The Heavitree Brewery PLC

AIM:HVTA Stock Report

Market Cap: UK£8.6m

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 HVTA?
Owner TypeNumber of SharesOwnership Percentage
Public Companies8780.018%
Private Companies25,1000.515%
Employee Share Scheme159,6693.27%
Institutions702,78514.4%
General Public1,499,44030.7%
Individual Insiders2,489,21151%

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

Top Shareholders

Top 25 shareholders own 68.64% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.7%
Nicholas Henry Tucker
767,850UK£1.4m0%no data
11%
James Sharp & Co., Asset Management Arm
537,964UK£949.4k2.27%0.14%
7.12%
Thomas Duncan
347,327UK£613.0k0%no data
6.75%
Robert Duncan
329,254UK£581.1k0%no data
4.15%
Tracey Yule
202,465UK£357.3k0%no data
3.27%
The Heavitree Brewery Plc., Employee Stock Ownership Plan
159,669UK£281.8k6.44%100.0%
3.18%
David Barry
155,108UK£273.7k0%no data
2.23%
Susan Tucker
109,000UK£192.4k0%no data
2.23%
Penelope Dopson
108,911UK£192.2k0%no data
2.08%
Stephen Benett
101,527UK£179.2k0%no data
2.08%
Ronald Duncan
101,369UK£178.9k0%no data
1.8%
Terry Wheatley
88,019UK£155.3k0%no data
1.59%
Katherine Pease-Watkin
77,726UK£137.2k0%no data
1.31%
Graham Crocker
63,975UK£112.9k0%no data
0.9%
Hargreaves Lansdown Asset Management Ltd.
43,856UK£77.4k-19.9%no data
0.71%
Nicola McLean
34,457UK£60.8k0%no data
0.44%
JM Finn & Co Ltd.
21,445UK£37.8k0%no data
0.41%
Brewin Dolphin Limited
20,100UK£35.5k0%no data
0.39%
HBOS Investment Fund Managers Limited
19,122UK£33.7k-37.9%no data
0.35%
Dartmoor Brewery Ltd
17,100UK£30.2k0%no data
0.31%
London Wealth Management Limited
15,000UK£26.5k0%no data
0.21%
Ontario Teachers' Pension Plan Board
10,452UK£18.4k-13.2%no data
0.12%
Charles Stanley & Co. Ltd, Asset Management Arm
5,667UK£10.0k0%no data
0.11%
Barclays Bank PLC, Wealth and Investment Management Division
5,208UK£9.2k0%no data
0.1%
GP Securities Ltd
5,000UK£8.8k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/24 23:40
End of Day Share Price 2025/04/24 00:00
Earnings2024/10/31
Annual Earnings2024/10/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

The Heavitree Brewery PLC is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.