The Heavitree Brewery PLC

AIM:HVTA Stock Report

Market Cap: UK£10.4m

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
Private Companies25,1000.516%
Employee Share Scheme150,0093.08%
Institutions661,21113.6%
General Public1,577,52432.4%
Individual Insiders2,454,75450.4%

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

Top Shareholders

Top 25 shareholders own 67.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.8%
Nicholas Henry Tucker
767,850UK£1.6m0%no data
10.8%
James Sharp & Co., Asset Management Arm
525,998UK£1.1m5.29%0.15%
7.13%
Thomas Duncan
347,327UK£738.6k0%no data
6.76%
Robert Duncan
329,254UK£700.2k0%no data
4.16%
Tracey Yule
202,465UK£430.5k0%no data
3.19%
David Barry
155,108UK£329.8k0%no data
3.08%
The Heavitree Brewery Plc., Employee Stock Ownership Plan
150,009UK£319.0k0.36%100.0%
2.24%
Susan Tucker
109,000UK£231.8k0%no data
2.24%
Penelope Dopson
108,911UK£231.6k0%no data
2.09%
Stephen Benett
101,527UK£215.9k0%no data
2.08%
Ronald Duncan
101,369UK£215.6k0%no data
1.81%
Terry Wheatley
88,019UK£187.2k0%no data
1.6%
Katherine Pease-Watkin
77,726UK£165.3k0%no data
1.31%
Graham Crocker
63,975UK£136.0k0%no data
0.63%
HBOS Investment Fund Managers Limited
30,797UK£65.5k-3.04%no data
0.44%
JM Finn & Co Ltd.
21,445UK£45.6k-41.5%no data
0.41%
Brewin Dolphin Limited
20,100UK£42.7k0%no data
0.35%
Dartmoor Brewery Ltd
17,100UK£36.4k0%no data
0.31%
London Wealth Management Limited
15,000UK£31.9k0%no data
0.25%
Ontario Teachers' Pension Plan Board
12,045UK£25.6k0%no data
0.12%
Charles Stanley & Co. Ltd, Asset Management Arm
5,667UK£12.1k-19%no data
0.11%
Barclays Bank PLC, Wealth and Investment Management Division
5,208UK£11.1k33.8%no data
0.1%
GP Securities Ltd
5,000UK£10.6k0%no data
0.09%
HSBC Global Asset Management (UK) Limited
4,400UK£9.4k-25.4%no data
0.067%
Puma Investment Management Limited
3,253UK£6.9k226%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 17:23
End of Day Share Price 2024/12/24 00:00
Earnings2024/04/30
Annual Earnings2023/10/31

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 here.

Analysis Model and Snowflake

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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

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.

AnalystInstitution