |
UNCH |
100% |
| First Financialcorp IN |
0 |
63 |
+63 |
+100% |
| Gillespie Robinson & Grimm Inc. |
0 |
144,434 |
+144,434 |
+100% |
| Albion Financial Group UT |
0 |
19 |
+19 |
+100% |
| Cookson Peirce & Co. Inc. |
0 |
63,881 |
+63,881 |
+100% |
| Ballentine Partners LLC |
0 |
1,821 |
+1,821 |
+100% |
| YHB Investment Advisors Inc. |
0 |
955 |
+955 |
+100% |
| Mather Group LLC. |
0 |
1,546 |
+1,546 |
+100% |
| MCF Advisors LLC |
0 |
3 |
+3 |
+100% |
| Valeo Financial Advisors LLC |
0 |
1,566 |
+1,566 |
+100% |
| Allred Capital Management LLC |
0 |
1,800 |
+1,800 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
2,304 |
+2,304 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
259 |
+259 |
+100% |
| Rise Advisors LLC |
0 |
112 |
+112 |
+100% |
| Carl Stuart Investment Advisor Inc. |
0 |
30,150 |
+30,150 |
+100% |
| Simplicity Wealth LLC |
0 |
2,603 |
+2,603 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Cigna Investments Inc. New |
2,003 |
2,003 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
187 |
187 |
UNCH |
0.00% |
| Trust Co. of Toledo NA OH |
7,966 |
7,966 |
UNCH |
0.00% |
| Edmp Inc. |
2,457 |
2,457 |
UNCH |
0.00% |
| First Community Trust NA |
163 |
163 |
UNCH |
0.00% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
420,524 |
420,524 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
121 |
121 |
UNCH |
0.00% |
| Yorktown Management & Research Co Inc |
6,450 |
6,450 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
493 |
493 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
2,317 |
2,317 |
UNCH |
0.00% |
| Asset Dedication LLC |
30 |
30 |
UNCH |
0.00% |
| Alta Advisers Ltd |
500 |
500 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
232 |
232 |
UNCH |
0.00% |
| Arbor Investment Advisors LLC |
2,181 |
2,181 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
5 |
5 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
16,675 |
16,675 |
UNCH |
0.00% |
| Trust Co |
379 |
379 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
7 |
7 |
UNCH |
0.00% |
| Financial Insights Inc. |
2,061 |
2,061 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
342 |
342 |
UNCH |
0.00% |
| Deane Retirement Strategies Inc. |
1,507 |
1,507 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
59 |
59 |
UNCH |
0.00% |
| Arthur M. Cohen & Associates LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| First Bank & Trust |
1,807 |
1,807 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
2,925 |
2,925 |
UNCH |
0.00% |
| Symmetry Partners LLC |
2,668 |
2,668 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
40,611 |
40,611 |
UNCH |
0.00% |
| Cahaba Wealth Management Inc. |
46,254 |
46,254 |
UNCH |
0.00% |
| Versant Capital Management Inc |
25 |
25 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
2,225 |
2,225 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
145 |
145 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
111 |
111 |
UNCH |
0.00% |
| PSI Advisors LLC |
1,157 |
1,157 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
14,920 |
14,920 |
UNCH |
0.00% |
