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Raymond James Financial shares owned by Klingman & Associates

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Raymond James Financial

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All positions including Raymond James Financial held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 10k 128.42
2023-12-31 $1.0M 9.1k 111.50
2023-09-30 $909k 9.1k 100.43
2022-09-30 $271k 2.7k 98.73

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
Jpmorgan Chase & Co
Earnest Partners
Massachusetts Financial Services
Agf Management
Norges Bank Investment Management
Brave Warrior Advisors
Dimensional Fund Advisors
Marshall Wace
Bank of America Corporation
Legal & General Group
Mercer Global Advisors

View all funds holding Raymond James Financial