Jan-15-21 Upgrade
Wells Fargo
Underweight → Overweight
$120
Jan-05-21 Upgrade
Wolfe Research
Peer Perform → Outperform
$89 → $111
Jan-05-21 Upgrade
Goldman
Sell → Buy
$82 → $110
Nov-17-20 Upgrade
Citigroup
Neutral → Buy
$87 → $112
Jul-08-20 Initiated
Seaport Global Securities
Neutral
Jun-09-20 Upgrade
Morgan Stanley
Equal-Weight → Overweight
May-18-20 Downgrade
Wells Fargo
Equal Weight → Underweight
$61
May-01-20 Downgrade
Compass Point
Buy → Neutral
$65
Mar-25-20 Upgrade
Citigroup
Sell → Neutral
$71 → $60
Mar-25-20 Downgrade
Wolfe Research
Outperform → Peer Perform
Mar-24-20 Downgrade
Goldman
Neutral → Sell
$79 → $50
Mar-06-20 Downgrade
Wells Fargo
Overweight → Equal Weight
$81
Mar-04-20 Downgrade
Citigroup
Neutral → Sell
$93 → $71
Nov-20-19 Initiated
Morgan Stanley
Equal-Weight
$91
Mar-06-19 Initiated
Argus
Buy
$92
Nov-27-18 Initiated
Goldman
Neutral
$85
Oct-26-18 Downgrade
Citigroup
Buy → Neutral
Jul-27-18 Upgrade
JMP Securities
Mkt Perform → Mkt Outperform
Jul-13-18 Upgrade
Citigroup
Neutral → Buy
May-16-18 Upgrade
Goldman
Neutral → Buy
Jan-15-21 10:04AM
Jan-07-21 09:19AM
Dec-30-20 11:36PM
03:13PM
Dec-23-20 09:13AM
Dec-21-20 04:00AM
Dec-18-20 05:44PM
11:33AM
Dec-17-20 02:53PM
09:42AM
Dec-11-20 08:49AM
Dec-10-20 01:50PM
Dec-09-20 01:15PM
09:22AM
Dec-03-20 10:40AM
Nov-24-20 02:11AM
Nov-10-20 12:01PM
Nov-05-20 06:01PM
Oct-30-20 12:01AM
Oct-29-20 07:36AM
Oct-27-20 08:18AM
Oct-17-20 07:22AM
Oct-12-20 07:42PM
Oct-06-20 09:31AM
Sep-28-20 08:01AM
Sep-25-20 07:18AM
Sep-16-20 09:37AM
Sep-10-20 08:58AM
Aug-27-20 01:20PM
Aug-25-20 06:09PM Thomson Reuters StreetEvents
Aug-07-20 11:20AM
Aug-06-20 09:00AM
Aug-04-20 04:00AM
Jul-31-20 02:31AM
Jul-30-20 09:54AM
Jul-28-20 02:22PM
09:18AM
08:26AM
Jul-20-20 09:00AM
Jul-16-20 09:45AM
07:00AM
Jul-13-20 02:32PM
Jul-09-20 09:00AM
Jul-08-20 03:52PM
Jul-06-20 10:35AM
Jul-05-20 05:28PM
Jun-22-20 10:37AM
Jun-18-20 09:00AM
Jun-17-20 01:42PM
11:53AM Thomson Reuters StreetEvents
Jun-15-20 05:47PM
05:16PM
Jun-05-20 10:08AM
Jun-04-20 03:45PM
May-19-20 12:00PM
May-13-20 05:30PM
May-11-20 11:48AM
May-04-20 01:34PM
09:00AM
Apr-30-20 07:00PM
09:00AM
Apr-29-20 10:58AM
Apr-28-20 09:28AM
07:30AM
Apr-24-20 09:00AM
09:00AM
Apr-21-20 07:46AM American City Business Journals
Apr-16-20 06:02PM
Apr-09-20 09:54PM
04:30AM
Apr-06-20 09:17AM
Apr-03-20 12:10PM American City Business Journals
Mar-27-20 09:02AM
06:00AM
Mar-26-20 02:12PM
08:55AM
Mar-25-20 01:20PM
Mar-24-20 01:49PM
Mar-19-20 10:47AM
Mar-17-20 02:36PM
Mar-05-20 02:12PM American City Business Journals -6.39%
Mar-04-20 09:00AM
Feb-28-20 04:32PM American City Business Journals
05:00AM American City Business Journals
Feb-26-20 09:06AM
Feb-13-20 09:00AM
Feb-11-20 11:36AM
Feb-10-20 07:00AM
Jan-28-20 08:12AM American City Business Journals
Jan-27-20 06:25AM
Jan-24-20 08:33PM Thomson Reuters StreetEvents
