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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 2,592 across all filing types
Latest filing 2026-04-20 M&A Activity
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 (OPD) - Advanced Medical Solutions Group
M&A Activity Classification · 92% confidence The document is an RNS Form 8 (OPD) “Public Opening Position Disclosure by a Party to an Offer” filed under the UK Takeover Code. It discloses share positions by an offeree in relation to an offer (Advanced Medical Solutions Group PLC). This is part of M&A (takeover) regulatory requirements rather than an earnings release, share issue, or annual report. Therefore it falls under M&A Activity (Code: TAR).
2026-04-20 English
Form 8.3 - LondonMetric Property PLC 200426(RJWM)
Major Shareholding Notification Classification · 87% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, reporting a person’s interests in relevant securities representing 1% or more and detailing share positions and transactions. This corresponds to a notification of changes in significant shareholding levels (crossing thresholds), which aligns with our Major Shareholding Notification category (MRQ).
2026-04-20 English
Form 8.3 - LondonMetric Property PLC 200426 (RJIS)
Major Shareholding Notification Classification · 87% confidence The document is an RNS release titled “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 share positions (4,093,669 and 7,016,725 shares representing 0.17% and 1.43%) and transaction details for Raymond James Financial Inc on behalf of clients. This is not management changes, earnings, or an annual report, but a notification of a significant shareholding stake crossing the 1% threshold. It fits the “Major Shareholding Notification” category.
2026-04-20 English
Form 8.3 - LondonMetric Property PLC 170426 (RJIS)
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, showing an institutional investor’s interests in relevant securities at or above 1%. This is a notification of a significant shareholding level rather than a corporate report or director trade. It does not announce corporate financial results, management changes, or proxy materials. Therefore it matches the definition of a Major Shareholding Notification (MRQ).
2026-04-17 English
Form 8.3 - LondonMetric Property PLC 170426 (RJWM)
Major Shareholding Notification Classification · 85% confidence The document is an RNS release of FORM 8.3 – a public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code, showing that the discloser holds more than 1% of the company’s shares and detailing share transactions. This corresponds to a notification of significant share ownership level crossing thresholds. Thus it best fits the Major Shareholding Notification category (MRQ).
2026-04-17 English
Form 8.3 LondonMetric Property Plc (RJFI)
Major Shareholding Notification Classification · 85% confidence The document is a UK 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 a fund manager on behalf of clients, disclosing interests above the 1% threshold. This fits the definition of a Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels. It is not an insider director dealing (DIRS), as it is a fund manager disclosing client positions, nor is it an M&A or capital update. Therefore, the correct classification is MRQ.
2026-04-13 English

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