Public ownership evidence

Raymond James Financial, Inc. (RJF) Ownership Disclosures

Read RJF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Raymond James Financial, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-01
Trade date
2026-08-28
Reporting owners
Allaire Bella Loykhter
Code
S
Shares
7,500
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001225208-26-007407
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RJF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RJF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-09-012026-08-28Allaire Bella LoykhterS7,500Not reported
2026-07-302026-07-28Elwyn Tashtego SS10,000Not reported
2026-07-292026-07-27Raney Steven MS5,770Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2949$7,449None
Cornerstone Financial Management LLC2026-03-312026-08-2933$4,778None
Cornerstone Financial Management LLC2025-12-312026-08-2919$3,051None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,715$377,078None
Advisors Asset Management, Inc.2020-06-302026-08-2818$1,239None
Advisors Asset Management, Inc.2020-06-302026-08-284,018$276,559None
Advisors Asset Management, Inc.2021-09-302026-08-28346$32,000None
Corient Private Wealth LP2026-06-302026-08-283,201$486,656None
Corient Private Wealth LP2026-06-302026-08-2825,960$3,946,729None
Redwood Investment Management, LLC2024-12-312026-08-289,190$1,427,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2718$2,737None
Principia Wealth Advisory, LLC2026-03-312026-08-2720$2,896None
Advisors Asset Management, Inc.2024-03-312026-08-27595$76,410None
Advisors Asset Management, Inc.2025-03-312026-08-27296$41,117None
Advisors Asset Management, Inc.2020-12-312026-08-271,243$119,000None
Advisors Asset Management, Inc.2023-09-302026-08-27303$30,430None
Advisors Asset Management, Inc.2021-03-312026-08-27762$93,391None
Advisors Asset Management, Inc.2021-06-302026-08-27494$64,000None
Advisors Asset Management, Inc.2020-09-302026-08-272,738$199,217None
Advisors Asset Management, Inc.2023-12-312026-08-27346$38,579None
Redwood Investment Management, LLC2025-09-302026-08-276,905$1,192,000None
Redwood Investment Management, LLC2025-12-312026-08-276,795$1,091,000None
Advisors Asset Management, Inc.2019-12-312026-08-2618$1,610None
Advisors Asset Management, Inc.2019-12-312026-08-267,946$710,849None
CYBER HORNET ETFs LLC2026-06-302026-08-25473$71,899None
First Eagle Investment Management, LLC2026-06-302026-08-252,082$316,526None
First Eagle Investment Management, LLC2026-06-302026-08-2528$4,257None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25259,627$39,471,093None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2539,471,093$259,627,000None
Advisors Asset Management, Inc.2024-09-302026-08-22657$80,456None
Advisors Asset Management, Inc.2024-06-302026-08-22695$85,909None
Advisors Asset Management, Inc.2024-12-312026-08-22352$54,676None
Advisors Asset Management, Inc.2020-03-312026-08-226,648$420,154None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-227,145$1,086,254None
Assenagon Asset Management S.A.2026-06-302026-08-2230,948$4,705,024None
Rehmann Capital Advisory Group2026-06-302026-08-213,862$587,169None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20720,078$109,473,451None
Beacon Pointe Advisors, LLC2026-06-302026-08-1941,317$6,281,422None
Advisors Asset Management, Inc.2019-03-312026-08-1918$1,447None
Advisors Asset Management, Inc.2019-03-312026-08-1911,077$890,702None
Advisors Asset Management, Inc.2019-09-302026-08-1918$1,484None
Advisors Asset Management, Inc.2019-09-302026-08-199,440$778,422None
Advisors Asset Management, Inc.2019-06-302026-08-1918$1,522None
Advisors Asset Management, Inc.2019-06-302026-08-199,602$811,849None
JDM Financial Group LLC2026-06-302026-08-1929$4,409None
Ensign Peak Advisors, Inc2026-03-312026-08-1924,393$3,531,862None
Ensign Peak Advisors, Inc2025-12-312026-08-1918,302$2,939,118None
Ensign Peak Advisors, Inc2025-09-302026-08-1955,248$9,535,805None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19732$111,205None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-196$1,000None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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