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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 2025-06-11 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 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. While it relates to M&A activity (Takeover Code), it is specifically a 'Major Shareholding Notification' regarding the disclosure of significant interests and dealings during an offer period, which fits the MRQ category.
2025-06-11 English
Form 8.3 - Assura plc
Regulatory Filings 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 during an offer period. It details shareholdings and dealings in Assura Plc. Since this is a specific regulatory disclosure regarding shareholdings and takeover-related activity that does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', it is classified as a Regulatory Filing (RNS).
2025-06-11 English
Form 8.3 - ASSURA PLC
M&A Activity 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 Assura Plc. This type of filing is specifically related to M&A activity and major shareholding notifications, but given the specific 'Form 8.3' designation and its role in takeover disclosures, it falls under the category of M&A Activity (TAR).
2025-06-10 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 during an M&A transaction. It details shareholdings and dealings in Primary Health Properties plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category in the provided schema.
2025-06-10 English
Form 8.3 - WAREHOUSE REIT PLC
Major Shareholding Notification Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under Rule 8.3 of the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree (in this case, Warehouse REIT plc). Since this is a specific regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and related disclosures.
2025-06-10 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 dealings in LondonMetric Property plc and Urban Logistics REIT plc. This type of filing is a specific regulatory disclosure regarding major shareholdings and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-06-10 English

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