Coffee Ownership 2024 | Who Owns Coffee Now?

Overview RevenueFinancials Chart

Institutional Ownership

10.20%

Insider Ownership

12.70%

Retail Ownership

77.10%

Institutional Holders

11.00

Coffee Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
RENAISSANCE TECHNOLOGIES LLC	5.69%	0.00%	324,564	8,900	2.82%	759,480	Jun 30, 2024
VANGUARD GROUP INC	2.89%	-	164,749	-	-	385,513	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	43,348	1,349	3.21%	101,437	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.47%	0.01%	27,076	-	-	63,358	Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS	0.27%	0.00%	15,374	15,374	100.00%	35,975	Jun 30, 2024
NORTHERN TRUST CORP	0.25%	-	14,324	-	-	33,518,000	Jun 30, 2024
MARINER, LLC	0.18%	-	10,000	-	-	23,400	Jun 30, 2024
CLEAR POINT ADVISORS INC.	0.14%	0.02%	7,968	-	-	18,645	Jun 30, 2024
US BANCORP \DE\	0.11%	-	6,000	-	-	14,040	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	0.00%	3,120	-1,361	-30.37%	7,301	Jun 30, 2024
INVESTORS RESEARCH CORP	0.04%	0.00%	2,000	-	-	4,680	Jun 30, 2024
MORGAN STANLEY	0.03%	-	1,431	50	3.62%	3,349	Jun 30, 2024
UBS GROUP AG	0.02%	-	1,125	1,125	100.00%	2,633	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	825	825	100.00%	1,931	Jun 30, 2024
HARBOUR INVESTMENTS, INC.	0.01%	-	425	-	-	995	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	100	-	-	234	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	96	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-39	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-15,074	-100.00%	-	Jun 30, 2024

Coffee's largest institutional shareholder is RENAISSANCE TECHNOLOGIES LLC, holding 5.69% of the company's total share outstanding, currently valued at $759.48K. The top 10 institutional shareholders own together 10.80% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CLEAR POINT ADVISORS INC.	0.14%	0.02%	7,968	-	-	18,645	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.47%	0.01%	27,076	-	-	63,358	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	5.69%	0.00%	324,564	8,900	2.82%	759,480	Jun 30, 2024
INVESTORS RESEARCH CORP	0.04%	0.00%	2,000	-	-	4,680	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	0.00%	3,120	-1,361	-30.37%	7,301	Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS	0.27%	0.00%	15,374	15,374	100.00%	35,975	Jun 30, 2024
MARINER, LLC	0.18%	-	10,000	-	-	23,400	Jun 30, 2024
HARBOUR INVESTMENTS, INC.	0.01%	-	425	-	-	995	Jun 30, 2024
US BANCORP \DE\	0.11%	-	6,000	-	-	14,040	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	43,348	1,349	3.21%	101,437	Jun 30, 2024
VANGUARD GROUP INC	2.89%	-	164,749	-	-	385,513	Jun 30, 2024
NORTHERN TRUST CORP	0.25%	-	14,324	-	-	33,518,000	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	825	825	100.00%	1,931	Jun 30, 2024
UBS GROUP AG	0.02%	-	1,125	1,125	100.00%	2,633	Jun 30, 2024
MORGAN STANLEY	0.03%	-	1,431	50	3.62%	3,349	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	100	-	-	234	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	96	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-39	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-15,074	-100.00%	-	Jun 30, 2024

