Ownership Profile

Shareholder Breakdown
  Holders Values ($) % O/S Shares
Institution 105 119.54 43.51 6,193,651
Mutual Fund 129 34.23 11.75 1,672,155

Institutional Shareholder Rotation
  Holders Values Change ($) % O/S Shares Change
Buyers 43 7.90 2.66 378,391
Sellers 40 -10.77 3.63 -517,070
Net -- -2.87 0.97 -138,679

Institutional Shareholder Concentration
  Values ($) % O/S Shares
Top 10 Inst. 82 30.21 4,301,073
Top 20 Inst. 100.84 37.01 5,269,523
Top 50 Inst. 117.24 42.71 6,080,776
Total Inst. 117.24 42.71 6,080,776

Institutional Shareholder Style
  Holders Values ($) % O/S Shares
Index 18 35 11.65 1,658,823
AggresGr 1 3 0.96 136,590
CoreGrowth 18 14 4.68 666,817
Growth 1 0 0.05 7,214
IncomeValue 3 1 0.47 67,348
Yield 1 0 0.00 130
BrokerDealer 10 1 0.42 60,264
GARP 12 4 1.31 186,101
HedgeFund 5 4 1.41 201,293
Specialty 1 0 0.01 1,244
CoreValue 5 3 1.10 156,109
DeepValue 3 1 0.31 44,458
Momentum 1 0 0.00 432

Top Holders: Institutional Investor
  Shares Held % O/S Shares Change Filing Date
Calavo Growers, Inc. 1,728,570 12.14 0 01/31/2017
BlackRock Institutional Trust Company, N.A. 548,891 3.86 3,936 03/31/2017
Global Alpha Capital Management Ltd. 528,797 3.71 120,078 03/31/2017
The Vanguard Group, Inc. 489,206 3.44 18,774 03/31/2017
New Jersey Division of Investment 256,000 1.80 7,000 03/31/2017
State Street Global Advisors (US) 172,289 1.21 6,589 03/31/2017
Teague Alex M 156,247 1.10 0 01/31/2017
First Wilshire Securities Management, Inc. 142,577 1.00 47,096 03/31/2017
Dimensional Fund Advisors, L.P. 140,181 0.98 26,553 03/31/2017
Chess (Elizabeth Blanchard) 138,315 0.97 138,315 01/31/2017
Michaelis (Ronald L) 138,014 0.97 -5,347 01/31/2017
Teton Advisors, Inc. 136,590 0.96 24,470 03/31/2017
Northern Trust Investments, Inc. 127,475 0.90 -562 03/31/2017
Fuller & Thaler Asset Management Inc. 100,600 0.71 20,100 03/31/2017
Otter Creek Management, Inc. 93,132 0.65 -6,586 09/30/2015
Renaissance Technologies LLC 88,200 0.62 -48,200 03/31/2017
Geode Capital Management, L.L.C. 85,463 0.60 7,675 03/31/2017
Everett Harris & Co. 69,075 0.49 -820 03/31/2017
Cole (Lecil E) 65,577 0.46 1,557 01/31/2017
Edwards (Harold S) 64,324 0.45 -2,793 01/31/2017
Sawyer (Robert M) 57,715 0.41 2,776 01/31/2017
TIAA Global Asset Management 53,781 0.38 -2,274 03/31/2017
Zacks Investment Management, Inc. 51,978 0.37 4,391 03/31/2017
BlackRock Asset Management Canada Limited 51,174 0.36 2,802 03/31/2017
Morgan Stanley Wealth Management 51,000 0.36 1,554 03/31/2017
California Public Employees' Retirement System 43,000 0.30 0 03/31/2017
BlackRock Investment Management, LLC 42,804 0.30 -717 03/31/2017
Charles Schwab Investment Management, Inc. 40,449 0.28 2,052 03/31/2017
BNY Mellon Asset Management 37,665 0.26 -22 03/31/2017
Intrinsic Edge Capital Management, LLC 35,153 0.25 35,153 03/31/2017
Mellon Capital Management Corporation 34,441 0.24 1,048 03/31/2017
Investors Capital Advisory Services 28,974 0.20 0 06/30/2016
Kimball (Gordon E) 26,054 0.18 3,305 01/31/2017
SFE Investment Counsel, Inc. 25,513 0.18 0 03/31/2017
First Interstate Bank 25,000 0.18 0 03/31/2017
Bank of America Merrill Lynch (US) 24,234 0.17 621 03/31/2017
California State Teachers Retirement System 23,594 0.17 -600 03/31/2017
Municipal Employees' Retirement System of Michigan 16,220 0.11 0 03/31/2017
T. Rowe Price Associates, Inc. 15,878 0.11 15,878 03/31/2017
Morgan Stanley & Co. LLC 15,809 0.11 -18,329 03/31/2017
Rumley (Joseph D) 15,655 0.11 0 01/31/2017
Two Sigma Investments, LP 15,142 0.11 -21,965 03/31/2017
Slater (Scott S) 13,645 0.10 3,819 01/31/2017
Rhumbline Advisers Ltd. Partnership 13,293 0.09 549 03/31/2017
New York State Common Retirement Fund 10,501 0.07 1 03/31/2017
Metropolitan Life Insurance Co. (US) 8,975 0.06 -92 03/31/2017
BlackRock Financial Management, Inc. 8,920 0.06 1,558 03/31/2017
Northern Trust Global Investments 8,688 0.06 1,152 03/31/2017
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 8,072 0.06 -528 11/30/2016
Wells Fargo Bank, N.A. 7,926 0.06 0 03/31/2017

Ownership data is provided by Thomson Reuters, a third party service, and Limoneira does not maintain or provide information directly to this service.