Symbio Holdings Ownership

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


Recent Insider Transactions

ASX:SYM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 Jan 24SellAU$1,180,971Perpetual LimitedCompany400,651AU$2.96
18 Jan 24SellAU$5,032,699Perpetual LimitedCompany1,742,152AU$2.89
28 Dec 23BuyAU$1,128,454Perpetual LimitedCompany475,937AU$2.37

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 SYM?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,242,1791.45%
Institutions19,988,89523.3%
Individual Insiders25,358,46929.5%
General Public39,228,63945.7%

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


Top Shareholders

Top 21 shareholders own 54.29% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.4%
Andy Fung
11,462,428AU$30.1m0%no data
10%
Australian Ethical Investment Limited
8,595,457AU$22.6m0%2.47%
8.07%
Rene Sugo
6,929,445AU$18.2m0.28%no data
5.75%
Catherine Salisbury
4,938,064AU$13.0m0%no data
4.8%
QVG Capital Pty Ltd
4,117,256AU$10.8m0%15.17%
4.37%
Pendal Group Limited
3,748,694AU$9.9m14.1%0.07%
1.9%
Bendigo and Adelaide Bank Limited, Asset Management Arm
1,632,310AU$4.3m0%2.38%
1.32%
Michael Boorne
1,129,875AU$3.0m0%no data
1%
Terry Cuthbertson
855,906AU$2.3m0%no data
0.75%
Milford Asset Management, LTD
645,159AU$1.7m0%0.03%
0.75%
G & E Properties Pty Ltd
639,697AU$1.7m0%no data
0.7%
Cms Fund Pty Ltd
602,482AU$1.6m0%no data
0.7%
Dimensional Fund Advisors LP
597,050AU$1.6m0%no data
0.55%
Perpetual Limited
470,825AU$1.2m-78%no data
0.15%
BetaShares Capital Limited
132,326AU$348.0k3.02%no data
0.054%
State Street Global Advisors, Inc.
45,967AU$120.9k-9.65%no data
0.02%
Gail Pemberton
17,140AU$45.1k0%no data
0.012%
Kate Denton
10,611AU$27.9k0%no data
0.012%
Anne Ward
10,000AU$26.3k0%no data
0.0058%
Leanne Heywood
5,000AU$13.2k0%no data
0.0045%
American Century Investment Management Inc
3,851AU$10.1k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/02/20 00:17
End of Day Share Price 2024/02/20 00:00
Earnings2023/06/30
Annual Earnings2023/06/30

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

Symbio Holdings Limited is covered by 9 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russell WrightAPP Securities Pty Ltd.
Chris SavageBell Potter
Conor O’PreyCanaccord Genuity