Vault-13

LIMONEIRA CO LMNR

COM · Common Stock · CUSIP 532746104 · ISIN US5327461043

Public limited agribusiness and real estate development company

106 institutional holders -1 vs Q3 2024
10,400,26810.4m shares reported held*
57.5% of all shares outstanding*
$254.4mreported value*
6 new 38 added 24 reduced 11 sold out net sold ≈ $3.8m (-156.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($88.1k this quarter). Holder counts are more reliable. Shares outstanding: 18.1m as of 2024-11-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $24.46. Options: 4 managers hold calls ($304.9k notional), 4 hold puts ($104.4k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 74Q1 23: 79Q2 23: 84Q3 23: 89Q4 23: 94Q1 24: 92Q2 24: 96Q3 24: 107Q4 24: 106106Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202267
Q4 202274
Q1 202379
Q2 202384
Q3 202389
Q4 202394
Q1 202492
Q2 202496
Q3 2024107
Q4 2024106

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q1 23: 44 bought or addedQ1 23: 29 cut or sold outQ2 23: 46 bought or addedQ2 23: 36 cut or sold outQ2 23Q3 23: 38 bought or addedQ3 23: 27 cut or sold outQ4 23: 44 bought or addedQ4 23: 30 cut or sold outQ4 23Q1 24: 28 bought or addedQ1 24: 43 cut or sold outQ2 24: 37 bought or addedQ2 24: 38 cut or sold outQ2 24Q3 24: 49 bought or addedQ3 24: 32 cut or sold outQ4 24: 44 bought or addedQ4 24: 35 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234429
Q2 20234636
Q3 20233827
Q4 20234430
Q1 20242843
Q2 20243738
Q3 20244932
Q4 20244435

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ1 24 calls: $429.6kQ1 24 puts: $709.6kQ1 24P/C 1.65Q2 24 calls: $320.0kQ2 24 puts: $973.9kQ2 24P/C 3.04Q3 24 calls: $2.2mQ3 24 puts: $371.0kQ3 24P/C 0.17Q4 24 calls: $304.9kQ4 24 puts: $104.4kQ4 24P/C 0.34
Numbers
QuarterCallsPutsP/C
Q1 2024$429.6k$709.6k1.65
Q2 2024$320.0k$973.9k3.04
Q3 2024$2.2m$371.0k0.17
Q4 2024$304.9k$104.4k0.34

Biggest buyers

SCOGGIN MANAGEMENT LP Added +67,926+67.9k
Robertson Stephens Wealth Management, LLC Added +60,010+60.0k
Riverwater Partners LLC Added +55,736+55.7k
Sowell Financial Services LLC New +39,160+39.2k
JPMORGAN CHASE & CO Added +20,384+20.4k
GOLDMAN SACHS GROUP INC Added +19,077+19.1k
Atom Investors LP New +16,727+16.7k
Squarepoint Ops LLC Added +11,310+11.3k
DIMENSIONAL FUND ADVISORS LP Added +11,304+11.3k
Covestor Ltd Added +10,289+10.3k

Biggest sellers

FIRST WILSHIRE SECURITIES MANAGEMENT INC Reduced -165,982-166.0k
Schonfeld Strategic Advisors LLC Reduced -81,289-81.3k
Old West Investment Management, LLC Reduced -36,603-36.6k
Global Alpha Capital Management Ltd. Reduced -35,522-35.5k
MORGAN STANLEY Reduced -32,101-32.1k
Informed Momentum Co LLC Sold out -30,879-30.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -25,697-25.7k
SIMPLEX TRADING, LLC Sold out -24,861-24.9k
Campbell & CO Investment Adviser LLC Sold out -23,123-23.1k
JANE STREET GROUP, LLC Sold out -16,651-16.7k

Biggest calls

SCOGGIN MANAGEMENT LP Reduced $300.9k12.3k shares
SIMPLEX TRADING, LLC New $4.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
Covestor Ltd Reduced $02 shares