The largest Coffee shareholder by % of total assets is CLEAR POINT ADVISORS INC.. The company owns 7.97K shares of Coffee (JVA), representing 0.02% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPTRUST FINANCIAL ADVISORS	0.27%	0.00%	15,374	15,374	100.00%	35,975	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	5.69%	0.00%	324,564	8,900	2.82%	759,480	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	43,348	1,349	3.21%	101,437	Jun 30, 2024
UBS GROUP AG	0.02%	-	1,125	1,125	100.00%	2,633	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	825	825	100.00%	1,931	Jun 30, 2024
MORGAN STANLEY	0.03%	-	1,431	50	3.62%	3,349	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	96	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	100	-	-	234	Jun 30, 2024
NORTHERN TRUST CORP	0.25%	-	14,324	-	-	33,518,000	Jun 30, 2024
VANGUARD GROUP INC	2.89%	-	164,749	-	-	385,513	Jun 30, 2024
US BANCORP \DE\	0.11%	-	6,000	-	-	14,040	Jun 30, 2024
HARBOUR INVESTMENTS, INC.	0.01%	-	425	-	-	995	Jun 30, 2024
MARINER, LLC	0.18%	-	10,000	-	-	23,400	Jun 30, 2024
INVESTORS RESEARCH CORP	0.04%	0.00%	2,000	-	-	4,680	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.47%	0.01%	27,076	-	-	63,358	Jun 30, 2024
CLEAR POINT ADVISORS INC.	0.14%	0.02%	7,968	-	-	18,645	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-39	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	0.00%	3,120	-1,361	-30.37%	7,301	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-15,074	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Coffee's largest institutional buyer is CAPTRUST FINANCIAL ADVISORS. The company purchased 15.37K stocks of JVA, valued at $35.98K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIRTU FINANCIAL LLC	-	-	-	-15,074	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.05%	0.00%	3,120	-1,361	-30.37%	7,301	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-39	-100.00%	-	Jun 30, 2024
CLEAR POINT ADVISORS INC.	0.14%	0.02%	7,968	-	-	18,645	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.47%	0.01%	27,076	-	-	63,358	Jun 30, 2024
INVESTORS RESEARCH CORP	0.04%	0.00%	2,000	-	-	4,680	Jun 30, 2024
MARINER, LLC	0.18%	-	10,000	-	-	23,400	Jun 30, 2024
HARBOUR INVESTMENTS, INC.	0.01%	-	425	-	-	995	Jun 30, 2024
US BANCORP \DE\	0.11%	-	6,000	-	-	14,040	Jun 30, 2024
VANGUARD GROUP INC	2.89%	-	164,749	-	-	385,513	Jun 30, 2024
NORTHERN TRUST CORP	0.25%	-	14,324	-	-	33,518,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	100	-	-	234	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	96	Jun 30, 2024
MORGAN STANLEY	0.03%	-	1,431	50	3.62%	3,349	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	825	825	100.00%	1,931	Jun 30, 2024
UBS GROUP AG	0.02%	-	1,125	1,125	100.00%	2,633	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.76%	-	43,348	1,349	3.21%	101,437	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	5.69%	0.00%	324,564	8,900	2.82%	759,480	Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS	0.27%	0.00%	15,374	15,374	100.00%	35,975	Jun 30, 2024

As of Jun 30 2024, Coffee's biggest institutional seller is VIRTU FINANCIAL LLC. The company sold -15.07K shares of JVA, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAPTRUST FINANCIAL ADVISORS	0.27%	0.00%	15,374	15,374	100.00%	35,975	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	825	825	100.00%	1,931	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	41	41	100.00%	96	Jun 30, 2024

Coffee's largest new institutional shareholder by number of shares is CAPTRUST FINANCIAL ADVISORS, purchased 15.37K shares, valued at $35.98K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VIRTU FINANCIAL LLC	-	-	-	-15,074	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-39	-100.00%	-	Jun 30, 2024

Coffee's largest sold out institutional shareholder by shares sold is VIRTU FINANCIAL LLC, sold -15.07K shares, valued at -, as of undefined.

Coffee Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
ANCORA TRUST	0.23%	47,825	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.01%	3,188	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.00%	11,100	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	164,749	-164,749	-50.00%	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	3,118	-	-	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.00%	39,816	-122	-0.31%	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	13,131	-	-	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	1,302	-	-	Mar 31, 2024
SA FUNDS INVESTMENT TRUST	0.00%	600	-	-	Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	1,318	-	-	Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	17,244	-	-	Jan 31, 2024
Dimensional ETF Trust	0.00%	2,049	-	-	Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II	0.00%	51	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	756	-	-	Jan 31, 2024
iSHARES TRUST	0.00%	9,501	-	-	Mar 31, 2024

Coffee's largest mutual fund holder by % of total assets is "ANCORA TRUST", owning 47.83K shares, compromising 0.23% of its total assets.

Coffee Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	11	-35.29%
31 Mar, 24	17	-5.56%
31 Dec, 23	18	-14.29%
30 Sep, 23	21	-16.00%
30 Jun, 23	25	-
31 Mar, 23	25	4.17%
31 Dec, 22	24	14.29%
30 Sep, 22	21	-
30 Jun, 22	21	-
31 Mar, 22	21	-8.70%
31 Dec, 21	23	-4.17%
30 Sep, 21	24	4.35%
30 Jun, 21	23	-4.17%
31 Mar, 21	24	-
31 Dec, 20	24	14.29%
30 Sep, 20	21	-4.55%
30 Jun, 20	22	4.76%
31 Mar, 20	21	-16.00%
31 Dec, 19	25	-10.71%
30 Sep, 19	28	3.70%
30 Jun, 19	27	-12.90%
31 Mar, 19	31	24.00%
31 Dec, 18	25	-3.85%
30 Sep, 18	26	30.00%
30 Jun, 18	20	-9.09%
31 Mar, 18	22	10.00%
31 Dec, 17	20	25.00%
30 Sep, 17	16	-11.11%
30 Jun, 17	18	-18.18%
31 Mar, 17	22	4.76%
31 Dec, 16	21	-8.70%
30 Sep, 16	23	9.52%
30 Jun, 16	21	-4.55%
31 Mar, 16	22	10.00%
31 Dec, 15	20	17.65%
30 Sep, 15	17	-5.56%
30 Jun, 15	18	5.88%
31 Mar, 15	17	-
31 Dec, 14	17	-10.53%
30 Sep, 14	19	-13.64%
30 Jun, 14	22	15.79%
31 Mar, 14	19	5.56%
31 Dec, 13	18	-5.26%
30 Sep, 13	19	11.76%
30 Jun, 13	17	183.33%
31 Mar, 13	6	20.00%
31 Dec, 12	5	-28.57%
30 Sep, 12	7	-12.50%
30 Jun, 12	8	-27.27%
31 Mar, 12	11	10.00%
31 Dec, 11	10	42.86%
30 Sep, 11	7	-12.50%
30 Jun, 11	8	300.00%
31 Mar, 11	2	100.00%
31 Dec, 10	1	-
30 Sep, 10	1	-50.00%
30 Jun, 10	2	-
31 Mar, 10	2	-33.33%
31 Dec, 09	3	-
30 Sep, 09	3	50.00%
30 Jun, 09	2	-
30 Sep, 08	1	-
30 Jun, 08	1	-
31 Dec, 07	1	-
30 Sep, 07	1	-
30 Jun, 07	1	-
30 Jun, 05	1	-

