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Raymond James Financial shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.7M 17k 100.43
2023-06-30 $1.7M 16k 103.77
2023-03-31 $1.5M 16k 93.27
2022-12-31 $1.9M 18k 106.85
2022-09-30 $1.9M 20k 98.80
2022-06-30 $1.9M 21k 89.41
2022-03-31 $2.3M 21k 109.93
2021-12-31 $2.2M 22k 100.39
2021-09-30 $2.1M 23k 92.29
2021-06-30 $2.0M 15k 129.90
2021-03-31 $981k 8.0k 122.59
2020-12-31 $775k 8.1k 95.67
2020-09-30 $582k 8.0k 72.77
2020-06-30 $550k 8.0k 68.81
2020-03-31 $388k 6.1k 63.24
2019-12-31 $471k 5.2k 91.44
2019-09-30 $460k 5.1k 89.70
2019-06-30 $394k 5.2k 75.97
2019-03-31 $419k 5.2k 80.48
2018-12-31 $417k 5.2k 80.10
2018-09-30 $404k 5.0k 81.26
2018-06-30 $448k 5.0k 89.42
2018-03-31 $451k 5.0k 89.43