Lords Group Trading Ownership

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

Recent Insider Transactions

AIM:LORD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
30 Jan 24	BuyUK£50,004	Gary O' Brien	Individual		92,600	UK£0.54

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LORD?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	980,296	0.591%
General Public	12,263,869	7.39%
Institutions	50,007,927	30.1%
Individual Insiders	102,634,447	61.9%

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

Top Shareholders

Top 25 shareholders own 92.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
32.4%	Shanker Patel	53,821,386	UK£18.0m	0%	no data
10.8%	Allan Pierce	17,890,860	UK£6.0m	0%	no data
9.17%	Rajen Patel	15,204,540	UK£5.1m	0%	no data
9.17%	Nilesh Patel	15,204,540	UK£5.1m	0%	no data
8%	Premier Fund Managers Ltd.	13,263,999	UK£4.4m	-12%	0.07%
7.05%	Charles Stanley & Co. Ltd, Asset Management Arm	11,693,181	UK£3.9m	0.94%	0.04%
5.04%	Schroder Investment Management Limited	8,360,500	UK£2.8m	0.36%	no data
4.09%	Slater Investments Limited	6,780,000	UK£2.3m	-3.83%	0.24%
2.26%	Canaccord Genuity Asset Management Limited	3,750,000	UK£1.3m	0%	0.06%
1.22%	JM Finn & Co Ltd.	2,027,150	UK£679.1k	-0.21%	0.02%
0.65%	R.C. Brown Investment Management Plc	1,079,124	UK£361.5k	16.4%	0.31%
0.59%	Lords Group Trading Plc Sip	980,296	UK£328.4k	-0.68%	no data
0.33%	Consistent Unit Trust Management Company Limited	550,000	UK£184.2k	12.8%	0.19%
0.26%	HBOS Investment Fund Managers Limited	426,757	UK£143.0k	99.2%	no data
0.21%	Barclays Bank PLC, Wealth and Investment Management Division	343,666	UK£115.1k	83.1%	no data
0.17%	Andrew Harrison	283,679	UK£95.0k	0%	no data
0.14%	Gary O' Brien	229,442	UK£76.9k	0%	no data
0.1%	The Royal Bank Of Scotland plc, Asset Management Arm	171,000	UK£57.3k	0%	no data
0.093%	Bank Julius Bär & Co Ltd., Asset Management Arm	154,498	UK£51.8k	19.5%	no data
0.09%	Credit Suisse, Investment Banking and Securities Investments	150,000	UK£50.2k	50%	no data
0.079%	Rowan Dartington & Co. Ltd., Asset Management Arm	131,620	UK£44.1k	0%	0.01%
0.079%	Cenkos Securities plc, Asset Management Arm	130,842	UK£43.8k	0%	1.56%
0.077%	London Wealth Management Limited	127,632	UK£42.8k	0%	no data
0.065%	Fidelity International Ltd	108,423	UK£36.3k	61.2%	no data
0.06%	HSBC Global Asset Management (UK) Limited	99,117	UK£33.2k	18.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 04:36
End of Day Share Price	2024/12/30 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lords Group Trading plc is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Chantry	Berenberg
Joseph George	Berenberg
David Buxton	Cavendish