Raymond James Financial shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Raymond James Financial
Tip: Access up to 7 years of quarterly data
All positions including Raymond James Financial held by Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Raymond James Financial by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.6M | 10k | 153.37 |
| 2025-03-31 | $1.4M | 10k | 138.91 |
| 2024-12-31 | $1.6M | 10k | 155.33 |
| 2024-09-30 | $1.3M | 10k | 122.46 |
| 2024-06-30 | $1.3M | 10k | 123.61 |
| 2024-03-31 | $1.3M | 10k | 128.42 |
| 2023-12-31 | $1.1M | 9.8k | 111.50 |
| 2023-09-30 | $985k | 9.8k | 100.43 |
| 2023-06-30 | $1.0M | 9.7k | 103.77 |
| 2023-03-31 | $906k | 9.7k | 93.27 |
| 2022-12-31 | $1.0M | 9.7k | 106.85 |
| 2022-09-30 | $980k | 9.9k | 98.85 |
| 2022-06-30 | $876k | 9.8k | 89.39 |
| 2022-03-31 | $587k | 5.9k | 100.32 |
| 2021-12-31 | $587k | 5.9k | 100.32 |
| 2019-12-31 | $494k | 5.5k | 89.51 |
| 2019-09-30 | $322k | 3.9k | 82.52 |
| 2019-06-30 | $307k | 3.6k | 84.53 |
| 2019-03-31 | $292k | 3.6k | 80.40 |
| 2018-12-31 | $259k | 3.5k | 74.30 |
| 2018-09-30 | $273k | 3.0k | 91.98 |
| 2018-06-30 | $482k | 5.4k | 89.39 |
| 2018-03-31 | $485k | 5.4k | 89.45 |
| 2017-12-31 | $422k | 4.7k | 89.20 |
| 2017-09-30 | $385k | 4.6k | 84.41 |
| 2017-06-30 | $373k | 4.7k | 80.20 |
| 2017-03-31 | $874k | 12k | 76.26 |
| 2016-12-31 | $1.3M | 19k | 69.26 |
| 2016-09-30 | $1.0M | 18k | 58.22 |
| 2016-06-30 | $937k | 19k | 49.29 |
| 2016-03-31 | $901k | 19k | 47.62 |
| 2015-12-31 | $1.1M | 19k | 57.97 |
| 2015-09-30 | $924k | 19k | 49.61 |
| 2015-06-30 | $1.1M | 18k | 59.60 |
| 2015-03-31 | $1.1M | 19k | 56.78 |
| 2014-12-31 | $893k | 16k | 57.28 |
| 2014-09-30 | $902k | 17k | 53.56 |
| 2014-06-30 | $1.3M | 25k | 50.72 |
| 2014-03-31 | $1.4M | 25k | 55.92 |
| 2013-12-31 | $1.3M | 26k | 52.18 |
| 2013-09-30 | $1.2M | 28k | 41.67 |
| 2013-06-30 | $1.1M | 25k | 42.96 |
| 2013-03-31 | $692k | 15k | 46.13 |