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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 2026-03-27 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 270326 (RJFI)
Major Shareholding Notification Classification · 85% confidence The document is a UK RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, detailing a person’s interests and dealings in securities when holding 1% or more. This is a major shareholding notification (threshold disclosure). It is not a director’s personal dealing under DIRS nor a report announcement; it clearly fits the Major Shareholding Notification category (Code: MRQ).
2026-03-27 English
Form 8.3 - LondonMetric Property PLC 270326 (RJWM)
Major Shareholding Notification Classification · 98% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under the Takeover Code, reporting that Raymond James Wealth Management on behalf of clients holds over 1% of securities in LondonMetric Property plc and Schroder REIT. This is a statutory notification of a major shareholding crossing threshold levels, fitting the definition of Major Shareholding Notification (MRQ).
2026-03-27 English
Form 8.3 - Augmentum Fintech PLC 260326 (RJFI)
Major Shareholding Notification Classification · 98% confidence The document is a UK Takeover Code Form 8.3 disclosure of a public opening position by a person holding 1% or more of Augmentum Fintech PLC shares, detailing interests and any dealings. This is a notification of a major shareholding crossing the 1% threshold, fitting the Major Shareholding Notification category.
2026-03-26 English
Form 8.3 - LondonMetric Property PLC 260326 (RJFI)
Major Shareholding Notification Classification · 86% confidence The document is a Form 8.3 filed under Rule 8.3 of the UK Takeover Code, disclosing a person’s opening position and subsequent dealing in relevant securities once their interests represent 1% or more. It provides shareholding percentages and details of a small buy transaction. It is not an AGM presentation, earnings release, or management report, nor a director’s personal insider trade (the filer is an asset manager). Instead, it is a notification of a major shareholding/threshold crossing and related dealing. This aligns with the Major Shareholding Notification category (Code: MRQ).
2026-03-26 English
Form 8.3 - Augmentum Fintech PLC 260326 (RJWM)
Major Shareholding Notification Classification · 90% confidence The document is an RNS regulatory announcement on Form 8.3 under Rule 8.3 of the UK Takeover Code. It discloses a public opening position and subsequent share dealings by Raymond James Wealth Management Ltd on behalf of discretionary clients, reporting holdings in Augmentum Fintech PLC over the 1% threshold. This is a notification of changes in significant share ownership levels (threshold crossings), fitting the Major Shareholding Notification category (MRQ), not a director’s personal trade (DIRS).
2026-03-26 English
Form 8.3 - LondonMetric Property PLC 260326
Major Shareholding Notification Classification · 96% confidence The document is a Form 8.3 public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code, showing share positions and dealings by Raymond James Wealth Management on behalf of discretionary clients, including crossing and holding a 1% threshold in LondonMetric Property plc and Schreder REIT. This is a notification of significant share ownership levels. Hence, it is a Major Shareholding Notification.
2026-03-26 English

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