Wynnstay Group Ownership

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

Recent Insider Transactions

AIM:WYN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
31 Oct 24	BuyUK£3,346	Gareth Davies	Individual	1,036	UK£3.23
31 Oct 24	BuyUK£401	Claire Williams	Individual	124	UK£3.23
30 Oct 24	BuyUK£16,500	Alk Brand	Individual	5,000	UK£3.30
30 Oct 24	BuyUK£11,550	Robert Thomas	Individual	3,500	UK£3.30
30 Oct 24	BuyUK£10,973	Claire Williams	Individual	3,325	UK£3.30
23 Oct 24	BuyUK£19,949	Claire Williams	Individual	6,534	UK£3.05
23 Oct 24	SellUK£20,054	Claire Williams	Individual	6,575	UK£3.05

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of WYN?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	29,430	0.128%
Employee Share Scheme	81,608	0.354%
Individual Insiders	87,336	0.379%
Private Companies	139,922	0.607%
General Public	11,154,553	48.4%
Institutions	11,552,407	50.1%

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

Top Shareholders

Top 25 shareholders own 46.13% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.1%	Close Asset Management Limited	2,323,219	UK£7.1m	-1.63%	0.08%
4.94%	Schroders plc	1,137,760	UK£3.5m	0%	0.63%
4.03%	Schroder Investment Management Limited	929,415	UK£2.8m	-3.42%	no data
3.55%	Canaccord Genuity Wealth (International) Ltd.	817,084	UK£2.5m	-0.44%	0.05%
3.07%	Downing LLP	708,301	UK£2.2m	0%	1.26%
2.67%	Charles Stanley & Co. Ltd, Asset Management Arm	615,742	UK£1.9m	-75.4%	0.02%
2.17%	James Sharp & Co., Asset Management Arm	499,101	UK£1.5m	-5.48%	0.23%
2.09%	Teviot Partners LLP	482,339	UK£1.5m	7.79%	0.81%
1.97%	Barclays Bank PLC, Wealth and Investment Management Division	453,156	UK£1.4m	6.27%	0.02%
1.94%	Downing Ventures	446,186	UK£1.4m	-31.2%	1.96%
1.54%	HBOS Investment Fund Managers Limited	354,337	UK£1.1m	1.2%	0.01%
0.97%	Cape Wrath Capital	224,500	UK£684.7k	0%	4.34%
0.79%	McInroy & Wood Limited	181,903	UK£554.8k	0.79%	0.05%
0.73%	Chelverton Asset Management Limited	168,000	UK£512.4k	600%	0.05%
0.71%	Janus Henderson Group plc	163,692	UK£499.3k	0%	no data
0.7%	Evelyn Partners Investment Management LLP	160,552	UK£489.7k	-22.7%	0.01%
0.63%	Ninety One UK Limited	144,639	UK£441.1k	0%	no data
0.59%	HSBC Global Asset Management (UK) Limited	135,251	UK£412.5k	9.07%	no data
0.54%	Havelock Hunter Stockbrokers, Asset Management Arm	125,222	UK£381.9k	-47.4%	1.89%
0.52%	JM Finn & Co Ltd.	119,252	UK£363.7k	-3.85%	0.01%
0.46%	St Johns Asset Management Ltd	107,156	UK£326.8k	-42.7%	0.56%
0.42%	Rathbones Investment Management Limited	96,244	UK£293.5k	8.54%	no data
0.36%	Brewin Dolphin Limited	83,420	UK£254.4k	-5.65%	no data
0.35%	Wynnstay Group, ESOP	81,608	UK£248.9k	0%	100.0%
0.31%	Luna Investment Management Ltd	72,060	UK£219.8k	-1.71%	0.41%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 10:00
End of Day Share Price	2024/12/20 00:00
Earnings	2024/04/30
Annual Earnings	2023/10/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

Wynnstay Group Plc is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Salvatore Gaetano Verdoliva	Canaccord Genuity
Peter Ashworth	Charles Stanley Securities
Derren Nathan	Hybridan LLP