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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 2025-06-23 Major Shareholding Noti…
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 - 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 share dealings and positions, which is a specific type of major shareholding and transaction disclosure related to M&A activity. While it relates to M&A, it is specifically a regulatory disclosure form (Form 8.3) rather than a general M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ) as it reports significant holdings and changes in those holdings.
2025-06-23 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 requirement 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 an M&A transaction (Primary Health Properties plc and Assura Plc). While it relates to M&A, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests during a takeover period, rather than a general M&A announcement (TAR).
2025-06-20 English
Form 8.3 - LondonMetric Property plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement 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 dealings in LondonMetric Property plc. While it involves share dealings, it is specifically a regulatory disclosure form mandated by the Takeover Panel, not a director's dealing (DIRS) or a company's own share buyback (POS). As it is a specific regulatory filing required by the Takeover Code, it falls under the RNS (Regulatory Filings) category.
2025-06-20 English
Form 8.3 - Anexo Group plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in Anexo Group PLC by Charles Stanley & Co. Ltd. While it relates to M&A activity (Takeover Code), the specific filing type for these disclosures is a 'Major Shareholding Notification' (MRQ) as it reports the position and dealings of a significant shareholder.
2025-06-20 English
Form 8.3 - Ricardo plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in 'Ricardo plc' by 'Charles Stanley & Co. Ltd.' and is submitted via an RNS (Regulatory News Service). Since it relates to significant shareholding notifications and market disclosures during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2025-06-19 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 requirement 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 dealings in Primary Health Properties plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings, rather than a general M&A announcement (TAR).
2025-06-19 English

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