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	40,616,404	16.6%
General Public	84,566,859	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$3.4b	-0.67%	no data
5.17%	Netwealth Investments Ltd.	12,633,941	AU$373.7m	-11.8%	2.58%
2.18%	The Vanguard Group, Inc.	5,330,405	AU$157.7m	28.5%	no data
1.66%	Dimensional Fund Advisors LP	4,067,377	AU$120.3m	-0.38%	0.01%
1.43%	Australian Foundation Investment Company Limited	3,489,034	AU$103.2m	0%	1.12%
1.31%	Matthew Alexander Heine	3,200,076	AU$94.7m	-14.9%	no data
0.98%	BNP Paribas Arbitrage Sa, Asset Management Arm	2,386,799	AU$70.6m	32.2%	0.04%
0.86%	BlackRock, Inc.	2,092,775	AU$61.9m	1.3%	no data
0.56%	Nt-Comnwlth Super Corp	1,364,924	AU$40.4m	0%	0.35%
0.38%	Norges Bank Investment Management	935,163	AU$27.7m	0%	no data
0.35%	Harper Bernays Limited	843,855	AU$25.0m	0%	98.09%
0.29%	BetaShares Capital Limited	708,859	AU$21.0m	4.76%	0.08%
0.24%	Colonial First State Investments Limited	593,705	AU$17.6m	0%	0.11%
0.23%	Wasatch Advisors LP	550,222	AU$16.3m	-12.4%	0.04%
0.23%	Mirrabooka Investments Limited	550,162	AU$16.3m	-27.5%	2.44%
0.21%	State Street Global Advisors, Inc.	517,330	AU$15.3m	3.81%	no data
0.2%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	490,329	AU$14.5m	0%	no data
0.19%	Grandeur Peak Global Advisors, LLC	453,147	AU$13.4m	-10.7%	0.21%
0.18%	AMCIL Limited	437,200	AU$12.9m	-16.6%	17.33%
0.17%	Asset Plus Pty Ltd	424,573	AU$12.6m	-9.22%	no data
0.16%	Djerriwarrh Investments Limited	384,000	AU$11.4m	0%	1.07%
0.14%	Schroder Investment Management North America Inc.	337,786	AU$10.0m	0%	0.02%
0.13%	Mellon Investments Corporation	320,928	AU$9.5m	11.8%	no data
0.12%	Bessemer Investment Management LLC	301,586	AU$8.9m	0%	0.01%
0.12%	Truebell Capital Pty Ltd	290,000	AU$8.6m	0%	no data