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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 2025-05-15 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 · 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. It details shareholdings and dealings in Primary Health Properties plc by Charles Stanley & Co. Ltd. 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.
2025-05-15 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 97% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports a person's interests and dealings in relevant securities of an offeror or offeree. This specific type of disclosure is used to notify the market of significant shareholding changes or dealings during a takeover period. It does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', but rather falls under the broader regulatory disclosure requirements for takeover-related activities. Therefore, it is classified as a Regulatory Filing (RNS).
2025-05-15 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 required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Primary Health Properties plc. This type of disclosure is a specific regulatory requirement for major shareholders or connected parties during M&A activity, and it is filed via a Regulatory Information Service (RNS).
2025-05-14 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 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 Warehouse REIT plc. While it involves shareholdings, it is a specific regulatory disclosure form rather than a general major shareholding notification (MRQ) or a director's dealing (DIRS). Given the specific nature of the Takeover Code disclosure, it falls under the category of Regulatory Filings (RNS).
2025-05-14 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. This specific form details share dealings and positions in LondonMetric Property plc. While it relates to M&A activity, it is a specific regulatory disclosure form (Form 8.3) rather than a general M&A announcement (TAR). Given the specific nature of these disclosures and their regulatory filing status, 'RNS' (Regulatory Filings) is the most appropriate classification within the provided schema.
2025-05-14 English
Form 8.3 -Primary Health Properties 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 of an offeror or offeree company. This document details shareholdings and recent dealings in Primary Health Properties plc. Since it is a specific regulatory disclosure form filed via an RNS (Regulatory News Service) and does not fit into the other specific categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 forms), it is classified as a Regulatory Filing.
2025-05-13 English

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