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Raymond James Financial

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
476
Dakota Wealth Management
Florida
$314K +$314K +2,943 New
BCP
477
Blue Chip Partners
Michigan
$314K +$107 +1 +0%
NCM
478
Novare Capital Management
North Carolina
$313K
KBFS
479
Kohmann Bosshard Financial Services
Ohio
$313K
RA
480
Royce & Associates
New York
$310K
PWMAG
481
Pinnacle Wealth Management Advisory Group
New Jersey
$310K +$13K +122 +4%
NA
482
Navellier & Associates
Nevada
$308K -$1.5K -14 -0.5%
YWP
483
YorkBridge Wealth Partners
New York
$307K -$72.1K -675 -19%
FA
484
FDx Advisors
Illinois
$306K -$8.86K -83 -3%
P
485
Pitcairn
Pennsylvania
$304K -$13.6K -127 -4%
QCIG
486
Quad-Cities Investment Group
Iowa
$304K +$855 +8 +0.3%
ALAM
487
Asahi Life Asset Management
Japan
$297K +$115K +1,080 +64%
MIM
488
Moseley Investment Management
Florida
$296K -$21.4K -200 -7%
CFGS
489
Concourse Financial Group Securities
Alabama
$296K -$14.8K -138 -5%
PWP
490
Phillips Wealth Planners
Mississippi
$295K +$295K +2,600 New
MAS
491
Meeder Advisory Services
Ohio
$294K +$294K +2,756 New
DEA
492
DoubleLine ETF Adviser
Florida
$292K +$292K +2,733 New
EWM
493
Evercore Wealth Management
New York
$291K
CA
494
Calton & Associates
Florida
$290K
MIM
495
MTM Investment Management
South Carolina
$288K
S
496
Seeyond
France
$287K -$534 -5 -0.2%
CCA
497
Checchi Capital Advisers
California
$279K -$4.81K -45 -2%
AIP
498
Ameritas Investment Partners
Nebraska
$277K
SEC
499
Seven Eight Capital
New York
$274K +$274K +2,568 New
LFAS
500
Level Four Advisory Services
Texas
$271K +$271K +2,535 New