$1.68 Billion is the total value of Raymond James Financial Services Advisors, Inc.'s 505 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 13.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $57,790,000 | +7.9% | 753,356 | +2.7% | 3.43% | +8.9% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $46,955,000 | +6.4% | 239,911 | +1.6% | 2.79% | +7.3% |
VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $39,566,000 | +5.3% | 507,588 | +1.6% | 2.35% | +6.2% |
TIP | Buy | ISHAREStips bd etf | $34,015,000 | +13.7% | 294,856 | +10.4% | 2.02% | +14.6% |
SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $29,707,000 | +22.4% | 387,866 | +17.5% | 1.76% | +23.4% |
EFA | Buy | ISHARESmsci eafe etf | $28,939,000 | +4.2% | 423,270 | +2.4% | 1.72% | +5.1% |
PRF | Buy | POWERSHARES ETF TRUSTftse rafi 1000 | $24,647,000 | +5.1% | 278,690 | +0.6% | 1.46% | +6.0% |
BSJG | Buy | CLAYMORE EXCHANGE TRD FD TRgug blt2016 hy | $19,771,000 | +3.5% | 720,757 | +3.0% | 1.17% | +4.4% |
MLPN | Buy | CREDIT SUISSE NASSAU BRHeql wgt mlp lkd | $18,970,000 | +18.1% | 530,771 | +5.5% | 1.13% | +19.0% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $18,154,000 | +2.7% | 143,444 | +1.5% | 1.08% | +3.7% |
USMV | Buy | ISHARES TRusa min vol etf | $17,783,000 | +32.4% | 477,775 | +28.2% | 1.06% | +33.5% |
GE | Buy | GENERAL ELECTRIC CO | $15,805,000 | +3.3% | 601,424 | +1.8% | 0.94% | +4.2% |
VNQ | Buy | VANGUARD INDEX FDSreit etf | $15,654,000 | +10.2% | 209,163 | +4.0% | 0.93% | +11.1% |
AAPL | Buy | APPLE INC | $15,025,000 | +17.7% | 161,677 | +580.0% | 0.89% | +18.8% |
IJK | Buy | ISHARESs&p mc 400gr etf | $13,593,000 | +3.4% | 86,536 | +0.7% | 0.81% | +4.3% |
VOO | Buy | VANGUARD INDEX FDS | $13,452,000 | +15.9% | 74,973 | +10.7% | 0.80% | +17.0% |
PIZ | Buy | POWERSHARES ETF TRUST IIdwa devmktmom pt | $13,216,000 | +6.3% | 501,347 | +8.7% | 0.78% | +7.2% |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $12,594,000 | +15.7% | 127,340 | +9.4% | 0.75% | +16.7% |
IDV | Buy | ISHARESintl sel div etf | $12,276,000 | +11.0% | 307,749 | +7.5% | 0.73% | +12.0% |
PID | Buy | POWERSHARES ETF TRUSTintl div achv | $10,853,000 | +28.8% | 561,444 | +21.5% | 0.64% | +29.8% |
RPG | Buy | RYDEX ETF TRUSTgug s&p500 pu gr | $10,669,000 | +99.1% | 138,001 | +88.6% | 0.63% | +101.0% |
KO | Buy | COCA COLA CO | $10,499,000 | +10.9% | 247,846 | +1.3% | 0.62% | +11.8% |
QCOM | Buy | QUALCOMM INC | $10,157,000 | +0.8% | 128,244 | +0.3% | 0.60% | +1.7% |
BSJF | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bull 2015 | $10,091,000 | +4.9% | 374,839 | +5.3% | 0.60% | +5.6% |
JPM | Buy | JPMORGAN CHASE & CO | $9,936,000 | -2.1% | 172,446 | +3.2% | 0.59% | -1.2% |
EPD | Buy | ENTERPRISE PRODS PARTNERS L | $9,887,000 | +16.5% | 126,287 | +3.2% | 0.59% | +17.4% |
DBC | Buy | POWERSHARES DB CMDTY IDX TRAunit ben int | $9,610,000 | +7.1% | 361,549 | +5.2% | 0.57% | +8.1% |
MSFT | Buy | MICROSOFT CORP | $9,477,000 | +1.9% | 227,262 | +0.1% | 0.56% | +2.7% |
PWV | Buy | POWERSHARES ETF TRUSTdynm lrg cp vl | $9,312,000 | +14.0% | 307,108 | +9.4% | 0.55% | +15.0% |
EZM | Buy | WISDOMTREE TRmdcp earn fund | $9,262,000 | +12.7% | 100,185 | +8.3% | 0.55% | +13.6% |
IWM | Buy | ISHARESrussell 2000 etf | $8,576,000 | +12.4% | 72,180 | +10.1% | 0.51% | +13.4% |
CVX | Buy | CHEVRON CORP NEW | $8,418,000 | +11.6% | 64,479 | +1.7% | 0.50% | +12.6% |
PG | Buy | PROCTER & GAMBLE CO | $8,416,000 | +1.2% | 107,082 | +3.8% | 0.50% | +2.0% |
EWL | Buy | ISHARESmsci sz cap etf | $8,307,000 | +3.2% | 242,048 | +3.2% | 0.49% | +4.0% |
IHE | Buy | ISHARESu.s. pharma etf | $8,203,000 | +6.7% | 60,712 | +0.0% | 0.49% | +7.5% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $7,932,000 | +19.8% | 162,108 | +16.5% | 0.47% | +20.8% |
IJS | Buy | ISHARESsp smcp600vl etf | $7,891,000 | +3.9% | 68,359 | +2.2% | 0.47% | +4.9% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $7,723,000 | +9.6% | 174,503 | +2.7% | 0.46% | +10.6% |