Biggest puts

GROUP ONE TRADING LLC New $95.4k3.9k shares
SIMPLEX TRADING, LLC New $9.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
Covestor Ltd New $018 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Global Alpha Capital Management Ltd. 13G · institution filed 2026-02-09 16.2% 2.9m≈ $38.4m 2026-02-09

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 23: 1 buyingQ1 23: 2 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20231$100.0k2$205.7k—
Q2 20230—2$72.9k—
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Global Alpha Capital Management Ltd. 5.79% of their portfolio MONTREAL, A8 3,264,1813.3m $79.8m $79.8m 5.79% Reduced -35.5k -35,522
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,178,8741.2m $28.8m $28.8m 0.00% Added +7.0k +6,974
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 946,002946.0k $23.1m $23.1m 0.00% Reduced -15.9k -15,861
4 FIRST WILSHIRE SECURITIES MANAGEMENT INC 3.50% of their portfolio PASADENA, CA 527,230527.2k $12.9m $12.9m 3.50% Reduced -166.0k -165,982
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 521,638521.6k $12.8m $12.8m 0.00% Added +11.3k +11,304
6 Old West Investment Management, LLC 4.30% of their portfolio Los Angeles, CA 433,687433.7k $10.6m $10.6m 4.30% Reduced -36.6k -36,603
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 373,115373.1k $9.1m $9.1m 0.00% Reduced -2.0k -1,957
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 315,920315.9k $7.8m $7.8m 0.00% Added +4.5k +4,532
9 Riverwater Partners LLC 3.05% of their portfolio Milwaukee, WI 256,159256.2k $6.3m $6.3m 3.05% Added +55.7k +55,736
10 GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio GREENWICH, CT 191,000191.0k $4.7m $4.7m 0.05% Reduced -432 -432
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 155,495155.5k $3.8m $3.8m 0.00% Added +9.5k +9,486
12 SCOGGIN MANAGEMENT LP 1.77% of their portfolio NEW YORK, NY 137,500137.5k $3.4m $3.4m 1.77% Added +67.9k +67,926
13 Teton Advisors, Inc. 1.69% of their portfolio Rye, NY 135,000135.0k $3.3m $3.3m 1.69% Reduced -9.2k -9,200
14 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 122,800122.8k $3.0m $3.0m 0.02% Unchanged
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 120,532120.5k $2.9m $2.9m 0.00% Added +3.9k +3,932
16 WHITE PINE CAPITAL LLC 0.94% of their portfolio BLOOMINGTON, MN 114,172114.2k $2.8m $2.8m 0.94% Reduced -573 -573
17 Federation des caisses Desjardins du Quebec 0.01% of their portfolio LEVIS, A8 109,184109.2k $2.7m $2.7m 0.01% Reduced -8.7k -8,700
18 Robertson Stephens Wealth Management, LLC 0.09% of their portfolio San Francisco, CA 101,460101.5k $2.5m $2.5m 0.09% Added +60.0k +60,010
19 AXA S.A. 0.01% of their portfolio PARIS, I0 76,07876.1k $1.9m $1.9m 0.01% Reduced -859 -859
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 73,37273.4k $1.8m $1.8m 0.00% Reduced -32.1k -32,101
21 Rathbones Group PLC 0.01% of their portfolio Liverpool, X0 73,36073.4k $1.8m $1.8m 0.01% Unchanged
22 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,05567.1k $1.6m $1.6m 0.00% Added +19.1k +19,077
23 Quinn Opportunity Partners LLC 0.12% of their portfolio CHARLOTTESVILLE, VA 66,02866.0k $1.6m $1.6m 0.12% Added +4.4k +4,407
24 SFE Investment Counsel 0.31% of their portfolio LOS ANGELES, CA 60,01060.0k $1.5m $1.5m 0.31% Unchanged
25 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 58,00558.0k $1.4m $1.4m 0.00% Unchanged
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 47,38647.4k $1.2m $1.2m 0.00% Unchanged
27 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 46,94546.9k $1.1m $1.1m 0.02% Added +9.9k +9,946
28 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 40,00040.0k $919.6k $919.6k 0.03% Unchanged
