Tatton Asset Management Ownership

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

Recent Insider Transactions

BST:2T7 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Apr 24	Sell€129,811	Robert Hunt	Individual	19,327	€6.72
28 Mar 24	Sell€1,312,811	Paul Hogarth	Individual	200,000	€6.56
26 Feb 24	Sell€119,145	Robert Hunt	Individual	18,368	€6.49
15 Jan 24	Sell€2,040,153	Paul Hogarth	Individual	331,531	€6.15

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 2T7?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	11,011	0.0183%
General Public	1,794,511	2.99%
VC/PE Firms	3,180,575	5.3%
Individual Insiders	6,135,760	10.2%
Private Companies	7,934,662	13.2%
Institutions	40,999,204	68.3%

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

Top Shareholders

Top 25 shareholders own 90.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.9%	BlackRock, Inc.	8,924,024	€47.1m	1.02%	no data
12.1%	Liontrust Asset Management PLC	7,283,429	€38.5m	2.2%	0.14%
10.7%	Hermitage Holdings (Wilmslow) Ltd	6,422,115	€33.9m	-15.6%	no data
5.41%	Paul Hogarth	3,246,079	€17.1m	57.3%	no data
5.3%	Gresham House Asset Management Limited	3,180,575	€16.8m	42.4%	1.55%
4.72%	abrdn plc	2,832,110	€15.0m	0%	0.01%
4.29%	Chelverton Asset Management Limited	2,575,250	€13.6m	14%	0.72%
3.9%	Rathbone Investment Management Limited	2,340,026	€12.4m	10.1%	0.04%
3.83%	Aegon Asset Management UK Plc	2,302,796	€12.2m	11.6%	0.05%
3.14%	Legal & General Investment Management Limited	1,883,866	€9.9m	0%	no data
2.74%	Hargreave Hale Limited, Asset Management Arm	1,646,000	€8.7m	-43.3%	0.22%
2.65%	Phoenix Unit Trust Managers Limited	1,594,022	€8.4m	0%	0.15%
2.13%	Jarvis Securities plc, Asset Management Arm	1,277,366	€6.7m	12%	0.36%
2.07%	Castlefield Investment Partners LLP	1,245,000	€6.6m	0%	0.59%
1.96%	Paradigm Trust	1,174,542	€6.2m	0%	no data
1.75%	Lothar Mentel	1,052,373	€5.6m	0%	no data
1.52%	Royal London Asset Management Limited	912,500	€4.8m	162%	0.01%
1.33%	J.P. Morgan Asset Management, Inc.	798,516	€4.2m	3.99%	no data
1.28%	Foresight Group LLP	767,897	€4.1m	0%	0.24%
1.25%	EdenTree Investment Management Limited	750,000	€4.0m	0%	0.21%
1.19%	Robert Hunt	716,799	€3.8m	0.4%	no data
0.85%	Paul Edwards	511,628	€2.7m	0%	no data
0.77%	Nucleus Financial Services Limited, Asset Management Arm	460,041	€2.4m	0%	no data
0.6%	A J Bell Holdings Limited, Asset Management Arm	358,513	€1.9m	9.04%	0.02%
0.54%	Anthony Murrell	326,682	€1.7m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/01/29 07:19
End of Day Share Price	2022/11/01 00:00
Earnings	2022/09/30
Annual Earnings	2022/03/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Tatton Asset Management plc is covered by 5 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Paul Bryant	Equity Development Limited
Stuart Duncan	Peel Hunt LLP
Ryan Flight	Peel Hunt LLP