As of 30 Jun 24, 11 institutions are holding Coffee's shares, representing a decrease of -35.29% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	582,207	-10.88%
31 Mar, 24	653,264	-0.93%
31 Dec, 23	659,366	-29.58%
30 Sep, 23	936,381	-15.10%
30 Jun, 23	1,102,940	-3.78%
31 Mar, 23	1,146,219	1.75%
31 Dec, 22	1,126,462	-3.71%
30 Sep, 22	1,169,887	0.46%
30 Jun, 22	1,164,507	-7.79%
31 Mar, 22	1,262,876	-7.72%
31 Dec, 21	1,368,478	-9.83%
30 Sep, 21	1,517,587	-8.35%
30 Jun, 21	1,655,897	-4.02%
31 Mar, 21	1,725,248	-1.53%
31 Dec, 20	1,752,128	4.94%
30 Sep, 20	1,669,694	1.95%
30 Jun, 20	1,637,793	-4.28%
31 Mar, 20	1,710,970	-2.29%
31 Dec, 19	1,751,122	8.81%
30 Sep, 19	1,609,336	-3.89%
30 Jun, 19	1,674,388	-3.41%
31 Mar, 19	1,733,559	36.84%
31 Dec, 18	1,266,860	-5.27%
30 Sep, 18	1,337,272	4.21%
30 Jun, 18	1,283,214	8.65%
31 Mar, 18	1,181,009	8.95%
31 Dec, 17	1,083,998	2.37%
30 Sep, 17	1,058,861	-1.99%
30 Jun, 17	1,080,340	2.00%
31 Mar, 17	1,059,192	7.90%
31 Dec, 16	981,597	0.36%
30 Sep, 16	978,028	10.79%
30 Jun, 16	882,790	9.58%
31 Mar, 16	805,597	13.27%
31 Dec, 15	711,233	-74.71%
30 Sep, 15	2,812,620	435.23%
30 Jun, 15	525,501	5.85%
31 Mar, 15	496,479	0.15%
31 Dec, 14	495,754	-7.04%
30 Sep, 14	533,280	27.20%
30 Jun, 14	419,235	-25.49%
31 Mar, 14	562,664	53.54%
31 Dec, 13	366,469	6.96%
30 Sep, 13	342,619	24.12%
30 Jun, 13	276,031	193.67%
31 Mar, 13	93,992	199.27%
31 Dec, 12	31,407	-40.25%
30 Sep, 12	52,566	48.50%
30 Jun, 12	35,397	-78.08%
31 Mar, 12	161,480	-56.63%
31 Dec, 11	372,368	2.54%
30 Sep, 11	363,152	28.05%
30 Jun, 11	283,610	215.82%
31 Mar, 11	89,800	19592.98%
31 Dec, 10	456	-99.09%
30 Sep, 10	50,000	-1.22%
30 Jun, 10	50,620	0.03%
31 Mar, 10	50,606	-72.32%
31 Dec, 09	182,853	-2.43%
30 Sep, 09	187,400	1062.89%
30 Jun, 09	16,115	-
30 Sep, 08	5,100	-
30 Jun, 08	5,100	-
31 Dec, 07	39,145	11.38%
30 Sep, 07	35,145	34.42%
30 Jun, 07	26,145	-
30 Jun, 05	14,750	-

