Brooks Macdonald Group plc

AIM:BRK Stock Report

Market Cap: UK£306.1m

Brooks Macdonald Group Ownership

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


Recent Insider Transactions

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 BRK?
Owner TypeNumber of SharesOwnership Percentage
Public Companies3,5430.0222%
Private Companies36,4220.228%
Individual Insiders59,6660.374%
General Public537,7943.37%
VC/PE Firms4,187,14726.3%
Institutions11,115,12369.7%

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


Top Shareholders

Top 25 shareholders own 92.42% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.1%
Liontrust Asset Management PLC
3,047,368UK£58.5m-1.49%0.28%
15.9%
Octopus Investments Limited
2,541,297UK£48.8m-1.29%2.6%
10.3%
Gresham House Asset Management Limited
1,645,850UK£31.6m11.6%2.58%
8.35%
Brooks MacDonald Asset Management
1,331,168UK£25.6m-1.42%2.62%
5.25%
Invesco Ltd.
836,532UK£16.1m-2.7%0.01%
4.85%
Canaccord Genuity Wealth (International) Limited
773,368UK£14.8m0.61%0.26%
4.1%
Charles Stanley & Co. Ltd, Asset Management Arm
653,056UK£12.5m2.27%0.12%
3.78%
Amati Global Investors Ltd.
602,459UK£11.6m-7.66%1.79%
3.63%
Chelverton Asset Management Limited
578,500UK£11.1m3.58%0.92%
2.52%
Rathbones Investment Management Limited
401,655UK£7.7m-1.27%0.02%
2.51%
Fidelity International Ltd
399,529UK£7.7m12.8%no data
1.91%
Canaccord Genuity Asset Management Limited
304,000UK£5.8m0%0.23%
1.84%
Artemis Investment Management LLP
294,043UK£5.6m-21.8%0.03%
1.49%
Slater Investments Limited
237,500UK£4.6m0%0.39%
1.04%
BennBridge Ltd
165,155UK£3.2m0.14%2.65%
0.98%
James Brearley & Sons Ltd.
155,456UK£3.0m0.9%1.35%
0.91%
Brewin Dolphin Limited
145,285UK£2.8m-2.25%0.02%
0.69%
Puma Investment Management Limited
110,513UK£2.1m34.9%0.99%
0.51%
Whitman Asset Management Limited
80,868UK£1.6m12.6%2.43%
0.5%
Epworth Investment Management Ltd.
79,509UK£1.5m-11.4%0.7%
0.47%
Butterfield Asset Management Ltd.
75,417UK£1.4m0%0.09%
0.47%
Integrated Financial Arrangements plc, Asset Management Arm
75,012UK£1.4m25.1%0.07%
0.43%
A J Bell Holdings Limited, Asset Management Arm
69,082UK£1.3m5.45%0.01%
0.41%
London Wealth Management Limited
65,125UK£1.3m5.16%0.07%
0.4%
Schroder Investment Management Limited
63,074UK£1.2m0%no data
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.