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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 2025-05-08 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 - 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 M&A offer period. It details shareholdings and dealings in Assura Plc. Since it is a specific regulatory disclosure form related to takeover activity and does not fit into the other categories like M&A announcements (TAR) or major shareholding notifications (MRQ) which typically refer to the company's own reporting, it is classified as a Regulatory Filing (RNS).
2025-05-08 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 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 document is a specific regulatory requirement for transparency during takeover bids and does not fit into the other categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 forms). Therefore, it is classified as a Regulatory Filing (RNS).
2025-05-08 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 96% 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 dealings and positions, which is a specific type of major shareholding notification related to M&A activity. While it relates to M&A, it is specifically a disclosure of shareholding/dealing status rather than a general M&A announcement (TAR). Therefore, it fits best under the 'Major Shareholding Notification' category.
2025-05-08 English
Form 8.3 - Anexo Group 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. This specific form details shareholdings and dealings in Anexo Group PLC. Since it is a mandatory regulatory disclosure regarding share ownership and trading activity related to a takeover situation, it falls under the 'Major Shareholding Notification' category.
2025-05-08 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 the public opening position and dealing disclosure by a person with interests in relevant securities representing 1% or more. This type of filing is specifically used to report significant shareholding changes and dealings in the context of a takeover or offer, which falls under the 'Major Shareholding Notification' category.
2025-05-07 English
Form 8.3 - Care Reit 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 CARE REIT PLC. This type of disclosure is a specific regulatory requirement for transparency during takeover situations and falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes therein.
2025-05-07 English

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