Coffee (JVA) has 582.21K shares outstanding as of 30 Jun 24, down -10.88% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	10.20%	7.79%
31 Mar, 24	11.44%	8.58%
31 Dec, 23	11.55%	4.29%
30 Sep, 23	16.40%	4.39%
30 Jun, 23	19.32%	4.79%
31 Mar, 23	20.08%	5.16%
31 Dec, 22	19.73%	4.70%
30 Sep, 22	20.49%	4.92%
30 Jun, 22	20.40%	4.17%
31 Mar, 22	22.12%	3.85%
31 Dec, 21	23.97%	3.24%
30 Sep, 21	27.22%	3.24%
30 Jun, 21	29.01%	3.18%
31 Mar, 21	30.22%	3.21%
31 Dec, 20	30.69%	3.42%
30 Sep, 20	29.95%	3.46%
30 Jun, 20	29.41%	3.12%
31 Mar, 20	30.72%	3.11%
31 Dec, 19	31.44%	3.77%
30 Sep, 19	28.90%	3.20%
30 Jun, 19	30.06%	3.10%
31 Mar, 19	31.13%	6.02%
31 Dec, 18	22.75%	4.12%
30 Sep, 18	23.50%	4.59%
30 Jun, 18	22.62%	5.31%
31 Mar, 18	20.64%	5.84%
31 Dec, 17	18.80%	5.76%
30 Sep, 17	18.07%	5.32%
30 Jun, 17	18.44%	5.65%
31 Mar, 17	18.07%	6.45%
31 Dec, 16	16.74%	6.02%
30 Sep, 16	16.68%	7.85%
30 Jun, 16	14.58%	8.45%
31 Mar, 16	13.13%	9.86%
31 Dec, 15	11.54%	0.56%
30 Sep, 15	45.27%	63.34%
30 Jun, 15	8.45%	13.25%
31 Mar, 15	7.99%	12.56%
31 Dec, 14	7.98%	11.25%
30 Sep, 14	8.42%	19.28%
30 Jun, 14	6.61%	8.48%
31 Mar, 14	8.83%	26.70%
31 Dec, 13	5.75%	19.89%
30 Sep, 13	5.38%	28.65%
30 Jun, 13	4.33%	199.10%
31 Mar, 13	1.48%	607.16%
31 Dec, 12	0.49%	72.43%
30 Sep, 12	0.82%	267.33%
30 Jun, 12	0.56%	8.65%
31 Mar, 12	2.53%	7.42%
31 Dec, 11	5.84%	13.72%
30 Sep, 11	6.53%	24.47%
30 Jun, 11	5.17%	193.10%
31 Mar, 11	1.64%	2372648.19%
31 Dec, 10	0.01%	1.00%
30 Sep, 10	0.91%	106.80%
30 Jun, 10	0.92%	106.73%
31 Mar, 10	0.93%	8.24%
31 Dec, 09	3.36%	28.34%
30 Sep, 09	3.44%	3925.59%
30 Jun, 09	0.30%	-
30 Sep, 08	0.09%	1067.77%
30 Jun, 08	0.09%	-
31 Dec, 07	0.71%	174.49%
30 Sep, 07	0.64%	261.79%
30 Jun, 07	0.49%	-
30 Jun, 05	0.28%	-

As of 30 Jun 24, Coffee is held by 10.20% institutional shareholders, representing a 7.79% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	3	-25.00%
31 Mar, 24	4	-20.00%
31 Dec, 23	5	150.00%
30 Sep, 23	2	-66.67%
30 Jun, 23	6	-14.29%
31 Mar, 23	7	-22.22%
31 Dec, 22	9	80.00%
30 Sep, 22	5	-44.44%
30 Jun, 22	9	200.00%
31 Mar, 22	3	-
31 Dec, 21	3	-66.67%
30 Sep, 21	9	12.50%
30 Jun, 21	8	-
31 Mar, 21	8	14.29%
31 Dec, 20	7	-
30 Sep, 20	7	40.00%
30 Jun, 20	5	-16.67%
31 Mar, 20	6	-33.33%
31 Dec, 19	9	-10.00%
30 Sep, 19	10	-23.08%
30 Jun, 19	13	-38.10%
31 Mar, 19	21	250.00%
31 Dec, 18	6	-62.50%
30 Sep, 18	16	23.08%
30 Jun, 18	13	8.33%
31 Mar, 18	12	33.33%
31 Dec, 17	9	80.00%
30 Sep, 17	5	-44.44%
30 Jun, 17	9	-18.18%
31 Mar, 17	11	37.50%
31 Dec, 16	8	-42.86%
30 Sep, 16	14	-
30 Jun, 16	14	27.27%
31 Mar, 16	11	10.00%
31 Dec, 15	10	-
30 Sep, 15	10	11.11%
30 Jun, 15	9	28.57%
31 Mar, 15	7	-22.22%
31 Dec, 14	9	-
30 Sep, 14	9	-10.00%
30 Jun, 14	10	-9.09%
31 Mar, 14	11	22.22%
31 Dec, 13	9	-18.18%
30 Sep, 13	11	-15.38%
30 Jun, 13	13	160.00%
31 Mar, 13	5	400.00%
31 Dec, 12	1	-75.00%
30 Sep, 12	4	-33.33%
30 Jun, 12	6	-25.00%
31 Mar, 12	8	14.29%
31 Dec, 11	7	40.00%
30 Sep, 11	5	-28.57%
30 Jun, 11	7	250.00%
31 Mar, 11	2	100.00%
31 Dec, 10	1	-
30 Sep, 10	-	-100.00%
30 Jun, 10	1	-
31 Mar, 10	1	-
31 Dec, 09	1	-50.00%
30 Sep, 09	2	-
30 Jun, 09	2	-
30 Sep, 08	-	-100.00%
30 Jun, 08	1	-
31 Dec, 07	1	-
30 Sep, 07	1	-
30 Jun, 07	1	-
30 Jun, 05	1	-

