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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 2,582 across all filing types
Latest filing 2026-05-18 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 -LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing shareholdings and transactions by Raymond James Wealth Management Ltd for positions representing over 1%. This is a notification of a major shareholding change (crossing thresholds) rather than a director’s personal dealing or a corporate report. Hence, it fits the "Major Shareholding Notification" category.
2026-05-18 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 90% confidence The document is a UK RNS Form 8.3 “public opening position disclosure/dealing disclosure” under Rule 8.3 of the Takeover Code, reporting that Raymond James Wealth Management (on behalf of clients) holds 3.49% of Advanced Medical Solutions Group plc and discloses a sale. This is a mandatory notification when a shareholder crosses or holds a 1% threshold, fitting the Major Shareholding Notification category (MRQ).
2026-05-18 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 93% confidence The document is a Form 8.3 “PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE” under Rule 8.3 of the UK Takeover Code, which reports a fund manager’s shareholding crossing the 1% threshold in two entities. This is a notification of a major shareholding by an institutional investor, fitting the “Major Shareholding Notification” category.
2026-05-15 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 97% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, reporting a position over 1% in Advanced Medical Solutions Group. This is a major shareholding notification rather than a director’s internal filing or financial report. Therefore, it falls under the Major Shareholding Notification category (MRQ).
2026-05-15 English
S-8
Regulatory Filings
2026-05-14 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 95% confidence The document is an RNS “Form 8.3” public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing a >1% shareholding and recent purchases/sales by Raymond James Wealth Management on behalf of clients. This type of filing is a notification of changes in significant share ownership levels (threshold crossing). Therefore, it best fits the Major Shareholding Notification category (MRQ).
2026-05-14 English

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