| Cadent Capital Advisors LLC |
2,175 |
2,175 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
3 |
3 |
UNCH |
0.00% |
| MTM Investment Management LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| Clarus Group Inc. |
3,002 |
3,002 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
41 |
41 |
UNCH |
0.00% |
| Bank of New Hampshire |
10 |
10 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
1,856 |
1,856 |
UNCH |
0.00% |
| Bill Few Associates Inc. |
5,445 |
5,445 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
14,631 |
14,631 |
UNCH |
0.00% |
| Philo Smith Capital Corp |
151,500 |
151,500 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
4,541 |
4,541 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
103 |
103 |
UNCH |
0.00% |
| Cyndeo Wealth Partners LLC |
5,098 |
5,098 |
UNCH |
0.00% |
| Davis Investment Partners LLC |
14,197 |
14,197 |
UNCH |
0.00% |
| Kaydan Wealth Management Inc. |
21,375 |
21,375 |
UNCH |
0.00% |
| Graphene Investments SAS |
29,000 |
29,000 |
UNCH |
0.00% |
| 13F Filers Decreasing RJF Share Count |
|---|
| TriaGen Wealth Management LLC |
29,352 |
14,664 |
-14,688 |
-50.04% |
| Tower Bridge Advisors |
34,879 |
22,204 |
-12,675 |
-36.34% |
| Moseley Investment Management Inc. |
2,532 |
1,645 |
-887 |
-35.03% |
| West Paces Advisors Inc. |
9 |
6 |
-3 |
-33.33% |
| Vaughan Nelson Investment Management L.P. |
335,385 |
228,301 |
-107,084 |
-31.93% |
| Park Place Capital Corp |
1,677 |
1,218 |
-459 |
-27.37% |
| Wealth Enhancement Advisory Services LLC |
18,719 |
15,081 |
-3,638 |
-19.43% |
| Guinness Asset Management LTD |
4,851 |
3,926 |
-925 |
-19.07% |
| Mn Services Vermogensbeheer B.V. |
97,300 |
80,600 |
-16,700 |
-17.16% |
| Essex Financial Services Inc. |
3,605 |
2,993 |
-612 |
-16.98% |
| Zurcher Kantonalbank Zurich Cantonalbank |
71,222 |
59,382 |
-11,840 |
-16.62% |
| Wetzel Investment Advisors Inc. |
6,029 |
5,029 |
-1,000 |
-16.59% |
| Amalgamated Bank |
46,275 |
38,961 |
-7,314 |
-15.81% |
| Sweet Financial Partners LLC |
20,782 |
17,532 |
-3,250 |
-15.64% |
| RBA Wealth Management LLC |
2,115 |
1,805 |
-310 |
-14.66% |
| Agate Pass Investment Management LLC |
4,054 |
3,468 |
-586 |
-14.45% |
| Allspring Global Investments Holdings LLC |
150,146 |
129,216 |
-20,930 |
-13.94% |
| State of Alaska Department of Revenue |
40,700 |
35,685 |
-5,015 |
-12.32% |
| CWM LLC |
12,852 |
11,372 |
-1,480 |
-11.52% |
| Flagship Harbor Advisors LLC |
2,859 |
2,659 |
-200 |
-7.00% |
| Principal Financial Group Inc. |
641,932 |
598,805 |
-43,127 |
-6.72% |
| Central Bank & Trust Co. |
29,439 |
27,469 |
-1,970 |
-6.69% |
| Massmutual Trust Co. FSB ADV |
558 |
522 |
-36 |
-6.45% |
| Securian Asset Management Inc |
11,811 |
11,065 |
-746 |
-6.32% |
| Confluence Wealth Services Inc. |
2,156 |
2,023 |
-133 |
-6.17% |
| Hexagon Capital Partners LLC |
89 |
84 |
-5 |
-5.62% |
| NorthCrest Asset Manangement LLC |
6,460 |
6,105 |
-355 |
-5.50% |
| Arlington Trust Co LLC |
873 |
830 |
-43 |
-4.93% |
| Hartford Investment Management Co. |
12,712 |
12,087 |
-625 |
-4.92% |
| Cullen Investment Group LTD. |