EWP | Buy | ISHARESmsci span cp etf | $7,671,000 | +79.6% | 179,147 | +71.1% | 0.46% | +80.6% |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $7,647,000 | +17.7% | 65,291 | +13.5% | 0.45% | +18.5% |
IVW | Buy | ISHARESs&p 500 grwt etf | $7,527,000 | +11.9% | 71,555 | +6.2% | 0.45% | +12.9% |
IJJ | Buy | ISHARESs&p mc 400vl etf | $7,529,000 | +6.9% | 59,319 | +1.4% | 0.45% | +7.7% |
WFC | Buy | WELLS FARGO & CO NEW | $7,452,000 | +7.0% | 141,791 | +1.3% | 0.44% | +7.8% |
IHF | Buy | ISHARESus hlthcr pr etf | $7,214,000 | +52.4% | 70,158 | +46.5% | 0.43% | +53.4% |
SPLV | Buy | POWERSHARES ETF TR IIs&p500 low vol | $7,209,000 | +5.8% | 202,570 | +1.2% | 0.43% | +6.7% |
IJT | Buy | ISHARESsp smcp600gr etf | $7,098,000 | +10.2% | 58,761 | +8.5% | 0.42% | +11.1% |
DBEF | Buy | DBX ETF TRxtrak msci eafe | $7,051,000 | +69.7% | 255,489 | +66.8% | 0.42% | +71.0% |
BP | Buy | BP PLCsponsored adr | $6,469,000 | +11.8% | 122,629 | +2.0% | 0.38% | +12.6% |
SYK | Buy | STRYKER CORP | $6,444,000 | +4.4% | 76,427 | +0.8% | 0.38% | +5.2% |
DEM | Buy | WISDOMTREE TRemerg mkts etf | $6,428,000 | +5.7% | 123,992 | +0.1% | 0.38% | +6.7% |
DUK | Buy | DUKE ENERGY CORP NEW | $6,252,000 | +5.6% | 84,262 | +1.3% | 0.37% | +6.3% |
HDV | Buy | ISHARES TRhigh dividnd etf | $6,223,000 | +25.3% | 82,542 | +18.8% | 0.37% | +26.7% |
DLN | Buy | WISDOMTREE TRlargecap divid | $5,980,000 | +5.1% | 84,458 | +0.4% | 0.36% | +6.0% |
IGV | Buy | ISHARESna tec-sftwr etf | $5,862,000 | +21.8% | 68,161 | +17.9% | 0.35% | +23.0% |
IWB | Buy | ISHARESrus 1000 etf | $5,863,000 | +58.6% | 53,244 | +50.9% | 0.35% | +59.6% |
IWV | Buy | ISHARESrussell 3000 etf | $5,813,000 | +32.5% | 49,369 | +26.4% | 0.34% | +33.7% |
ILCV | Buy | ISHARESmrngstr lg-cp vl | $5,746,000 | +4.8% | 67,806 | +1.0% | 0.34% | +5.6% |
MINT | Buy | PIMCO ETF TRenhan shrt mat | $5,563,000 | +3.2% | 54,858 | +3.2% | 0.33% | +4.1% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,523,000 | +6.7% | 43,356 | +4.0% | 0.33% | +7.5% |
PEP | Buy | PEPSICO INC | $5,198,000 | +8.8% | 58,181 | +1.7% | 0.31% | +10.0% |
INTC | Buy | INTEL CORP | $5,104,000 | +20.0% | 165,182 | +0.3% | 0.30% | +21.2% |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $5,063,000 | +470.8% | 108,530 | +434.4% | 0.30% | +478.8% |
DOW | Buy | DOW CHEM CO | $4,999,000 | +11.8% | 97,144 | +5.6% | 0.30% | +12.9% |
CSCO | Buy | CISCO SYS INC | $4,980,000 | +12.3% | 200,412 | +1.3% | 0.30% | +13.4% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,981,000 | +23.0% | 61,526 | +18.7% | 0.30% | +24.4% |
ORCL | Buy | ORACLE CORP | $4,849,000 | -0.6% | 119,635 | +0.3% | 0.29% | +0.3% |
VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $4,590,000 | +12.7% | 52,799 | +7.4% | 0.27% | +13.8% |
CAT | Buy | CATERPILLAR INC DEL | $4,583,000 | +155.7% | 42,172 | +133.8% | 0.27% | +156.6% |
UNH | Buy | UNITEDHEALTH GROUP INC | $4,517,000 | +0.1% | 55,260 | +0.4% | 0.27% | +0.8% |
SCZ | Buy | ISHARESeafe sml cp etf | $4,421,000 | +73.6% | 83,545 | +71.3% | 0.26% | +75.3% |
BMY | Buy | BRISTOL MYERS SQUIBB CO | $4,397,000 | +20.7% | 90,652 | +29.3% | 0.26% | +22.0% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $4,248,000 | +6.1% | 48,416 | +2.8% | 0.25% | +6.8% |
IAI | Buy | ISHARESu.s. br-deal etf | $4,143,000 | +15.1% | 110,002 | +18.0% | 0.25% | +16.0% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,003,000 | +27.1% | 92,813 | +19.6% | 0.24% | +28.6% |
GM | Buy | GENERAL MTRS CO | $3,969,000 | +13.3% | 109,326 | +7.4% | 0.24% | +14.6% |
GIS | Buy | GENERAL MLS INC | $3,953,000 | +3.2% | 75,244 | +1.8% | 0.24% | +4.0% |
MO | Buy | ALTRIA GROUP INC | $3,931,000 | +15.1% | 93,737 | +2.8% | 0.23% | +15.9% |
V | Buy | VISA INC | $3,912,000 | -1.7% | 18,566 | +0.7% | 0.23% | -0.9% |
PM | Buy | PHILIP MORRIS INTL INC | $3,864,000 | +7.0% | 45,828 | +3.9% | 0.23% | +7.5% |