3 institutional shareholders have increased their position in JVA stock as of 30 Jun 24 compared to 4 in the previous quarter (a -25.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	1	-50.00%
31 Mar, 24	2	-50.00%
31 Dec, 23	4	-50.00%
30 Sep, 23	8	33.33%
30 Jun, 23	6	-25.00%
31 Mar, 23	8	33.33%
31 Dec, 22	6	20.00%
30 Sep, 22	5	150.00%
30 Jun, 22	2	-66.67%
31 Mar, 22	6	-40.00%
31 Dec, 21	10	66.67%
30 Sep, 21	6	-
30 Jun, 21	6	100.00%
31 Mar, 21	3	-25.00%
31 Dec, 20	4	33.33%
30 Sep, 20	3	-62.50%
30 Jun, 20	8	14.29%
31 Mar, 20	7	75.00%
31 Dec, 19	4	-33.33%
30 Sep, 19	6	-14.29%
30 Jun, 19	7	-
31 Mar, 19	7	-22.22%
31 Dec, 18	9	200.00%
30 Sep, 18	3	-
30 Jun, 18	3	50.00%
31 Mar, 18	2	-66.67%
31 Dec, 17	6	100.00%
30 Sep, 17	3	-
30 Jun, 17	3	-25.00%
31 Mar, 17	4	-33.33%
31 Dec, 16	6	50.00%
30 Sep, 16	4	-
30 Jun, 16	4	-
31 Mar, 16	4	33.33%
31 Dec, 15	3	50.00%
30 Sep, 15	2	-
30 Jun, 15	2	-50.00%
31 Mar, 15	4	-
31 Dec, 14	4	-
30 Sep, 14	4	-
30 Jun, 14	4	100.00%
31 Mar, 14	2	-33.33%
31 Dec, 13	3	-
30 Sep, 13	3	50.00%
30 Jun, 13	2	-
31 Mar, 13	-	-100.00%
31 Dec, 12	3	200.00%
30 Sep, 12	1	-50.00%
30 Jun, 12	2	-33.33%
31 Mar, 12	3	-
31 Dec, 11	3	50.00%
30 Sep, 11	2	-
30 Jun, 11	-	-
31 Mar, 11	-	-
31 Dec, 10	-	-
30 Sep, 10	-	-
30 Jun, 10	-	-
31 Mar, 10	-	-
31 Dec, 09	-	-
30 Sep, 09	-	-
30 Jun, 09	-	-
30 Sep, 08	-	-
30 Jun, 08	-	-
31 Dec, 07	-	-
30 Sep, 07	-	-
30 Jun, 07	-	-
30 Jun, 05	-	-

