13F-HR/A: Raymond James Financial Inc. Amends 13F Filing for Q4 2024, Providing Detailed Subsidiary Holdings

Raymond James Financial Inc. files an amendment to its Q4 2024 13F report to disclose specific holdings of its subsidiaries.

Summary

• Raymond James Financial Inc. has submitted an amendment to its Form 13F-HR filing for the quarter ending December 31, 2024.
• The amendment aims to provide specific holdings for each reporting manager associated with the same CIK, compared to the previously combined total.
• This change will allow for the disclosure of subsidiaries that have filed Form 13F-NT to report positions in Section 13(f) Securities.
• Raymond James Financial Inc. will remain the parent (Filer) for Form 13F-HR.
• The original filing included 12,438 entries with a total value of approximately $270,844,134,186.
• The filing lists 13 other included managers, including Raymond James & Associates, Scout Investments, Inc., and First Trust Advisors LP.

Sentiment

Score: 5

Explanation: The document is a regulatory filing and does not express sentiment.

Future Outlook

The document does not provide a future outlook.

Management Comments

• Raymond James Financial Inc (RJF) is submitting an amendment to Form 13F-HR filing for the quarter ending December 31, 2024.
• The amendment is intended to provide the specific holdings of the various subsidiaries for each reporting manager associated with the same CIK compared to the collective reporting with a combined total.
• The amendment will allow the disclosure of the Reporting Person's subsidiaries that have filed Form 13F-NT to report the position in Section 13(f) Securities over which each subsidiary directly or indirectly exercise investment discretion while maintaining Raymond James Financial Inc as the parent (Filer) for Form 13F-HR.

Industry Context

This is a regulatory filing update, providing transparency into the holdings of a major financial institution and its subsidiaries.

Stakeholder Impact

• The amendment provides more detailed information to stakeholders about the specific holdings of Raymond James Financial Inc.'s subsidiaries.

Key Dates

Keywords

Form 13F, amendment, holdings, subsidiaries, investment manager, Raymond James Financial, institutional investment