| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
205,780,000 |
| Market
Cap: |
25.05(B) |
| Last
Volume: |
627,137 |
Avg
Vol: |
1,024,892 |
| 52
Week Range: |
$90.35 - $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 |
77,487 |
94,565 |
139,340 |
| Total Sell Value |
$1,885,721 |
$8,403,143 |
$10,121,183 |
$15,097,768 |
| Total People Sold |
2 |
5 |
7 |
9 |
| Total Sell Transactions |
2 |
7 |
10 |
16 |
| End Date |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
|
| 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. |
• • – |
2021-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
3,184 |
38,603 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2021-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
5,041 |
157,490 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2021-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
427 |
6,316 |
|
- |
|
| Carson John C Jr. |
President |
• • – |
2021-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
4,411 |
91,583 |
|
- |
|
| Bunn James E |
Pres-GlobEq&Inv Banking-RJA |
• • – |
2021-12-01 |
4 |
A |
$0.00 |
$0 |
D/D |
11,658 |
35,175 |
|
- |
|
| Shoukry Paul M |
CFO and Treasurer |
• • – |
2021-11-22 |
4 |
D |
$98.64 |
$21,602 |
D/D |
(219) |
9,447 |
|
- |
|
| Shoukry Paul M |
CFO and Treasurer |
• • – |
2021-11-22 |
4 |
OE |
$0.00 |
$0 |
D/D |
900 |
9,666 |
|
- |
|
| Bunn James E |
Pres-GlobEq&Inv Banking-RJA |
• • – |
2021-11-11 |
4 |
S |
$100.73 |
$1,527,739 |
D/D |
(15,166) |
17,615 |
|
- |
|
| Allison Paul D |
Chair, President & CEO RJ Ltd. |
• • – |
2021-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,500 |
35,419 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2021-09-07 |
4 |
OE |
$55.49 |
$295,984 |
D/D |
5,334 |
98,673 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2021-05-26 |
4 |
S |
$133.03 |
$302,236 |
D/D |
(2,272) |
3,324 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2021-05-25 |
4 |
D |
$131.79 |
$95,943 |
D/D |
(728) |
5,596 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2021-05-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,000 |
6,324 |
|
- |
|
| Elwyn Tashtego S |
CEO & President - RJA |
• • – |
2021-05-24 |
4 |
GD |
$0.00 |
$0 |
D/D |
75 |
30,112 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2021-05-20 |
4 |
S |
$132.94 |
$245,939 |
D/D |
(1,850) |
1,355 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2021-05-10 |
4 |
S |
$135.74 |
$271,598 |
D/D |
(2,000) |
32,900 |
|
- |
|
| Elwyn Tashtego S |
CEO & President - RJA |
• • – |
2021-05-03 |
4 |
GD |
$0.00 |
$0 |
D/D |
380 |
30,187 |
|
- |
|
| Bunn James E |
Pres-GlobEq&Inv Banking-RJA |
• • – |
2021-04-09 |
4 |
GD |
$0.00 |
$0 |
D/D |
252 |
19,854 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2021-03-29 |
4 |
S |
$123.59 |
$1,153,095 |
D/D |
(9,330) |
48,200 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2021-03-11 |
4 |
S |
$118.09 |
$1,180,884 |
D/D |
(10,000) |
88,039 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2021-03-03 |
4 |
S |
$119.10 |
$178,662 |
I/I |
(1,500) |
750 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2021-03-03 |
4 |
S |
$118.72 |
$1,139,202 |
D/D |
(9,596) |
33,525 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2021-03-03 |
4 |
S |
$119.50 |
$151,050 |
D/D |
(1,264) |
3,205 |
|
- |
|
| Reilly Paul C |
Chairman & CEO |
• • – |
2021-02-25 |
4 |
S |
$120.29 |
$1,202,892 |
D/D |
(10,000) |
63,354 |
|
- |
|
| Godbold Francis S |
Vice Chairman |
• • – |
2021-02-24 |
4 |
S |
$121.52 |
$3,043,146 |
I/I |
(25,042) |
134,500 |
|
- |
|
1341 Records found
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Page 16 of 54 |
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1.83 (1.48%) 
