Brooks Macdonald Group plc

AIM:BRK Stock Report

Market Cap: UK£265.4m

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 Companies3,5430.022%
Individual Insiders4,6840.0291%
Private Companies61,4340.382%
General Public839,7385.22%
VC/PE Firms4,843,14930.1%
Institutions10,333,48264.2%

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


Top Shareholders

Top 25 shareholders own 90.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
18.8%
Liontrust Asset Management PLC
3,024,619UK£49.9m0.02%0.26%
15.2%
Gresham House Asset Management Limited
2,448,592UK£40.4m9.08%2.85%
14.9%
Octopus Investments Limited
2,394,557UK£39.5m-2.4%2.46%
6.85%
Brooks MacDonald Asset Management
1,101,159UK£18.2m-4.18%2.15%
4.85%
Canaccord Genuity Wealth (International) Ltd.
780,008UK£12.9m-2.61%0.25%
4.62%
Invesco Ltd.
742,778UK£12.3m-7.58%no data
4.18%
Charles Stanley & Co. Ltd, Asset Management Arm
672,265UK£11.1m1.62%0.12%
3.63%
Chelverton Asset Management Limited
583,550UK£9.6m2.42%0.91%
3.31%
Amati Global Investors Ltd.
532,459UK£8.8m0%1.97%
2.37%
Rathbones Investment Management Limited
380,502UK£6.3m-3.28%0.02%
2.06%
Artemis Investment Management LLP
331,061UK£5.5m0%0.03%
1.34%
Royal London Asset Management Ltd.
216,000UK£3.6m10.2%0.01%
1.25%
Slater Investments Limited
201,500UK£3.3m0%0.35%
0.94%
James Brearley & Sons Ltd.
151,369UK£2.5m-3.77%1.29%
0.94%
Puma Investment Management Limited
151,141UK£2.5m12%1.29%
0.85%
Brewin Dolphin Limited
136,635UK£2.3m-1.14%0.02%
0.76%
Premier Fund Managers Ltd.
122,029UK£2.0m-11.5%0.03%
0.58%
Integrated Financial Arrangements plc, Asset Management Arm
93,190UK£1.5m10.6%0.08%
0.47%
Epworth Investment Management Ltd.
75,789UK£1.3m-8.4%0.6%
0.47%
Butterfield Asset Management Ltd.
75,417UK£1.2m0%0.07%
0.45%
London Wealth Management Limited
72,846UK£1.2m1.99%0.07%
0.45%
Whitman Asset Management Limited
72,501UK£1.2m0.67%1.87%
0.45%
Schroder Investment Management Limited
71,621UK£1.2m0%no data
0.41%
Fidelity International Ltd
66,148UK£1.1m0.78%no data
0.38%
Falcon Newco Limited
61,434UK£1.0m48.2%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/25 20:45
End of Day Share Price 2024/12/24 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Brooks Macdonald Group plc is covered by 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robin SavageCanaccord Genuity
Keith BairdCantor Fitzgerald Europe
Paul BryantEquity Development Limited