Jan-23-20 09:03AM
Jan-22-20 06:50AM American City Business Journals
Jan-21-20 12:04PM American City Business Journals
08:56AM
Jan-16-20 11:01AM
06:30AM
Jan-15-20 11:31AM
Jan-14-20 11:01AM
Jan-10-20 02:49PM American City Business Journals
Raymond James Financial, Inc., through its subsidiaries, engages in the underwriting, distribution, trading, and brokerage of equity and debt securities in the United States, Canada, and Europe. The Private Client Group segment offers securities transaction services, including the sale of equities, mutual funds, fixed income products, and insurance and annuity products to retail clients; mutual funds; investment advisory and margin loan services; custodial, trading, research, and other support services; diversification strategies and alternative investment products; and borrowing and lending of securities to and from other broker-dealers, financial institutions, and other counterparties. The Capital Markets segment provides equity products to institutional clients; investment banking services, including public and private equity financing for corporate clients, merger and acquisition advisory services, and strategic and financial advisory services; and taxable and tax-exempt fixed income products, such as municipal, corporate, government agency and mortgage-backed bonds, and whole loans. This segment also offers public finance and debt underwriting services, interest rate derivatives, and tax credit funds; and publishes research on companies of various industries. The Asset Management segment offers asset management, portfolio management and related administrative services to retail and institutional clients; and administrative support services, such as record-keeping. The RJ Bank segment provides insured deposit accounts; commercial and industrial, commercial real estate (CRE) and CRE construction, tax-exempt, residential, securities-based, and other loans; and loan syndication. The Other segment engages in the private equity activities, including various direct and third-party private equity investments; and private equity funds. The company was founded in 1962 and is headquartered in St. Petersburg, Florida.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Raney Steven M President & CEO RJBank Dec 15 Option Exercise 0.00 981 0 39,372 Dec 17 10:57 AM Allison Paul D Chair, President & CEO RJ Ltd. Dec 15 Option Exercise 0.00 1,255 0 20,054 Dec 17 02:20 PM JAMES THOMAS A Chairman Emeritus Dec 15 Option Exercise 0.00 3,174 0 11,976,874 Dec 17 04:23 PM Perry Jodi President, ICD for RJFS Dec 15 Option Exercise 0.00 262 0 4,497 Dec 17 04:21 PM Bunn James E Pres-GlobEq&Inv Banking-RJA Dec 15 Option Exercise 0.00 8,977 0 23,638 Dec 17 08:21 AM JULIEN JEFFREY P Executive VP - Fin Dec 15 Option Exercise 0.00 2,308 0 52,285 Dec 16 09:41 AM Carson John