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Raymond James Financial 6.90%

Q3 2016 vs Q4 2016

Comparing institutional holders between quarters

Quarters

Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
KCM Investment Advisors LLC
UNCHANGED
Shares30,014 from 30,014
Change0 (0%)
Value$762 (-$14)
Filed 2017-02-22
Fulton Breakefield Broenniman LLC
DECREASED
Shares16,155 from 17,985
Change-1,830 (-10%)
Value$410 (-$55)
Filed 2017-02-03
Roosevelt Investment Group Inc
INCREASED
Shares15,000 from 12,000
Change+3,000 (+25%)
Value$381 (+$71)
Filed 2017-02-07
Ameriprise Financial Inc
INCREASED
Shares10,486 from 10,160
Change+326 (+3%)
Value$266 (+$3)
Filed 2017-02-03
Bell Rock Capital LLC
NEW
Shares10,000
Change+10,000
Value$254
Filed 2018-12-05
Parametric Portfolio Associates LLC
DECREASED
Shares9,174 from 10,871
Change-1,697 (-16%)
Value$233 (-$48)
Filed 2017-02-14
Glenmede Trust Co NA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$15 ($0)
Filed 2017-02-14
Intellectus Partners, LLC
NEW
Shares29
Change+29
Value$1
Filed 2017-02-14
Cypress Asset Management Inc
CLOSED
Shares0 from 8,800
Change-8,800 (-100%)
Value$0 (-$228)
Filed 2017-02-07
Kelman-Lazarov, Inc.
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$26.3K)
Filed 2017-01-17
Status
KCM Investment Advisors LLC
UNCHANGED30,01430,01400%$776$762-$142017-02-22
Fulton Breakefield Broenniman LLC
DECREASED16,15517,985-1,830-10%$465$410-$552017-02-03
Roosevelt Investment Group Inc
INCREASED15,00012,000+3,000+25%$310$381+$712017-02-07
Ameriprise Financial Inc
INCREASED10,48610,160+326+3%$263$266+$32017-02-03
Bell Rock Capital LLC
NEW10,000—+10,000——$254—2018-12-05
Parametric Portfolio Associates LLC
DECREASED9,17410,871-1,697-16%$281$233-$482017-02-14
Glenmede Trust Co NA
UNCHANGED60060000%$15$15$02017-02-14
Intellectus Partners, LLC
NEW29—+29——$1—2017-02-14
Cypress Asset Management Inc
CLOSED08,800-8,800-100%$228$0-$2282017-02-07
Kelman-Lazarov, Inc.
CLOSED01,010-1,010-100%$26.3K$0-$26.3K2017-01-17
Showing 10 of 10 institutions