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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 2026-06-08 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 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 92% confidence The document is an RNS announcement of a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under UK Takeover Code Rule 8.3, outlining a fund manager’s shareholding (over 1%) and trades in Advanced Medical Solutions Group plc. This is a significant shareholding notification rather than a director’s personal dealing or an internal report. It corresponds to the “Major Shareholding Notification” category.
2026-06-08 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 87% 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 UK Takeover Code. It details holdings and transactions by Raymond James Wealth Management Ltd once their interest crossed the 1% threshold in two issuers. This is a notification of a major shareholding crossing regulatory thresholds, not a company buyback or director’s personal trade. Therefore it fits “Major Shareholding Notification (Code: MRQ).”
2026-06-08 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It reports that Raymond James Wealth Management Ltd holds interests of 1% or more in specified securities, i.e. a threshold crossing notification of significant share ownership. This falls squarely under “Major Shareholding Notification” (code MRQ).
2026-06-05 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 86% 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 shareholding levels (3.47%) and related trades by a fund manager on behalf of discretionary clients. This is a formal notification of changes in a significant shareholding level (crossing the 1% threshold). Therefore, it should be classified as a Major Shareholding Notification (MRQ).
2026-06-05 English
Form 8.3 - LondonMetric Property & Schroder REIT
Major Shareholding Notification Classification · 92% confidence The document is an RNS release of Form 8.3 under the UK Takeover Code, disclosing an opening position and subsequent share dealings by Raymond James Wealth Management Ltd in excess of 1%. This is a notification of a major shareholding threshold crossing rather than a board change or general report publication. It fits the Major Shareholding Notification category.
2026-06-04 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 88% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” filed under Rule 8 of the UK Takeover Code, showing a major shareholding update (crossing a 1% threshold) and subsequent dealings by a person with interests in relevant securities. This is a notification of significant share ownership levels, matching the Major Shareholding Notification category (MRQ).
2026-06-04 English

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