Alaris Equity Partners Income Trust

TSX:AD.UN Stock Report

Market Cap: CA$716.1m

Alaris Equity Partners Income Trust Ownership

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

Recent Insider Transactions

TSX:AD.UN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 May 23BuyCA$5,075Brandon FagerheimIndividual318CA$15.99

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 AD.UN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,333,7662.93%
Institutions3,598,0587.91%
General Public40,566,36789.2%

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

Top Shareholders

Top 25 shareholders own 10.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
1.9%
Stephen King
864,533CA$13.6m0%no data
1.59%
NewGen Asset Management Limited
724,000CA$11.4m3.93%2.83%
1.27%
Dimensional Fund Advisors LP
577,167CA$9.1m0.18%no data
1.17%
Timelo Investment Management Inc.
530,370CA$8.3m6.61%12.11%
1.01%
Pembroke Management Ltd.
461,413CA$7.3m24.2%0.4%
0.88%
Cumberland Partners Limited
400,620CA$6.3m0%0.31%
0.3%
BlackRock, Inc.
135,848CA$2.1m3.14%no data
0.24%
Desjardins Global Asset Management Inc.
108,200CA$1.7m0%0.01%
0.22%
Matco Financial, Inc.
98,340CA$1.5m0%0.44%
0.21%
Invesco Capital Management LLC
94,420CA$1.5m-28.2%no data
0.19%
Hillsdale Investment Management Inc.
87,300CA$1.4m0%0.05%
0.17%
Vestcor Inc.
75,442CA$1.2m0%0.01%
0.14%
Curtis Krawetz
64,871CA$1.0m0%no data
0.14%
Michael Ervin
64,027CA$1.0m0%no data
0.14%
Robert Bertram
63,337CA$996.9k-7.32%no data
0.14%
Gregg Delcourt
63,021CA$991.9k0%no data
0.11%
Geode Capital Management, LLC
51,710CA$813.9k0%no data
0.11%
Marathon Asset Management Limited
50,900CA$801.1k-26.2%no data
0.093%
PenderFund Capital Management Ltd.
42,514CA$669.2k0%0.14%
0.071%
E. Shier
32,500CA$511.5k0%no data
0.068%
Daniel MacEachern
31,101CA$489.6k0%no data
0.06%
Marla Evans
27,324CA$430.1k0%no data
0.06%
Amanda Frazer
27,312CA$429.9k0%no data
0.056%
National Bank Trust Inc., Asset Management Arm
25,353CA$399.0k1,190%0.01%
0.05%
State Street Global Advisors, Inc.
22,613CA$355.9k-12.5%no data
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy PolicyLogos provided by Clearbit
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.