James Halstead Ownership

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

Recent Insider Transactions

AIM:JHD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
27 Mar 24	SellUK£6,399	James Wild	Individual		3,160	UK£2.03

Insider Trading Volume

Insider Buying: JHD insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of JHD?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	75,749	0.0182%
Employee Share Scheme	253,488	0.0608%
VC/PE Firms	27,363,899	6.57%
General Public	73,639,137	17.7%
Individual Insiders	82,480,834	19.8%
Institutions	109,966,324	26.4%
Private Companies	123,007,005	29.5%

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

Top Shareholders

Top 25 shareholders own 77.69% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
24%	John Halstead Settlement	100,072,810	UK£197.1m	0%	no data
11.7%	Mark Halstead	48,755,948	UK£96.0m	0%	no data
6.57%	Octopus Investments Limited	27,363,899	UK£53.9m	-0.52%	2.9%
6.45%	James Sharp & Co., Asset Management Arm	26,900,364	UK£53.0m	-44.4%	7.65%
5.75%	James Wild	23,950,720	UK£47.2m	-1.24%	no data
4.95%	Thompson Jones Business Solutions Limited	20,631,396	UK£40.6m	0%	no data
2.31%	Investec Wealth & Investment Limited	9,646,788	UK£19.0m	-1.16%	0.2%
1.97%	Canaccord Genuity Wealth (International) Limited	8,197,876	UK£16.1m	-1.47%	0.29%
1.91%	Geoffrey Halstead	7,945,544	UK£15.7m	0%	no data
1.89%	Unicorn Asset Management Ltd.	7,860,000	UK£15.5m	0.77%	2.27%
1.64%	Castlefield Investments	6,820,000	UK£13.4m	-20.6%	1.77%
1.37%	Close Asset Management Ltd.	5,711,729	UK£11.3m	38.3%	0.13%
1.27%	Rathbones Investment Management Limited	5,276,218	UK£10.4m	0.36%	0.03%
0.86%	Charles Stanley & Co. Ltd, Asset Management Arm	3,581,799	UK£7.1m	-1.66%	0.07%
0.75%	Evelyn Partners Investment Management LLP	3,142,337	UK£6.2m	2.61%	0.08%
0.65%	Lombard Odier Asset Management (Europe) Ltd.	2,705,422	UK£5.3m	-2.97%	0.1%
0.55%	A J Bell Holdings Limited, Asset Management Arm	2,283,317	UK£4.5m	1.69%	0.05%
0.45%	Schroder Investment Management Limited	1,866,217	UK£3.7m	0%	no data
0.44%	HSBC Global Asset Management (UK) Limited	1,842,633	UK£3.6m	4.42%	no data
0.42%	Brewin Dolphin Wealth Management Limited	1,754,960	UK£3.5m	-1.49%	0.16%
0.4%	HBOS Investment Fund Managers Limited	1,674,532	UK£3.3m	4.94%	0.03%
0.39%	JM Finn & Co Ltd.	1,628,184	UK£3.2m	1.54%	0.07%
0.36%	Brewin Dolphin Limited	1,515,263	UK£3.0m	0.58%	0.02%
0.33%	Michael Halstead	1,376,234	UK£2.7m	0%	no data
0.31%	Barclays Bank PLC, Wealth and Investment Management Division	1,287,187	UK£2.5m	-2.67%	0.03%