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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 2026-03-20 Director's Dealing
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
4 - RAYMOND JAMES FINANCIAL INC (0000720005) (Issuer)
Director's Dealing
2026-03-20 English
Form 8.3 - LondonMetric Property PLC 200326
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in LondonMetric Property plc by Raymond James Wealth Management Ltd. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-03-20 English
Form 8.3 - Augmentum Fintech PLC 190326 (RJWM)
M&A Activity Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details the interests and dealings in relevant securities of an offeror or offeree (in this case, Augmentum Fintech PLC) by a person with interests representing 1% or more. This type of disclosure is specifically related to M&A activity and takeover bids, falling under the category of M&A Activity (TAR).
2026-03-19 English
Form 8.3 - Augmentum Fintech PLC 190326 (RJIS)
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) in the context of an M&A transaction (Augmentum Fintech PLC and Frontier Bidco Limited). Since this is a specific regulatory disclosure regarding shareholdings and dealings during a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership levels and related disclosures.
2026-03-19 English
Form 8.3 - LondonMetric Property PLC 190326
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document details shareholdings and recent dealings by Raymond James Wealth Management Ltd in relation to LondonMetric Property plc. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-03-19 English
Form 8.3 - LondonMetric Property PLC 180326
Major Shareholding Notification Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings by Raymond James Wealth Management Ltd in relation to LondonMetric Property plc. Since this is a specific regulatory disclosure regarding shareholdings and dealings, it falls under the 'Major Shareholding Notification' category.
2026-03-18 English

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