C Jr. President Dec 15 Option Exercise 0.00 2,669 0 56,061 Dec 16 07:41 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Dec 15 Option Exercise 0.00 1,803 0 44,283 Dec 17 08:48 AM Santelli Jonathan N EVP, Gen Counsel, Secy Dec 15 Option Exercise 0.00 534 0 3,731 Dec 17 08:46 AM Shoukry Paul M CFO and Treasurer Dec 15 Option Exercise 0.00 96 0 5,881 Dec 17 08:44 AM Curtis Scott A President, PCG Dec 15 Option Exercise 0.00 2,020 0 99,341 Dec 17 08:42 AM REILLY PAUL C Chairman & CEO Dec 15 Option Exercise 0.00 21,930 0 93,982 Dec 16 01:17 PM Catanese George Chief Risk Officer Dec 15 Option Exercise 0.00 1,090 0 4,250 Dec 17 12:45 PM Allaire Bella Loykhter Executive Vice President-RJA Dec 15 Option Exercise 0.00 2,164 0 58,925 Dec 17 12:42 PM Elwyn Tashtego S CEO & President - RJA Dec 15 Option Exercise 0.00 1,616 0 32,769 Dec 17 10:59 AM Raney Steven M President & CEO RJBank Dec 15 Sale 93.64 3,224 301,906 35,762 Dec 17 10:57 AM REILLY PAUL C Chairman & CEO Dec 14 Sale 92.84 13,816 1,282,684 72,052 Dec 16 01:17 PM Allaire Bella Loykhter Executive Vice President-RJA Dec 09 Sale 92.23 5,313 490,030 56,761 Dec 11 08:30 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Dec 04 Option Exercise 55.49 12,500 693,625 51,489 Dec 08 04:09 PM Catanese George Chief Risk Officer Dec 04 Sale 96.45 4,891 471,731 3,310 Dec 07 05:06 PM Santelli Jonathan N EVP, Gen Counsel, Secy Dec 03 Sale 94.40 3,000 283,212 3,197 Dec 04 04:20 PM REILLY PAUL C Chairman & CEO Dec 03 Sale 94.63 34,532 3,267,867 85,868 Dec 04 02:58 PM REILLY PAUL C Chairman & CEO Dec 02 Sale 93.82 5,880 551,650 120,400 Dec 04 02:58 PM Oorlog Jonathan W JR Senior VP and Controller Nov 30 Option Exercise 0.00 300 0 6,357 Dec 01 01:49 PM JULIEN JEFFREY P Executive VP - Fin Nov 30 Option Exercise 0.00 4,000 0 47,092 Dec 01 02:18 PM REILLY PAUL C Chairman & CEO Nov 30 Option Exercise 0.00 9,500 0 102,488 Dec 02 05:22 PM Perry Jodi President, ICD for RJFS Nov 30 Option Exercise 0.00 200 0 4,238 Dec 02 09:15 AM Raney Steven M President & CEO RJBank Nov 30 Option Exercise 0.00 4,000 0 38,101 Dec 02 09:14 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 30 Option Exercise 0.00 4,000 0 37,881 Dec 02 12:31 PM Allaire Bella Loykhter Executive Vice President-RJA Nov 30 Option Exercise 0.00 4,400 0 60,392 Dec 02 10:48 AM Santelli Jonathan N EVP, Gen Counsel, Secy Nov 30 Option Exercise 0.00 4,000 0 6,503 Dec 02 09:42 AM Carson John C Jr. President Nov 30 Option Exercise 0.00 4,000 0 50,981 Dec 02 09:41 AM Shoukry Paul M CFO and Treasurer Nov 30 Option Exercise 0.00 600 0 5,931 Dec 02 09:40 AM Elwyn Tashtego S CEO & President - RJA Nov 30 Option Exercise 0.00 4,000 0 31,470 Dec 02 09:37 AM Curtis Scott A President, PCG Nov 30 Option Exercise 0.00 4,000 0 95,921 Dec 02 09:00 AM Catanese George Chief Risk Officer Nov 30 Option