AJ Bell Ownership

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

Recent Insider Transactions

DB:3FY Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Apr 24	Buy€23,305	Mohamed Tagari	Individual	6,920	€3.37
08 Apr 24	Sell€46,611	Mohamed Tagari	Individual	13,840	€3.37
08 Feb 24	Sell€65,052	Peter Birch	Individual	17,000	€3.83
26 Jan 24	Sell€15,459	Karen Goodman	Individual	4,000	€3.86
05 Jan 24	Buy€21,905	Peter Birch	Individual	6,500	€3.37
05 Jan 24	Sell€21,866	Peter Birch	Individual	6,500	€3.36
19 Dec 23	Sell€13,951	Elizabeth Carrington	Individual	3,796	€3.68
15 Dec 23	Sell€10,557	Roger Stott	Individual	2,891	€3.65
15 Dec 23	Sell€9,520	Elizabeth Carrington	Individual	2,607	€3.65
15 Dec 23	Sell€22,386	Mohamed Tagari	Individual	6,130	€3.65
11 Dec 23	Sell€9,202	Kina Sinclair	Individual	2,534	€3.63
08 Dec 23	Sell€116,599	Billy Mackay	Individual	32,153	€3.63
07 Dec 23	Sell€52,498	Roger Stott	Individual	14,866	€3.53
07 Dec 23	Sell€9,475	Elizabeth Carrington	Individual	2,683	€3.53
07 Dec 23	Sell€26,687	Mohamed Tagari	Individual	7,557	€3.53
07 Dec 23	Sell€66,115	Peter Birch	Individual	18,722	€3.53
28 Sep 23	Buy€23,980	Peter Birch	Individual	7,500	€3.20
11 Sep 23	Buy€176	Kevin Doran	Individual	51	€3.44
11 Sep 23	Buy€176	Billy Mackay	Individual	51	€3.44
11 Sep 23	Buy€176	Roger Stott	Individual	51	€3.44
11 Sep 23	Buy€176	Elizabeth Carrington	Individual	51	€3.44
11 Sep 23	Buy€176	Christopher Robinson	Individual	51	€3.44
11 Sep 23	Buy€176	Mohamed Tagari	Individual	51	€3.44
11 Sep 23	Buy€176	Karen Goodman	Individual	51	€3.44
11 Sep 23	Buy€23,312	Fiona Clutterbuck	Individual	6,809	€3.42
18 Aug 23	Buy€282,547	Leslie Platts	Individual	86,000	€3.29
18 Aug 23	Sell€282,547	Leslie Platts	Individual	86,000	€3.29
23 Jun 23	Buy€146,523	Christopher Robinson	Individual	39,762	€3.69
23 Jun 23	Sell€23,363	Christopher Robinson	Individual	6,345	€3.68
25 May 23	Buy€22,869	Mohamed Tagari	Individual	6,305	€3.63
25 May 23	Sell€22,996	Mohamed Tagari	Individual	6,340	€3.63

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 Type	Number of Shares	Ownership Percentage
State or Government	600,000	0.146%
Employee Share Scheme	2,558,403	0.621%
Private Companies	2,880,000	0.699%
General Public	8,273,046	2.01%
Individual Insiders	90,839,978	22.1%
Institutions	306,807,138	74.5%

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

Top Shareholders

Top 25 shareholders own 86.57% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.2%	Andrew Bell	83,188,663	€346.1m	-4.1%	no data
14.2%	A J Bell Holdings Limited, Asset Management Arm	58,298,854	€242.6m	-2.1%	2.26%
8.63%	Liontrust Asset Management PLC	35,557,650	€148.0m	-0.17%	0.6%
5.93%	Baillie Gifford & Co.	24,432,595	€101.7m	1%	0.05%
5.35%	Brown Capital Management, LLC	22,049,012	€91.7m	-0.36%	1.15%
4.19%	Ninety One UK Limited	17,242,894	€71.7m	25.1%	0.12%
3.35%	The Vanguard Group, Inc.	13,784,375	€57.4m	1.25%	no data
3.01%	Kayne Anderson Rudnick Investment Management, LLC	12,411,092	€51.6m	-0.09%	0.13%
2.44%	BlackRock, Inc.	10,062,300	€41.9m	-3.84%	no data
2.21%	abrdn plc	9,109,136	€37.9m	-11.8%	0.03%
2.07%	Troy Asset Management Ltd	8,544,645	€35.6m	-3.11%	0.5%
1.94%	Capital Research and Management Company	8,000,000	€33.3m	0%	no data
1.82%	Royal London Asset Management Ltd.	7,514,255	€31.3m	0.42%	0.04%
1.37%	AXA Investment Managers S.A.	5,644,646	€23.5m	-1%	0.04%
1.36%	Legal & General Investment Management Limited	5,588,028	€23.3m	1.61%	0.01%
1.3%	Invesco Ltd.	5,357,360	€22.3m	0.64%	0.01%
1.1%	Wasatch Advisors LP	4,540,468	€18.9m	-13.7%	0.07%
0.99%	Premier Fund Managers Ltd.	4,070,638	€16.9m	4.58%	0.21%
0.81%	Unicorn Asset Management Ltd.	3,350,000	€13.9m	3.88%	1.71%
0.79%	Norges Bank Investment Management	3,235,886	€13.5m	1.84%	no data
0.74%	Dimensional Fund Advisors LP	3,054,329	€12.7m	7.3%	no data
0.74%	Fonds de Réserve pour les Retraites	3,037,905	€12.6m	0%	0.18%
0.72%	Credit Suisse, Investment Banking and Securities Investments	2,960,751	€12.3m	-1.15%	0.03%
0.7%	Blythe Family Trust	2,880,000	€12.0m	0%	no data
0.66%	Russell Investment Management, LLC	2,704,587	€11.3m	70.8%	0.02%