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Raymond James Financial shares owned by LMG Wealth Partners

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by LMG Wealth Partners from 13F filings

Historical chart of LMG Wealth Partners investment in Raymond James Financial

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All positions including Raymond James Financial held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 39k 111.50
2023-09-30 $4.0M 40k 100.43
2023-06-30 $4.1M 40k 103.77
2023-03-31 $3.7M 40k 93.27
2022-12-31 $2.5M 22k 117.01

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Top funds holding Raymond James Financial

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

View all funds holding Raymond James Financial