Helia Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:HLI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
10 Apr 24	SellAU$2,353,146	State Street Global Advisors, Inc.	Company	482,705	AU$4.87
28 Mar 24	BuyAU$22,546,547	Australian Retirement Trust Pty Ltd	Company	5,305,970	AU$4.25
27 Mar 24	SellAU$3,437,513	Australian Retirement Trust Pty Ltd	Company	812,406	AU$4.23
15 Mar 24	BuyAU$10,328,627	State Street Global Advisors, Inc.	Company	2,113,521	AU$4.89
13 Mar 24	BuyAU$39,298	Leona Murphy	Individual	11,070	AU$3.55
06 Mar 24	SellAU$298,327	Pauline Blight-Johnston	Individual	69,787	AU$4.32
28 Feb 24	SellAU$27,726	Gerd Schenkel	Individual	6,300	AU$4.40
15 Dec 23	BuyAU$15,713,904	State Street Global Advisors, Inc.	Company	3,688,205	AU$4.30
15 Dec 23	SellAU$3,070,363	Australian Ethical Investment Limited	Company	731,587	AU$4.31
11 Dec 23	SellAU$31,167,773	Australian Ethical Investment Limited	Company	9,379,323	AU$3.32
30 Nov 23	BuyAU$2,882,719	State Street Global Advisors, Inc.	Company	699,689	AU$4.12
21 Nov 23	BuyAU$5,001	State Street Global Advisors, Inc.	Company	1,266	AU$3.95
10 Nov 23	BuyAU$5,844,323	State Street Global Advisors, Inc.	Company	1,496,748	AU$3.90
19 Sep 23	BuyAU$229,877	Vinva Investment Management Limited	Company	64,139	AU$3.58
19 Sep 23	SellAU$1,753,548	Vinva Investment Management Limited	Company	480,175	AU$3.65
24 Aug 23	BuyAU$41,903	Leona Murphy	Individual	11,070	AU$3.79
18 May 23	BuyAU$37,417	Leona Murphy	Individual	11,070	AU$3.38
11 May 23	SellAU$1,590,875	Vinva Investment Management Limited	Company	544,479	AU$2.92
04 May 23	BuyAU$3,853,847	Dimensional Fund Advisors LP	Company	1,379,195	AU$3.26

Insider Trading Volume

Insider Buying: HLI insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of HLI?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,514,004	1.55%
Private Companies	19,041,344	6.53%
General Public	55,768,846	19.1%
Institutions	212,433,821	72.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.99%	Australian Ethical Investment Limited	23,299,788	AU$94.8m	54.3%	10.21%
7.85%	Dimensional Fund Advisors LP	22,898,240	AU$93.2m	0%	0.01%
7.15%	Macquarie Group, Ltd., Banking & Securities Investments	20,847,609	AU$84.8m	0%	0.37%
6.75%	First Sentier Investors (Australia) IM Ltd	19,705,270	AU$80.2m	0%	0.13%
6.71%	The Vanguard Group, Inc.	19,584,191	AU$79.7m	0%	no data
6.59%	State Street Global Advisors, Inc.	19,235,029	AU$78.3m	15%	no data
5.67%	Brilliant Heritage (Singapore) Pte. Limited	16,552,417	AU$67.4m	0%	no data
5.41%	Vinva Investment Management Limited	15,776,687	AU$64.2m	0%	1.91%
5.14%	Australian Retirement Trust Pty Ltd	14,988,769	AU$61.0m	0%	2.13%
2%	BlackRock, Inc.	5,848,354	AU$23.8m	-1.18%	no data
1.95%	Macquarie Investment Management Global Limited	5,689,088	AU$23.2m	0%	0.37%
1.89%	Brazil Farming Pty Ltd, Asset Management Arm	5,501,631	AU$22.4m	-23.6%	27.13%
1.66%	American Century Investment Management Inc	4,833,794	AU$19.7m	8.65%	0.01%
1.33%	Norges Bank Investment Management	3,875,694	AU$15.8m	-6.11%	no data
1.19%	Morgan Stanley, Investment Banking and Brokerage Investments	3,466,170	AU$14.1m	0%	no data
1.07%	Argo Investments Limited	3,107,676	AU$12.6m	-42.8%	0.18%
0.62%	Macquarie Investment Management Limited	1,815,834	AU$7.4m	0%	0.16%
0.52%	Goldman Sachs Asset Management, L.P.	1,523,118	AU$6.2m	-18.7%	no data
0.52%	Allianz Asset Management GmbH	1,504,154	AU$6.1m	4.87%	no data
0.46%	Massachusetts Financial Services Company	1,343,421	AU$5.5m	-0.69%	no data
0.45%	Colonial First State Investments Limited	1,298,642	AU$5.3m	-10.2%	0.04%
0.43%	Mercer Investments LLC	1,256,900	AU$5.1m	0%	0.05%
0.39%	BetaShares Capital Limited	1,126,107	AU$4.6m	-1.37%	0.02%
0.38%	Charles Schwab Investment Management, Inc.	1,107,199	AU$4.5m	-11.5%	no data
0.36%	AXA Investment Managers S.A.	1,056,198	AU$4.3m	0%	0.01%