Morey & Quinn Wealth Partners, LLC

Position in RJF — Raymond James Financial Inc

CIK 2055521 OMAHA, NE

Position in RJF

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$352,563

-$37,188 QoQ

Shares Held

2,435

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Morey & Quinn Wealth Partners, LLC holds $3,979,215 across 9 Asset Management names. RJF ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	111,505	$965,633
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	50,866	$701,442
3	ERC	Allspring Multi-Sector Income Fund	63,431	$571,513
4	JHI	John Hancock Investors Trust	41,477	$535,468
5	RJF	Raymond James Financial Inc This page	2,435	$352,563
6	FPF	First Trust Intermediate Duration Preferred & Income Fund	14,792	$260,782
7	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	14,845	$238,559
8	FDUS	FIDUS INVESTMENT Corp	13,278	$231,302

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$352,563	2,435	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$389,751	2,427	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$417,519	2,419	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$369,621	2,410	-0.0%	Shares	Sole	2025-07-23
2025-03-31	$334,912	2,411	+0.8%	Shares	Sole	2025-04-17
2024-12-31	$371,549	2,392	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.