IYT | Buy | ISHAREStrans avg etf | $3,778,000 | +26.6% | 25,701 | +16.6% | 0.22% | +27.3% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $3,749,000 | +40.1% | 35,534 | +33.7% | 0.22% | +42.0% |
RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $3,741,000 | +14.9% | 45,421 | +1.9% | 0.22% | +15.6% |
BBT | Buy | BB&T CORP | $3,723,000 | -0.1% | 94,408 | +1.7% | 0.22% | +0.9% |
MCD | Buy | MCDONALDS CORP | $3,687,000 | +5.7% | 36,604 | +2.9% | 0.22% | +6.8% |
BA | Buy | BOEING CO | $3,692,000 | +2.4% | 29,016 | +0.9% | 0.22% | +3.3% |
CL | Buy | COLGATE PALMOLIVE CO | $3,642,000 | +7.5% | 53,423 | +2.3% | 0.22% | +8.0% |
SO | Buy | SOUTHERN CO | $3,602,000 | +5.7% | 79,385 | +2.3% | 0.21% | +6.5% |
AGG | Buy | ISHAREScore totusbd etf | $3,588,000 | +6.2% | 32,793 | +4.7% | 0.21% | +7.0% |
TRV | Buy | TRAVELERS COMPANIES INC | $3,555,000 | +11.7% | 37,787 | +1.0% | 0.21% | +12.8% |
AFL | Buy | AFLAC INC | $3,545,000 | -1.1% | 56,943 | +0.2% | 0.21% | -0.5% |
IWD | Buy | ISHARESrus 1000 val etf | $3,510,000 | +19.7% | 34,661 | +14.1% | 0.21% | +20.2% |
GLD | Buy | SPDR GOLD TRUST | $3,483,000 | +6.3% | 27,199 | +2.6% | 0.21% | +7.3% |
AME | Buy | AMETEK INC NEW | $3,365,000 | +2.9% | 64,364 | +1.3% | 0.20% | +3.6% |
GS | Buy | GOLDMAN SACHS GROUP INC | $3,361,000 | +4.8% | 20,070 | +2.6% | 0.20% | +5.8% |
DE | Buy | DEERE & CO | $3,346,000 | +4.9% | 36,952 | +5.1% | 0.20% | +5.9% |
HCN | Buy | HEALTH CARE REIT INC | $3,314,000 | +6.6% | 52,884 | +1.4% | 0.20% | +7.7% |
VHT | Buy | VANGUARD WORLD FDShealth car etf | $3,296,000 | +4.8% | 29,528 | +0.4% | 0.20% | +5.9% |
NSC | Buy | NORFOLK SOUTHERN CORP | $3,227,000 | +17.9% | 31,320 | +11.2% | 0.19% | +19.3% |
TEN | Buy | TENNECO INC | $3,239,000 | +17.1% | 49,305 | +3.5% | 0.19% | +17.8% |
CRS | Buy | CARPENTER TECHNOLOGY CORP | $3,181,000 | +5.2% | 50,300 | +9.8% | 0.19% | +6.2% |
XSLV | New | POWERSHARES ETF TR IIs&p600 lovl pt | $3,136,000 | – | 98,045 | +100.0% | 0.19% | – |
XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $3,138,000 | – | 31,347 | +100.0% | 0.19% | – |
JGT | Buy | NUVEEN DIVER CURRENCY OPPOR | $3,058,000 | +16.9% | 272,328 | +9.2% | 0.18% | +18.2% |
HYG | Buy | ISHARESiboxx hi yd etf | $3,047,000 | +167.5% | 32,008 | +165.3% | 0.18% | +170.1% |
QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $3,022,000 | +6.1% | 77,505 | +0.7% | 0.18% | +6.5% |
SIAL | Buy | SIGMA ALDRICH CORP | $3,021,000 | +10.3% | 29,774 | +1.5% | 0.18% | +11.2% |
WY | Buy | WEYERHAEUSER CO | $2,982,000 | +18.5% | 90,126 | +5.1% | 0.18% | +19.6% |
EMR | Buy | EMERSON ELEC CO | $2,939,000 | +1.9% | 44,286 | +2.5% | 0.18% | +2.9% |
EMC | Buy | E M C CORP MASS | $2,879,000 | -0.2% | 109,301 | +3.9% | 0.17% | +0.6% |
CNX | Buy | CONSOL ENERGY INC | $2,860,000 | +16.7% | 62,069 | +1.2% | 0.17% | +18.1% |
FVD | Buy | FIRST TR VALUE LINE DIVID IN | $2,801,000 | +16.6% | 122,409 | +11.6% | 0.17% | +17.7% |
UNP | Buy | UNION PAC CORP | $2,771,000 | +2.3% | 27,777 | +92.4% | 0.16% | +3.8% |
ADX | Buy | ADAMS EXPRESS CO | $2,766,000 | +6.2% | 201,154 | +0.2% | 0.16% | +7.2% |
LEA | Buy | LEAR CORP | $2,700,000 | +7.0% | 30,231 | +0.3% | 0.16% | +7.4% |
DIS | Buy | DISNEY WALT CO | $2,665,000 | +8.5% | 31,084 | +1.3% | 0.16% | +9.0% |
KRFT | Buy | KRAFT FOODS GROUP INC | $2,650,000 | +79.2% | 44,196 | +67.6% | 0.16% | +80.5% |
RYJ | Buy | CLAYMORE EXCHANGE TRD FD TRgug raym james s | $2,638,000 | +13.8% | 74,643 | +10.7% | 0.16% | +15.4% |
KMI | Buy | KINDER MORGAN INC DEL | $2,624,000 | +24.8% | 72,362 | +11.9% | 0.16% | +25.8% |
FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $2,621,000 | +2.6% | 43,987 | +1.7% | 0.16% | +4.0% |
SRCL | Buy | STERICYCLE INC | $2,589,000 | +6.4% | 21,865 | +2.1% | 0.15% | +7.7% |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $2,599,000 | +1.6% | 162,626 | +2.1% | 0.15% | +2.0% |
