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Charles Stanley & Co. Ltd. — Investor Relations & Filings

Ticker · CSTL ISIN · GB00B93NZH07 LEI · 213800R62RPGBBLQRT21 IL Financial and insurance activities
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Filings indexed 1,101 across all filing types
Latest filing 2025-07-01 Director's Dealing
Country GB United Kingdom
Listing IL CSTL

About Charles Stanley & Co. Ltd.

https://www.charles-stanley.co.uk/

Charles Stanley & Co. Ltd. is a wealth management firm with a history dating back to 1792. A part of Raymond James Wealth Management, the company provides a range of financial planning and investment management services tailored for private clients. It specializes in creating bespoke investment portfolios and offering holistic wealth management solutions designed to help individuals achieve long-term financial security. The firm emphasizes a personal, client-centric approach, combining its extensive heritage with modern technology and innovation to serve its client base.

Recent filings

Filing Released Lang Actions
Form 8.3 - Ricardo PLC
Director's Dealing Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to insider dealings or significant ownership changes during a takeover scenario. This type of disclosure is a specific regulatory filing related to insider transactions, which aligns most closely with the 'Director's Dealing' (DIRS) category, as it reports personal share transactions by parties involved in a potential takeover, even if the discloser is a firm acting for clients. Although it is a specific regulatory form, DIRS covers personal share transactions by directors/executives, and this form details ownership and dealings of relevant securities in the context of an offer, making DIRS the most appropriate fit among the provided options for insider/related party transaction reporting. It is not a general regulatory announcement (RNS) because it is a highly specific form (Form 8.3).
2025-07-01 English
Form 8.3 -Primary Health Properties PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details shareholdings and recent dealings in the context of a takeover or merger scenario. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a corporate announcement of an M&A deal itself. Therefore, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and changes therein.
2025-07-01 English
Form 8.3 - Tritax Big Box REIT PLC
Director's Dealing Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to insider dealings or significant ownership changes during a takeover scenario. This type of disclosure is a specific regulatory filing related to insider transactions, which aligns most closely with the 'Director's Dealing' (DIRS) category, as it reports personal share transactions by entities/persons involved in the relevant securities, especially in the context of an offer (Tritax Big Box REIT plc and Warehouse REIT plc are mentioned). Although it is a specific form (8.3), among the provided codes, DIRS is the most appropriate fit for reporting significant security interests/dealings by involved parties, distinct from general regulatory announcements (RNS) or dividend notices.
2025-06-30 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to insider dealings or significant ownership changes during a takeover scenario. This specific disclosure type (Form 8.3) is a regulatory filing related to takeover activity, but it is not one of the primary defined categories (like 10-K, ER, or IR). Since it is a specific regulatory disclosure related to takeover rules, it most closely aligns with Director's Dealing (DIRS) if the discloser is an insider, or more generally, it is a specific type of regulatory announcement. Given the options, 'Director's Dealing' (DIRS) covers personal share transactions by executives/directors, and while this is a firm acting for clients, it reports on interests in securities relevant to an offer. However, the most accurate general category for specific, non-standard regulatory disclosures that aren't financial reports or standard corporate actions is often 'Regulatory Filings' (RNS) or, if it strongly relates to insider trading/ownership changes, DIRS. Since Form 8.3 is specifically about interests/dealings in securities during a takeover, and DIRS covers 'Report of personal share transactions by company directors and executives (insider trades)', DIRS is a strong candidate, although it's a firm reporting for clients. Given the context of takeover code filings, which are highly specific regulatory events, and the lack of a specific 'Takeover Disclosure' code, I will evaluate between DIRS and RNS. DIRS is about insider trades. RNS is the fallback for miscellaneous regulatory filings. Because this is a mandatory disclosure under the Takeover Code regarding security interests/dealings, it fits the spirit of DIRS more than the general fallback RNS, even though it's not strictly a director. However, looking closely at the definitions, DIRS is specifically for *directors and executives*. Since this is 'Charles Stanley & Co. Ltd. on behalf of discretionary clients', it is a third-party disclosure related to an offer. This makes it a specific regulatory filing that doesn't fit DIRS, DEF 14A (Remuneration), or any financial report. Therefore, the fallback category 'Regulatory Filings' (RNS) is the most appropriate classification for this specific, non-standard regulatory document type.
