Iofina 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 IOF?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	46,478	0.0242%
Public Companies	1,111,105	0.579%
Individual Insiders	61,335,834	32%
General Public	63,522,977	33.1%
Institutions	65,842,014	34.3%

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

Top Shareholders

Top 25 shareholders own 61.41% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
19.3%	Richard Sneller	37,078,904	UK£6.7m	-4.22%	no data
5.72%	Premier Fund Managers Ltd.	10,968,866	UK£2.0m	91.5%	0.03%
4.21%	David Schneider	8,085,000	UK£1.5m	12.8%	no data
4.21%	Monique Newlands	8,085,000	UK£1.5m	12.8%	no data
3.77%	Barclays Bank PLC, Wealth and Investment Management Division	7,239,440	UK£1.3m	-1.3%	0.02%
2.89%	Lance Baller	5,550,000	UK£999.0k	0%	no data
2.76%	HBOS Investment Fund Managers Limited	5,297,972	UK£953.6k	-3.66%	0.01%
2.72%	JM Finn & Co Ltd.	5,212,535	UK£938.3k	-0.41%	0.02%
1.65%	BNY Mellon Advisors, Inc.	3,168,900	UK£570.4k	0.09%	no data
1.61%	HSBC Global Asset Management (UK) Limited	3,097,839	UK£557.6k	-1.23%	no data
1.49%	Charles Schwab Investment Management, Inc.	2,857,381	UK£514.3k	1.88%	no data
1.31%	Danske Bank A/S, Asset Management Arm	2,517,833	UK£453.2k	0%	no data
1.19%	Heather Sneller	2,280,000	UK£410.4k	-20.4%	no data
0.98%	IG Group Holdings Plc, Asset Management Arm	1,878,115	UK£338.1k	0.12%	0.04%
0.97%	Mission Trail Capital Management LLC	1,853,123	UK£333.6k	0%	1.22%
0.96%	Jarvis Securities plc, Asset Management Arm	1,842,406	UK£331.6k	-3.16%	0.03%
0.94%	Goldman Sachs Group, Investment Banking and Securities Investments	1,800,000	UK£324.0k	2,070%	no data
0.91%	Forsyth Barr Investment Management Limited	1,742,000	UK£313.6k	0%	0.04%
0.82%	Charles Stanley & Co. Ltd, Asset Management Arm	1,568,928	UK£282.4k	-9.12%	no data
0.59%	Killik Asset Management	1,124,974	UK£202.5k	29%	0.01%
0.58%	Lloyds Banking Group plc	1,111,105	UK£200.0k	15.6%	no data
0.54%	Dowgate Capital Stockbrokers Limited , Asset Management Arm	1,029,000	UK£185.2k	0%	0.11%
0.5%	Evelyn Partners Investment Management Services Limited	965,666	UK£173.8k	-19.8%	0.03%
0.4%	UBS Asset Management AG	774,339	UK£139.4k	15.6%	no data
0.37%	Morgan Stanley, Investment Banking and Brokerage Investments	700,301	UK£126.1k	-11%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 21:27
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Iofina plc is covered by 3 analysts. 1 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
Alexander Brooks	Canaccord Genuity
Stuart Joyner	Investec Bank plc (UK)
Sanjeev Bahl	Numis Securities Ltd.