29 Sowell Financial Services LLC 0.05% of their portfolio NORTH LITTLE ROCK, AR 39,16039.2k $957.9k $957.9k 0.05% New
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 38,55638.6k $943.1k $943.1k 0.00% Added +20.4k +20,384
31 Baker Ellis Asset Management LLC 0.13% of their portfolio Vancouver, WA 35,48635.5k $868.0k $868.0k 0.13% Added +4.7k +4,736
32 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 33,98534.0k $831.3k $831.3k 0.00% Unchanged
33 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 32,16032.2k $786.6k $786.6k 0.00% Added +4.8k +4,826
34 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 31,65731.7k $774.3k $774.3k 0.01% Reduced -183 -183
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,01329.0k $709.7k $709.7k 0.00% Added +6.5k +6,513
36 EVERETT HARRIS & CO /CA/ 0.01% of their portfolio LOS ANGELES, CA 28,08928.1k $687.1k $687.1k 0.01% Unchanged
37 NJ State Employees Deferred Compensation Plan 0.08% of their portfolio TRENTON, NJ 28,00028.0k $684.9k $684.9k 0.08% Unchanged
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,54725.5k $624.9k $624.9k 0.00% Added +500 +500
39 First Interstate Bank 0.04% of their portfolio Billings, MT 25,00025.0k $611.5k $611.5k 0.04% Unchanged
40 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,89524.9k $608.9k $608.9k 0.00% Added +3.2k +3,187
41 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 24,29124.3k $594.2k $594.2k 0.00% Unchanged
42 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 22,93522.9k $561.0k $561.0k 0.00% Added +11.3k +11,310
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,87422.9k $559.5k $559.5k 0.00% Reduced -1.2k -1,166
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,75820.8k $507.7k $507.7k 0.00% Added +295 +295
45 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 20,75620.8k $507.5k $507.5k 0.01% Unchanged
46 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 20,60620.6k $504.0k $504.0k 0.00% Reduced -81.3k -81,289
47 Covestor Ltd 0.31% of their portfolio LONDON, X0 20,00620.0k $489.0k $489.0k 0.31% Added +10.3k +10,289
48 Bulldog Investors, LLP 0.13% of their portfolio SADDLE BROOK, NJ 20,00020.0k $489.2k $489.2k 0.13% Unchanged
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,61519.6k $479.8k $479.8k 0.00% Added +2.1k +2,116
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 17,95618.0k $439.2k $439.2k 0.00% Added +4.9k +4,897
51 Atom Investors LP 0.05% of their portfolio AUSTIN, TX 16,72716.7k $409.1k $409.1k 0.05% New
52 Inspire Investing, LLC 0.04% of their portfolio MERIDIAN, ID 16,27916.3k $398.2k $398.2k 0.04% Added +617 +617
53 Parvin Asset Management, LLC 0.38% of their portfolio SIOUX FALLS, SD 14,57514.6k $356.5k $356.5k 0.38% First filing
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,32514.3k $350.4k $350.4k 0.00% Reduced -25.7k -25,697
55 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,38013.4k $327.3k $327.3k 0.00% Added +3.0k +3,033
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,75612.8k $312.0k $312.0k 0.00% Added +703 +703
57 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 11,87611.9k $291.4k $291.4k 0.01% Unchanged
58 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 10,26510.3k $251.1k $251.1k 0.00% Unchanged
59 De Lisle Partners LLP 0.04% of their portfolio POOLE, X0 10,16310.2k $248.6k $248.6k 0.04% Unchanged
60 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,5049.5k $232.5k $232.5k 0.00% Added +380 +380
61 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 8,7408.7k $213.0k $213.0k 0.00% Reduced -1.4k -1,380
62 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 8,2298.2k $201.3k $201.3k 0.00% Reduced -621 -621
63 Legacy Capital Group California, Inc. 0.06% of their portfolio LOS GATOS, CA 8,1868.2k $200.2k $200.2k 0.06% Added +396 +396
