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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 2,586 across all filing types
Latest filing 2026-05-11 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 - Augmentum Fintech PLC
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more” under Rule 8.3 of the UK Takeover Code. It discloses a shareholding position (6,528,472 Ordinary shares, 3.90%) and a sale of 12,000 shares by Raymond James Wealth Management Ltd on behalf of discretionary clients. This is a notification of a significant share ownership level and related dealing by a third party, fitting the “Major Shareholding Notification” category.
2026-05-11 English
Form 8.3 - Augmentum Fintech PLC
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which requires disclosure of interests and dealings by persons with interests in relevant securities representing 1% or more. It details shareholdings and transactions by Raymond James Wealth Management Ltd on behalf of discretionary clients in Augmentum Fintech PLC. The content is a regulatory disclosure of shareholdings and dealings, not a financial report, earnings release, or management discussion. It is a notification of a major shareholding position and related dealings, fitting the category of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication announcement but a substantive disclosure of shareholding positions and transactions.
2026-05-08 English
Form 8.3 - LondonMetric Property & Schroder REIT
Director's Dealing Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which requires disclosure of interests and dealings by persons with interests in relevant securities representing 1% or more. It details shareholdings and transactions by Raymond James Wealth Management Ltd on behalf of discretionary clients in relation to LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. The content is focused on insider shareholding disclosures and transactions, not on financial results, management changes, or other report types. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives or persons with significant interests. The document is not a report, announcement of a report, or other regulatory filing. Therefore, the correct classification is DIRS (Director's Dealing).
2026-05-08 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3 filing, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Raymond James Wealth Management on behalf of discretionary clients in Advanced Medical Solutions Group plc. The content focuses on share ownership percentages, purchases, sales, and derivative positions. This type of document is a notification of major shareholding or changes in significant share ownership levels, not a financial report, management information, or regulatory announcement unrelated to shareholding. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is sufficient and contains detailed shareholding data, confirming it is not a brief announcement or certification. Confidence is high due to the explicit form type and content.
2026-05-07 English
Form 8.3 - LondonMetric Property & Schroder REIT
Director's Dealing Classification · 100% confidence The document is a Form 8.3 filing under Rule 8.3 of the Takeover Code, which requires disclosure of interests and dealings by persons with interests in relevant securities representing 1% or more. It details shareholdings and transactions by Raymond James Wealth Management Ltd on behalf of discretionary clients in relation to LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. The content is focused on insider shareholding disclosures and dealings, not on financial results, management changes, or other report types. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives or persons with significant share interests. The document is not an announcement of a report, nor a full financial or management report, but a regulatory disclosure of share dealings.
2026-05-07 English
10-Q
Interim / Quarterly Report Q2 2026
2026-05-06 English

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