Raymond James Financial’s BioVie BIVI Stock Holding History

Raymond James Financial’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-679	Closed	-$6.28K	–	5168
2025 Q2	$6.28K	Buy	+679	New	+$6.71K	﹤0.01%	6093

Other funds holding BIVI

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial's BIVI Position: Q3 2025 in Review

Raymond James Financial sold out of BioVie (BIVI) in Q3 2025, closing a stake of 679 shares — an estimated $6.28K sold.

Raymond James Financial first reported a position in BIVI in Q2 2025 and held it in 1 quarter. The position peaked at $6.28K in Q2 2025. 32 funds tracked by Wall St. Rank hold BIVI as of Q3 2025.

Raymond James Financial reported no remaining BioVie position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 679 BioVie shares in Q3 2025, an estimated $6.28K.
Raymond James Financial first reported a position in BioVie in Q2 2025 and held it in 1 quarter.
Raymond James Financial's BioVie position peaked at $6.28K in Q2 2025.
32 funds tracked by Wall St. Rank held BioVie as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.