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
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
24 Oct 23	BuyAU$39,349	Kate Temby	Individual	3,000	AU$13.12
11 Sep 23	SellAU$50,489,996	Michael Heine	Individual	3,300,000	AU$15.30
17 Aug 23	SellAU$40,057,156	Michael Heine	Individual	2,801,200	AU$14.30

Insider Buying: NWL insiders have only sold shares in the past 3 months.

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

Top 25 shareholders own 62.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
47.8%	Michael Heine	116,653,255	AU$2.3b	-1.27%	no data
5.87%	Netwealth Investments Ltd.	14,327,012	AU$285.7m	-0.43%	2.31%
1.67%	The Vanguard Group, Inc.	4,076,295	AU$81.3m	-0.14%	no data
1.53%	Matthew Alexander Heine	3,736,405	AU$74.5m	0%	no data
0.82%	Dimensional Fund Advisors LP	2,006,939	AU$40.0m	2.4%	no data
0.82%	BlackRock, Inc.	1,998,448	AU$39.8m	2.37%	no data
0.74%	BNP Paribas Arbitrage Sa, Asset Management Arm	1,804,892	AU$36.0m	0%	0.04%
0.42%	Norges Bank Investment Management	1,018,966	AU$20.3m	-10.2%	no data
0.35%	JM Financial Group	843,855	AU$16.8m	0%	36.0%
0.34%	Wasatch Advisors LP	838,573	AU$16.7m	-24.7%	0.04%
0.31%	Mirrabooka Investments Limited	759,000	AU$15.1m	-19.2%	2.47%
0.28%	Grandeur Peak Global Advisors, LLC	693,979	AU$13.8m	2.72%	0.2%
0.21%	AMCIL Limited	524,000	AU$10.4m	0%	17.41%
0.19%	Asset Plus Pty Ltd	467,670	AU$9.3m	0%	no data
0.17%	BetaShares Capital Limited	412,477	AU$8.2m	12%	0.04%
0.17%	Milford Asset Management, LTD	410,985	AU$8.2m	0%	0.12%
0.16%	State Street Global Advisors, Inc.	393,035	AU$7.8m	-1.76%	no data
0.16%	Djerriwarrh Investments Limited	384,000	AU$7.7m	0%	0.75%
0.15%	Schroder Investment Management North America Inc.	354,634	AU$7.1m	0%	0.02%
0.12%	Truebell Capital Pty Ltd	290,000	AU$5.8m	0%	no data
0.11%	CIBC Asset Management Inc.	272,418	AU$5.4m	0%	0.01%
0.096%	Causeway Capital Management LLC	233,600	AU$4.7m	3.99%	0.01%
0.088%	Bessemer Investment Management LLC	215,133	AU$4.3m	72.3%	no data
0.084%	BNY Mellon Asset Management	205,396	AU$4.1m	2.17%	no data
0.082%	EC. Pohl & Company	200,000	AU$4.0m	0%	3.36%