Mattioli Woods (MTW) chief executive Ian Mattioli, who together with chairman Bob Woods founded the company in 1991, is taking home some cash 10 years after it was admitted to the alternative market. Mr Mattioli has sold 160,000 shares worth just over £1m, but still retains 13 per cent of the wealth manager.
In early December the company updated the market on trading for the six months to the end of November, which will be fully reported in half-year results due in February. Revenue growth of 16 per cent was powered by strong demand for the pensions advice in which the manager specialises, and it also won 13 per cent more wealth management cases than in the comparable period. Meanwhile, the recent acquisitions of Boyd Coughlan and Taylor Patterson helped swell its assets under advice and administration from £5.4bn at the end of May to £6.5bn at the end of October.
Buys | |||||||
Company Name | Director | Date | No. of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
Aberdeen Japan Investment Trust | N R Gaskell (ch) | 25-Nov-15 | 5,000 | 472.7 | 23,633 | 17,500 | 0.111 |
Acorn Minerals | A T Brennan (ch) | 20-Nov-15 | 300,000 | 9.5 | 28,500 | 1,700,000 | 11.898 |
Acorn Minerals | A T Brennan (ch) | 19-Nov-15 | 150,000 | 9.0 | 13,500 | 1,400,000 | 9.798 |
Aldermore Group | G P Jones (ch) | 23-Nov-15 | 95,057 | 263.0 | 250,000 | 781,488 | 0.227 |
Alliance Trust Ω | C Samuel | 23-Nov-15 | 5,000 | 504.9 | 25,244 | 5,000 | 0.001 |
Amec Foster Wheeler | S Y Brikho (ce) | 20-Nov-15 | 50,000 | 458.4 | 229,200 | 1,975,674 | 0.507 |
Anglo American | Dr. B E Grote | 19-Nov-15 | 2,500 | 451.5 | 11,288 | 26,000 | 0.002 |
Aurora Investment Trust | Lord Flight of Worcester (ch) | 23-Nov-15 | 13,000 | 155.0 | 20,150 | 43,000 | 0.414 |
Berendsen | J E M Drummond (ce) | 19-Nov-15 | 10,000 | 1045.0 | 104,500 | 10,000 | 0.006 |
Bovis Homes Group | I P Tyler (ch) | 23-Nov-15 | 2,000 | 893.0 | 17,860 | 2,000 | 0.001 |
Canaccord Genuity Group | D J Kassie (ch) | 24-Nov-15 | 50,000 | 266.6 | 133,316 | 3,758,394 | 3.673 |
Canaccord Genuity Group | D Daviau (ce) | 24-Nov-15 | 45,000 | 266.6 | 119,985 | 1,165,651 | 1.139 |
Creston | Kathryn Herrick (cfo) | 25-Nov-15 | 5,700 | 119.6 | 6,817 | 5,700 | 0.010 |
De La Rue | Maria Da Cunha | 25-Nov-15 | 4,735 | 415.8 | 19,689 | 4,735 | 0.005 |
Ebiquity Ω | N Manning | 24-Nov-15 | 97,500 | 137.1 | 133,624 | 230,000 | 0.298 |
Electra Private Equity | E J Bramson | 24-Nov-15 | 3,484 | 3591.0 | 125,110 | 10,822,923 | 29.682 |
Empiric Student Property | S Alston | 19-Nov-15 | 9,050 | 110.5 | 9,999 | 26,300 | 0.007 |
Firestone Diamonds | K B Johnson | 20-Nov-15 | 85,000 | 16.9 | 14,348 | 85,000 | 0.027 |
Flowtech Fluidpower | S M Fennon (ce) | 23-Nov-15 | 20,000 | 107.3 | 21,450 | 209,000 | 0.485 |
Flowtech Fluidpower | M M Diamond (ch) | 23-Nov-15 | 10,000 | 108.0 | 10,800 | 35,000 | 0.081 |
Flowtech Fluidpower Ω | B R Brooks (cfo) | 23-Nov-15 | 10,000 | 107.3 | 10,725 | 91,000 | 0.211 |
Flowtech Fluidpower | N J Richens | 23-Nov-15 | 10,000 | 108.0 | 10,800 | 35,000 | 0.081 |
