Alico Ownership | Who Owns Alico?
Alico Ownership Summary
Alico is owned by 53.34% institutional investors, 30.81% insiders, and 15.85% retail investors. Gate city capital management is the largest institutional shareholder, holding 10.87% of ALCO shares. Pacific Ridge Capital Ptnrs Micro Cp Val is the top mutual fund, with 2.36% of its assets in Alico shares.
ALCO Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Alico | 53.34% | 30.81% | 15.85% |
Sector | Consumer Defensive Stocks | 48.72% | 12.99% | 38.29% |
Industry | Farm Stocks | 37.48% | 13.80% | 48.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Gate city capital management | 828.02K | 10.87% | $21.45M |
Blackrock | 472.27K | 6.20% | $12.24M |
Dimensional fund advisors lp | 429.31K | 5.63% | $11.12M |
Cm management | 225.00K | 2.95% | $5.83M |
Towerview | 215.30K | 2.83% | $5.58M |
Pacific ridge capital partners | 206.50K | 2.71% | $5.35M |
Vanguard group | 173.39K | 2.28% | $4.49M |
Geode capital management | 136.17K | 1.79% | $3.53M |
Oak family advisors | 131.25K | 1.72% | $3.40M |
Polar asset management partners | 125.55K | 1.65% | $3.25M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Gate city capital management | 828.02K | 15.69% | $21.45M |
Cm management | 225.00K | 5.35% | $5.83M |
Towerview | 215.30K | 3.66% | $5.58M |
Worth venture partners | 9.84K | 1.89% | $254.90K |
Pacific ridge capital partners | 206.50K | 1.29% | $5.35M |
Acuitas investments | 88.51K | 1.23% | $2.29M |
Oak family advisors | 131.25K | 1.17% | $3.40M |
Redmont wealth advisors | 22.35K | 0.91% | $579.19K |
Bard associates | 53.88K | 0.54% | $1.40M |
Accordant advisory group | 16.48K | 0.40% | $427.02K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Gate city capital management | 828.02K | 15.69% | 94.64K |
Acuitas investments | 88.51K | 1.23% | 14.29K |
Ancora advisors | 16.95K | 0.01% | 13.88K |
Boothbay fund management | 120.28K | 0.07% | 13.09K |
Vanguard group | 173.39K | 0.00% | 12.48K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Franklin resources | - | - | -103.31K |
Polar asset management partners | 125.55K | 0.07% | -50.41K |
M securities | - | - | -24.35K |
Sg capital management | - | - | -23.22K |
Monaco asset management sam | - | - | -21.53K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Mountain lake investment management | 8.00K | 0.22% | 8.00K | $207.28K |
Corebridge financial | 3.82K | 0.00% | 3.82K | $99.05K |
Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $84.31K |
Advisor group | 350.00 | - | 350.00 | $9.07K |
Allspring global investments | 150.00 | - | 150.00 | $3.89K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -2.00 |
Yhb investment advisors | -19.00 |
Comerica bank | -101.00 |
Innealta capital | -169.00 |
Metropolitan life insurance co/ny | -397.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 74 | -7.50% | 4,064,812 | -0.29% | 53 | 1.86% | 37 | 27.59% | 22 | -15.38% |
Mar 31, 2024 | 80 | 3.90% | 4,076,507 | 4.41% | 53 | 2.04% | 29 | -29.27% | 26 | 13.04% |
Dec 31, 2023 | 77 | 13.24% | 3,904,492 | 31.25% | 51 | 3.36% | 41 | 78.26% | 23 | -8.00% |
Sep 30, 2023 | 68 | -5.56% | 2,974,887 | -10.78% | 39 | 2.03% | 23 | -37.84% | 25 | 47.06% |
Jun 30, 2023 | 72 | -2.70% | 3,334,317 | 0.91% | 43 | 2.32% | 37 | 5.71% | 17 | -19.05% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 179.92K | 2.36% | -10.45K |
iShares Russell 2000 ETF | 175.66K | 2.30% | -392.00 |
Adara Smaller Companies | 84.78K | 1.11% | 11.60K |
Vanguard Total Stock Mkt Idx Inv | 71.69K | 0.94% | - |
Fidelity Small Cap Index | 71.06K | 0.93% | -1.51K |
DFA US Micro Cap I | 68.29K | 0.90% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 65.13K | 0.85% | - |
iShares Russell 2000 Value ETF | 63.94K | 0.84% | - |
DFA US Small Cap Value I | 60.32K | 0.79% | - |
DFA US Targeted Value I | 56.87K | 0.75% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 13, 2022 | English Katherine | - | Sell | $32.47K |
May 24, 2022 | Sampel James | Chief Information Officer | Sell | $126.00K |
Oct 13, 2021 | Arlon Valencia Holdings LLC | - | Sell | $18.39K |
Oct 08, 2021 | Arlon Valencia Holdings LLC | - | Sell | $76.38K |
Oct 05, 2021 | Arlon Valencia Holdings LLC | - | Sell | $166.31K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
ALCO Ownership FAQ
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