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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 2026-04-24 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 PLC 240426 (RJWM)
Major Shareholding Notification Classification · 88% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, detailing the holdings and transactions by Raymond James Wealth Management Ltd crossing the 1% threshold. This aligns with a major shareholding notification.
2026-04-24 English
Form 8.3 - LondonMetricProperty PLC 240426 (RJIS)
Major Shareholding Notification Classification · 87% confidence The document is a UK Regulatory News Service (RNS) announcement of a Form 8.3 “Public Opening Position Disclosure” under Rule 8.3 of the Takeover Code, disclosing shareholdings of 1% or more by Raymond James Financial Inc on behalf of clients. This is a notification of significant share ownership crossing threshold disclosures, which aligns with Major Shareholding Notification (Code: MRQ).
2026-04-24 English
Form 8.3 - LondonMetric Property PLC 230426 (RJWM)
Major Shareholding Notification Classification · 95% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, showing share positions and trades by Raymond James Wealth Management Ltd (on behalf of clients) once their holding crosses a reporting threshold (1%). This is not a company’s own share buyback (POS), nor a director’s personal dealing (DIRS) in their own company, but rather a notification of a significant shareholding change. It therefore best matches the “Major Shareholding Notification (MRQ)” category.
2026-04-23 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 94% 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 reports a fund manager’s opening position and subsequent dealings in Advanced Medical Solutions Group plc shares above the 1% threshold. This is a major shareholding notification of threshold crossing, matching Code: MRQ.
2026-04-23 English
8-K - RAYMOND JAMES FINANCIAL INC (0000720005) (Filer)
Regulatory Filings
2026-04-22 English
Form 8.3 - LondonMetric Property PLC 220426 (RJWM)
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, showing a person’s interests in relevant securities representing 1% or more, including details of holdings and transactions. This is a notification of changes in significant shareholding levels by an institutional investor, which fits the Major Shareholding Notification category (MRQ).
2026-04-22 English

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