The Heavitree Brewery PLC

AIM:HVT Stock Report

Market Cap: UK£9.5m

Heavitree Brewery 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 HVT?
Owner TypeNumber of SharesOwnership Percentage
Private Companies25,1000.516%
Employee Share Scheme191,3993.93%
Institutions699,50314.4%
General Public1,528,30131.4%
Individual Insiders2,424,29549.8%

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


Top Shareholders

Top 25 shareholders own 67.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.8%
Nicholas Henry Tucker
767,850UK£1.5m0%no data
10.6%
James Sharp & Co., Asset Management Arm
514,690UK£1.0m-4.1%0.13%
7.13%
Thomas Duncan
347,327UK£675.4k0%no data
6.76%
Robert Duncan
329,254UK£640.2k0%no data
4.16%
Tracey Yule
202,465UK£393.7k0%no data
3.93%
The Heavitree Brewery Plc., Employee Stock Ownership Plan
191,399UK£372.2k36.3%100.0%
2.78%
David Barry
135,525UK£263.5k0%no data
2.24%
Susan Tucker
109,000UK£211.9k0%no data
2.24%
Penelope Dopson
108,911UK£211.8k0%no data
2.09%
Stephen Benett
101,527UK£197.4k0%no data
2.08%
Ronald Duncan
101,369UK£197.1k0%no data
1.63%
Terry Wheatley
79,239UK£154.1k0%no data
1.6%
Katherine Pease-Watkin
77,726UK£151.1k0%no data
1.27%
Graham Crocker
61,879UK£120.3k0%no data
0.75%
JM Finn & Co Ltd.
36,645UK£71.3k0%no data
0.65%
HBOS Investment Fund Managers Limited
31,414UK£61.1k1.72%no data
0.41%
Brewin Dolphin Limited
20,100UK£39.1k0%no data
0.35%
Dartmoor Brewery Ltd
17,100UK£33.2k0%no data
0.35%
A J Bell Holdings Limited, Asset Management Arm
17,034UK£33.1k0%no data
0.31%
London Wealth Management Limited
15,000UK£29.2k0%no data
0.25%
Seven Investment Management LLP
12,045UK£23.4k-55.1%no data
0.18%
Rowan Dartington & Co. Ltd., Asset Management Arm
8,750UK£17.0k0%no data
0.14%
Charles Stanley & Co. Ltd, Asset Management Arm
7,000UK£13.6k-7.89%no data
0.12%
HSBC Global Asset Management (UK) Limited
5,900UK£11.5k0%no data
0.11%
Close Asset Management Ltd.
5,259UK£10.2k-47.9%no data
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