TNDQ | Buy | ROYAL BK OF SCOTLAND PLCrbs nasd lkd41 | $2,577,000 | +3.2% | 68,805 | +0.4% | 0.15% | +4.1% |
EMN | Buy | EASTMAN CHEM CO | $2,575,000 | +92.3% | 29,478 | +89.8% | 0.15% | +93.7% |
PII | Buy | POLARIS INDS INC | $2,514,000 | -4.7% | 19,302 | +2.2% | 0.15% | -3.9% |
LNCOQ | Buy | LINNCO LLC | $2,493,000 | +29.1% | 79,673 | +11.6% | 0.15% | +29.8% |
F113PS | Buy | COVIDIEN PLC | $2,421,000 | +23.3% | 26,844 | +0.7% | 0.14% | +24.1% |
NKE | Buy | NIKE INCcl b | $2,362,000 | +5.6% | 30,453 | +0.5% | 0.14% | +6.1% |
CONE | Buy | CYRUSONE INC | $2,291,000 | +22.2% | 91,994 | +2.2% | 0.14% | +23.6% |
RJF | Buy | RAYMOND JAMES FINANCIAL INC | $2,297,000 | -7.6% | 45,281 | +1.9% | 0.14% | -6.8% |
WEC | Buy | WISCONSIN ENERGY CORP | $2,273,000 | +5.6% | 48,447 | +4.8% | 0.14% | +6.3% |
DNKN | Buy | DUNKIN BRANDS GROUP INC | $2,253,000 | -4.0% | 49,186 | +5.2% | 0.13% | -2.9% |
KMX | Buy | CARMAX INC | $2,261,000 | +12.4% | 43,468 | +1.1% | 0.13% | +13.6% |
VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,246,000 | +12.3% | 52,742 | +8.8% | 0.13% | +12.7% |
MMLP | Buy | MARTIN MIDSTREAM PRTNRS L Punit l p int | $2,236,000 | 0.0% | 54,303 | +4.5% | 0.13% | +0.8% |
DTN | Buy | WISDOMTREE TRdiv ex-finl fd | $2,225,000 | +7.2% | 30,104 | +1.9% | 0.13% | +8.2% |
XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $2,169,000 | – | 48,620 | +100.0% | 0.13% | – |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,141,000 | +5.5% | 18,043 | +1.0% | 0.13% | +6.7% |
TLT | New | ISHARES20+ yr tr bd etf | $2,130,000 | – | 18,764 | +100.0% | 0.13% | – |
MMM | Buy | 3M CO | $2,117,000 | +10.7% | 14,775 | +4.8% | 0.13% | +11.5% |
HON | Buy | HONEYWELL INTL INC | $2,080,000 | +3.3% | 22,374 | +3.1% | 0.12% | +4.2% |
AKRXQ | New | AKORN INC | $2,004,000 | – | 60,262 | +100.0% | 0.12% | – |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,001,000 | +5.9% | 37,011 | +2.5% | 0.12% | +7.2% |
TTE | Buy | TOTAL S Asponsored adr | $1,983,000 | +48.8% | 27,472 | +35.2% | 0.12% | +51.3% |
PRU | New | PRUDENTIAL FINL INC | $1,969,000 | – | 22,185 | +100.0% | 0.12% | – |
DFS | Buy | DISCOVER FINL SVCS | $1,935,000 | +7.3% | 31,218 | +0.7% | 0.12% | +8.5% |
EEMV | Buy | ISHARESem mk minvol etf | $1,936,000 | +16.6% | 32,231 | +11.0% | 0.12% | +17.3% |
KMB | Buy | KIMBERLY CLARK CORP | $1,852,000 | +6.1% | 16,654 | +5.2% | 0.11% | +6.8% |
PRLB | New | PROTO LABS INC | $1,858,000 | – | 22,683 | +100.0% | 0.11% | – |
SJNK | Buy | SPDR SER TRsht trm hgh yld | $1,850,000 | +21.1% | 59,748 | +21.1% | 0.11% | +22.2% |
MET | New | METLIFE INC | $1,842,000 | – | 33,150 | +100.0% | 0.11% | – |
TYL | Buy | TYLER TECHNOLOGIES INC | $1,831,000 | +17.4% | 20,076 | +7.7% | 0.11% | +18.5% |
IGR | Buy | CBRE CLARION GLOBAL REAL EST | $1,819,000 | +20.8% | 199,651 | +10.7% | 0.11% | +21.3% |
FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,788,000 | +9.9% | 44,909 | +1.8% | 0.11% | +10.4% |
FSD | Buy | FIRST TR HIGH INCOME L/S FD | $1,761,000 | +25.8% | 97,042 | +22.9% | 0.10% | +28.0% |
BSJH | Buy | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $1,755,000 | +44.9% | 63,575 | +44.4% | 0.10% | +46.5% |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $1,736,000 | +6.9% | 26,182 | +1.8% | 0.10% | +7.3% |
COP | Buy | CONOCOPHILLIPS | $1,738,000 | +32.9% | 20,270 | +9.0% | 0.10% | +33.8% |
FXD | Buy | FIRST TR EXCHANGE TRADED FDconsumr discre | $1,711,000 | +5.2% | 51,457 | +1.3% | 0.10% | +6.2% |
VTA | Buy | INVESCO DYNAMIC CR OPP FD | $1,713,000 | +1.4% | 132,288 | +1.4% | 0.10% | +3.0% |
ALL | Buy | ALLSTATE CORP | $1,686,000 | +5.8% | 28,712 | +1.9% | 0.10% | +6.4% |
DLS | Buy | WISDOMTREE TRintl smcap div | $1,672,000 | +14.5% | 25,809 | +15.0% | 0.10% | +15.1% |
BWG | Buy | LEGG MASON BW GLB INC OPP FD | $1,631,000 | +11.6% | 88,867 | +6.8% | 0.10% | +12.8% |
IWS | Buy | ISHARESrus mdcp val etf | $1,614,000 | +6.0% | 22,229 | +0.3% | 0.10% | +6.7% |
