MOSELEY INVESTMENT MANAGEMENT INC
Position in RJF — Raymond James Financial Inc
CIK 906396
BRADENTON, FL
Position in RJF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$206,325
-$22,515 QoQ
Shares Held
1,425
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $4,133,542 across 7 Asset Management names. RJF ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
38,687 | $1,565,662 | |
| 2 | BX |
Blackstone Inc.
|
11,486 | $1,320,775 | |
| 3 | BLK |
BlackRock, Inc.
|
321 | $308,708 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
7,900 | $279,976 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
13,275 | $227,268 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,058 | $224,828 | |
| 7 | RJF |
Raymond James Financial Inc
This page
|
1,425 | $206,325 |
All Filings in RJF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,325 | 1,425 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $228,840 | 1,425 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $245,955 | 1,425 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $218,552 | 1,425 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $221,345 | 1,425 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $203,338 | 1,645 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $211,250 | 1,645 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $282,318 | 2,532 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $263,628 | 2,625 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $284,433 | 2,741 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $255,653 | 2,741 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $296,081 | 2,771 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $293,594 | 2,971 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $265,637 | 2,971 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $326,542 | 2,971 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $298,288 | 2,971 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $274,163 | 2,971 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $309,681 | 2,384 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $303,458 | 2,476 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $236,878 | 2,476 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||