Brooks Macdonald Group plc

LSE:BRK Stock Report

Market Cap: UK£240.8m

Brooks Macdonald Group Ownership

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


Recent Insider Transactions

LSE:BRK Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Mar 25BuyUK£17,989Katherine JonesIndividual1,224UK£14.70
10 May 24BuyUK£24,188Andrew ShepherdIndividual1,201UK£20.14

Insider Trading Volume

Insider Buying: BRK 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 Companies14,0180.0873%
Individual Insiders18,5140.115%
Private Companies68,8980.429%
General Public576,3313.59%
VC/PE Firms3,278,60220.4%
Institutions12,098,77575.4%

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


Top Shareholders

Top 25 shareholders own 92.3% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
20.4%
Gresham House Asset Management Limited
3,278,602UK£49.2m33.9%3.68%
18.7%
Liontrust Asset Management PLC
3,006,095UK£45.1m-0.61%0.27%
7%
Brooks MacDonald Asset Management
1,123,567UK£16.9m2.03%2.4%
6.5%
Aberforth Partners LLP
1,043,030UK£15.6m0%0.81%
5.84%
Jupiter Fund Management Plc
938,000UK£14.1m0%0.05%
5.26%
Artemis Investment Management LLP
844,214UK£12.7m155%0.06%
4.91%
Canaccord Genuity Wealth (International) Ltd.
788,614UK£11.8m1.1%0.23%
4.63%
Invesco Ltd.
742,778UK£11.1m0%no data
3.85%
Chelverton Asset Management Limited
618,471UK£9.3m5.98%0.96%
2.32%
Amati Global Investors Ltd.
372,058UK£5.6m-30.1%1.4%
2.14%
Rathbones Investment Management Limited
343,450UK£5.2m-9.74%0.02%
2.04%
Octopus Investments Limited
328,047UK£4.9m-86.3%0.37%
1.49%
Royal London Asset Management Ltd.
238,750UK£3.6m10.5%0.01%
1.02%
Hargreaves Lansdown Asset Management Ltd.
163,121UK£2.4m10%0.01%
0.97%
Slater Investments Limited
156,500UK£2.3m-22.3%0.27%
0.82%
Brewin Dolphin Limited
131,697UK£2.0m-3.61%0.01%
0.61%
Integrated Financial Arrangements plc, Asset Management Arm
97,493UK£1.5m4.62%0.08%
0.6%
James Brearley & Sons Ltd.
96,489UK£1.4m-36.3%0.77%
0.6%
Premier Fund Managers Ltd.
96,415UK£1.4m-21%0.02%
0.52%
Epworth Investment Management Ltd.
82,729UK£1.2m9.16%0.61%
0.47%
Butterfield Asset Management Ltd.
75,417UK£1.1m0%0.06%
0.45%
London Wealth Management Limited
72,003UK£1.1m-1.16%0.06%
0.43%
Fidelity International Ltd
68,895UK£1.0m4.15%no data
0.41%
FNZ Group Entities Limited
65,449UK£981.7k6.54%no data
0.29%
Fiske Plc, Asset Management Arm
46,500UK£697.5k86%0.28%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/01 18:29
End of Day Share Price 2025/04/01 00:00
Earnings2024/12/31
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.

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 Github.

Analyst Sources

Brooks Macdonald Group plc is covered by 13 analysts. 8 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
Rae MaileCGS International