Advantage Solutions Ownership

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

Recent Insider Transactions

NasdaqGS:ADV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Nov 24	SellUS$226,525	Andrea Young	Individual	66,000	US$3.43
12 Nov 24	BuyUS$115,480	David Peacock	Individual	35,000	US$3.30
09 Sep 24	BuyUS$50,961	David Peacock	Individual	15,000	US$3.40
21 Jun 24	BuyUS$111,584	David Peacock	Individual	40,000	US$2.79
11 Mar 24	BuyUS$38,700	Jack Pestello	Individual	10,000	US$3.87
06 Mar 24	BuyUS$34,868	Christopher Growe	Individual	10,000	US$3.49
04 Mar 24	BuyUS$54,026	David Peacock	Individual	15,000	US$3.60

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of ADV?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	6,536,250	2.04%
General Public	35,827,103	11.2%
Institutions	98,673,607	30.8%
VC/PE Firms	179,716,789	56%

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

Top Shareholders

Top 25 shareholders own 84.4% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
56%	Leonard Green & Partners, L.P.	179,716,789	US$558.9m	-0.24%	11.75%
4.9%	T. Rowe Price Group, Inc.	15,722,774	US$48.9m	18%	no data
4.77%	CVC Capital Partners plc	15,290,000	US$47.6m	0%	6.5%
3.48%	Centerview Capital Holdings, LLC	11,150,000	US$34.7m	0%	83.31%
3.42%	Atairos Management, L.P.	10,985,759	US$34.2m	0%	1.39%
2.23%	BlackRock, Inc.	7,154,741	US$22.3m	-3.03%	no data
1.47%	Bridgeway Capital Management, LLC	4,715,516	US$14.7m	9.14%	0.24%
1.31%	Dimensional Fund Advisors LP	4,205,373	US$13.1m	23.4%	no data
0.9%	Bain Capital, LP	2,890,000	US$9.0m	0%	0.12%
0.76%	Castleknight Management LP	2,427,928	US$7.6m	-31.2%	0.87%
0.67%	Geode Capital Management, LLC	2,148,036	US$6.7m	-18.9%	no data
0.67%	State Street Global Advisors, Inc.	2,139,955	US$6.7m	-0.9%	no data
0.63%	The Vanguard Group, Inc.	2,030,659	US$6.3m	-24%	no data
0.56%	David Peacock	1,785,186	US$5.6m	2%	no data
0.4%	Contrarian Capital Management LLC	1,279,631	US$4.0m	0.79%	1.24%
0.26%	Northern Trust Global Investments	830,791	US$2.6m	3.69%	no data
0.26%	Ancora Advisors LLC	824,842	US$2.6m	-12.1%	0.06%
0.24%	James Kilts	780,922	US$2.4m	0%	no data
0.23%	Kennedy Capital Management LLC	742,078	US$2.3m	-13%	0.05%
0.22%	First Trust Advisors LP	709,950	US$2.2m	124%	no data
0.21%	Charles Schwab Investment Management, Inc.	678,742	US$2.1m	-12.9%	no data
0.21%	PGIM, Inc.	661,275	US$2.1m	-13.5%	no data
0.2%	Renaissance Technologies LLC	641,500	US$2.0m	1.37%	no data
0.19%	Jane Street Group, LLC, Asset Management Arm	604,588	US$1.9m	29.1%	no data
0.19%	Scoggin Capital Management LLC	600,000	US$1.9m	-4%	0.89%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 09:23
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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

Advantage Solutions Inc. is covered by 5 analysts. 3 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
Joseph Vafi	Canaccord Genuity
Faiza Alwy	Deutsche Bank
Jason English	Goldman Sachs