Wealth Management 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 3772?
Owner Type	Number of Shares	Ownership Percentage
Institutions	1,499,012	7.82%
Individual Insiders	3,171,200	16.5%
Private Companies	3,959,400	20.6%
General Public	5,089,736	26.5%
Public Companies	5,459,200	28.5%

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

Top Shareholders

Top 25 shareholders own 73.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.5%	SAMTY HOLDINGS Co., Ltd.	5,459,200	JP¥6.0b	0%	no data
17.5%	Akasaka Shachu Yugen Sekinin Jigyo Kumiai	3,356,400	JP¥3.7b	0%	no data
8.4%	Kazutoshi Senno	1,610,300	JP¥1.8b	0%	no data
2.62%	Tomoo Metoki	503,100	JP¥550.4m	0.16%	no data
1.77%	The Tokyo Tanshi Co., Ltd., Asset Management Arm	340,300	JP¥372.3m	0%	1.71%
1.41%	Hideaki Kojima	270,800	JP¥296.3m	0%	no data
1.29%	au Kabucom Securities Co., Ltd., Asset Management Arm	248,000	JP¥271.3m	0%	1.32%
1.29%	Azabu Sachu Yugen Sekinin Jigyo Kumiai	248,000	JP¥271.3m	0%	no data
1.29%	Rakuten Investment Management, Inc.	247,900	JP¥271.2m	0%	0.12%
1.12%	Jo Taniguchi	215,400	JP¥235.6m	-13%	no data
1.04%	Governance Partners Co., Ltd.	200,000	JP¥218.8m	0%	8.25%
1.03%	Ueno Investment Co., Ltd.	197,000	JP¥215.5m	-17.9%	no data
0.91%	Goldman Sachs Group, Investment Banking and Securities Investments	175,200	JP¥191.7m	0%	no data
0.87%	Central Tanshi Co., Ltd., Asset Management Arm	166,000	JP¥181.6m	0%	0.52%
0.82%	Y1 Co., Ltd.	158,000	JP¥172.9m	0%	no data
0.74%	Daisuke Mihara	142,100	JP¥155.5m	0%	no data
0.73%	Yasushi Okuyama	140,800	JP¥154.0m	0%	no data
0.51%	Akihiro Imada	98,000	JP¥107.2m	0%	no data
0.45%	Nikko Asset Management Co., Ltd.	87,000	JP¥95.2m	0%	no data
0.44%	Atsushi Chikamochi	85,300	JP¥93.3m	0%	no data
0.39%	Norihiro Masuda	74,000	JP¥81.0m	0%	no data
0.14%	Dimensional Fund Advisors LP	27,312	JP¥29.9m	0%	no data
0.1%	Morito Kadota	20,100	JP¥22.0m	0%	no data
0.059%	Kenichiro Yaji	11,300	JP¥12.4m	0%	no data
0.028%	Asset Management One Co., Ltd.	5,400	JP¥5.9m	17.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 10:31
End of Day Share Price	2024/12/23 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

Wealth Management, Inc. is covered by 0 analysts. 0 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