Exercise 0.00 2,200 0 8,708 Dec 02 08:21 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Nov 30 Option Exercise 0.00 5,400 0 15,975 Dec 02 08:20 AM Perry Jodi President, ICD for RJFS Nov 22 Option Exercise 0.00 600 0 4,184 Nov 24 02:46 PM Oorlog Jonathan W JR Senior VP and Controller Nov 22 Option Exercise 0.00 900 0 6,057 Nov 24 12:56 PM Shoukry Paul M CFO and Treasurer Nov 22 Option Exercise 0.00 1,800 0 5,769 Nov 24 11:11 AM Shoukry Paul M CFO and Treasurer Nov 19 Option Exercise 0.00 600 0 4,114 Nov 23 08:40 AM Perry Jodi President, ICD for RJFS Nov 19 Option Exercise 0.00 200 0 3,632 Nov 23 08:25 AM Oorlog Jonathan W JR Senior VP and Controller Nov 19 Option Exercise 0.00 200 0 5,157 Nov 20 08:28 AM Curtis Scott A President, PCG Nov 19 Option Exercise 48.20 7,497 361,355 92,421 Nov 20 10:56 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Nov 19 Option Exercise 0.00 280 0 10,643 Nov 20 03:06 PM JULIEN JEFFREY P Executive VP - Fin Nov 18 Option Exercise 0.00 1,000 0 43,092 Nov 19 01:45 PM Allaire Bella Loykhter Executive Vice President-RJA Nov 18 Option Exercise 0.00 1,500 0 56,357 Nov 20 03:30 PM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 18 Option Exercise 0.00 1,000 0 34,124 Nov 20 01:27 PM Curtis Scott A President, PCG Nov 18 Option Exercise 0.00 1,500 0 85,289 Nov 20 10:56 AM REILLY PAUL C Chairman & CEO Nov 18 Option Exercise 0.00 2,000 0 93,775 Nov 20 10:13 AM Carson John C Jr. President Nov 18 Option Exercise 0.00 1,000 0 47,224 Nov 20 09:16 AM Elwyn Tashtego S CEO & President - RJA Nov 18 Option Exercise 0.00 1,500 0 27,835 Nov 20 09:02 AM Raney Steven M President & CEO RJBank Nov 18 Option Exercise 0.00 1,000 0 34,344 Nov 20 11:01 AM Catanese George Chief Risk Officer Nov 18 Option Exercise 0.00 300 0 6,581 Nov 20 08:52 AM Perry Jodi President, ICD for RJFS Nov 18 Sale 90.08 659 59,363 3,432 Nov 20 08:23 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 17 Sale 88.29 9,200 812,307 33,124 Nov 19 08:36 AM JAMES THOMAS A Chairman Emeritus Nov 10 Sale 85.92 52,552 4,515,336 11,969,732 Nov 12 08:56 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Nov 09 Option Exercise 48.20 12,500 602,500 50,459 Nov 12 06:01 AM JAMES THOMAS A Chairman Emeritus Nov 09 Sale 86.74 47,448 4,115,454 12,022,284 Nov 12 08:56 AM Allison Paul D Chair, President & CEO RJ Ltd. Nov 04 Sale 77.97 1,550 120,846 23,950 Nov 05 04:53 PM Allison Paul D Chair, President & CEO RJ Ltd. Nov 04 Sale 78.07 4,150 323,992 17,231 Nov 05 04:53 PM Allison Paul D Chair, President & CEO RJ Ltd. Nov 03 Option Exercise 48.20 12,500 602,500 28,914 Nov 05 04:53 PM Allaire Bella Loykhter Executive Vice President-RJA Nov 02 Sale 77.91 3,178 247,587 54,857 Nov 04 03:05 PM Allison Paul D Chair, President & CEO RJ Ltd. Sep 30 Option Exercise 0.00 5,000 0 16,414 Oct 02 08:31 AM Bunn James