HAL | Buy | HALLIBURTON CO | $1,588,000 | +21.4% | 22,368 | +0.7% | 0.09% | +22.1% |
WAG | Buy | WALGREEN CO | $1,561,000 | +48.0% | 21,055 | +31.8% | 0.09% | +50.0% |
PKW | Buy | POWERSHARES ETF TRUSTdyna buybk ach | $1,561,000 | +9.9% | 34,805 | +6.6% | 0.09% | +10.7% |
WW | Buy | WEIGHT WATCHERS INTL INC NEW | $1,564,000 | -0.8% | 77,547 | +1.0% | 0.09% | 0.0% |
WWAV | New | WHITEWAVE FOODS CO | $1,558,000 | – | 48,127 | +100.0% | 0.09% | – |
BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $1,504,000 | +15.2% | 18,718 | +14.8% | 0.09% | +15.6% |
PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,471,000 | +9.2% | 24,499 | +0.3% | 0.09% | +10.1% |
IVE | Buy | ISHARESs&p 500 val etf | $1,458,000 | +44.6% | 16,152 | +39.2% | 0.09% | +47.5% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,428,000 | +13.2% | 18,016 | +10.3% | 0.08% | +14.9% |
JGV | Buy | NUVEEN GLOBAL EQUITY INCOME | $1,416,000 | +41.9% | 96,106 | +26.2% | 0.08% | +42.4% |
NUE | Buy | NUCOR CORP | $1,420,000 | +30.0% | 28,826 | +33.4% | 0.08% | +31.2% |
SOXX | New | ISHARESphlx semicnd etf | $1,395,000 | – | 16,143 | +100.0% | 0.08% | – |
AEP | Buy | AMERICAN ELEC PWR INC | $1,396,000 | +11.9% | 25,029 | +1.7% | 0.08% | +13.7% |
BLW | Buy | BLACKROCK LTD DURATION INC T | $1,397,000 | +7.8% | 80,820 | +6.9% | 0.08% | +9.2% |
DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $1,388,000 | +100.3% | 27,057 | +89.7% | 0.08% | +100.0% |
EOD | Buy | WELLS FARGO ADV GLB DIV OPP | $1,387,000 | +18.6% | 163,412 | +10.0% | 0.08% | +18.8% |
GNR | Buy | SPDR INDEX SHS FDSglb nat resrce | $1,385,000 | +68.9% | 26,215 | +60.8% | 0.08% | +70.8% |
FB | Buy | FACEBOOK INCcl a | $1,345,000 | +21.9% | 19,987 | +9.2% | 0.08% | +23.1% |
VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,330,000 | +7.2% | 14,777 | +2.4% | 0.08% | +8.2% |
BTTGY | New | BT GROUP PLCadr | $1,329,000 | – | 20,250 | +100.0% | 0.08% | – |
UTX | Buy | UNITED TECHNOLOGIES CORP | $1,298,000 | +1.0% | 11,242 | +2.2% | 0.08% | +1.3% |
EXG | Buy | EATON VANCE TAX MNGD GBL DV | $1,269,000 | +15.6% | 122,357 | +12.6% | 0.08% | +15.4% |
ADRD | Buy | BLDRS INDEX FDS TRdev mk 100 adr | $1,243,000 | +12.5% | 48,808 | +9.7% | 0.07% | +13.8% |
ISD | Buy | PRUDENTIAL SHT DURATION HG Y | $1,205,000 | +9.7% | 67,045 | +10.4% | 0.07% | +10.8% |
DVA | Buy | DAVITA HEALTHCARE PARTNERS I | $1,214,000 | +24.6% | 16,791 | +18.7% | 0.07% | +26.3% |
SDRL | Buy | SEADRILL LIMITED | $1,220,000 | +25.9% | 30,533 | +10.8% | 0.07% | +26.3% |
PXF | Buy | POWERSHARES GLOBAL ETF TRUSTdev mkts ex-us | $1,191,000 | +31.0% | 26,152 | +26.3% | 0.07% | +31.5% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,177,000 | +3.5% | 22,009 | +3.5% | 0.07% | +4.5% |
RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $1,180,000 | +14.8% | 13,557 | +3.1% | 0.07% | +14.8% |
PICB | Buy | POWERSHARES ETF TRUST IIintl corp bond | $1,169,000 | +7.1% | 38,128 | +4.7% | 0.07% | +7.8% |
FCX | Buy | FREEPORT-MCMORAN COPPER & GO | $1,159,000 | +18.4% | 31,762 | +7.3% | 0.07% | +19.0% |
EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $1,155,000 | +13.3% | 42,722 | +1.8% | 0.07% | +15.0% |
MDC | Buy | M D C HLDGS INC | $1,148,000 | +169.5% | 37,911 | +151.5% | 0.07% | +172.0% |
VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $1,150,000 | +43.6% | 21,178 | +38.0% | 0.07% | +44.7% |
FTF | Buy | FRANKLIN TEMPLETON LTD DUR I | $1,120,000 | +8.9% | 85,603 | +8.6% | 0.07% | +9.8% |
DCA | Buy | VIRTUS TOTAL RETURN FD | $1,117,000 | +11.1% | 232,674 | +2.3% | 0.07% | +11.9% |
EDD | Buy | MORGAN STANLEY EM MKTS DM DE | $1,108,000 | +22.0% | 83,186 | +20.2% | 0.07% | +24.5% |
GDV | Buy | GABELLI DIVD & INCOME TR | $1,119,000 | -0.3% | 51,089 | +0.0% | 0.07% | 0.0% |
CTRP | Buy | CTRIP COM INTL LTD | $1,090,000 | +27.5% | 17,018 | +0.3% | 0.06% | +30.0% |
SNAK | Buy | INVENTURE FOODS INC | $1,089,000 | -17.3% | 96,649 | +2.6% | 0.06% | -16.7% |
