| |
| |
| Exchange: |
New York Stock Exchange |
| Security
Type: |
Common |
| Shares
Out: |
205,780,000 |
| Market
Cap: |
25.78(B) |
| Last
Volume: |
627,742 |
Avg
Vol: |
1,028,281 |
| 52
Week Range: |
$83.46 - $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 : 6.8 |
| Insider 6 Months : 6.8 |
| Insider 3/6 Months : 14.1 |
|
| 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.
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|
|
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. |
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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.
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|
|
|
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
|
|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
879 |
879 |
879 |
879 |
| Total Buy Value |
$98,715 |
$98,715 |
$98,715 |
$98,715 |
| Total People Bought |
1 |
1 |
1 |
1 |
| Total Buy Transactions |
1 |
1 |
1 |
1 |
| Total Shares Sold |
15,269 |
85,531 |
94,565 |
139,340 |
| Total Sell Value |
$1,885,721 |
$9,202,772 |
$10,121,183 |
$15,097,768 |
| Total People Sold |
2 |
6 |
7 |
9 |
| Total Sell Transactions |
2 |
8 |
10 |
16 |
| End Date |
2024-02-08 |
2023-11-07 |
2023-05-09 |
2022-05-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Dutkowsky Robert M |
Director |
• • – |
2023-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,683 |
9,506 |
|
- |
|
| Mcgeary Roderick C |
Director |
• • – |
2023-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,683 |
18,444 |
|
- |
|
| Story Susan N |
Director |
• • – |
2023-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,683 |
46,221 |
|
- |
|
| Esty Benjamin |
Director |
• • – |
2023-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,683 |
25,884 |
|
- |
|
| Gates Anne |
Director |
• • – |
2023-02-23 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,683 |
10,938 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2023-02-06 |
4 |
S |
$112.30 |
$712,319 |
D/D |
(6,343) |
7,150 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$110,248 |
D/D |
(1,039) |
169,091 |
|
- |
|
| Reilly Paul C |
Chair & CEO |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$2,838,336 |
D/D |
(26,749) |
240,750 |
|
- |
|
| Elwyn Tashtego S |
CEO & President - RJA |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$112,689 |
D/D |
(1,062) |
59,755 |
|
- |
|
| Bunn James E |
Pres-GlobEq&Inv Banking-RJA |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$399,080 |
D/D |
(3,761) |
41,386 |
|
- |
|
| Santelli Jonathan N |
EVP, Gen Counsel, Secy |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$52,843 |
D/D |
(498) |
16,320 |
|
- |
|
| Perry Jodi |
President, ICD for RJFS |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$18,675 |
D/D |
(176) |
13,493 |
|
- |
|
| Catanese George |
Chief Risk Officer |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$31,409 |
D/D |
(296) |
12,081 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$110,248 |
D/D |
(1,039) |
53,595 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$60,377 |
D/D |
(569) |
54,566 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2023-01-03 |
4 |
D |
$106.11 |
$122,769 |
D/D |
(1,157) |
82,074 |
|
- |
|
| Curtis Scott A |
President, PCG |
• • – |
2022-12-28 |
4 |
GD |
$0.00 |
$0 |
D/D |
500 |
170,130 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2022-12-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,402 |
55,135 |
|
- |
|
| Raney Steven M |
President & CEO RJBank |
• • – |
2022-12-15 |
4 |
S |
$107.58 |
$599,972 |
D/D |
(5,577) |
56,537 |
|
- |
|
| Reilly Paul C |
Chair & CEO |
• • – |
2022-12-14 |
4 |
S |
$111.27 |
$2,672,330 |
D/D |
(24,016) |
267,499 |
|
- |
|
| James Thomas A |
Chairman Emeritus |
• • – |
2022-12-13 |
4 |
OE |
$0.00 |
$0 |
I/I |
824 |
17,604,604 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2022-12-13 |
4 |
D |
$111.52 |
$165,830 |
D/D |
(1,487) |
83,231 |
|
- |
|
| Allaire Bella Loykhter |
Executive Vice President-RJA |
• • – |
2022-12-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,019 |
84,718 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2022-12-13 |
4 |
D |
$111.52 |
$148,768 |
D/D |
(1,334) |
54,634 |
|
- |
|
| Dowdle Jeffrey A |
COO & Head of Asset Mgmt. |
• • – |
2022-12-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,606 |
55,968 |
|
- |
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1341 Records found
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Page 8 of 54 |
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0.31 (0.25%) 
