Limoneira Company Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 11/08/2024 | 3.30 M | $87.44 M | 3.00% | 18.58% |
BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.17 M | $31.06 M | 100.00% | 6.60% |
VANGUARD GROUP INC | 11/13/2024 | 961,863 | $25.49 M | 2.16% | 5.42% |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 11/14/2024 | 693,212 | $18.37 M | -0.34% | 3.90% |
DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 510,334 | $13.52 M | -2.75% | 2.87% |
OLD WEST INVESTMENT MANAGEMENT, LLC | 11/19/2024 | 470,290 | $12.46 M | -36.99% | 2.65% |
GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 375,072 | $9.94 M | -2.18% | 2.11% |
STATE STREET CORP | 11/14/2024 | 311,388 | $8.25 M | 3.66% | 1.75% |
RIVERWATER PARTNERS LLC | 10/22/2024 | 200,423 | $5.25 M | 47.34% | 1.13% |
GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 191,432 | $5.07 M | 0.00% | 1.08% |
TETON ADVISORS, INC. | 11/13/2024 | 144,200 | $3.82 M | -4.38% | 0.81% |
GABELLI FUNDS LLC | 11/13/2024 | 122,800 | $3.25 M | -0.41% | 0.69% |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 117,884 | $3.12 M | 0.08% | 0.66% |
BANK OF NEW YORK MELLON CORP | 11/12/2024 | 116,600 | $3.09 M | -10.13% | 0.66% |
WHITE PINE CAPITAL LLC | 11/12/2024 | 114,745 | $3.04 M | 9.04% | 0.65% |
MORGAN STANLEY | 11/14/2024 | 105,473 | $2.80 M | 23.48% | 0.59% |
SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 101,895 | $2.70 M | 306.34% | 0.57% |
AXA S.A. | 11/14/2024 | 76,937 | $2.04 M | -1.40% | 0.43% |
SCOGGIN MANAGEMENT LP | 11/14/2024 | 75,000 | $1.99 M | 100.00% | 0.42% |
RATHBONES GROUP PLC | 11/13/2024 | 73,360 | $1.94 M | 0.00% | 0.41% |
SCOGGIN MANAGEMENT LP | 11/14/2024 | 69,574 | $1.84 M | 100.00% | 0.39% |
QUINN OPPORTUNITY PARTNERS LLC | 11/13/2024 | 61,621 | $1.63 M | 0.00% | 0.35% |
SFE INVESTMENT COUNSEL | 10/25/2024 | 60,010 | $1.59 M | 0.00% | 0.34% |
NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 58,005 | $1.54 M | 0.00% | 0.33% |
GOLDMAN SACHS GROUP INC | 11/14/2024 | 47,978 | $1.27 M | -24.14% | 0.27% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 47,386 | $1.26 M | 0.00% | 0.27% |
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 11/12/2024 | 41,450 | $1.10 M | 0.00% | 0.23% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 40,022 | $1.06 M | 277.60% | 0.23% |
MUTUAL ADVISORS, LLC | 10/25/2024 | 40,000 | $1.06 M | 0.00% | 0.23% |
ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 36,999 | $980,474 | 27.81% | 0.21% |
FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 33,985 | $900,603 | -77.78% | 0.19% |
STRATOS WEALTH PARTNERS, LTD. | 10/17/2024 | 31,840 | $843,772 | -3.64% | 0.18% |
EAM INVESTORS, LLC | 11/13/2024 | 30,879 | $818,294 | -25.46% | 0.17% |
BAKER ELLIS ASSET MANAGEMENT LLC | 10/15/2024 | 30,750 | $814,875 | 5.31% | 0.17% |
EVERETT HARRIS & CO /CA/ | 10/18/2024 | 28,089 | $744,358 | -4.81% | 0.16% |
NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | 11/04/2024 | 28,000 | $742,000 | 0.00% | 0.16% |
AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 27,334 | $724,351 | 23.14% | 0.15% |
INVESCO LTD. | 11/12/2024 | 25,047 | $663,747 | -25.12% | 0.14% |
FIRST INTERSTATE BANK | 10/29/2024 | 25,000 | $662,500 | 0.00% | 0.14% |
SIMPLEX TRADING, LLC | 11/08/2024 | 24,861 | $658,000 | 39,361.90% | 0.14% |
RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 24,291 | $643,711 | 0.33% | 0.14% |
UBS GROUP AG | 11/14/2024 | 24,040 | $637,060 | 142.83% | 0.14% |
CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 23,123 | $612,760 | 37.49% | 0.13% |
ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 22,500 | $596,259 | 24.80% | 0.13% |
BARCLAYS PLC | 11/19/2024 | 21,708 | $575,000 | 269.69% | 0.12% |
WHITTIER TRUST CO | 10/21/2024 | 20,756 | $550,033 | 0.00% | 0.12% |
RHUMBLINE ADVISERS | 11/12/2024 | 20,463 | $542,266 | -9.89% | 0.12% |
BULLDOG INVESTORS, LLP | 11/14/2024 | 20,000 | $530,000 | 0.00% | 0.11% |
WELLS FARGO & COMPANY/MN | 11/13/2024 | 17,499 | $463,724 | 1.90% | 0.10% |
JANE STREET GROUP, LLC | 11/15/2024 | 16,651 | $441,252 | -2.48% | 0.09% |
Limoneira Companyinstitutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of Limoneira Company. The most heavily invested institutionals were:
Global Alpha Capital Management Ltd.: 3.3 M
BlackRock Funding, Inc. /DE: 1.17 M
VANGUARD GROUP INC: 961,863
FIRST WILSHIRE SECURITIES MANAGEMENT INC: 693,212
DIMENSIONAL FUND ADVISORS LP: 510,334
Old West Investment Management, LLC: 470,290
59.35% of Limoneira Company stock is owned by institutional investors.
Institutional investors have bought a total of 12.73 M shares in the last 24 months. This purchase volume represents approximately $294.24 M in transactions.