Recent Quarter Total Invested
$105.33 M
Recent Quarter Institutional Ownership Percentage
53.34%
Total Invested of Last Quarter
$119.37 M
Ownership Percentage of Last Quarter
53.5%
Alico, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATE CITY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 828,018 | $21.45 M | 12.90% | 10.87% |
| BLACKROCK INC. | 08/13/2024 | 472,272 | $12.24 M | -0.75% | 6.20% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 429,309 | $11.12 M | 1.97% | 5.63% |
| CM MANAGEMENT, LLC | 08/01/2024 | 225,000 | $5.83 M | 4.65% | 2.95% |
| TOWERVIEW LLC | 07/26/2024 | 215,303 | $5.58 M | 0.00% | 2.83% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 206,504 | $5.35 M | 2.09% | 2.71% |
| VANGUARD GROUP INC | 08/13/2024 | 173,392 | $4.49 M | 7.76% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 136,169 | $3.53 M | 1.54% | 1.79% |
| OAK FAMILY ADVISORS, LLC | 07/23/2024 | 131,250 | $3.40 M | -0.95% | 1.72% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2024 | 125,548 | $3.25 M | -28.65% | 1.65% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 120,277 | $3.12 M | 12.21% | 1.58% |
| STATE STREET CORP | 08/14/2024 | 107,661 | $2.79 M | -0.61% | 1.41% |
| ACUITAS INVESTMENTS, LLC | 08/05/2024 | 88,513 | $2.29 M | 19.25% | 1.16% |
| NORTHERN TRUST CORP | 08/14/2024 | 68,261 | $1.77 M | -2.85% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 60,233 | $1.56 M | 1.42% | 0.79% |
| NAPLES GLOBAL ADVISORS, LLC | 07/18/2024 | 57,050 | $1.48 M | 8.46% | 0.75% |
| MORGAN STANLEY | 08/14/2024 | 56,189 | $1.46 M | 16.59% | 0.74% |
| BARD ASSOCIATES INC | 08/12/2024 | 53,878 | $1.40 M | 0.18% | 0.71% |
| ALLEN INVESTMENT MANAGEMENT LLC | 08/08/2024 | 40,391 | $1.05 M | 0.00% | 0.53% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 40,243 | $1.04 M | 2.76% | 0.53% |
| RODGERS BROTHERS INC. | 08/14/2024 | 30,646 | $794,037 | -0.32% | 0.40% |
| MONEY CONCEPTS CAPITAL CORP | 08/02/2024 | 28,667 | $742,751 | 2.75% | 0.38% |
| M HOLDINGS SECURITIES, INC. | 08/13/2024 | 24,350 | $631,000 | 100.00% | 0.32% |
| SG CAPITAL MANAGEMENT LLC | 08/14/2024 | 23,219 | $601,604 | 100.00% | 0.30% |
| REDMONT WEALTH ADVISORS LLC | 07/10/2024 | 22,354 | $579,192 | -19.58% | 0.29% |
| INVESCO LTD. | 08/13/2024 | 20,980 | $543,592 | -19.42% | 0.28% |
| MARQUETTE ASSET MANAGEMENT, LLC | 08/14/2024 | 18,880 | $489,181 | 39.26% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 18,485 | $478,946 | 0.00% | 0.24% |
| WENDELL DAVID ASSOCIATES INC | 07/22/2024 | 17,866 | $463,000 | 0.00% | 0.23% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 16,950 | $439,174 | 452.48% | 0.22% |
| ACCORDANT ADVISORY GROUP INC | 07/19/2024 | 16,481 | $427,023 | 23.05% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 15,999 | $414,534 | -2.36% | 0.21% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 14,993 | $388,469 | 7.76% | 0.20% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 14,123 | $365,929 | -1.92% | 0.19% |
| LDR CAPITAL MANAGEMENT LLC | 07/26/2024 | 13,110 | $339,680 | -36.18% | 0.17% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 12,138 | $314,496 | 0.00% | 0.16% |
| MOORS & CABOT, INC. | 08/09/2024 | 10,915 | $282,808 | -5.21% | 0.14% |
| RHUMBLINE ADVISERS | 08/01/2024 | 10,552 | $273,394 | -1.13% | 0.14% |
| WORTH VENTURE PARTNERS, LLC | 08/14/2024 | 9,838 | $254,903 | 17.99% | 0.13% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 9,201 | $238,398 | -9.09% | 0.12% |
| ROYAL BANK OF CANADA | 08/14/2024 | 8,881 | $230,000 | 31.40% | 0.12% |
| JPMORGAN CHASE & CO | 08/12/2024 | 8,708 | $225,624 | -55.83% | 0.11% |
| MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC | 08/14/2024 | 8,000 | $207,280 | 100.00% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 7,756 | $201,000 | 100.00% | 0.10% |
| UBS GROUP AG | 08/14/2024 | 7,417 | $192,174 | -45.26% | 0.10% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 4,460 | $116,000 | 0.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 4,128 | $106,949 | 17.67% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 3,823 | $99,054 | 100.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 3,734 | $96,748 | 11.90% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 3,254 | $84,311 | 100.00% | 0.04% |
Alico, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of ALCO shares?
During the previous two years, 106 institutional investors and hedge funds held shares of Alico, Inc.. The most heavily invested institutionals were:
GATE CITY CAPITAL MANAGEMENT, LLC: 828,018
BlackRock Inc.: 472,272
DIMENSIONAL FUND ADVISORS LP: 429,309
CM Management, LLC: 225,000
TOWERVIEW LLC: 215,303
Pacific Ridge Capital Partners, LLC: 206,504
-
What percentage of Alico, Inc. stock is owned by institutional investors?
53.34% of Alico, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at ALCO ?
Institutional investors have bought a total of 7.87 M shares in the last 24 months. This purchase volume represents approximately $220.06 M in transactions.