E Pres-GlobEq&Inv Banking-RJA Aug 06 Option Exercise 48.20 800 38,560 10,363 Aug 07 03:49 PM Santelli Jonathan N EVP, Gen Counsel, Secy Jun 09 Sale 81.33 1,250 101,664 2,503 Jun 10 12:04 PM Carson John C Jr. President Jun 05 Sale 82.53 10,000 825,271 46,224 Jun 08 04:23 PM JULIEN JEFFREY P Executive VP - Fin Jun 05 Sale 81.58 9,150 746,444 42,092 Jun 08 04:21 PM Seshadri Raj Director Jun 01 Option Exercise 0.00 1,362 0 1,362 Jun 03 10:15 AM Santelli Jonathan N EVP, Gen Counsel, Secy May 25 Option Exercise 0.00 3,000 0 4,475 May 27 08:54 AM Carson John C Jr. President May 06 Sale 62.83 8,222 516,549 56,224 May 07 09:29 AM Carson John C Jr. President May 05 Sale 63.77 6,778 432,264 64,446 May 07 09:29 AM Perry Jodi President, ICD for RJFS Mar 12 Option Exercise 53.87 1,800 96,966 3,975 Mar 13 12:19 PM GODBOLD FRANCIS S Vice Chairman Mar 12 Buy 61.49 12,500 768,583 159,542 Mar 16 10:09 AM REILLY PAUL C Chairman & CEO Mar 10 Option Exercise 55.49 2,500 138,725 93,760 Mar 12 04:04 PM GODBOLD FRANCIS S Vice Chairman Mar 09 Buy 65.40 12,542 820,224 147,042 Mar 11 01:40 PM ACKART JENNIFER C SVP, Controller & CAO Mar 04 Option Exercise 52.22 3,880 202,609 9,912 Mar 06 11:31 AM Curtis Scott A President, PCG Mar 03 Option Exercise 55.49 1,866 103,544 83,789 Mar 04 01:27 PM Johnson Gordon L Director Feb 21 Option Exercise 0.00 60 0 20,719 Feb 24 03:38 PM STORY SUSAN N Director Feb 20 Option Exercise 0.00 1,789 0 26,928 Feb 24 04:08 PM Broader Shelley G. Director Feb 20 Option Exercise 0.00 1,789 0 24,070 Feb 24 03:43 PM von Arentschildt Charles Director Feb 20 Option Exercise 0.00 1,789 0 8,948 Feb 24 03:43 PM Gates Anne Director Feb 20 Option Exercise 0.00 1,789 0 3,406 Feb 24 03:41 PM MCGEARY RODERICK C Director Feb 20 Option Exercise 0.00 1,789 0 8,410 Feb 24 03:41 PM Edwards Jeffrey N Director Feb 20 Option Exercise 0.00 1,789 0 14,070 Feb 24 03:39 PM Esty Benjamin Director Feb 20 Option Exercise 0.00 1,789 0 13,370 Feb 24 11:50 AM DUTKOWSKY ROBERT M Director Feb 20 Option Exercise 0.00 1,789 0 2,451 Feb 24 11:47 AM Johnson Gordon L Director Feb 20 Option Exercise 0.00 2,091 0 20,659 Feb 24 03:38 PM Allaire Bella Loykhter Executive Vice President-RJA Feb 20 Sale 101.26 10,800 1,093,608 58,035 Feb 24 11:12 AM Dowdle Jeffrey A COO & Head of Asset Mgmt. Feb 20 Sale 100.52 8,692 873,744 37,959 Feb 21 01:53 PM Johnson Gordon L Director Feb 19 Option Exercise 0.00 60 0 18,568 Feb 19 02:35 PM Johnson Gordon L Director Feb 17 Option Exercise 0.00 180 0 18,508 Feb 19 02:35 PM Bunn James E Pres-GlobEq&Inv Banking-RJA Jan 29 Sale 91.05 5,120 466,176 9,563 Jan 31 11:23 AM
×
Upgrade your FINVIZ experience
Join thousands of traders who make more informed decisions with our premium features.
Real-time quotes, advanced visualizations, backtesting, and much more.
Learn more about FINVIZ*Elite