Alaris Equity Partners Income Trust

OTCPK:ADLR.F Stock Report

Market Cap: US$599.7m

Alaris Equity Partners Income Trust 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 ADLR.F?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,333,7662.93%
Institutions3,178,2076.99%
General Public40,986,21890.1%

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

Top Shareholders

Top 25 shareholders own 9.6% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
1.9%
Stephen King
864,533US$11.4m0%no data
1.36%
NewGen Asset Management Limited
617,600US$8.1m-14.7%2.67%
1.15%
Dimensional Fund Advisors LP
523,249US$6.9m0%no data
1.01%
Pembroke Management Ltd.
461,413US$6.1m0%0.53%
0.95%
Cumberland Partners Limited
431,640US$5.7m0%0.34%
0.86%
Timelo Investment Management Inc.
392,570US$5.2m-26%7.05%
0.32%
BlackRock, Inc.
144,178US$1.9m6.79%no data
0.25%
National Bank Trust Inc., Asset Management Arm
112,499US$1.5m344%0.03%
0.24%
Desjardins Global Asset Management Inc.
108,200US$1.4m0%0.01%
0.22%
Invesco Capital Management LLC
100,791US$1.3m-0.03%no data
0.19%
Hillsdale Investment Management Inc.
87,300US$1.2m0%0.05%
0.14%
Curtis Krawetz
64,871US$855.1k0%no data
0.14%
Michael Ervin
64,027US$843.9k0%no data
0.14%
Robert Bertram
63,337US$834.8k0%no data
0.14%
Gregg Delcourt
63,021US$830.7k0%no data
0.11%
Geode Capital Management, LLC
51,710US$681.6k0%no data
0.071%
E. Shier
32,500US$428.4k0%no data
0.068%
Daniel MacEachern
31,101US$410.0k0%no data
0.06%
Marla Evans
27,324US$360.2k0%no data
0.06%
Amanda Frazer
27,312US$360.0k0%no data
0.052%
State Street Global Advisors, Inc.
23,535US$310.2k4.08%no data
0.044%
Sophia Langlois
20,163US$265.8k0%no data
0.043%
CIBC Asset Management Inc.
19,600US$258.4k90.3%no data
0.039%
Kimberley Lynch Proctor
17,637US$232.4k0%no data
0.037%
Lawrence Decter Investment Counsel, Inc.
16,700US$220.1k0%0.45%