INVESCO Perpetual UK Smaller Companies Investment Trust plc

LSE:IPU Stock Report

Market Cap: UK£136.7m

INVESCO Perpetual UK Smaller Companies Investment Trust Ownership

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

Recent Insider Transactions

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 IPU?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders18,9150.0559%
Private Companies88,8990.263%
Public Companies203,5470.602%
General Public9,596,14528.4%
Institutions23,919,42370.7%

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

Top Shareholders

Top 25 shareholders own 63.31% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.4%
1607 Capital Partners, LLC
3,859,475UK£15.6m112%0.59%
6.9%
West Yorkshire Pension Fund
2,335,000UK£9.4m0%0.21%
6.54%
Charles Stanley & Co. Ltd, Asset Management Arm
2,213,726UK£8.9m0%0.09%
6.35%
Royal London Asset Management Ltd.
2,148,435UK£8.7m0%0.01%
4.13%
A J Bell Holdings Limited, Asset Management Arm
1,396,930UK£5.6m0%0.06%
3.42%
Evelyn Partners Investment Management LLP
1,157,673UK£4.7m0%0.06%
2.8%
Hawksmoor Investment Management Ltd.
948,500UK£3.8m0%0.8%
2.59%
Rathbones Investment Management Limited
876,716UK£3.5m0%0.01%
2.19%
HBOS Investment Fund Managers Limited
739,464UK£3.0m0%0.03%
1.89%
BlackRock, Inc.
640,113UK£2.6m0%no data
1.64%
Legal & General Investment Management Limited
553,750UK£2.2m0%no data
1.55%
Wesleyan Unit Trust Managers Ltd.
524,887UK£2.1m0%0.07%
1.5%
Barclays Bank PLC, Wealth and Investment Management Division
508,789UK£2.1m0%0.02%
1.46%
London Wealth Management Limited
492,990UK£2.0m0%0.12%
1.33%
Columbia Management Investment Advisers, LLC
450,000UK£1.8m0%no data
1.24%
Investec Wealth & Investment Limited
418,466UK£1.7m0%0.02%
0.89%
Hedley & Company Stockbrokers Ltd, Asset Management Arm
302,276UK£1.2m0%0.74%
0.89%
Fidelity International Ltd
301,552UK£1.2m0%no data
0.77%
HSBC Global Asset Management (UK) Limited
260,905UK£1.1m0%no data
0.75%
Brewin Dolphin Limited
254,246UK£1.0m0%0.01%
0.75%
Farley & Thompson LLP, Asset Management Arm
254,075UK£1.0m0%1.6%
0.61%
The Vanguard Group, Inc.
207,840UK£839.7k0%no data
0.6%
Lloyds Banking Group plc
203,547UK£822.3k0%no data
0.56%
Investment Funds Direct Limited, Securities Investments
190,557UK£769.9k0%0.23%
0.52%
Quilter Cheviot Limited
177,020UK£715.2k0%0.01%
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