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Raymond James Financial

459 hedge funds and large institutions have $6.5B invested in Raymond James Financial in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 179 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
-24
Holders Change %
-4.97%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
57
Increased
158
Reduced
179
Closed
76
Calls
$43.5M
Puts
$11.9M
Net Calls
+$31.6M
Net Calls Change
-$5.78M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
426
Smithfield Trust
Pennsylvania
$5K
HR
427
Howe & Rusling
New York
$5K +$4.1K +91 +455%
GRP
428
Global Retirement Partners
California
$4K -$547 -13 -12%
PWMG
429
Prestige Wealth Management Group
New Jersey
$4K +$4K +105 New
AWA
430
Arkadios Wealth Advisors
Georgia
$3.48K
IA
431
IndexIQ Advisors
New York
$3K -$138 -3 -4%
GWMIA
432
Global Wealth Management Investment Advisory
Florida
$3K
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$3K
EI
434
Ellevest Inc
New York
$3K +$1.39K +30 +86%
BL
435
Balentine LLC
Georgia
$3K +$3K +65 New
PFO
436
Pathstone Family Office
New Jersey
$3K +$3K +78 New
WT
437
Whittier Trust
California
$2K -$1.36K -36 -40%
CCM
438
Copeland Capital Management
Pennsylvania
$2K
TFO
439
Tarbox Family Office
California
$2K +$955 +21 +91%
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.25K +35 +167%
WQ
441
Wealth Quarterback
New Jersey
$1.42K
EW
442
Evoke Wealth
California
$1.34K -$20K -478 -94%
BBHC
443
Brown Brothers Harriman & Co
New York
$1K -$36K -828 -97%
CI
444
CX Institutional
Indiana
$1K -$3.53K -53 -78%
TWA
445
TCI Wealth Advisors
Arizona
$1K -$846 -22 -46%
CMBA
446
C.M. Bidwell & Associates
Hawaii
$1K
GWS
447
Glassman Wealth Services
Virginia
$1K
ME
448
McIlrath & Eck
Washington
$1K
FANJ
449
Financial Architects (New Jersey)
New Jersey
$1K
BWM
450
BerganKDV Wealth Management
Minnesota
$1K