Caledonia Investments Ownership

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

Recent Insider Transactions

OTCPK:CALE.F Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Jan 24	BuyUS$330,295	William Wyatt	Individual	7,670	US$43.06
26 Sep 23	BuyUS$717,352	William Wyatt	Individual	16,969	US$42.27
22 Sep 23	BuyUS$121,600	Robert Memmott	Individual	2,852	US$42.64
07 Sep 23	BuyUS$123,805	David Stewart	Individual	2,872	US$43.11
09 Jun 23	SellUS$202,614	Mathew S. Masters	Individual	4,662	US$43.46

Insider Trading Volume

Insider Buying: CALE.F insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CALE.F?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	338,900	0.624%
Public Companies	648,531	1.19%
Individual Insiders	806,383	1.48%
General Public	7,493,093	13.8%
Institutions	19,708,991	36.3%
Private Companies	25,326,802	46.6%

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

Top Shareholders

Top 25 shareholders own 71.46% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
35.5%	Cayzer Trust Company Ltd	19,292,364	US$787.3m	0%	no data
8.77%	Caytrust Finance Company Ltd	4,763,735	US$194.4m	0%	no data
3.78%	Allspring Global Investments, LLC	2,052,939	US$83.8m	22.8%	0.12%
2.37%	Smith & Williamson Investment Management LLP	1,288,201	US$52.6m	-0.4%	0.54%
1.92%	Dunchurch Lodge Stud Company	1,045,524	US$42.7m	0%	no data
1.87%	A J Bell Holdings Limited, Asset Management Arm	1,016,826	US$41.5m	0.89%	0.43%
1.66%	Charles Stanley & Co. Ltd, Asset Management Arm	903,970	US$36.9m	0.71%	0.3%
1.49%	Investec Wealth & Investment Limited	809,200	US$33.0m	0.7%	0.26%
1.36%	BlackRock, Inc.	739,576	US$30.2m	16.8%	no data
1.2%	Brewin Dolphin Limited	649,838	US$26.5m	-1.06%	0.17%
1.19%	Lloyds Banking Group plc	648,531	US$26.5m	-0.08%	no data
1.12%	J.M. Finn & Co. Ltd.	609,865	US$24.9m	-9.93%	0.45%
1%	HBOS Investment Fund Managers Limited	541,796	US$22.1m	0.56%	0.19%
0.94%	Barclays PLC Private Banking & Investment Banking Investment	512,414	US$20.9m	0.01%	0.03%
0.94%	Rathbones Investment Management Limited	511,069	US$20.9m	-1.7%	0.06%
0.83%	James Michael Cayzer-Colvin	448,578	US$18.3m	79.4%	no data
0.75%	Barclays Bank PLC, Wealth and Investment Management Division	408,133	US$16.7m	0.96%	0.17%
0.68%	HSBC Global Asset Management (UK) Limited	369,055	US$15.1m	4.97%	0.01%
0.68%	Trust Management (Alderney) Ltd, Asset Management Arm	366,700	US$15.0m	0%	100.0%
0.67%	Legal & General Investment Management Limited	361,719	US$14.8m	-3.49%	no data
0.66%	Canaccord Genuity Wealth (International) Limited	358,337	US$14.6m	-2.75%	0.21%
0.66%	The Vanguard Group, Inc.	356,084	US$14.5m	5.92%	no data
0.62%	Caledonia Investments plc Employee Share Trust	338,900	US$13.8m	-0.73%	100.0%
0.41%	Schroder Investment Management Limited	221,976	US$9.1m	2.52%	0.01%
0.37%	Rossie House Investment Management	203,075	US$8.3m	-4.99%	3.57%