1 institutional shareholders have reduced their position in JVA stock as of 30 Jun 24 compared to 2 in the previous quarter (a -50.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	11	-35.29%	582,207	-10.88%	10.20%	7.79%	3	-25.00%	1	-50.00%
31 Mar, 24	17	-5.56%	653,264	-0.93%	11.44%	8.58%	4	-20.00%	2	-50.00%
31 Dec, 23	18	-14.29%	659,366	-29.58%	11.55%	4.29%	5	150.00%	4	-50.00%
30 Sep, 23	21	-16.00%	936,381	-15.10%	16.40%	4.39%	2	-66.67%	8	33.33%
30 Jun, 23	25	-	1,102,940	-3.78%	19.32%	4.79%	6	-14.29%	6	-25.00%
31 Mar, 23	25	4.17%	1,146,219	1.75%	20.08%	5.16%	7	-22.22%	8	33.33%
31 Dec, 22	24	14.29%	1,126,462	-3.71%	19.73%	4.70%	9	80.00%	6	20.00%
30 Sep, 22	21	-	1,169,887	0.46%	20.49%	4.92%	5	-44.44%	5	150.00%
30 Jun, 22	21	-	1,164,507	-7.79%	20.40%	4.17%	9	200.00%	2	-66.67%
31 Mar, 22	21	-8.70%	1,262,876	-7.72%	22.12%	3.85%	3	-	6	-40.00%
31 Dec, 21	23	-4.17%	1,368,478	-9.83%	23.97%	3.24%	3	-66.67%	10	66.67%
30 Sep, 21	24	4.35%	1,517,587	-8.35%	27.22%	3.24%	9	12.50%	6	-
30 Jun, 21	23	-4.17%	1,655,897	-4.02%	29.01%	3.18%	8	-	6	100.00%
31 Mar, 21	24	-	1,725,248	-1.53%	30.22%	3.21%	8	14.29%	3	-25.00%
31 Dec, 20	24	14.29%	1,752,128	4.94%	30.69%	3.42%	7	-	4	33.33%
30 Sep, 20	21	-4.55%	1,669,694	1.95%	29.95%	3.46%	7	40.00%	3	-62.50%
30 Jun, 20	22	4.76%	1,637,793	-4.28%	29.41%	3.12%	5	-16.67%	8	14.29%
31 Mar, 20	21	-16.00%	1,710,970	-2.29%	30.72%	3.11%	6	-33.33%	7	75.00%
31 Dec, 19	25	-10.71%	1,751,122	8.81%	31.44%	3.77%	9	-10.00%	4	-33.33%
30 Sep, 19	28	3.70%	1,609,336	-3.89%	28.90%	3.20%	10	-23.08%	6	-14.29%
30 Jun, 19	27	-12.90%	1,674,388	-3.41%	30.06%	3.10%	13	-38.10%	7	-
31 Mar, 19	31	24.00%	1,733,559	36.84%	31.13%	6.02%	21	250.00%	7	-22.22%
31 Dec, 18	25	-3.85%	1,266,860	-5.27%	22.75%	4.12%	6	-62.50%	9	200.00%
30 Sep, 18	26	30.00%	1,337,272	4.21%	23.50%	4.59%	16	23.08%	3	-
30 Jun, 18	20	-9.09%	1,283,214	8.65%	22.62%	5.31%	13	8.33%	3	50.00%
31 Mar, 18	22	10.00%	1,181,009	8.95%	20.64%	5.84%	12	33.33%	2	-66.67%
31 Dec, 17	20	25.00%	1,083,998	2.37%	18.80%	5.76%	9	80.00%	6	100.00%
30 Sep, 17	16	-11.11%	1,058,861	-1.99%	18.07%	5.32%	5	-44.44%	3	-
30 Jun, 17	18	-18.18%	1,080,340	2.00%	18.44%	5.65%	9	-18.18%	3	-25.00%
31 Mar, 17	22	4.76%	1,059,192	7.90%	18.07%	6.45%	11	37.50%	4	-33.33%
31 Dec, 16	21	-8.70%	981,597	0.36%	16.74%	6.02%	8	-42.86%	6	50.00%
30 Sep, 16	23	9.52%	978,028	10.79%	16.68%	7.85%	14	-	4	-
30 Jun, 16	21	-4.55%	882,790	9.58%	14.58%	8.45%	14	27.27%	4	-
31 Mar, 16	22	10.00%	805,597	13.27%	13.13%	9.86%	11	10.00%	4	33.33%
31 Dec, 15	20	17.65%	711,233	-74.71%	11.54%	0.56%	10	-	3	50.00%
30 Sep, 15	17	-5.56%	2,812,620	435.23%	45.27%	63.34%	10	11.11%	2	-
30 Jun, 15	18	5.88%	525,501	5.85%	8.45%	13.25%	9	28.57%	2	-50.00%
31 Mar, 15	17	-	496,479	0.15%	7.99%	12.56%	7	-22.22%	4	-
31 Dec, 14	17	-10.53%	495,754	-7.04%	7.98%	11.25%	9	-	4	-
30 Sep, 14	19	-13.64%	533,280	27.20%	8.42%	19.28%	9	-10.00%	4	-
30 Jun, 14	22	15.79%	419,235	-25.49%	6.61%	8.48%	10	-9.09%	4	100.00%
31 Mar, 14	19	5.56%	562,664	53.54%	8.83%	26.70%	11	22.22%	2	-33.33%
31 Dec, 13	18	-5.26%	366,469	6.96%	5.75%	19.89%	9	-18.18%	3	-
30 Sep, 13	19	11.76%	342,619	24.12%	5.38%	28.65%	11	-15.38%	3	50.00%
30 Jun, 13	17	183.33%	276,031	193.67%	4.33%	199.10%	13	160.00%	2	-
31 Mar, 13	6	20.00%	93,992	199.27%	1.48%	607.16%	5	400.00%	-	-100.00%
31 Dec, 12	5	-28.57%	31,407	-40.25%	0.49%	72.43%	1	-75.00%	3	200.00%
30 Sep, 12	7	-12.50%	52,566	48.50%	0.82%	267.33%	4	-33.33%	1	-50.00%
30 Jun, 12	8	-27.27%	35,397	-78.08%	0.56%	8.65%	6	-25.00%	2	-33.33%
31 Mar, 12	11	10.00%	161,480	-56.63%	2.53%	7.42%	8	14.29%	3	-
31 Dec, 11	10	42.86%	372,368	2.54%	5.84%	13.72%	7	40.00%	3	50.00%
30 Sep, 11	7	-12.50%	363,152	28.05%	6.53%	24.47%	5	-28.57%	2	-
30 Jun, 11	8	300.00%	283,610	215.82%	5.17%	193.10%	7	250.00%	-	-
31 Mar, 11	2	100.00%	89,800	19592.98%	1.64%	2372648.19%	2	100.00%	-	-
31 Dec, 10	1	-	456	-99.09%	0.01%	1.00%	1	-	-	-
30 Sep, 10	1	-50.00%	50,000	-1.22%	0.91%	106.80%	-	-100.00%	-	-
30 Jun, 10	2	-	50,620	0.03%	0.92%	106.73%	1	-	-	-
31 Mar, 10	2	-33.33%	50,606	-72.32%	0.93%	8.24%	1	-	-	-
31 Dec, 09	3	-	182,853	-2.43%	3.36%	28.34%	1	-50.00%	-	-
30 Sep, 09	3	50.00%	187,400	1062.89%	3.44%	3925.59%	2	-	-	-
30 Jun, 09	2	-	16,115	-	0.30%	-	2	-	-	-
30 Sep, 08	1	-	5,100	-	0.09%	1067.77%	-	-100.00%	-	-
30 Jun, 08	1	-	5,100	-	0.09%	-	1	-	-	-
31 Dec, 07	1	-	39,145	11.38%	0.71%	174.49%	1	-	-	-
30 Sep, 07	1	-	35,145	34.42%	0.64%	261.79%	1	-	-	-
30 Jun, 07	1	-	26,145	-	0.49%	-	1	-	-	-
30 Jun, 05	1	-	14,750	-	0.28%	-	1	-	-	-

