Personal Assets Trust plc

LSE:PNL Stock Report

Market Cap: UK£1.7b

Personal Assets Trust Ownership

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

Recent Insider Transactions

LSE:PNL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Apr 24BuyUK£1,420Iain George FergusonIndividual294UK£4.83
18 Apr 24BuyUK£2,671Iain George FergusonIndividual553UK£4.83
18 Apr 24BuyUK£266Gordon NeillyIndividual55UK£4.83
16 Apr 24BuyUK£53Gordon NeillyIndividual11UK£4.81
21 Feb 24BuyUK£176Mandy ClementsIndividual37UK£4.74
26 Jan 24BuyUK£268Gordon NeillyIndividual57UK£4.70
26 Jan 24BuyUK£2,660Iain George FergusonIndividual566UK£4.70
26 Jan 24BuyUK£1,415Iain George FergusonIndividual301UK£4.70
24 Jan 24BuyUK£52Gordon NeillyIndividual11UK£4.70
10 Jan 24BuyUK£259,537Iain George FergusonIndividual55,309UK£4.69
20 Oct 23BuyUK£1,847Iain George FergusonIndividual397UK£4.65
10 Oct 23BuyUK£2,650Iain George FergusonIndividual574UK£4.62
10 Oct 23BuyUK£263Gordon NeillyIndividual57UK£4.62
06 Oct 23BuyUK£51Gordon NeillyIndividual11UK£4.61
01 Aug 23BuyUK£6,580Iain George FergusonIndividual1,394UK£4.72
01 Aug 23BuyUK£3,502Iain George FergusonIndividual742UK£4.72
28 Jul 23BuyUK£128Gordon NeillyIndividual27UK£4.75

Insider Trading Volume

Insider Buying: PNL insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PNL?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,255,4890.373%
Individual Insiders1,270,7010.377%
Public Companies4,403,4461.31%
General Public111,570,06533.1%
Institutions218,173,67164.8%

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

Top Shareholders

Top 25 shareholders own 58.56% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.1%
Brewin Dolphin Limited
44,168,597UK£217.1m-9.14%1.64%
6.2%
A J Bell Holdings Limited, Asset Management Arm
20,875,793UK£102.6m-3.86%1.11%
5.78%
Rathbones Investment Management Limited
19,447,148UK£95.6m-19.8%0.3%
4.11%
Charles Stanley & Co. Ltd, Asset Management Arm
13,835,861UK£68.0m-1.12%0.67%
2.83%
Evelyn Partners Investment Management LLP
9,528,363UK£46.8m-3.32%0.61%
2.64%
Integrated Financial Arrangements plc, Asset Management Arm
8,903,801UK£43.8m4.58%2.15%
2.06%
BlackRock, Inc.
6,929,305UK£34.1m6.81%no data
2%
Killik Asset Management
6,721,937UK£33.0m0%2.57%
1.79%
HBOS Investment Fund Managers Limited
6,028,344UK£29.6m-2.46%0.27%
1.78%
Investec Wealth & Investment Limited
6,004,893UK£29.5m-9.47%0.31%
1.62%
JM Finn & Co Ltd.
5,458,524UK£26.8m2.34%0.6%
1.36%
Fidelity International Ltd
4,579,467UK£22.5m-6.3%0.01%
1.31%
Lloyds Banking Group plc
4,403,446UK£21.6m0%no data
1.28%
Close Asset Management Ltd.
4,297,128UK£21.1m-13.7%0.24%
1.22%
The Vanguard Group, Inc.
4,122,940UK£20.3m6.54%no data
1.17%
Barclays Bank PLC, Wealth and Investment Management Division
3,941,458UK£19.4m-2.23%0.23%
1.12%
Sarasin & Partners LLP
3,784,000UK£18.6m0%0.14%
1.08%
Legal & General Investment Management Limited
3,619,413UK£17.8m0.94%no data
1.04%
Brewin Dolphin Wealth Management Limited
3,510,603UK£17.3m-2.06%0.78%
1.04%
UBS Asset Management AG
3,488,404UK£17.1m-7.95%no data
0.94%
Brooks MacDonald Asset Management
3,153,120UK£15.5m9.96%0.76%
0.85%
HSBC Global Asset Management (UK) Limited
2,850,732UK£14.0m-11.5%0.01%
0.82%
Canaccord Genuity Wealth (International) Limited
2,774,058UK£13.6m-13.6%0.24%
0.73%
Ravenscroft Investment Management
2,445,220UK£12.0m0.09%1.91%
0.67%
Columbia Management Investment Advisers, LLC
2,267,000UK£11.1m0%no data
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