MOAT | Buy | MARKET VECTORS ETF TRmkt vectr wide | $1,097,000 | +6.4% | 35,805 | +1.7% | 0.06% | +6.6% |
LLY | Buy | LILLY ELI & CO | $1,099,000 | +36.4% | 17,673 | +29.0% | 0.06% | +38.3% |
JQC | Buy | NUVEEN CR STRATEGIES INCM FD | $1,096,000 | +10.3% | 117,106 | +12.1% | 0.06% | +10.2% |
PCL | Buy | PLUM CREEK TIMBER CO INC | $1,093,000 | +7.3% | 24,242 | +0.0% | 0.06% | +8.3% |
PZA | Buy | POWERSHARES GLOBAL ETF TRUSTinsur natl mun | $1,060,000 | +23.7% | 42,935 | +20.8% | 0.06% | +26.0% |
JCI | Buy | JOHNSON CTLS INC | $1,057,000 | +7.6% | 21,169 | +2.0% | 0.06% | +8.6% |
USG | Buy | U S G CORP | $1,026,000 | +104.4% | 34,052 | +121.7% | 0.06% | +103.3% |
BBBY | Buy | BED BATH & BEYOND INC | $1,016,000 | +2.4% | 17,714 | +22.8% | 0.06% | +3.4% |
UDR | Buy | UDR INC | $1,006,000 | +18.6% | 35,140 | +7.0% | 0.06% | +20.0% |
DHS | Buy | WISDOMTREE TReqty inc fd | $997,000 | +6.2% | 16,781 | +1.1% | 0.06% | +7.3% |
AVK | Buy | ADVENT CLAYMORE CV SECS & IN | $983,000 | +7.4% | 52,185 | +6.0% | 0.06% | +7.4% |
GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $972,000 | +13.2% | 88,482 | +2.2% | 0.06% | +13.7% |
CGO | Buy | CALAMOS GLOBAL TOTAL RETURN | $970,000 | +1.5% | 65,289 | +1.7% | 0.06% | +3.6% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $974,000 | +21.8% | 14,589 | +18.0% | 0.06% | +23.4% |
RVT | Buy | ROYCE VALUE TR INC | $968,000 | +4.0% | 60,509 | +2.3% | 0.06% | +3.6% |
Q | Buy | QUINTILES TRANSNATIO HLDGS I | $967,000 | +14.7% | 18,152 | +9.3% | 0.06% | +14.0% |
BMR | Buy | BIOMED REALTY TRUST INC | $935,000 | +11.2% | 42,828 | +4.4% | 0.06% | +12.0% |
MRF | Buy | AMERICAN INCOME FD INC | $938,000 | +35.7% | 120,780 | +32.4% | 0.06% | +36.6% |
ENZL | Buy | ISHARESnw zealnd cp etf | $904,000 | -1.3% | 21,450 | +0.6% | 0.05% | 0.0% |
FYX | Buy | FIRST TR SML CP CORE ALPHA F | $911,000 | +21.8% | 18,541 | +20.8% | 0.05% | +22.7% |
STON | Buy | STONEMOR PARTNERS L P | $907,000 | -0.7% | 37,440 | +3.1% | 0.05% | 0.0% |
FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $889,000 | +8.0% | 20,413 | +2.3% | 0.05% | +10.4% |
QAI | Buy | INDEXIQ ETF TRhedge mlti etf | $899,000 | +10.4% | 29,976 | +7.7% | 0.05% | +10.4% |
DTE | Buy | DTE ENERGY CO | $897,000 | +8.1% | 11,521 | +3.1% | 0.05% | +8.2% |
TGP | Buy | TEEKAY LNG PARTNERS L Pprtnrsp units | $894,000 | +16.0% | 19,376 | +3.8% | 0.05% | +17.8% |
IP | Buy | INTL PAPER CO | $873,000 | +52.1% | 17,300 | +38.3% | 0.05% | +52.9% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $852,000 | +9.8% | 22,648 | +0.9% | 0.05% | +10.9% |
BGB | Buy | BLACKSTONE GSO STRATEGIC CR | $840,000 | +8.8% | 47,249 | +8.5% | 0.05% | +11.1% |
MEMPQ | Buy | MEMORIAL PRODTN PARTNERS LP | $845,000 | +32.0% | 34,879 | +22.9% | 0.05% | +31.6% |
C | Buy | CITIGROUP INC | $839,000 | +30.5% | 17,808 | +31.9% | 0.05% | +31.6% |
VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $828,000 | +5.3% | 13,813 | +3.6% | 0.05% | +6.5% |
MAT | New | MATTEL INC | $828,000 | – | 21,239 | +100.0% | 0.05% | – |
FSP | Buy | FRANKLIN STREET PPTYS CORP | $821,000 | +11.9% | 65,233 | +12.0% | 0.05% | +14.0% |
PBCT | Buy | PEOPLES UNITED FINANCIAL INC | $830,000 | +11.7% | 54,745 | +9.5% | 0.05% | +11.4% |
FFA | Buy | FIRST TR ENHANCED EQTY INC F | $810,000 | +35.0% | 56,035 | +24.7% | 0.05% | +37.1% |
GBAB | Buy | GUGGENHEIM BLD AMR BDS MANG | $809,000 | +12.7% | 36,709 | +5.9% | 0.05% | +14.3% |
New | FLAHERTY & CRUMRINE DYN PFD | $811,000 | – | 34,434 | +100.0% | 0.05% | – | |
BHP | Buy | BHP BILLITON LTDsponsored adr | $778,000 | +12.9% | 11,361 | +11.8% | 0.05% | +12.2% |
STI | Buy | SUNTRUST BKS INC | $769,000 | +14.4% | 19,200 | +13.6% | 0.05% | +15.0% |
PHO | Buy | POWERSHARES ETF TRUSTwater resource | $772,000 | +0.4% | 29,034 | +0.7% | 0.05% | +2.2% |
RWJ | Buy | REVENUESHARES ETF TRsmall cap fd | $753,000 | +3.7% | 13,370 | +0.7% | 0.04% | +4.7% |
