Cavendish Financial Ownership

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

Recent Insider Transactions

AIM:CAV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Nov 24	BuyUK£459	Mark Astaire	Individual		4,103	UK£0.11
18 Jul 24	BuyUK£10,880	Mark Astaire	Individual		85,000	UK£0.13

Insider Trading Volume

Insider Buying: CAV insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CAV?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	164,201	0.0438%
General Public	15,111,372	4.03%
Private Companies	45,156,080	12.1%
Employee Share Scheme	67,713,777	18.1%
Institutions	111,453,912	29.8%
Individual Insiders	134,924,681	36%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.7%.

Top Shareholders

Top 25 shareholders own 82.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.1%	finnCap Group plc EBT	56,548,180	UK£5.7m	12.7%	no data
7.37%	Apex Financial Services, Inc.	27,591,681	UK£2.8m	0%	no data
5.35%	Jonathan Moulton	20,022,854	UK£2.0m	0%	no data
4.89%	Vinodka Murria	18,305,198	UK£1.8m	0%	no data
4.67%	Bridger Ltd	17,495,186	UK£1.8m	0%	no data
4.54%	Canaccord Genuity Asset Management Limited	17,000,000	UK£1.7m	7.21%	0.08%
4.36%	Samantha Smith	16,330,000	UK£1.6m	-7.9%	no data
4.36%	Howard Leigh	16,327,892	UK£1.6m	0%	no data
4.08%	PS Foundation, Endowment Arm	15,266,390	UK£1.5m	0%	99.48%
4.02%	James Durkin	15,074,174	UK£1.5m	0.4%	no data
2.98%	The Finncap Group Employee Benefit Trust	11,165,597	UK£1.1m	0%	no data
2.55%	Jarvis Securities plc, Asset Management Arm	9,546,300	UK£964.2k	-12.5%	0.09%
1.92%	Evelyn Partners Investment Management LLP	7,178,120	UK£725.0k	1.8%	0.01%
1.9%	Mark Tubby	7,132,626	UK£720.4k	0%	no data
1.77%	Julian Morse	6,613,019	UK£667.9k	0.05%	no data
1.7%	JM Finn & Co Ltd.	6,361,368	UK£642.5k	11%	0.01%
1.54%	Premier Fund Managers Ltd.	5,784,660	UK£584.3k	-23.5%	0.01%
1.52%	HBOS Investment Fund Managers Limited	5,677,759	UK£573.5k	-0.67%	0.01%
1.33%	Stuart Andrews	4,978,334	UK£502.8k	0%	no data
1.21%	M. D. Barnard & Co. Ltd., Asset Management Arm	4,544,236	UK£459.0k	6.24%	0.47%
1.12%	Peter Gray	4,179,943	UK£422.2k	0%	no data
1.08%	Thomas Roderick Hayward	4,041,327	UK£408.2k	0%	no data
0.93%	Ravenscroft Investment Management	3,491,151	UK£352.6k	-5.2%	0.06%
0.92%	David Buxton	3,455,000	UK£349.0k	0%	no data
0.91%	Andrew Murray Darley	3,423,036	UK£345.7k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/25 12:52
End of Day Share Price	2024/12/24 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Cavendish Financial plc is covered by 2 analysts. 0 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
Ian Poulter	Progressive Equity Research
Michael Trippitt	Progressive Equity Research