Coffee Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.15	$21.50K	39,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	5,000	$2.40	$12.00K	29,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.09	$20.89K	24,000
Jul 01, 2024	GORDON DAVID	director, 10 percent owner, officer	EVP and COO	P-Purchase	Buy	6,856	$2.09	$14.33K	374,037
Sep 21, 2021	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$4.36	$21.82K	367,181
Sep 21, 2021	Thomas George F	director	-	P-Purchase	Buy	1,000	$4.39	$4.39K	3,000
Sep 21, 2021	Rotelli John	director	-	P-Purchase	Buy	500	$4.33	$2.17K	6,548
Sep 21, 2021	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	5,000	$4.30	$21.50K	14,000
Sep 25, 2020	Rotelli John	director	-	P-Purchase	Buy	750	$3.45	$2.59K	6,048
Sep 22, 2020	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$3.14	$15.71K	362,181
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	4,381	$3.30	$14.46K	9,000
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	619	$3.29	$2.04K	4,619
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	5,067	$2.64	$13.38K	22,010
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	10	$2.64	$26.40	16,943
Apr 17, 2020	Rotelli John	director	-	P-Purchase	Buy	1,290	$2.70	$3.48K	5,298
Apr 15, 2020	Rotelli John	director	-	P-Purchase	Buy	2,158	$2.97	$6.41K	4,008
Apr 08, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,419	$2.20	$3.12K	16,933
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	100	$2.20	$220.00	15,514
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,463	$2.20	$3.22K	15,414
Mar 30, 2020	Knepper Barry	director	-	P-Purchase	Buy	2,949	$2.60	$7.67K	13,951

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.15	$21.50K	39,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	5,000	$2.40	$12.00K	29,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.09	$20.89K	24,000
Jul 01, 2024	GORDON DAVID	director, 10 percent owner, officer	EVP and COO	P-Purchase	Buy	6,856	$2.09	$14.33K	374,037
Sep 21, 2021	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$4.36	$21.82K	367,181
Sep 21, 2021	Thomas George F	director	-	P-Purchase	Buy	1,000	$4.39	$4.39K	3,000
Sep 21, 2021	Rotelli John	director	-	P-Purchase	Buy	500	$4.33	$2.17K	6,548
Sep 21, 2021	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	5,000	$4.30	$21.50K	14,000
Sep 25, 2020	Rotelli John	director	-	P-Purchase	Buy	750	$3.45	$2.59K	6,048
Sep 22, 2020	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$3.14	$15.71K	362,181
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	4,381	$3.30	$14.46K	9,000
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	619	$3.29	$2.04K	4,619
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	5,067	$2.64	$13.38K	22,010
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	10	$2.64	$26.40	16,943
Apr 17, 2020	Rotelli John	director	-	P-Purchase	Buy	1,290	$2.70	$3.48K	5,298
Apr 15, 2020	Rotelli John	director	-	P-Purchase	Buy	2,158	$2.97	$6.41K	4,008
Apr 08, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,419	$2.20	$3.12K	16,933
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	100	$2.20	$220.00	15,514
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,463	$2.20	$3.22K	15,414
Mar 30, 2020	Knepper Barry	director	-	P-Purchase	Buy	2,949	$2.60	$7.67K	13,951