TOO | Buy | TEEKAY OFFSHORE PARTNERS L Ppartnership un | $747,000 | +14.2% | 20,699 | +3.6% | 0.04% | +12.8% |
HBAN | Buy | HUNTINGTON BANCSHARES INC | $746,000 | -2.2% | 78,195 | +2.1% | 0.04% | -2.2% |
DEF | Buy | CLAYMORE EXCHANGE TRD FD TRguggen defn eqty | $730,000 | +14.6% | 19,242 | +6.0% | 0.04% | +13.2% |
BCF | Buy | BLACKROCK REAL ASSET EQUITY | $683,000 | +17.8% | 72,748 | +11.6% | 0.04% | +20.6% |
AR | New | ANTERO RES CORP | $686,000 | – | 10,446 | +100.0% | 0.04% | – |
RQI | Buy | COHEN & STEERS QUALITY RLTY | $697,000 | +19.6% | 61,936 | +12.0% | 0.04% | +20.6% |
ECA | Buy | ENCANA CORP | $670,000 | +19.4% | 28,263 | +7.7% | 0.04% | +21.2% |
BKLN | Buy | POWERSHARES ETF TRUST IIsenior ln port | $644,000 | +13.0% | 25,907 | +12.7% | 0.04% | +11.8% |
NFJ | Buy | ALLIANZGI NFJ DIVID INT & PR | $637,000 | +6.2% | 33,890 | +4.0% | 0.04% | +8.6% |
PEY | Buy | POWERSHARES ETF TRUSThi yld eq dvdn | $598,000 | +61.2% | 46,658 | +53.3% | 0.04% | +63.6% |
NU | Buy | NORTHEAST UTILS | $606,000 | +22.4% | 12,815 | +17.7% | 0.04% | +24.1% |
NUV | Buy | NUVEEN MUN VALUE FD INC | $598,000 | +6.4% | 62,015 | +4.3% | 0.04% | +9.1% |
CVA | Buy | COVANTA HLDG CORP | $596,000 | +33.3% | 28,899 | +16.7% | 0.04% | +34.6% |
FAV | Buy | FIRST TR DIVIDEND INCOME FD | $595,000 | +16.7% | 63,395 | +8.6% | 0.04% | +16.7% |
ETB | Buy | EATON VANCE TAX MNGED BUY WR | $593,000 | +35.1% | 37,136 | +31.0% | 0.04% | +34.6% |
FLRN | New | SPDR SER TRinv grd flt rt | $577,000 | – | 18,830 | +100.0% | 0.03% | – |
POT | New | POTASH CORP SASK INC | $571,000 | – | 15,046 | +100.0% | 0.03% | – |
GT | Buy | GOODYEAR TIRE & RUBR CO | $581,000 | +6.4% | 20,902 | +0.0% | 0.03% | +6.2% |
OIA | Buy | INVESCO MUNI INCOME OPP TRST | $546,000 | +6.6% | 78,495 | +1.2% | 0.03% | +6.7% |
BCX | Buy | BLACKROCK RES & COMM STRAT T | $530,000 | +21.3% | 42,743 | +12.6% | 0.03% | +19.2% |
YMLP | Buy | EXCHANGE TRADED CONCEPTS TRyork hiinc mlp | $517,000 | +18.6% | 27,524 | +13.1% | 0.03% | +19.2% |
TRNM | Buy | ROYAL BK SCOTLAND PLCus mc trendp etn | $528,000 | +5.8% | 15,074 | +2.0% | 0.03% | +6.9% |
PCY | Buy | POWERSHARES GLOBAL ETF TRUSTsovereign debt | $522,000 | +4.4% | 17,909 | +0.2% | 0.03% | +6.9% |
ETV | Buy | EATON VANCE TX MNG BY WRT OP | $521,000 | +51.9% | 35,347 | +46.4% | 0.03% | +55.0% |
TWO | Buy | TWO HBRS INVT CORP | $505,000 | +2.2% | 48,223 | +0.1% | 0.03% | +3.4% |
PGX | Buy | POWERSHARES GLOBAL ETF TRUSTagg pfd port | $498,000 | +5.1% | 34,032 | +2.4% | 0.03% | +7.1% |
IRR | New | VOYA RISK MANAGED NAT RES FD | $506,000 | – | 43,970 | +100.0% | 0.03% | – |
JLS | Buy | NUVEEN MTG OPPORTUNITY TERM | $495,000 | +9.0% | 20,137 | +4.1% | 0.03% | +7.4% |
LUV | Buy | SOUTHWEST AIRLS CO | $458,000 | +17.1% | 17,041 | +3.0% | 0.03% | +17.4% |
HTD | Buy | HANCOCK JOHN TAX-ADV DIV INC | $458,000 | +12.8% | 21,859 | +7.3% | 0.03% | +12.5% |
UL | New | UNILEVER PLCspon adr new | $462,000 | – | 10,202 | +100.0% | 0.03% | – |
SRC | Buy | SPIRIT RLTY CAP INC NEW | $454,000 | +4.4% | 39,980 | +0.9% | 0.03% | +3.8% |
RSG | Buy | REPUBLIC SVCS INC | $445,000 | +11.2% | 11,710 | +0.0% | 0.03% | +8.3% |
USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $413,000 | +17.7% | 68,763 | +15.1% | 0.02% | +19.0% |
PIM | Buy | PUTNAM MASTER INTER INCOME Tsh ben int | $428,000 | +55.1% | 83,035 | +54.9% | 0.02% | +56.2% |
ADRE | New | BLDRS INDEX FDS TRemer mk 50 adr | $427,000 | – | 10,914 | +100.0% | 0.02% | – |
BSCE | Buy | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2014 | $407,000 | +60.9% | 19,251 | +60.9% | 0.02% | +60.0% |
BOI | Buy | BROOKFIELD MTG OPP INC FD IN | $405,000 | +46.2% | 23,005 | +39.6% | 0.02% | +50.0% |
WFM | New | WHOLE FOODS MKT INC | $406,000 | – | 10,498 | +100.0% | 0.02% | – |
ETW | Buy | EATON VANCE TXMGD GL BUYWR O | $380,000 | +9.8% | 29,786 | +4.1% | 0.02% | +15.0% |
