AJ Bell plc

DB:3FY Stock Report

Market Cap: €2.3b

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
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 only sold shares 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 Scheme2,551,6790.619%
Private Companies2,880,0000.698%
General Public61,094,11414.8%
Individual Insiders79,234,02219.2%
Institutions265,968,53764.5%

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

Top Shareholders

Top 25 shareholders own 73.46% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.1%
Andrew Bell
74,425,271€419.8m-3.73%no data
10%
Liontrust Asset Management PLC
41,284,632€232.9m-0.06%0.99%
5.71%
Baillie Gifford & Co.
23,548,528€132.8m-0.3%0.06%
5.36%
Brown Capital Management, LLC
22,086,282€124.6m-5.18%1.73%
3.93%
Ninety One UK Limited
16,224,177€91.5m-3.6%0.14%
3.89%
The Vanguard Group, Inc.
16,045,590€90.5m14.7%no data
3.63%
BlackRock, Inc.
14,987,206€84.5m22.2%no data
3.12%
abrdn plc
12,853,069€72.5m22.2%0.06%
3.07%
Kayne Anderson Rudnick Investment Management, LLC
12,670,546€71.5m4.52%0.15%
1.83%
Troy Asset Management Ltd
7,560,478€42.6m-3.03%0.63%
1.79%
Royal London Asset Management Ltd.
7,392,414€41.7m-2.4%0.05%
1.45%
Legal & General Investment Management Limited
5,987,056€33.8m1.17%0.01%
1.35%
Invesco Ltd.
5,565,563€31.4m0%0.01%
1.26%
Wasatch Advisors LP
5,191,806€29.3m12.5%0.1%
1.17%
AXA Investment Managers S.A.
4,830,106€27.2m-6.4%0.05%
0.92%
Acadian Asset Management LLC
3,789,116€21.4m38.8%0.05%
0.86%
Fonds de Réserve pour les Retraites
3,537,905€20.0m0%28.09%
0.85%
Russell Investment Management, LLC
3,511,477€19.8m49.3%0.02%
0.84%
Dimensional Fund Advisors LP
3,479,834€19.6m-4.99%no data
0.81%
Premier Fund Managers Ltd.
3,353,457€18.9m-16.6%0.23%
0.77%
Unicorn Asset Management Ltd.
3,190,000€18.0m-4.2%2.5%
0.72%
Credit Suisse, Investment Banking and Securities Investments
2,960,751€16.7m0%0.05%
0.7%
Blythe Family Trust
2,880,000€16.2m0%no data
0.69%
Norges Bank Investment Management
2,838,812€16.0m57%no data
0.65%
JP Morgan Asset Management
2,695,845€15.2m0%no data