AJ Bell plc

BST:3FY Stock Report

Market Cap: €1.9b

AJ Bell Ownership

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

Recent Insider Transactions

BST:3FY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
24 May 24Sell€940,954Michael SummersgillIndividual205,000€4.62
24 May 24Sell€29,515Peter BirchIndividual6,500€4.54
23 May 24Sell€234,879Billy MackayIndividual50,882€4.62
23 May 24Sell€23,489Mohamed TagariIndividual4,963€4.73
08 Apr 24Buy€23,305Mohamed TagariIndividual6,920€3.37
08 Apr 24Sell€46,611Mohamed TagariIndividual13,840€3.37
08 Feb 24Sell€65,052Peter BirchIndividual17,000€3.83
26 Jan 24Sell€15,459Karen GoodmanIndividual4,000€3.86
05 Jan 24Buy€21,905Peter BirchIndividual6,500€3.37
05 Jan 24Sell€21,866Peter BirchIndividual6,500€3.36
19 Dec 23Sell€13,951Elizabeth CarringtonIndividual3,796€3.68
15 Dec 23Sell€10,557Roger StottIndividual2,891€3.65
15 Dec 23Sell€9,520Elizabeth CarringtonIndividual2,607€3.65
15 Dec 23Sell€22,386Mohamed TagariIndividual6,130€3.65
11 Dec 23Sell€9,202Kina SinclairIndividual2,534€3.63
08 Dec 23Sell€116,599Billy MackayIndividual32,153€3.63
07 Dec 23Sell€52,498Roger StottIndividual14,866€3.53
07 Dec 23Sell€9,475Elizabeth CarringtonIndividual2,683€3.53
07 Dec 23Sell€26,687Mohamed TagariIndividual7,557€3.53
07 Dec 23Sell€66,115Peter BirchIndividual18,722€3.53
28 Sep 23Buy€23,980Peter BirchIndividual7,500€3.20
11 Sep 23Buy€176Kevin DoranIndividual51€3.44
11 Sep 23Buy€176Billy MackayIndividual51€3.44
11 Sep 23Buy€176Roger StottIndividual51€3.44
11 Sep 23Buy€176Elizabeth CarringtonIndividual51€3.44
11 Sep 23Buy€176Christopher RobinsonIndividual51€3.44
11 Sep 23Buy€176Mohamed TagariIndividual51€3.44
11 Sep 23Buy€176Karen GoodmanIndividual51€3.44
11 Sep 23Buy€23,312Fiona ClutterbuckIndividual6,809€3.42
18 Aug 23Buy€282,547Leslie PlattsIndividual86,000€3.29
18 Aug 23Sell€282,547Leslie PlattsIndividual86,000€3.29

Insider Trading Volume

Insider Buying: 3FY insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3FY?
Owner TypeNumber of SharesOwnership Percentage
State or Government600,0000.146%
Employee Share Scheme2,558,2050.62%
Private Companies2,888,3500.701%
General Public11,096,1832.69%
Individual Insiders82,681,90720.1%
Institutions312,502,15475.8%

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

Top Shareholders

Top 25 shareholders own 85.88% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.8%
Andrew Bell
77,305,271€347.7m-7.07%no data
14.1%
A J Bell Holdings Limited, Asset Management Arm
57,989,072€260.8m-0.53%2.4%
10%
Liontrust Asset Management PLC
41,310,194€185.8m10.4%0.78%
5.73%
Baillie Gifford & Co.
23,619,377€106.2m-3.33%0.05%
5.65%
Brown Capital Management, LLC
23,294,002€104.8m5.65%1.53%
4.08%
Ninety One UK Limited
16,830,888€75.7m-2.39%0.12%
3.39%
The Vanguard Group, Inc.
13,988,684€62.9m1.48%no data
2.98%
BlackRock, Inc.
12,269,657€55.2m20.6%no data
2.94%
Kayne Anderson Rudnick Investment Management, LLC
12,122,918€54.5m-4.43%0.13%
2.55%
abrdn plc
10,516,888€47.3m15.5%0.04%
1.89%
Troy Asset Management Ltd
7,797,057€35.1m-8.75%0.51%
1.84%
Royal London Asset Management Ltd.
7,574,255€34.1m0.8%0.04%
1.44%
Legal & General Investment Management Limited
5,917,754€26.6m5.9%0.01%
1.35%
Invesco Ltd.
5,565,563€25.0m3.89%0.01%
1.25%
AXA Investment Managers S.A.
5,160,521€23.2m-8.58%0.04%
1.12%
Wasatch Advisors LP
4,614,612€20.8m1.63%0.08%
0.97%
Premier Fund Managers Ltd.
4,018,739€18.1m-1.27%0.23%
0.89%
Dimensional Fund Advisors LP
3,662,748€16.5m19.9%no data
0.86%
Fonds de Réserve pour les Retraites
3,537,905€15.9m16.5%0.24%
0.81%
Unicorn Asset Management Ltd.
3,330,000€15.0m-0.6%1.9%
0.72%
Credit Suisse, Investment Banking and Securities Investments
2,960,751€13.3m0%0.04%
0.7%
Blythe Family Trust
2,880,000€13.0m0%no data
0.66%
Acadian Asset Management LLC
2,730,262€12.3m11.5%0.03%
0.62%
Amati Global Investors Ltd.
2,566,228€11.5m0%1.75%
0.62%
Aj Bell Plc., Employee Share Scheme
2,558,205€11.5m-0.01%no data
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