RFI | Buy | COHEN & STEERS TOTAL RETURN | $376,000 | +0.8% | 30,329 | +4.1% | 0.02% | 0.0% |
PDN | New | POWERSHARES GLOBAL ETF TRUSTex us sml port | $372,000 | – | 12,728 | +100.0% | 0.02% | – |
SCD | Buy | LMP CAP & INCOME FD INC | $373,000 | +62.2% | 21,014 | +47.1% | 0.02% | +57.1% |
GLQ | Buy | CLOUGH GLOBAL EQUITY FD | $366,000 | +18.4% | 23,618 | +18.0% | 0.02% | +22.2% |
EVT | Buy | EATON VANCE TAX ADVT DIV INC | $356,000 | +18.3% | 17,183 | +12.2% | 0.02% | +16.7% |
IIM | Buy | INVESCO VALUE MUN INCOME TR | $346,000 | +5.2% | 23,070 | +0.9% | 0.02% | +10.5% |
SHM | New | SPDR SERIES TRUSTnuvn br sht muni | $360,000 | – | 14,799 | +100.0% | 0.02% | – |
MS | New | MORGAN STANLEY | $334,000 | – | 10,324 | +100.0% | 0.02% | – |
AOD | New | ALPINE TOTAL DYNAMIC DIVID F | $332,000 | – | 37,243 | +100.0% | 0.02% | – |
SDIV | New | GLOBAL X FDSglb x superdiv | $326,000 | – | 12,502 | +100.0% | 0.02% | – |
MUA | Buy | BLACKROCK MUNIASSETS FD INC | $318,000 | +7.1% | 24,828 | +3.1% | 0.02% | +11.8% |
GFY | Buy | WESTERN ASSET VAR RT STRG FD | $297,000 | +35.0% | 17,010 | +32.4% | 0.02% | +38.5% |
MHF | New | WESTERN ASSET MUN HI INCM FD | $298,000 | – | 40,408 | +100.0% | 0.02% | – |
GDO | New | WESTERN ASSET GLOBAL CP DEFI | $296,000 | – | 15,845 | +100.0% | 0.02% | – |
CEV | New | EATON VANCE CA MUNI INCOME Tsh ben int | $297,000 | – | 23,825 | +100.0% | 0.02% | – |
PHB | Buy | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $285,000 | +14.9% | 14,541 | +14.0% | 0.02% | +13.3% |
BSCF | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2015 | $293,000 | – | 13,388 | +100.0% | 0.02% | – |
FEO | Buy | FIRST TR/ABERDEEN EMERG OPT | $278,000 | +36.3% | 14,556 | +28.7% | 0.02% | +41.7% |
EWI | New | ISHARESmsci italcpd etf | $254,000 | – | 14,592 | +100.0% | 0.02% | – |
FFC | Buy | FLAHERTY&CRMN PFD SEC INCOM | $252,000 | +8.6% | 12,850 | +6.3% | 0.02% | +7.1% |
NKG | New | NUVEEN GA DIV ADV MUN FD 2 | $236,000 | – | 18,400 | +100.0% | 0.01% | – |
NAC | New | NUVEEN CA DIVIDEND ADV MUN F | $230,000 | – | 16,458 | +100.0% | 0.01% | – |
NVDA | Buy | NVIDIA CORP | $239,000 | +3.5% | 12,902 | +0.1% | 0.01% | 0.0% |
NKX | New | NUVEEN CAL AMT-FREE MUN INC | $235,000 | – | 17,200 | +100.0% | 0.01% | – |
RGC | New | REGAL ENTMT GROUPcl a | $235,000 | – | 11,150 | +100.0% | 0.01% | – |
SONC | New | SONIC CORP | $225,000 | – | 10,203 | +100.0% | 0.01% | – |
NEV | Buy | NUVEEN ENHANCED MUN VALUE FD | $226,000 | +8.1% | 15,154 | +0.7% | 0.01% | +8.3% |
HLIT | New | HARMONIC INC | $223,000 | – | 29,838 | +100.0% | 0.01% | – |
ORI | Buy | OLD REP INTL CORP | $220,000 | +1.4% | 13,271 | +0.5% | 0.01% | 0.0% |
RF | New | REGIONS FINL CORP NEW | $201,000 | – | 18,888 | +100.0% | 0.01% | – |
PIE | New | POWERSHARES ETF TRUST IIdwa emkt mom ptf | $205,000 | – | 11,016 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 3.7% |
MICROSOFT CORP | 42 | Q3 2023 | 2.7% |
ISHARES TR | 42 | Q3 2023 | 2.0% |
VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 2.3% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 1.2% |
ISHARES TR | 42 | Q3 2023 | 1.4% |
HOME DEPOT INC | 42 | Q3 2023 | 1.3% |
ISHARES TR | 42 | Q3 2023 | 1.8% |
EXXON MOBIL CORP | 42 | Q3 2023 | 1.6% |
VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 1.0% |
View Raymond James Financial Services Advisors, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
ALLSPRING MULTI-SECTOR INCOME FUND | February 08, 2023 | 212,876 | 0.8% |
LMP CAPITAL & INCOME FUND INC. | February 08, 2022 | 871,487 | 4.9% |
View Raymond James Financial Services Advisors, Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-16 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-14 |
SC 13G/A | 2023-02-08 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-25 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-11 |
View Raymond James Financial Services Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.