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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 2025-06-17 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 - Warehouse REIT 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 is used for 'Public Opening Position Disclosure/Dealing Disclosure'. Since it involves a major shareholding notification related to takeover activity and does not fit into the other specific categories like M&A (TAR) or Director's Dealing (DIRS), it is classified as a Major Shareholding Notification (MRQ).
2025-06-17 English
Form 8.3 - LondonMetric Property plc
Regulatory Filings Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more. This type of disclosure is a specific regulatory requirement for market transparency during takeover situations and does not fit into categories like M&A activity (which are company-level announcements) or director dealings. Therefore, it is classified as a Regulatory Filing (RNS).
2025-06-17 English
Form 8.3 - Urban Logistics REIT 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 during an M&A transaction. It details positions and dealings in Urban Logistics REIT plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, not an M&A announcement itself. Given the specific nature of these disclosures under the Takeover Code, 'RNS' (Regulatory Filings) is the most appropriate classification as it serves as the standard regulatory reporting mechanism for such disclosures.
2025-06-16 English
Form 8.3 - Warehouse REIT plc
Regulatory Filings Classification · 100% 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 positions and dealings in Warehouse REIT plc. Since this is a specific regulatory disclosure regarding shareholdings and takeover-related activity, it falls under the 'Regulatory Filings' category.
2025-06-16 English
Form 8.3 - LondonMetric Property 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. It details shareholdings and recent dealings in LondonMetric Property plc. This type of filing is a specific regulatory disclosure regarding major shareholding positions and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-06-16 English
Form 8.3 - Primary Health Properties plc
Major Shareholding Notification Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to report major shareholding changes and dealings in the context of a takeover or merger, fitting the 'Major Shareholding Notification' category.
2025-06-13 English

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