Filing Research | AVO - MISSION PRODUCE INC Institutional Holdings

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	CUTLER INVESTMENT COUNSEL LLC	Shares	211.8KSH	$2.5M
2	Capital Advantage, Inc.	Shares	26.4KSH	$311.1K
3	Police & Firemen's Retirement System of New Jersey	Shares	16.9KSH	$199.3K
4	SANDERS MORRIS HARRIS LLC	Shares	10.0KSH	$117.9K
5	GAMMA Investing LLC	Shares	3.5KSH	$40.9K
6	Farther Finance Advisors, LLC	Shares	1.0KSH	$11.9K
7	Versant Capital Management, Inc	Shares	715SH	$8.4K
8	SIGNATUREFD, LLC	Shares	414SH	$4.9K
9	SJS Investment Consulting Inc.	Shares	401SH	$4.7K
10	EverSource Wealth Advisors, LLC	Shares	210SH	$2.5K
11	IFP Advisors, Inc	Shares	190SH	$2.2K
12	Fruth Investment Management	Shares	24.0KSH	$282
13	State of Alaska, Department of Revenue	Shares	3.9KSH	$46
14	Fortitude Family Office, LLC	Shares	3SH	$35
15	SBI Securities Co., Ltd.	Shares	1SH	$12

Manager changes2026-06-30 vs 2026-03-31

21 / 21 loaded

#		Instrument
1	Capital Advantage, Inc. new	Shares	+26.4K	+$311.1K	$311.1K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+4.7K	+$31.5K	$199.3K
3	SJS Investment Consulting Inc. new	Shares	+401	+$4.7K	$4.7K
4	Farther Finance Advisors, LLC added	Shares	+416	+$3.7K	$11.9K
5	IFP Advisors, Inc added	Shares	+72	+$616	$2.2K
6	Fruth Investment Management new	Shares	+24.0K	+$282	$282
7	Fortitude Family Office, LLC new	Shares	+3	+$35	$35
8	SBI Securities Co., Ltd. new	Shares	+1	+$12	$12
9	State of Alaska, Department of Revenue added	Shares	+683	+$2	$46
10	Trium Capital LLP exited	Shares	-1	-$14	$0
11	True Wealth Design, LLC exited	Shares	-24	-$331	$0
12	Versant Capital Management, Inc added	Shares	+71	-$431	$8.4K
13	SIGNATUREFD, LLC trimmed	Shares	-194	-$3.5K	$4.9K
14	Spire Wealth Management exited	Shares	-400	-$5.5K	$0
15	EverSource Wealth Advisors, LLC trimmed	Shares	-802	-$11.4K	$2.5K
16	SANDERS MORRIS HARRIS LLC unchanged	Shares	0	-$19.7K	$117.9K
17	GAMMA Investing LLC trimmed	Shares	-1.0K	-$20.8K	$40.9K
18	Diversified Trust Co exited	Shares	-19.4K	-$266.6K	$0
19	Counterpoint Mutual Funds LLC exited	Shares	-21.4K	-$294.3K	$0
20	CUTLER INVESTMENT COUNSEL LLC unchanged	Shares	0	-$417.1K	$2.5M
21	WEDGE CAPITAL MANAGEMENT L L P/NC exited	Shares	-104.8K	-$1.4M	$0