Assura Ownership

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

Recent Insider Transactions

LSE:AGR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Nov 24	BuyUK£99,512	Steven Noble	Individual	257,870	UK£0.39
13 Jun 24	BuyUK£19,897	John Edward Smith	Individual	50,486	UK£0.39
21 May 24	BuyUK£85,559	Jonathan Murphy	Individual	198,975	UK£0.43
21 May 24	BuyUK£24,990	Jayne Marie Cottam	Individual	58,800	UK£0.43
10 Apr 24	BuyUK£106	Louise Fowler	Individual	256	UK£0.42
10 Apr 24	BuyUK£726	John Edward Smith	Individual	1,745	UK£0.42
10 Apr 24	BuyUK£213	Samantha Marney Barrell	Individual	513	UK£0.42

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of AGR?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	2,235,947	0.0688%
Employee Share Scheme	2,380,452	0.0732%
Individual Insiders	5,309,574	0.163%
General Public	228,174,247	7.02%
Private Companies	245,298,262	7.55%
Institutions	2,767,210,405	85.1%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 9.4%.

Top Shareholders

Top 25 shareholders own 73.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.5%	BlackRock, Inc.	373,686,138	UK£140.4m	27.2%	no data
7.55%	Northwest Healthcare Properties Corporation	245,298,262	UK£92.2m	0%	no data
5.26%	Investec Wealth & Investment Limited	170,902,813	UK£64.2m	-2.38%	0.75%
5.23%	The Vanguard Group, Inc.	169,992,895	UK£63.9m	1.07%	no data
5.22%	Legal & General Investment Management Limited	169,766,434	UK£63.8m	1.36%	0.01%
4.46%	CCLA Investment Management Limited	145,065,698	UK£54.5m	-3.95%	0.69%
4.05%	Quilter Cheviot Limited	131,488,587	UK£49.4m	-2.13%	0.5%
3.35%	abrdn plc	108,734,681	UK£40.9m	18.9%	0.04%
2.95%	Cazenove Capital Management Ltd.	95,964,219	UK£36.1m	0%	3.49%
2.52%	Schroder Investment Management Limited	81,982,843	UK£30.8m	-4.43%	0.03%
2.52%	Stichting Pensioenfonds ABP	81,798,069	UK£30.7m	17.1%	0.09%
2.06%	State Street Global Advisors, Inc.	67,052,187	UK£25.2m	-9.53%	no data
2.05%	Premier Fund Managers Ltd.	66,787,211	UK£25.1m	-3.29%	0.38%
1.86%	AllianceBernstein L.P.	60,431,358	UK£22.7m	16%	0.01%
1.78%	Allianz Asset Management GmbH	57,991,860	UK£21.8m	10.1%	0.01%
1.64%	UBS Asset Management AG	53,262,886	UK£20.0m	125%	no data
1.59%	Norges Bank Investment Management	51,670,693	UK£19.4m	-5.19%	no data
1.54%	Gravis Advisory Limited	50,046,495	UK£18.8m	4.66%	2.01%
1.26%	Foresight Group LLP	40,989,415	UK£15.4m	-0.94%	4.49%
1.12%	Dimensional Fund Advisors LP	36,283,302	UK£13.6m	0.97%	no data
1.01%	Baillie Gifford & Co.	32,912,311	UK£12.4m	-5.23%	0.01%
0.94%	FMR LLC	30,407,847	UK£11.4m	-2.8%	no data
0.85%	Mondrian Investment Partners Limited	27,682,389	UK£10.4m	-24%	0.09%
0.73%	Van Lanschot Kempen Investment Management N.V.	23,842,944	UK£9.0m	122%	0.08%
0.72%	Rathbones Investment Management Limited	23,429,547	UK£8.8m	-1.52%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 07:46
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

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

Assura Plc is covered by 20 analysts. 9 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
Kanad Mitra	Barclays
Miranda Cockburn	Berenberg
Tom Horne	Berenberg