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Raymond James Financial

651 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 240 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+13
Holders Change %
+2.04%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
65
Increased
216
Reduced
240
Closed
46
Calls
$69.6M
Puts
$52.5M
Net Calls
+$17.1M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
401
IEQ Capital
California
$388K +$97.7K +973 +34%
GVAG
402
Great Valley Advisor Group
Delaware
$387K +$11.9K +118 +3%
SDAM
403
Shulman DeMeo Asset Management
New York
$386K -$11.8K -118 -3%
IA
404
IFP Advisors
Florida
$385K -$14.1K -140 -4%
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$382K -$9.24K -92 -2%
AIMCA
406
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$382K
VWA
407
Visionary Wealth Advisors
Illinois
$380K +$100 +1 +0%
AIC
408
Argus Investors Counsel
New York
$376K -$6.93K -69 -2%
GT
409
Greenleaf Trust
Michigan
$370K +$11.9K +118 +3%
QT
410
Quantbot Technologies
New York
$368K +$368K +3,666 New
VSQM
411
V-Square Quantitative Management
Illinois
$368K +$215K +2,140 +141%
PWG
412
Portside Wealth Group
Utah
$367K -$5.45K -54 -1%
JCIA
413
Jackson Creek Investment Advisors
Colorado
$362K -$22.9K -228 -6%
SP
414
Symmetry Partners
Connecticut
$362K
FB
415
Fulton Bank
Pennsylvania
$359K -$6.53K -65 -2%
EFS
416
Essex Financial Services
Connecticut
$358K -$17.8K -177 -5%
NG
417
Norden Group
Utah
$354K +$354K +3,527 New
LAS
418
Lloyd Advisory Services
Georgia
$354K +$354K +3,527 New
HNB
419
Huntington National Bank
Ohio
$351K -$10.6K -106 -3%
AAS
420
Avantax Advisory Services
Texas
$350K +$40.3K +401 +13%
CCIA
421
Campbell & Co Investment Adviser
Maryland
$350K +$350K +3,482 New
AGC
422
Aspen Grove Capital
Colorado
$347K +$347K +3,437 New
TYCC
423
Texas Yale Capital Corp
Florida
$339K -$339K -3,375 -50%
GLR
424
Great Lakes Retirement
Ohio
$331K -$6.93K -69 -2%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$330K -$30.7K -306 -9%