AJ Bell Ownership

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

Recent Insider Transactions

LSE:AJB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
24 May 24	SellUK£801,287	Michael Summersgill	Individual	205,000	UK£3.93
24 May 24	SellUK£25,134	Peter Birch	Individual	6,500	UK£3.87
23 May 24	SellUK£200,002	Billy Mackay	Individual	50,882	UK£3.93
23 May 24	SellUK£20,001	Mohamed Tagari	Individual	4,963	UK£4.03
08 Apr 24	BuyUK£19,999	Mohamed Tagari	Individual	6,920	UK£2.89
08 Apr 24	SellUK£39,998	Mohamed Tagari	Individual	13,840	UK£2.89
08 Feb 24	SellUK£55,529	Peter Birch	Individual	17,000	UK£3.27
26 Jan 24	SellUK£13,204	Karen Goodman	Individual	4,000	UK£3.30
05 Jan 24	BuyUK£18,858	Peter Birch	Individual	6,500	UK£2.90
05 Jan 24	SellUK£18,824	Peter Birch	Individual	6,500	UK£2.90
19 Dec 23	SellUK£12,007	Elizabeth Carrington	Individual	3,796	UK£3.16
15 Dec 23	SellUK£9,072	Roger Stott	Individual	2,891	UK£3.14
15 Dec 23	SellUK£8,181	Elizabeth Carrington	Individual	2,607	UK£3.14
15 Dec 23	SellUK£19,236	Mohamed Tagari	Individual	6,130	UK£3.14
11 Dec 23	SellUK£7,880	Kina Sinclair	Individual	2,534	UK£3.11
08 Dec 23	SellUK£100,002	Billy Mackay	Individual	32,153	UK£3.11
07 Dec 23	SellUK£45,044	Roger Stott	Individual	14,866	UK£3.03
07 Dec 23	SellUK£8,129	Elizabeth Carrington	Individual	2,683	UK£3.03
07 Dec 23	SellUK£22,898	Mohamed Tagari	Individual	7,557	UK£3.03
07 Dec 23	SellUK£56,728	Peter Birch	Individual	18,722	UK£3.03
28 Sep 23	BuyUK£20,760	Peter Birch	Individual	7,500	UK£2.77
11 Sep 23	BuyUK£151	Kevin Doran	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Billy Mackay	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Roger Stott	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Elizabeth Carrington	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Christopher Robinson	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Mohamed Tagari	Individual	51	UK£2.95
11 Sep 23	BuyUK£151	Karen Goodman	Individual	51	UK£2.95
11 Sep 23	BuyUK£19,999	Fiona Clutterbuck	Individual	6,809	UK£2.94
18 Aug 23	BuyUK£241,316	Leslie Platts	Individual	86,000	UK£2.81
18 Aug 23	SellUK£241,316	Leslie Platts	Individual	86,000	UK£2.81

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AJB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	600,000	0.146%
Employee Share Scheme	2,558,205	0.62%
Private Companies	2,888,350	0.7%
General Public	11,543,843	2.8%
Individual Insiders	82,682,219	20.1%
Institutions	312,054,455	75.7%

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

Top Shareholders

Top 25 shareholders own 85.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.8%	Andrew Bell	77,305,271	UK£305.7m	-7.07%	no data
14.1%	A J Bell Holdings Limited, Asset Management Arm	57,989,072	UK£229.3m	-0.53%	2.43%
10%	Liontrust Asset Management PLC	41,310,194	UK£163.4m	10.4%	0.82%
5.73%	Baillie Gifford & Co.	23,619,377	UK£93.4m	-3.33%	0.05%
5.65%	Brown Capital Management, LLC	23,294,002	UK£92.1m	5.65%	1.58%
4.08%	Ninety One UK Limited	16,830,888	UK£66.6m	-2.39%	0.12%
3.39%	The Vanguard Group, Inc.	13,988,684	UK£55.3m	1.48%	no data
2.98%	BlackRock, Inc.	12,269,657	UK£48.5m	20.6%	no data
2.94%	Kayne Anderson Rudnick Investment Management, LLC	12,122,918	UK£47.9m	-4.43%	0.14%
2.55%	abrdn plc	10,516,888	UK£41.6m	15.5%	0.04%
1.89%	Troy Asset Management Ltd	7,797,057	UK£30.8m	-8.75%	0.53%
1.84%	Royal London Asset Management Ltd.	7,574,255	UK£30.0m	0.8%	0.05%
1.44%	Legal & General Investment Management Limited	5,917,754	UK£23.4m	5.9%	0.01%
1.35%	Invesco Ltd.	5,565,563	UK£22.0m	3.89%	0.01%
1.25%	AXA Investment Managers S.A.	5,160,521	UK£20.4m	-8.58%	0.04%
1.12%	Wasatch Advisors LP	4,614,612	UK£18.3m	1.63%	0.08%
0.97%	Premier Fund Managers Ltd.	4,018,739	UK£15.9m	-1.27%	0.24%
0.89%	Dimensional Fund Advisors LP	3,662,748	UK£14.5m	19.9%	no data
0.86%	Fonds de Réserve pour les Retraites	3,537,905	UK£14.0m	16.5%	22.44%
0.81%	Unicorn Asset Management Ltd.	3,330,000	UK£13.2m	-0.6%	1.93%
0.72%	Credit Suisse, Investment Banking and Securities Investments	2,960,751	UK£11.7m	0%	0.04%
0.7%	Blythe Family Trust	2,880,000	UK£11.4m	0%	no data
0.66%	Acadian Asset Management LLC	2,730,262	UK£10.8m	11.5%	0.04%
0.62%	Amati Global Investors Ltd.	2,566,228	UK£10.1m	0%	1.83%
0.62%	Aj Bell Plc., Employee Share Scheme	2,558,205	UK£10.1m	-0.01%	no data