Limoneira Company Ownership | Who Owns Limoneira Company?
Limoneira Company Ownership Summary
Limoneira Company is owned by 59.71% institutional investors, 9.79% insiders, and 30.51% retail investors. Global alpha capital management is the largest institutional shareholder, holding 18.09% of LMNR shares. CC&L Global Alpha - Series A is the top mutual fund, with 8.14% of its assets in Limoneira Company shares.
LMNR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Limoneira Company | 59.71% | 9.79% | 30.51% |
| 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 |
|---|---|---|---|
| Global alpha capital management | 3.20M | 18.09% | $66.67M |
| Blackrock | 1.14M | 6.46% | $23.80M |
| Vanguard group | 941.49K | 5.32% | $19.59M |
| Old west investment management | 746.41K | 4.22% | $15.53M |
| First wilshire securities management | 695.58K | 3.93% | $14.47M |
| Dimensional fund advisors lp | 524.79K | 2.96% | $10.92M |
| Geode capital management | 383.43K | 2.17% | $7.98M |
| State street | 300.38K | 1.70% | $6.25M |
| Gamco investors, inc. et al | 191.43K | 1.08% | $3.98M |
| Fuller & thaler asset management | 152.93K | 0.86% | $3.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Old west investment management | 746.41K | 6.85% | $15.53M |
| Global alpha capital management | 3.20M | 4.86% | $66.67M |
| First wilshire securities management | 695.58K | 4.43% | $14.47M |
| Riverwater partners | 136.03K | 2.10% | $2.83M |
| Teton advisors | 150.80K | 1.31% | $3.14M |
| White pine capital | 105.23K | 0.83% | $2.19M |
| Sfe investment counsel | 60.01K | 0.28% | $1.25M |
| Bulldog investors, llp | 20.00K | 0.16% | $416.20K |
| Quinn opportunity partners | 61.62K | 0.15% | $1.28M |
| Eam investors | 41.43K | 0.14% | $862.08K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global alpha capital management | 3.20M | 4.86% | 196.71K |
| Goldman sachs group | 63.24K | 0.00% | 52.33K |
| Schonfeld strategic advisors | 25.08K | 0.00% | 25.08K |
| Envestnet asset management | 18.03K | 0.00% | 18.03K |
| Jane street group | 17.07K | 0.00% | 17.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | - | - | -59.56K |
| Sg capital management | - | - | -50.05K |
| Janney montgomery scott | - | - | -36.34K |
| Blackrock | 1.14M | 0.00% | -29.02K |
| Jpmorgan chase | 7.11K | - | -19.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Schonfeld strategic advisors | 25.08K | 0.00% | 25.08K | $521.83K |
| Envestnet asset management | 18.03K | 0.00% | 18.03K | $375.17K |
| Jane street group | 17.07K | 0.00% | 17.07K | $355.33K |
| Corebridge financial | 8.90K | 0.00% | 8.90K | $185.31K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $169.29K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Advisor group | -14.00 |
| Householder group estate & retirement specialist | -100.00 |
| Metropolitan life insurance co/ny | -964.00 |
| Sg americas securities | -6.14K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 97 | 3.19% | 10,572,002 | 0.64% | 59 | 1.68% | 36 | 20.00% | 30 | -9.09% |
| Mar 31, 2024 | 94 | -1.05% | 10,505,176 | -0.92% | 59 | 1.65% | 30 | -30.23% | 33 | 32.00% |
| Dec 31, 2023 | 95 | 9.20% | 10,603,006 | 3.48% | 60 | 1.78% | 43 | 13.16% | 25 | 19.05% |
| Sep 30, 2023 | 87 | 4.82% | 10,246,408 | -0.11% | 58 | 1.71% | 38 | -17.39% | 21 | 16.67% |
| Jun 30, 2023 | 83 | 1.22% | 10,257,818 | 11.70% | 58 | 2.13% | 46 | 9.52% | 18 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| CC&L Global Alpha - Series A | 1.47M | 8.14% | -40.12K |
| Global Alpha Global Small Cap | 705.89K | 3.91% | -9.90K |
| First Wilshire US SCV Equities SMA | 597.21K | 3.31% | -2.37K |
| Vanguard Total Stock Mkt Idx Inv | 587.47K | 3.25% | - |
| iShares Russell 2000 ETF | 423.65K | 2.35% | -952.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 254.14K | 1.41% | 5.46K |
| 1290 VT GAMCO Small Company Value IB | 189.43K | 1.05% | - |
| Fidelity Small Cap Index | 171.54K | 0.95% | -6.02K |
| Old West All Cap Opportunity | 160.63K | 0.89% | 15.27K |
| iShares Russell 2000 Value ETF | 156.34K | 0.87% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 29, 2023 | Edwards Harold S | President and CEO | Sell | $15.39K |
| Jun 29, 2023 | PALAMOUNTAIN MARK | CFO and Treasurer | Sell | $7.69K |
| May 30, 2023 | Edwards Harold S | President and CEO | Sell | $16.25K |
| May 30, 2023 | PALAMOUNTAIN MARK | CFO and Treasurer | Sell | $8.12K |
| May 01, 2023 | Edwards Harold S | President and CEO | Sell | $16.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | - | 6 |
| 2023 Q1 | 2 | 6 |
LMNR Ownership FAQ
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