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Raymond James Wealth Management Ltd — Investor Relations & Filings

Ticker · RJF ISIN · US7547301090 LEI · RGUZHJ05YTITL6D76949 IL Financial and insurance activities
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Filings indexed 2,575 across all filing types
Latest filing 2026-05-22 Major Shareholding Noti…
Country US United States of America
Listing IL RJF

About Raymond James Wealth Management Ltd

https://www.raymondjames.com/

Raymond James Wealth Management Ltd is a financial services firm specializing in wealth management. It provides tailored investment services, sophisticated strategies, and long-term financial planning for individuals, families, and institutions. The company's offerings include asset management, private wealth services, and access to a comprehensive suite of financial products. A key aspect of its business model involves supporting entrepreneurial investment managers and investment-focused financial planners. The firm operates on a client-centric philosophy, emphasizing trusted advice and personalized solutions to address complex financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 95% confidence The document is a Form 8.3 “Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, filed via RNS by Raymond James Wealth Management on behalf of discretionary clients to disclose a ≥1% shareholding and recent trades. This is not a director’s deal (DIRS), nor a company buy‐back (POS) or financing/capital update. It is a notification of a significant shareholding interest crossing the 1% threshold, fitting Major Shareholding Notification (MRQ).
2026-05-22 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code. It details a fund manager’s holdings and dealings once they reach or exceed the 1% threshold in relevant securities. This is a notification of a significant shareholding level crossing a regulatory threshold. Therefore it fits the “Major Shareholding Notification” category (MRQ).
2026-05-22 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 91% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, detailing Raymond James Wealth Management’s opening position and transactions in shares representing 1%+ stakes. This is a major shareholding notification rather than a director trade or financial report.
2026-05-21 English
8-K
Regulatory Filings
2026-05-20 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It discloses interests and dealings by an institutional investor crossing the 1% threshold, which constitutes a major shareholding notification. This is not an earnings release, management change, or director’s personal transaction; it is exactly a public notification of significant shareholding interests and threshold crossings. Therefore it should be classified as Major Shareholding Notification (MRQ).
2026-05-20 English
8-K
Regulatory Filings
2026-05-19 English

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