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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 2025-05-27 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 - 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 specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership levels and changes therein.
2025-05-27 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 shareholdings and dealings in Warehouse REIT plc by Charles Stanley & Co. Ltd. As this is a specific regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Regulatory Filings' category.
2025-05-27 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 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 share ownership/dealings rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Major Shareholding Notification' category as it reports significant share ownership and changes therein.
2025-05-27 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 filing under the UK Takeover Code. It reports the opening position and dealings in relevant securities by a person with interests representing 1% or more in a company involved in a takeover (LondonMetric Property plc). This type of disclosure is specifically categorized as a Major Shareholding Notification (MRQ) because it tracks significant ownership thresholds and changes during M&A activity.
2025-05-23 English
Form 8.3 - Primary Health Properties 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. It details positions and dealings in the securities of an offeror/offeree (Primary Health Properties plc). This type of disclosure is a specific regulatory requirement for transparency during takeover situations and falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-05-23 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 filing under the UK Takeover Code. It details a person's interests and dealings in relevant securities of an offeror or offeree. This specific type of disclosure is used to report major shareholding changes or dealings during a takeover period. While it relates to shareholdings, it is a specific regulatory requirement under the Takeover Code, making 'MRQ' (Major Shareholding Notification) the most accurate classification for this type of disclosure.
2025-05-22 English

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