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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 2026-04-29 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 plc and Schroder REIT
Major Shareholding Notification Classification · 95% confidence The document is a Regulatory News Service (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 reports ownership percentages crossing the 1% threshold and details share positions and transactions by a third‐party fund manager. This is a major shareholding notification rather than a director’s personal dealing, earnings release, or full report. Therefore, it fits the Major Shareholding Notification category (MRQ).
2026-04-29 English
Form 8.3 - Augmentum Fintech PLC
Major Shareholding Notification Classification · 94% confidence The document is a Form 8.3 under Rule 8.3 of the UK Takeover Code, disclosing a public opening position and subsequent sale by Raymond James Wealth Management Ltd representing a holding over 1% in Augmentum Fintech PLC. This is a statutory disclosure of a significant shareholding (over 1%) and a change in that shareholding. It matches the definition of a Major Shareholding Notification (MRQ).
2026-04-28 English
Form 8.3 - Advanced Medical Solutions Group PLC
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, which reports a person holding 1% or more of relevant securities. This type of filing is a notification of changes in major shareholdings crossing regulatory thresholds. Therefore it falls under Major Shareholding Notification (Code: MRQ).
2026-04-28 English
Form 8.3 - Augmentum Fintech PLC
Major Shareholding Notification Classification · 87% confidence The document is a UK RNS announcement of a Form 8.3 “Public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more” under the Takeover Code. This is a notification of a significant shareholding threshold being crossed rather than a director’s personal dealing. It aligns with Major Shareholding Notification (code MRQ).
2026-04-28 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 87% confidence The document is a London Stock Exchange RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, reporting that Raymond James Wealth Management Ltd holds 1%+ stakes in two companies. This is a threshold shareholding notification by a third party (not the company itself), fitting the Major Shareholding Notification category.
2026-04-28 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is an RNS announcement of a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, detailing significant shareholdings (1%+) and related transactions by Raymond James Wealth Management Ltd on behalf of discretionary clients. This is a notification of changes in significant share ownership, fitting the Major Shareholding Notification category (MRQ), rather than a director deal, financial report, or earnings release.
2026-04-28 English

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