InvestSMART Group Limited

ASX:INV Stock Report

Market Cap: AU$13.9m

InvestSMART Group Ownership

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

Recent Insider Transactions

ASX:INV Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Nov 24BuyAU$1,200Peter HodgeIndividual10,000AU$0.12
11 Nov 24BuyAU$6,000Peter HodgeIndividual50,000AU$0.12

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of INV?
Owner TypeNumber of SharesOwnership Percentage
Private Companies26,888,79323.4%
Individual Insiders39,540,01334.4%
Institutions48,448,53842.2%

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

Top Shareholders

Top 23 shareholders own 103.6% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
22.7%
Leyland Private Asset Management Pty Ltd
25,138,492AU$3.1m0%100.0%
14.7%
Perpetual Limited
16,276,418AU$2.0m0%no data
6.81%
Robin Owles
7,555,094AU$944.4k0%no data
6.68%
Peter Hodge
7,406,666AU$925.8k0.82%no data
4.51%
Paul Clitheroe
5,000,000AU$625.0k0%no data
4.46%
Vadina Pty Limited
4,940,000AU$617.5k0%no data
4.03%
Nigel Poole
4,466,666AU$558.3k0%no data
3.7%
Harriette & Co Pty Ltd
4,100,000AU$512.5k0%no data
3.61%
Toronto Cove Pty Ltd
4,000,000AU$500.0k0%no data
3.52%
Cameron Richard Pty Limited, Asset Management Arm
3,907,881AU$488.5k1.81%13.12%
3.23%
Myall Resources Pty Ltd
3,587,029AU$448.4k8.7%no data
2.82%
Netwealth Investments Ltd.
3,125,747AU$390.7k11.7%no data
2.79%
SM & RW Brown Pty Ltd
3,091,000AU$386.4k0%no data
2.72%
Antonia Collopy
3,017,928AU$377.2k0%no data
2.71%
Alastair Davidson
3,000,000AU$375.0k-51.3%no data
2.6%
Peter Davies
2,888,335AU$361.0k11.1%no data
2.51%
Poole Family Pty Ltd
2,777,778AU$347.2k0%no data
2.08%
John O'Connell
2,301,991AU$287.7k0%no data
2.05%
Frohshiber Pty Ltd
2,268,326AU$283.5k5.02%no data
1.92%
Stuart Andrew Pty. Ltd.
2,124,660AU$265.6k0%no data
1.63%
Andrew Ward
1,803,333AU$225.4k0%no data
1.35%
Elizabeth Denning
1,500,000AU$187.5k0%no data
0.54%
Michael Shepherd
600,000AU$75.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/23 09:30
End of Day Share Price 2025/01/23 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

InvestSMART Group Limited is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution