| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
205,780,000 |
| Market
Cap: |
24.60(B) |
| Last
Volume: |
570,545 |
Avg
Vol: |
1,023,194 |
| 52
Week Range: |
$91.83 - $129.99 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Financial Services |
| Level
III Sector: |
Investment Brokerage - Regional |
|
Member Indexes:
|
| |
S&P COMPOSITE 1500 |
|
NYSE COMPOSITE |
| |
S&P 400 MIDCAP |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : 6.8 |
| Insider 3/6 Months : 7.4 |
|
| Guru Rank Number : 69 |
| Guru Rank Value : 11.2 |
| Guru Occurances : 3 |
|
|
|
|
|
| |
|
Company Profile Raymond James Financial is a bank holding company and financial holding company. Through its subsidiaries, Co. is engaged in financial services activities. Co.'s segments include: Private Client Group, which provides financial planning, investment advisory and securities transaction services to clients; Capital Markets, which conducts investment banking, institutional sales, securities trading, the syndication and management of investments that qualify for tax credits; Asset Management, which provides asset management, portfolio management and related administrative services for retail and institutional clients; and Raymond James Bank, which provides loans such as corporate loans.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
879 |
879 |
879 |
| Total Buy Value |
$0 |
$98,715 |
$98,715 |
$98,715 |
| Total People Bought |
0 |
1 |
1 |
1 |
| Total Buy Transactions |
0 |
1 |
1 |
1 |
| Total Shares Sold |
15,269 |
18,090 |
89,284 |
139,340 |
| Total Sell Value |
$1,885,721 |
$2,200,038 |
$9,612,299 |
$15,097,768 |
| Total People Sold |
2 |
3 |
7 |
9 |
| Total Sell Transactions |
2 |
4 |
9 |
16 |
| End Date |
2024-03-10 |
2023-12-08 |
2023-06-09 |
2022-06-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Elwyn Tashtego S |
CEO & President - RJA |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$65,569 |
D/D |
(730) |
25,412 |
|
- |
|
| Elwyn Tashtego S |
CEO & President - RJA |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
26,142 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$65,569 |
D/D |
(730) |
81,627 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
82,357 |
|
- |
|
| Catanese George |
Chief Risk Officer |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$26,227 |
D/D |
(292) |
6,668 |
|
- |
|
| Catanese George |
Chief Risk Officer |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,200 |
6,960 |
|
- |
|
| Ackart Jennifer C |
SVP, Controller & CAO |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$39,341 |
D/D |
(438) |
10,426 |
|
- |
|
| Ackart Jennifer C |
SVP, Controller & CAO |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,800 |
10,864 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$13,114 |
D/D |
(146) |
1,923 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
600 |
2,069 |
|
- |
|
| Reilly Paul C |
Chairman & CEO |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$212,065 |
D/D |
(2,361) |
110,873 |
|
- |
|
| Reilly Paul C |
Chairman & CEO |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,000 |
113,234 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$68,533 |
D/D |
(763) |
45,960 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
46,723 |
|
- |
|
| Carson John C Jr. |
President |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$65,569 |
D/D |
(730) |
70,050 |
|
- |
|
| Carson John C Jr. |
President |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
70,780 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$91,796 |
D/D |
(1,022) |
66,241 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,200 |
67,263 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2019-11-30 |
4 |
D |
$89.82 |
$65,569 |
D/D |
(730) |
35,135 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2019-11-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
35,865 |
|
- |
|
| Godbold Francis S |
Vice Chairman |
• • – |
2019-11-25 |
4 |
GD |
$0.00 |
$0 |
I/I |
10,000 |
134,500 |
|
- |
|
| Catanese George |
Chief Risk Officer |
• • – |
2019-11-22 |
4 |
S |
$88.86 |
$489,617 |
D/D |
(5,510) |
5,760 |
|
- |
|
| Trocin Jeffrey E |
Vice Chairman |
• • – |
2019-11-21 |
4 |
A |
$0.00 |
$0 |
D/D |
2,683 |
179,093 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2019-11-21 |
4 |
A |
$0.00 |
$0 |
D/D |
347 |
1,425 |
|
- |
|
| James Thomas A |
Chairman Emeritus |
• • – |
2019-11-21 |
4 |
A |
$0.00 |
$0 |
I/I |
4,314 |
12,066,629 |
|
- |
|
1341 Records found
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Page 27 of 54 |
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0.48 (0.4%) 
