SelfWealth Limited

ASX:SWF Stock Report

Market Cap: AU$55.4m

SelfWealth Ownership

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

Recent Insider Transactions

ASX:SWF Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
27 Nov 24BuyAU$2,938,636Harvest Lane Asset Management Pty LtdCompany11,194,794AU$0.26
27 Nov 24SellAU$3,150,003Lggc Pty LtdCompany12,000,000AU$0.26
25 Nov 24BuyAU$1,195,100Harvest Lane Asset Management Pty LtdCompany4,552,748AU$0.26
20 Nov 24BuyAU$727,932Harvest Lane Asset Management Pty LtdCompany2,941,141AU$0.25
14 Nov 24BuyAU$3,029,762Harvest Lane Asset Management Pty LtdCompany12,366,367AU$0.25
14 Nov 24SellAU$69,205Harvest Lane Asset Management Pty LtdCompany268,757AU$0.26
15 Jul 24BuyAU$23,901Virginia WallaceIndividual149,379AU$0.16
15 Jul 24BuyAU$317,714Graham Newman Pty LtdCompany1,985,716AU$0.16
15 Jul 24BuyAU$23,901Nicholas KephalaIndividual149,379AU$0.16

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SWF?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders13,826,9415.99%
Institutions37,388,21816.2%
Hedge Funds38,845,74816.8%
Private Companies48,325,38020.9%
General Public92,345,42240%

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

Top Shareholders

Top 21 shareholders own 59.98% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
16.8%
Datt Capital Pty Ltd
38,845,748AU$9.3m0%13.34%
13.3%
Harvest Lane Asset Management Pty Ltd
30,786,293AU$7.4m0%11.3%
5.86%
Graham Newman Pty Ltd
13,510,445AU$3.2m17.2%no data
4.93%
Lggc Pty Ltd
11,378,041AU$2.7m-51.5%no data
4.64%
Anthony Cook
10,700,000AU$2.6m7%no data
2.86%
Gannet Capital Pty Ltd
6,601,925AU$1.6m0%7.32%
2.51%
Tw Investments Pty. Ltd.
5,787,000AU$1.4m0%no data
1.46%
Walkley Holdings Pty Ltd
3,359,256AU$806.2k0%no data
1.42%
FJP Pty Ltd
3,273,505AU$785.6k0%no data
1.11%
Lmpg Investments Pty Ltd
2,564,103AU$615.4k0%no data
1.01%
Stuart Andrew Pty. Ltd.
2,333,979AU$560.2k41.8%no data
0.87%
Liu Yang
2,000,000AU$480.0k0%no data
0.8%
W K Super Pty Ltd
1,835,403AU$440.5k26.6%no data
0.74%
Director's Interest Pty Ltd
1,700,000AU$408.0k0%no data
0.6%
First Colby Co Pty Ltd
1,383,648AU$332.1k0%no data
0.52%
Solar Flair Pty Ltd
1,200,000AU$288.0k0%no data
0.24%
Virginia Wallace
550,000AU$132.0k37.3%no data
0.24%
Nicholas Kephala
550,000AU$132.0k37.3%no data
0.0039%
Athena Kephala
9,042AU$2.2k0%no data
0.0039%
Stella Kephala
8,958AU$2.1k0%no data
0.0039%
Harry Kephala
8,941AU$2.1k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/31 11:28
End of Day Share Price 2024/12/31 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

SelfWealth Limited is covered by 1 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
null nullIndependent Investment Research (Aust.) Pty Ltd