31,078 |
29,737 |
-1,341 |
-4.31% |
| New Mexico Educational Retirement Board |
9,875 |
9,475 |
-400 |
-4.05% |
| Yousif Capital Management LLC |
25,671 |
24,664 |
-1,007 |
-3.92% |
| SJS Investment Consulting Inc. |
27 |
26 |
-1 |
-3.70% |
| Calton & Associates Inc. |
2,715 |
2,615 |
-100 |
-3.68% |
| Capital Investment Advisors LLC |
7,782 |
7,500 |
-282 |
-3.62% |
| Louisiana State Employees Retirement System |
11,400 |
11,000 |
-400 |
-3.51% |
| Bank of New York Mellon Corp |
1,353,796 |
1,310,768 |
-43,028 |
-3.18% |
| Canandaigua National Bank & Trust Co. |
2,235 |
2,173 |
-62 |
-2.77% |
| WASHINGTON TRUST Co |
50 |
49 |
-1 |
-2.00% |
| Salem Investment Counselors Inc. |
2,458 |
2,413 |
-45 |
-1.83% |
| CX Institutional |
1,876 |
1,845 |
-31 |
-1.65% |
| Fulton Bank N.A. |
3,738 |
3,680 |
-58 |
-1.55% |
| Hennion & Walsh Asset Management Inc. |
28,630 |
28,224 |
-406 |
-1.42% |
| First Horizon Advisors Inc. |
1,687 |
1,664 |
-23 |
-1.36% |
| Regions Financial Corp |
25,177 |
24,844 |
-333 |
-1.32% |
| One One Wealth Management LLC |
8,500 |
8,401 |
-99 |
-1.16% |
| Argus Investors Counsel Inc. |
3,718 |
3,681 |
-37 |
-1.00% |
| Raymond James & Associates |
311,311 |
308,363 |
-2,948 |
-0.95% |
| Deroy & Devereaux Private Investment Counsel Inc. |
282,897 |
280,498 |
-2,399 |
-0.85% |
| Checchi Capital Advisers LLC |
2,567 |
2,548 |
-19 |
-0.74% |
| Wealthfront Advisers LLC |
6,867 |
6,819 |
-48 |
-0.70% |
| Congress Asset Management Co. MA |
935,872 |
929,816 |
-6,056 |
-0.65% |
| Sumitomo Mitsui Trust Holdings Inc. |
503,108 |
499,981 |
-3,127 |
-0.62% |
| New York State Teachers Retirement System |
215,549 |
214,666 |
-883 |
-0.41% |
| Shulman DeMeo Asset Management LLC |
3,922 |
3,910 |
-12 |
-0.31% |
| Congress Wealth Management LLC DE |
119,393 |
119,076 |
-317 |
-0.27% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
38,239 |
38,139 |
-100 |
-0.26% |
| Signature Wealth Management Group |
5,738 |
5,724 |
-14 |
-0.24% |
| Harfst & Associates Inc. |
1,129,071 |
1,127,411 |
-1,660 |
-0.15% |
| Gateway Investment Advisers LLC |
7,950 |
7,938 |
-12 |
-0.15% |
| First Hawaiian Bank |
28,812 |
28,781 |
-31 |
-0.11% |
| Pinnacle Associates Ltd. |
226,342 |
226,197 |
-145 |
-0.06% |
| 13F Filers Exiting RJF |
|---|
| Everpar Advisors LLC |
1,964 |
0 |
-1,964 |
-100.00% |
| Eagle Wealth Strategies LLC |
2,022 |
0 |
-2,022 |
-100.00% |
| Whalen Wealth Management Inc. |
3,569 |
0 |
-3,569 |
-100.00% |
| International Assets Investment Management LLC |
5,798 |
0 |
-5,798 |
-100.00% |
| Threadgill Financial LLC |
5,860 |
0 |
-5,860 |
-100.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
174 |
0 |
-174 |
-100.00% |
| Gradient Investments LLC |
9 |
0 |
-9 |
-100.00% |
| Copeland Capital Management LLC |
49 |
0 |
-49 |
-100.00% |
| Rational Advisors LLC |
2,760 |
0 |
-2,760 |
-100.00% |
| Nations Financial Group Inc. IA ADV |
2,193 |
0 |
-2,193 |
-100.00% |
See Summary: Institutional Holders of RJF
See Details: Top 10 Hedge Funds Holding RJF
Also See: RJF Insider Buying
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