2025-06-30 English
Form 8.3 - Primary Health Proprties PLC
Major Shareholding Notification Classification · 95% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is used to disclose interests and dealings in securities during a takeover offer. This type of disclosure, especially when referencing the Takeover Code and dealing in securities related to an offeror/offeree (Primary Health Properties plc and Assura Plc), falls under insider dealing or significant shareholding notification related to corporate actions, but the specific context of a takeover code disclosure is best captured by the 'Director's Dealing' (DIRS) category, as it relates to insider transactions/holdings, or potentially 'Major Shareholding Notification' (MRQ). However, Form 8.3 is a specific regulatory filing related to takeover activity, which often involves directors or significant shareholders. Given the options, 'DIRS' (Director's Dealing) is the closest fit for reporting personal/controlled security transactions, although 'MRQ' (Major Shareholding Notification) is also plausible if the 1% threshold is the primary focus. Since this is a mandatory disclosure under the Takeover Code regarding interests in securities during an offer, and it details specific purchases/sales by an entity acting on behalf of clients, it strongly aligns with insider/significant transaction reporting. In the absence of a specific 'Takeover Disclosure' code, 'DIRS' is often used for executive/insider transactions, and 'MRQ' for major holdings. Given the structure and the explicit reference to dealing and interests, 'DIRS' is a strong candidate, but 'MRQ' covers the 1% threshold. Let's re-evaluate the definitions. DIRS is 'Report of personal share transactions by company directors and executives (insider trades)'. MRQ is 'Notification of changes in significant share ownership levels (crossing thresholds)'. Since the disclosure is triggered by Rule 8.3 (related to takeover activity) and reports a 1.67% holding and specific dealings, it is fundamentally a notification of a significant holding and associated dealings during a corporate action. Since the document is a formal regulatory filing (Form 8.3) and not just a general announcement, and it deals with significant share ownership (1.67%), MRQ is a very strong fit. However, the document is clearly a regulatory filing distributed via RNS. If we must choose the most specific category describing the *content*, it's a major shareholding disclosure during a takeover. If we treat all specific regulatory forms not covered elsewhere as 'RNS', that is the fallback. Given the options, 'MRQ' (Major Shareholding Notification) captures the essence of reporting ownership crossing a threshold (1%) better than DIRS (which implies director status, though the discloser is an investment firm). Since it is a formal filing distributed via RNS, and RNS is the fallback, let's check if it fits MRQ or DIRS better. It reports a holding of 1.67% and dealings. This is a notification of a significant shareholding change/position. I will classify it as MRQ, as it reports crossing a significant ownership threshold (1%).
2025-06-30 English
Form 8.3 - WAREHOUSE REIT PLC
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'Warehouse REIT plc' and 'Tritax Big Box REIT plc'). This type of mandatory disclosure related to insider/significant shareholder dealings during a takeover bid is a specific regulatory filing. While it involves director/insider activity (related to DIRS), the specific context of the Takeover Code Form 8.3 makes it a specialized regulatory disclosure. Since there is no specific code for Takeover Code Disclosures (like Form 8.3), and it is a mandatory regulatory filing disseminated via RNS, it falls best under the general 'Regulatory Filings' (RNS) category, as it is not a standard DIRS report (which usually refers to Form 3, 4, 5 filings in the US context, or general director dealing reports) but a specific M&A/Takeover related filing. Given the options, RNS is the most appropriate general regulatory filing bucket for this specific UK Takeover Code document.
2025-06-27 English

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