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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 2025-06-04 Regulatory Filings
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 - LondonMetric Property plc
Regulatory Filings Classification · 100% 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 company. This type of disclosure is a specific regulatory requirement for M&A activity monitoring and does not fit into the other categories like M&A announcements (TAR) or director dealings (DIRS). Therefore, it is classified as a Regulatory Filing (RNS).
2025-06-04 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 to disclose their positions and dealings in an offeror or offeree company. This is a specific type of major shareholding and dealing notification related to M&A activity. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically tied to the Takeover Code and M&A disclosure rules. Given the options, 'MRQ' (Major Shareholding Notification) is the most accurate classification for a disclosure of significant share ownership and changes therein.
2025-06-04 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 offer period. 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 (MRQ) as it tracks significant ownership and changes therein during a takeover process.
2025-06-03 English
Form 8.3 - Urban Logistics REIT plc
Regulatory Filings Classification · 98% 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 the securities of Urban Logistics REIT plc and LondonMetric Property plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, which falls under the 'Major Shareholding Notification' category (MRQ) as it tracks significant ownership and changes in interest.
2025-06-03 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 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 LondonMetric Property plc. This type of disclosure is a specific regulatory requirement and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or director dealings. Therefore, it is classified as a Regulatory Filing (RNS).
2025-06-03 English
Form 8.3 - Warehouse REIT 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 of an offeror or offeree company. It details shareholdings and recent dealings in Warehouse REIT plc. This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like M&A announcements (TAR) or major shareholding notifications (MRQ) as it is a specific disclosure form under Rule 8.3.
2025-06-02 English

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