Havelock Europa | P M Dillon | 23-Nov-15 | 85,000 | 9.0 | 7,650 | 763,070 | 1.980 |
Haydale Graphene Industries* | R J Gibbs (ce) | 24-Nov-15 | 26,875 | 160.0 | 43,000 | 469,929 | 3.092 |
Haydale Graphene Industries* | J Knowles (ch) | 24-Nov-15 | 12,500 | 160.0 | 20,000 | 149,214 | 0.982 |
Haydale Graphene Industries* | R A Smith | 24-Nov-15 | 12,500 | 160.0 | 20,000 | 288,455 | 1.898 |
Henderson EuroTrust | B J H Feilzer | 25-Nov-15 | 5,000 | 876.5 | 43,825 | 35,000 | 0.165 |
Invesco Perpetual Enhanced Income | C L Spears | 23-Nov-15 | 30,000 | 72.9 | 21,876 | 30,000 | 0.024 |
IS Solutions | P A Simmonds (ch) | 24-Nov-15 | 50,000 | 97.8 | 48,875 | 141,500 | 0.388 |
Ithaca Energy Inc | J C Lee (ch) | 25-Nov-15 | 150,000 | 47.8 | 71,715 | 1,550,000 | 0.377 |
John Laing Environmental Assets Group | R Morse (ch) | 23-Nov-15 | 23,250 | 105.2 | 24,470 | 83,042 | 0.037 |
JPMorgan Indian Investment Trust | R R J Burns (ch) | 24-Nov-15 | 5,000 | 482.1 | 24,106 | 95,000 | 0.090 |
Mattioli Woods | Carol A Duncumb | 20-Nov-15 | 2,180 | 639.0 | 13,930 | 6,280 | 0.025 |
MITIE Group | M Reckitt | 24-Nov-15 | 4,000 | 294.7 | 11,787 | 4,000 | 0.001 |
Murray Income Trust | N Rogan | 20-Nov-15 | 7,000 | 687.2 | 48,106 | 21,000 | 0.031 |
Ocean Wilsons | J F G Vieira (ch) | 23-Nov-15 | 17,500 | 775.0 | 135,625 | 170,100 | 0.481 |
Ocean Wilsons | C C Maltby | 19-Nov-15 | 1,000 | 760.0 | 7,600 | 9,000 | 0.025 |
Perpetual Income & Growth Investment Trust | A J Giles | 25-Nov-15 | 10,000 | 417.8 | 41,783 | 10,000 | 0.004 |
Plus500 | M C Fairbairn | 24-Nov-15 | 70,247 | 349.3 | 245,373 | 245,108 | 0.213 |
Plus500 | D J King | 24-Nov-15 | 13,259 | 339.4 | 44,998 | 13,259 | 0.012 |
Plus500 ♥ | M C Fairbairn | 24-Nov-15 | 4,892 | 349.0 | 17,073 | 250,000 | 0.218 |
Real Good Food Ω | P W Totte (ch) | 24-Nov-15 | 100,000 | 52.8 | 52,825 | 2,816,124 | 4.023 |
Record | S Cullen (cfo) | 25-Nov-15 | 15,918 | 29.0 | 4,616 | 1,028,591 | 0.465 |
Record | J Wood-collins (ce) | 25-Nov-15 | 72,119 | 29.0 | 20,915 | 2,548,432 | 1.151 |
Record | R Noyen | 25-Nov-15 | 72,119 | 29.0 | 20,915 | 9,188,313 | 4.150 |
Record | Leslie F Hill | 25-Nov-15 | 72,119 | 29.0 | 20,915 | 15,584,517 | 7.040 |
Rio Tinto | P M Tellier | 25-Nov-15 | 318 | 2254.0 | 7,168 | 23,892 | 0.002 |
Rolls-Royce | D Smith (cfo) | 25-Nov-15 | 7,736 | 603.0 | 46,648 | 20,304 | 0.001 |
Rolls-Royce | L W K Booth | 25-Nov-15 | 20,000 | 613.0 | 122,600 | 60,000 | 0.003 |
Rolls-Royce | Sir Kevin Smith | 25-Nov-15 | 20,000 | 603.0 | 120,600 | 20,000 | 0.001 |
Ryanair | K McLaughlin | 24-Nov-15 | 5,625 | 1377.0 | 77,456 | 225,000 | 0.017 |
Schroder AsiaPacific Fund | K Craig | 20-Nov-15 | 7,544 | 260.0 | 19,614 | 7,544 | 0.004 |
Smiths Group | Sir George Buckley (ch) | 19-Nov-15 | 5,000 | 1001.1 | 50,053 | 10,000 | 0.003 |
Smiths Group | C O'Shea (fd) | 19-Nov-15 | 20,000 | 999.2 | 199,848 | 20,000 | 0.005 |
South32 | K C Rumble | 19-Nov-15 | 55,000 | 59.8 | 32,882 | 55,000 | 0.001 |
South32 | P G J Kukielski | 20-Nov-15 | 22,500 | 61.1 | 13,750 | 72,500 | 0.001 |
