| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
205,780,000 |
| Market
Cap: |
24.13(B) |
| Last
Volume: |
1,236,160 |
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 |
|
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|
|
|
| |
|
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 |
2024-03-14 |
2023-12-12 |
2023-06-13 |
2022-06-13 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Allison Paul D |
Chair, President & CEO RJ Ltd. |
• • – |
2019-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,000 |
29,352 |
|
- |
|
| Dowdle Jeffrey A |
CAO & President, Asset Mgmt. |
• • – |
2019-09-12 |
4 |
S |
$84.91 |
$713,080 |
D/D |
(8,398) |
34,338 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2019-09-11 |
4 |
S |
$84.80 |
$101,756 |
D/D |
(1,200) |
1,078 |
|
- |
|
| Julien Jeffrey P |
CFO, Executive VP - Fin |
• • – |
2019-08-30 |
4 |
S |
$78.59 |
$1,238,296 |
D/D |
(15,756) |
39,592 |
|
- |
|
| Trocin Jeffrey E |
Vice Chairman |
• • – |
2019-08-05 |
4 |
OE |
$48.20 |
$502,533 |
D/D |
10,426 |
192,696 |
|
- |
|
| Julien Jeffrey P |
CFO, Executive VP - Fin |
• • – |
2019-08-01 |
4 |
OE |
$48.20 |
$259,225 |
D/D |
5,000 |
55,348 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2019-06-17 |
4 |
D |
$82.24 |
$178,872 |
D/D |
(2,175) |
59,053 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2019-06-17 |
4 |
OE |
$48.20 |
$159,258 |
D/D |
2,926 |
61,228 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2019-05-29 |
4 |
S |
$84.82 |
$61,498 |
D/D |
(725) |
2,278 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2019-05-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
3,003 |
|
- |
|
| Elwyn Tashtego S |
President - RJA |
• • – |
2019-05-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
114 |
20,918 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• – – |
2019-05-06 |
4 |
S |
$90.60 |
$265,096 |
D/D |
(2,926) |
33,605 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• – – |
2019-05-06 |
4 |
OE |
$48.20 |
$259,225 |
D/D |
5,000 |
36,531 |
|
- |
|
| Allison Paul D |
Chair, President & CEO RJ Ltd. |
• – – |
2019-05-03 |
4 |
S |
$90.46 |
$452,284 |
D/D |
(5,000) |
24,352 |
|
- |
|
| Trocin Jeffrey E |
Co-Pres-GlobEq&Inv Banking-RJA |
• • – |
2019-04-29 |
4 |
S |
$91.11 |
$1,198,717 |
D/D |
(13,157) |
182,201 |
|
- |
|
| Julien Jeffrey P |
CFO, Executive VP - Fin |
• • – |
2019-04-29 |
4 |
S |
$90.26 |
$2,554,288 |
D/D |
(28,073) |
50,348 |
|
- |
|
| Reilly Paul C |
Chief Executive Officer |
• • – |
2019-04-29 |
4 |
S |
$91.35 |
$5,481,048 |
D/D |
(60,000) |
80,382 |
|
- |
|
| Julien Jeffrey P |
CFO, Executive VP - Fin |
• • – |
2019-04-24 |
4 |
OE |
$48.20 |
$9,640 |
I/I |
200 |
6,060 |
|
- |
|
| Elwyn Tashtego S |
President - RJA |
• • – |
2019-03-19 |
4 |
GD |
$0.00 |
$0 |
D/D |
600 |
21,032 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2019-03-19 |
4 |
OE |
$48.20 |
$120,645 |
D/D |
2,503 |
75,149 |
|
- |
|
| Broader Shelley G. |
Director |
• • – |
2019-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,644 |
22,281 |
|
- |
|
| Mcgeary Roderick C |
Director |
• • – |
2019-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,644 |
6,621 |
|
- |
|
| Esty Benjamin |
Director |
• • – |
2019-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,644 |
11,581 |
|
- |
|
| Edwards Jeffrey N |
Director |
• • – |
2019-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,644 |
12,281 |
|
- |
|
| Gates Anne |
Director |
• • – |
2019-02-28 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,617 |
1,617 |
|
- |
|
1341 Records found
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Page 30 of 54 |
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2.28 (1.91%) 
