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	Shares	Max Price
26 Jan 24	BuyUK£259,655	William Wyatt	Individual	7,670	UK£33.85
26 Sep 23	BuyUK£589,842	William Wyatt	Individual	16,969	UK£34.76
22 Sep 23	BuyUK£99,221	Robert Memmott	Individual	2,852	UK£34.79
07 Sep 23	BuyUK£99,279	David Stewart	Individual	2,872	UK£34.57
09 Jun 23	SellUK£161,072	Mathew S. Masters	Individual	4,662	UK£34.55

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	223,666	0.414%
Public Companies	685,068	1.27%
Individual Insiders	808,488	1.5%
General Public	7,403,859	13.7%
Institutions	19,530,112	36.1%
Private Companies	25,401,046	47%

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

Top Shareholders

Top 25 shareholders own 76.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.7%	Cayzer Trust Company Ltd	19,292,364	UK£668.5m	0%	no data
8.89%	Caytrust Finance Company Ltd	4,807,141	UK£166.6m	0.25%	no data
4.15%	1607 Capital Partners, LLC	2,242,639	UK£77.7m	-3.17%	3.06%
4.03%	Allspring Global Investments, LLC	2,178,309	UK£75.5m	2.93%	0.13%
2.42%	Evelyn Partners Investment Management LLP	1,310,604	UK£45.4m	-0.19%	0.55%
2.08%	A J Bell Holdings Limited, Asset Management Arm	1,123,491	UK£38.9m	1.46%	0.42%
1.95%	Dunchurch Lodge Stud Company	1,054,794	UK£36.5m	0.73%	no data
1.71%	Charles Stanley & Co. Ltd, Asset Management Arm	924,920	UK£32.0m	2.69%	0.31%
1.57%	Investec Wealth & Investment Limited	845,945	UK£29.3m	-0.13%	0.29%
1.27%	Lloyds Banking Group plc	685,068	UK£23.7m	1.81%	no data
1.22%	Brewin Dolphin Limited	660,261	UK£22.9m	2.51%	0.17%
1.17%	BlackRock, Inc.	633,095	UK£21.9m	13.8%	no data
1.1%	JM Finn & Co Ltd.	593,985	UK£20.6m	-1.06%	0.45%
1.03%	HBOS Investment Fund Managers Limited	554,628	UK£19.2m	0.69%	0.17%
0.96%	Rathbones Investment Management Limited	520,607	UK£18.0m	-0.18%	0.06%
0.96%	James Sharp & Co., Asset Management Arm	518,725	UK£18.0m	0.71%	2.54%
0.95%	Barclays PLC Private Banking & Investment Banking Investment	512,656	UK£17.8m	0.01%	0.01%
0.83%	James Michael Cayzer-Colvin	447,989	UK£15.5m	-0.13%	no data
0.77%	Barclays Bank PLC, Wealth and Investment Management Division	417,891	UK£14.5m	0.09%	0.16%
0.71%	HSBC Global Asset Management (UK) Limited	381,883	UK£13.2m	6.56%	0.01%
0.7%	Canaccord Genuity Wealth (International) Limited	379,742	UK£13.2m	-3.39%	0.22%
0.68%	Trust Management (Alderney) Ltd, Asset Management Arm	366,700	UK£12.7m	0%	100.0%
0.66%	The Vanguard Group, Inc.	356,709	UK£12.4m	4.31%	no data
0.62%	First Eagle Investment Management, LLC	337,821	UK£11.7m	-10.6%	0.02%
0.59%	Legal & General Investment Management Limited	319,729	UK£11.1m	-1.23%	no data