Spectris | J L M Hughes (ch) | 25-Nov-15 | 2,000 | 1718.9 | 34,378 | 10,000 | 0.008 |
Spectris | U Quellmann | 24-Nov-15 | 652 | 1699.0 | 11,077 | 652 | 0.001 |
Spectris | U Quellmann | 24-Nov-15 | 348 | 1711.0 | 5,954 | 1,000 | 0.001 |
Superglass | M Cubitt (ch) | 20-Nov-15 | 250,000 | 2.4 | 6,000 | 250,000 | 0.161 |
Superglass | K Munro (ce) | 20-Nov-15 | 250,000 | 2.4 | 6,000 | 250,000 | 0.161 |
Superglass | C P Lea (fd) | 20-Nov-15 | 250,000 | 2.4 | 6,000 | 250,000 | 0.161 |
Synety Group | S W Cleaver (ch) | 19-Nov-15 | 7,093 | 83.0 | 5,887 | 778,269 | 5.763 |
Synety Group Ω | P J Williams (cfo) | 20-Nov-15 | 1,900 | 83.5 | 1,586 | 85,957 | 0.636 |
Synety Group Ω | P A Simmonds | 24-Nov-15 | 22,500 | 89.0 | 20,025 | 78,055 | 0.578 |
Synety Group | Sophie Tomkins | 24-Nov-15 | 22,596 | 88.5 | 19,997 | 22,596 | 0.167 |
Tesco | J M Allan (ch) | 19-Nov-15 | 50,000 | 172.2 | 86,075 | 183,951 | 0.002 |
Tesco | Dr. B E Grote | 23-Nov-15 | 37,500 | 171.5 | 64,300 | 67,500 | 0.001 |
Urals Energy ♥ | A H Shrager (ch) | 20-Nov-15 | 500,000 | 2.7 | 13,500 | 1,590,500 | 0.630 |
Victoria Oil & Gas* | A Dik | 20-Nov-15 | 227,951 | 56.6 | 129,020 | 227,951 | 0.208 |
Sells | |||||||
Company Name | Director | Date | No. of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
B.P. Marsh & Partners | B P Marsh (ch) | 24-Nov-15 | 171,000 | 152.3 | 260,348 | 18,334,401 | 62.860 |
Big Yellow Group | J Trotman (cfo) | 23-Nov-15 | 15,000 | 771.7 | 115,754 | 144,658 | 0.092 |
Big Yellow Group | J E Gibson (ce) | 23-Nov-15 | 30,000 | 771.7 | 231,507 | 2,479,155 | 1.576 |
Big Yellow Group | J E Gibson (ce) | 25-Nov-15 | 2,420 | 766.7 | 18,554 | 2,476,735 | 1.575 |
Capital & Regional ♥ | L Norval | 20-Nov-15 | 1,403,908 | 3.1 | 43,519 | 136,918,366 | 19.539 |
Capital & Regional ♥ | W J Hamman | 20-Nov-15 | 1,403,908 | 3.1 | 43,519 | - | <0.001 |
China Nonferrous Gold | A Ismatov | 19-Nov-15 | 137,397 | 21.4 | 29,417 | 4,187,603 | 1.095 |
Concurrent Technologies | D Evans-Hughes | 19-Nov-15 | 70,000 | 59.5 | 41,650 | 878,206 | 1.210 |
Ebiquity | N Manning | 24-Nov-15 | 97,500 | 137.0 | 133,575 | 132,500 | 0.172 |
Euromoney Institutional Investor | Diane E Alfano | 24-Nov-15 | 6,962 | 931.0 | 64,816 | 68,006 | 0.053 |
Euromoney Institutional Investor | Diane E Alfano | 19-Nov-15 | 3,038 | 957.8 | 29,097 | 74,968 | 0.058 |
Frontier Developments | D J Braben (ce) | 25-Nov-15 | 750,000 | 240.0 | 1,800,000 | 17,160,953 | 50.330 |
Inland Homes | S D Wicks (ce) | 19-Nov-15 | 1,500,000 | 67.4 | 1,010,550 | 14,737,332 | 7.267 |
IS Solutions | R S McDowell | 25-Nov-15 | 500,000 | 98.2 | 491,023 | 2,350,000 | 6.441 |
Mattioli Woods | I T Mattioli (ce) | 19-Nov-15 | 160,000 | 639.0 | 1,022,400 | 3,233,703 | 12.925 |
United Utilities Group | R Houlden (cfo) | 25-Nov-15 | 46,238 | 956.1 | 442,104 | 73,133 | 0.011 |
Workspace Group | J P Hopkins (ce) | 19-Nov-15 | 360,000 | 900.0 | 3,240,000 | 77,431 | 0.048 |
*Placing/tender/open offer ♥Spouse/connected party ΩIsa/Sipp/trust |