AJ Bell plc

BST:3FY Stock Report

Market Cap: €2.1b

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
16 Sep 24Sell€415,437Billy MackayIndividual79,546€5.22
12 Sep 24Sell€276,363Roger StottIndividual53,378€5.18
30 Aug 24Sell€186,352Elizabeth CarringtonIndividual36,000€5.18
21 Aug 24Buy€23,359Fiona ClutterbuckIndividual4,425€5.28
21 Aug 24Sell€2,349,164Michael SummersgillIndividual450,000€5.22
19 Aug 24Buy€46,948Leslie PlattsIndividual8,900€5.28
19 Aug 24Sell€46,948Leslie PlattsIndividual8,900€5.28
29 Jul 24Sell€237,534Billy MackayIndividual44,586€5.33
26 Jul 24Buy€88,802Julie ChakravertyIndividual17,385€5.11
25 Jul 24Sell€120,093Peter BirchIndividual24,000€5.00
18 Jul 24Sell€147,036Elizabeth CarringtonIndividual30,000€4.90
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

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 Companies2,880,0000.698%
General Public10,048,0592.44%
Individual Insiders82,601,29820%
Institutions313,639,75576.1%

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

Top Shareholders

Top 25 shareholders own 86.07% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.8%
Andrew Bell
77,305,271€402.5m-7.07%no data
14.1%
A J Bell Holdings Limited, Asset Management Arm
57,989,072€301.9m-0.53%2.74%
10.2%
Liontrust Asset Management PLC
42,081,645€219.1m1.87%0.96%
5.73%
Baillie Gifford & Co.
23,619,377€123.0m-3.33%0.06%
5.65%
Brown Capital Management, LLC
23,294,002€121.3m5.65%1.84%
4.08%
Ninety One UK Limited
16,830,888€87.6m-2.39%0.14%
3.39%
The Vanguard Group, Inc.
13,988,684€72.8m1.48%no data
2.98%
BlackRock, Inc.
12,269,657€63.9m20.6%no data
2.94%
Kayne Anderson Rudnick Investment Management, LLC
12,122,918€63.1m-4.43%0.15%
2.55%
abrdn plc
10,516,888€54.8m15.5%0.05%
1.89%
Troy Asset Management Ltd
7,797,057€40.6m-8.75%0.63%
1.84%
Royal London Asset Management Ltd.
7,574,255€39.4m0.8%0.05%
1.44%
Legal & General Investment Management Limited
5,917,754€30.8m5.9%0.01%
1.35%
Invesco Ltd.
5,565,563€29.0m3.89%0.01%
1.25%
AXA Investment Managers S.A.
5,160,521€26.9m-8.58%0.05%
1.12%
Wasatch Advisors LP
4,614,612€24.0m1.63%0.1%
0.97%
Premier Fund Managers Ltd.
4,018,739€20.9m-1.27%0.27%
0.89%
Dimensional Fund Advisors LP
3,662,748€19.1m19.9%no data
0.86%
Fonds de Réserve pour les Retraites
3,537,905€18.4m16.5%25.08%
0.81%
Unicorn Asset Management Ltd.
3,330,000€17.3m-0.6%2.3%
0.72%
Credit Suisse, Investment Banking and Securities Investments
2,960,751€15.4m0%0.04%
0.7%
Blythe Family Trust
2,880,000€15.0m0%no data
0.66%
Acadian Asset Management LLC
2,730,262€14.2m11.5%0.04%
0.62%
Amati Global Investors Ltd.
2,566,228€13.4m0%2.29%
0.62%
Aj Bell Plc., Employee Share Scheme
2,558,205€13.3m-0.01%no data