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.15	$21.50K	39,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	5,000	$2.40	$12.00K	29,000
Jul 01, 2024	GORDON ANDREW	director, 10 percent owner, officer	CEO and President	P-Purchase	Buy	10,000	$2.09	$20.89K	24,000
Jul 01, 2024	GORDON DAVID	director, 10 percent owner, officer	EVP and COO	P-Purchase	Buy	6,856	$2.09	$14.33K	374,037
Sep 21, 2021	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$4.36	$21.82K	367,181
Sep 21, 2021	Thomas George F	director	-	P-Purchase	Buy	1,000	$4.39	$4.39K	3,000
Sep 21, 2021	Rotelli John	director	-	P-Purchase	Buy	500	$4.33	$2.17K	6,548
Sep 21, 2021	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	5,000	$4.30	$21.50K	14,000
Sep 25, 2020	Rotelli John	director	-	P-Purchase	Buy	750	$3.45	$2.59K	6,048
Sep 22, 2020	GORDON DAVID	director, officer	EVP and Secretary	P-Purchase	Buy	5,000	$3.14	$15.71K	362,181
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	4,381	$3.30	$14.46K	9,000
Sep 22, 2020	GORDON ANDREW	director, officer	CEO and President	P-Purchase	Buy	619	$3.29	$2.04K	4,619
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	5,067	$2.64	$13.38K	22,010
May 14, 2020	Knepper Barry	director	-	P-Purchase	Buy	10	$2.64	$26.40	16,943
Apr 17, 2020	Rotelli John	director	-	P-Purchase	Buy	1,290	$2.70	$3.48K	5,298
Apr 15, 2020	Rotelli John	director	-	P-Purchase	Buy	2,158	$2.97	$6.41K	4,008
Apr 08, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,419	$2.20	$3.12K	16,933
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	100	$2.20	$220.00	15,514
Apr 03, 2020	Knepper Barry	director	-	P-Purchase	Buy	1,463	$2.20	$3.22K	15,414
Mar 30, 2020	Knepper Barry	director	-	P-Purchase	Buy	2,949	$2.60	$7.67K	13,951

The last insider buy of JVA was made by GORDON ANDREW on Jul 01 2024, buying 10,000 shares at $2.15 per share (worth $21.50K).

Coffee Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	3	-	-
Q3 2021	4	-	-
Q3 2020	4	-	-
Q2 2020	7	-	-
Q1 2020	3	-	-
Q3 2019	-	1	-
Q2 2019	7	-	-
Q3 2018	1	-	-
Q1 2018	2	-	-
Q3 2017	1	-	-
Q2 2017	10	-	-
Q3 2016	1	-	-
Q2 2016	1	1	100.00%
Q1 2016	4	-	-
Q4 2015	3	-	-
Q2 2015	2	-	-
Q1 2015	3	-	-
Q4 2014	2	-	-
Q3 2014	1	3	33.33%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Coffee's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	3	-	-
Q3 2021	4	-	-
Q3 2020	4	-	-
Q2 2020	7	-	-
Q1 2020	3	-	-
Q3 2019	-	-	-
Q2 2019	-	-	-
Q3 2018	1	-	-
Q1 2018	2	-	-
Q3 2017	1	-	-
Q2 2017	10	-	-
Q3 2016	1	-	-
Q2 2016	1	-	-
Q1 2016	4	-	-
Q4 2015	3	-	-
Q2 2015	2	-	-
Q1 2015	3	-	-
Q4 2014	2	-	-
Q3 2014	2	-	-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Coffee's stocks.

Coffee Peer Ownership

Ticker	Company
WEST	Westrock Coffee Company, LLC
THS	TreeHouse Foods, Inc.
MMMB	Mama's Creations, Inc.
BRID	Bridgford Foods Corporation
JJSF	J&J Snack Foods Corp.
SENEA	Seneca Foods Corporation
CENT	Central Garden & Pet Company
JBSS	John B. Sanfilippo & Son, Inc.
NATR	Nature's Sunshine Products, Inc.
LWAY	Lifeway Foods, Inc.

JVA Ownership FAQ

Who Owns Coffee?

Coffee is owned by institutional shareholders (10.20%), insiders (12.70%), and public (77.10%). The largest institutional shareholder of Coffee is RENAISSANCE TECHNOLOGIES LLC (5.69% of total shares) and the top mutual fund owner is ANCORA TRUST (0.23% of total shares).

Who are the major institutional shareholders of Coffee?

Coffee's major institutional shareholders are RENAISSANCE TECHNOLOGIES LLC, VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, QUINN OPPORTUNITY PARTNERS LLC, and CAPTRUST FINANCIAL ADVISORS. The top five shareholders own together 10.07% of the company's share outstanding.

How many Coffee shareholders are there?

As of Jun 2024, there are 11 institutional shareholders of Coffee.

What percentage of Coffee is owned by RENAISSANCE TECHNOLOGIES LLC?

RENAISSANCE TECHNOLOGIES LLC owns 324.56K shares of Coffee, representing 5.69% of the company's total shares outstanding, valued at $759.48K (as of Jun 2024).

What percentage of Coffee is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 164.75K shares of Coffee (JVA), compromising 2.89% of the company, valued at $385.51K.

What percentage of Coffee is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Coffee. The company owns 43.35K of the company's shares outstanding (worth $101.44K).