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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 2,590 across all filing types
Latest filing 2026-05-13 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 · 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 Takeover Code. It details shareholdings and transactions by Raymond James Wealth Management Ltd on behalf of clients, indicating that they hold in excess of 1% in LondonMetric Property plc and Schroder Real Estate Investment Trust. This is a notification of a major shareholding threshold being met (1% or more). Therefore, it falls under Major Shareholding Notification (Code: MRQ).
2026-05-13 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 94% confidence The document is an RNS release titled “Form 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE” under Rule 8.3 of the Takeover Code, disclosing interests above 1% for Raymond James Wealth Management Ltd on behalf of discretionary clients. This is a notification of a significant shareholding threshold crossing. According to the definitions, such disclosures fall under Major Shareholding Notification (MRQ), not a generic regulatory filing or director dealing.
2026-05-12 English
Form 8.3 - Advanced Medical Solutions Group
Director's Dealing Classification · 96% confidence The document is a Form 8.3 RNS public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing shareholdings and trades by a person with interests ≥1%. It is an insider share transaction report by a discretionary asset manager on behalf of clients. This matches the Director’s Dealing category.
2026-05-11 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 95% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” filed under Rule 8.3 of the Takeover Code, notifying that a person (Raymond James Wealth Management Ltd) holds more than 1% of relevant securities and detailing transactions. This is a threshold-crossing shareholding notification rather than a company‐initiated report, insider board change, or earnings release. It best matches Major Shareholding Notification (MRQ).
2026-05-11 English
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

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