Caledonia Investments Ownership

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

Recent Insider Transactions

LSE:CLDN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
06 Jun 24	BuyUK£556,166	William Wyatt	Individual		15,688	UK£35.45
26 Jan 24	BuyUK£259,655	William Wyatt	Individual		7,670	UK£33.85

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 CLDN?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	134,633	0.252%
Individual Insiders	618,647	1.16%
Public Companies	709,519	1.33%
General Public	8,424,121	15.8%
Institutions	18,208,570	34.1%
Private Companies	25,348,830	47.4%

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

Top Shareholders

Top 25 shareholders own 74.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
36.2%	Cayzer Trust Company Ltd	19,341,264	UK£648.9m	0%	no data
9%	Caytrust Finance Company Ltd	4,810,037	UK£161.4m	0.12%	no data
4.25%	Allspring Global Investments, LLC	2,272,745	UK£76.3m	5.85%	0.13%
3.22%	1607 Capital Partners, LLC	1,722,569	UK£57.8m	-15.5%	2.43%
2.28%	Evelyn Partners Investment Management LLP	1,218,112	UK£40.9m	-1.04%	0.54%
2%	Dunchurch Lodge Stud Company	1,066,991	UK£35.8m	1.16%	no data
1.72%	Charles Stanley & Co. Ltd, Asset Management Arm	919,960	UK£30.9m	-0.28%	0.32%
1.6%	Investec Wealth & Investment Limited	857,507	UK£28.8m	2.27%	0.32%
1.39%	Brewin Dolphin Limited	743,677	UK£25.0m	-0.3%	0.19%
1.31%	Lloyds Banking Group plc	699,519	UK£23.5m	1.24%	no data
1.19%	BlackRock, Inc.	635,950	UK£21.3m	0.51%	no data
1.1%	JM Finn & Co Ltd.	587,172	UK£19.7m	1.73%	0.46%
1.03%	HBOS Investment Fund Managers Limited	552,263	UK£18.5m	1.6%	0.17%
1%	James Sharp & Co., Asset Management Arm	535,886	UK£18.0m	1.59%	2.64%
0.98%	Barclays PLC Private Banking & Investment Banking Investment	525,969	UK£17.6m	2.18%	0.01%
0.88%	Butterfield Asset Management Ltd.	470,066	UK£15.8m	0%	0.86%
0.84%	Rathbones Investment Management Limited	448,160	UK£15.0m	-3.22%	0.05%
0.83%	The Vanguard Group, Inc.	440,925	UK£14.8m	18.2%	no data
0.74%	Barclays Bank PLC, Wealth and Investment Management Division	397,610	UK£13.3m	-3.82%	0.16%
0.69%	Canaccord Genuity Wealth (International) Ltd.	369,972	UK£12.4m	1.88%	0.23%
0.61%	HSBC Global Asset Management (UK) Limited	324,297	UK£10.9m	7.05%	0.01%
0.55%	Legal & General Investment Management Limited	292,662	UK£9.8m	-6.23%	no data
0.54%	First Eagle Investment Management, LLC	290,270	UK£9.7m	0%	0.02%
0.46%	James Michael Cayzer-Colvin	244,235	UK£8.2m	0%	no data
0.36%	Schroder Investment Management Limited	194,111	UK£6.5m	-8.54%	no data