64 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 7,0487.0k $172.4k $172.4k 0.00% Unchanged
65 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 6,9246.9k $169.0k $169.0k 0.00% Added +1.2k +1,160
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,1716.2k $151.0k $151.0k 0.00% Added +523 +523
67 McIlrath & Eck, LLC 0.02% of their portfolio ARLINGTON, WA 4,8704.9k $119.1k $119.1k 0.02% Unchanged
68 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,6003.6k $88.1k $88.1k 0.00% First filing
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,2003.2k $78.3k $78.3k 0.00% Unchanged
70 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 2,5812.6k $63.0k $63.0k 0.00% Added +1.1k +1,127
71 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,5502.5k $62.4k $62.4k 0.00% Added +2.5k +2,476
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,2662.3k $55.4k $55.4k 0.00% Reduced -1.2k -1,220
73 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4661.5k $35.9k $35.9k 0.00% Unchanged
74 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4461.4k $35.4k $35.4k 0.00% Unchanged
75 Byrne Asset Management LLC 0.02% of their portfolio KINGSTON, NJ 1,4401.4k $35.2k $35.2k 0.02% Added +340 +340
76 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 1,2911.3k $31.6k $31.6k 0.00% Reduced -1.3k -1,267
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,1991.2k $29.3k $29.3k 0.00% Unchanged
78 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,0201.0k $25.0k $25.0k 0.00% Unchanged
79 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,0001.0k $24.4k $24.4k 0.00% Unchanged
80 Annis Gardner Whiting Capital Advisors, LLC 0.01% of their portfolio TAMPA, FL 937937 $23.0k $23.0k 0.01% Unchanged
81 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 755755 $18.5k $18.5k 0.00% Reduced -374 -374
82 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 703703 $17.2k $17.2k 0.00% Added +20 +20
83 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 590590 $14.0k $14.0k 0.00% Unchanged
84 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 531531 $13.0k $13.0k 0.00% Added +470 +470
85 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 487487 $11.9k $11.9k 0.00% Added +352 +352
86 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 461461 $11.3k $11.3k 0.00% Added +183 +183
87 FMR LLC 0.00% of their portfolio BOSTON, MA 335335 $8.2k $8.2k 0.00% Reduced -6 -6
88 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 332332 $8.1k $8.1k 0.00% Reduced -369 -369
89 Spartan Fund Management Inc. 0.03% of their portfolio TORONTO, ONTARIO, Z4 321321 $7.9k $7.9k 0.03% Unchanged
90 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 316316 $7.7k $7.7k 0.00% First filing
91 COMERICA BANK 0.00% of their portfolio DALLAS, TX 248248 $6.1k $6.1k 0.00% Unchanged
92 BFSG, LLC 0.00% of their portfolio IRVINE, CA 222222 $5.4k $5.4k 0.00% Reduced -1.5k -1,500
93 R Squared Ltd 0.00% of their portfolio HONG KONG, K3 200200 $4.9k $4.9k 0.00% First filing
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 147147 $4.0k $4.0k 0.00% Added +36 +36
95 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 140140 $3.0k $3.0k 0.00% Reduced -3.9k -3,949
96 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 107107 $2.6k $2.6k 0.00% Added +35 +35
97 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 100100 $2.0k $2.0k 0.00% Unchanged
98 Householder Group Estate & Retirement Specialist, LLC 0.00% of their portfolio SCOTTSDALE, AZ 100100 $2.0k $2.0k 0.00% New
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 7777 $1.7k $1.7k 0.00% Unchanged
100 SIERRA OCEAN, LLC 0.00% of their portfolio RIPON, CA 6767 $1.6k $1.6k 0.00% First filing