Netwealth Group Ownership

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

Recent Insider Transactions

ASX:NWL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Oct 24	SellAU$499,990	Davyd Lewis	Individual	17,750	AU$28.17
14 Oct 24	SellAU$15,414,414	Matthew Alexander Heine	Individual	558,461	AU$27.64
11 Oct 24	SellAU$29,700,000	Michael Heine	Individual	1,100,000	AU$27.00
03 Sep 24	BuyAU$49,968	Sarah Brennan	Individual	2,210	AU$22.61
22 Aug 24	BuyAU$21,547	Sally Freeman	Individual	936	AU$23.02
19 Aug 24	SellAU$22,499,999	Michael Heine	Individual	1,000,000	AU$22.50
15 Aug 24	SellAU$499,967	Davyd Lewis	Individual	22,948	AU$21.79
14 Aug 24	BuyAU$41,400	Kate Temby	Individual	2,000	AU$20.70
04 Apr 24	SellAU$913,982	Timothy Antonie	Individual	45,000	AU$20.31
04 Apr 24	SellAU$516,955	Davyd Lewis	Individual	25,453	AU$20.31
04 Apr 24	SellAU$29,774,999	Michael Heine	Individual	1,500,000	AU$19.85

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of NWL?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	121,557	0.0498%
Private Companies	714,573	0.292%
Institutions	40,645,051	16.6%
General Public	84,538,212	34.6%
Individual Insiders	118,299,448	48.4%

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

Top Shareholders

Top 25 shareholders own 64.5% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
47%	Michael Heine	114,878,733	AU$3.3b	-1.52%	no data
5.17%	Netwealth Investments Ltd.	12,633,941	AU$358.0m	-11.8%	2.59%
2.18%	The Vanguard Group, Inc.	5,328,399	AU$151.0m	28.5%	no data
1.67%	Dimensional Fund Advisors LP	4,081,624	AU$115.7m	0.43%	0.01%
1.43%	Australian Foundation Investment Company Limited	3,489,034	AU$98.9m	0%	1.06%
1.31%	Matthew Alexander Heine	3,200,076	AU$90.7m	-14.4%	no data
0.98%	BNP Paribas Arbitrage Sa, Asset Management Arm	2,386,799	AU$67.6m	32.2%	0.04%
0.86%	BlackRock, Inc.	2,091,513	AU$59.3m	1.31%	no data
0.56%	Nt-Comnwlth Super Corp	1,364,924	AU$38.7m	0%	0.38%
0.38%	Norges Bank Investment Management	935,163	AU$26.5m	-8.22%	no data
0.35%	Harper Bernays Limited	843,855	AU$23.9m	0%	97.84%
0.28%	BetaShares Capital Limited	676,659	AU$19.2m	40.7%	0.07%
0.26%	Wasatch Advisors LP	628,309	AU$17.8m	-20.5%	0.04%
0.24%	Colonial First State Investments Limited	593,705	AU$16.8m	0%	0.13%
0.23%	Mirrabooka Investments Limited	550,162	AU$15.6m	-27.5%	2.35%
0.2%	State Street Global Advisors, Inc.	498,351	AU$14.1m	62.1%	no data
0.2%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	490,329	AU$13.9m	-3.42%	no data
0.19%	Grandeur Peak Global Advisors, LLC	453,147	AU$12.8m	-10.7%	0.19%
0.18%	AMCIL Limited	437,200	AU$12.4m	-16.6%	16.57%
0.17%	Asset Plus Pty Ltd	424,573	AU$12.0m	-9.22%	no data
0.16%	Djerriwarrh Investments Limited	384,000	AU$10.9m	0%	1.02%
0.14%	Schroder Investment Management North America Inc.	337,786	AU$9.6m	0%	0.02%
0.12%	Bessemer Investment Management LLC	301,586	AU$8.5m	0%	0.01%
0.12%	Truebell Capital Pty Ltd	290,000	AU$8.2m	0%	no data
0.12%	BNY Asset Management	286,999	AU$8.1m	12.7%	no data