Filing Research | LMNR - LIMONEIRA CORP NPV Common Stock Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Rathbones Group PLC	Shares	73.4KSH	$963.2K
2	Marquette Asset Management, LLC	Shares	46.3KSH	$608.4K
3	Sowell Financial Services LLC	Shares	39.2KSH	$514.2K
4	FIRST INTERSTATE BANK	Shares	25.0KSH	$328.3K
5	Abel Hall, LLC	Shares	13.3KSH	$174.1K
6	Police & Firemen's Retirement System of New Jersey	Shares	3.6KSH	$47.3K
7	Versant Capital Management, Inc	Shares	3.2KSH	$41.4K
8	MassMutual Private Wealth & Trust, FSB	Shares	379SH	$5.0K
9	GAMMA Investing LLC	Shares	303SH	$4.0K
10	EverSource Wealth Advisors, LLC	Shares	73SH	$958
11	SBI Securities Co., Ltd.	Shares	50SH	$657
12	True Wealth Design, LLC	Shares	21SH	$276
13	Farther Finance Advisors, LLC	Shares	12SH	$157
14	SJS Investment Consulting Inc.	Shares	6SH	$79
15	IFP Advisors, Inc	Shares	2SH	$26
16	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$26

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

18 / 18 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+46.3K	+$608.4K	$608.4K
2	Abel Hall, LLC new	Shares	+13.3K	+$174.1K	$174.1K
3	GAMMA Investing LLC added	Shares	+182	+$2.4K	$4.0K
4	True Wealth Design, LLC added	Shares	+13	+$168	$276
5	EverSource Wealth Advisors, LLC added	Shares	+13	+$153	$958
6	Farther Finance Advisors, LLC added	Shares	+9	+$117	$157
7	SJS Investment Consulting Inc. added	Shares	+5	+$65	$79
8	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$26	$26
9	IFP Advisors, Inc trimmed	Shares	-1	-$14	$26
10	SBI Securities Co., Ltd. trimmed	Shares	-4	-$68	$657
11	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$110	$5.0K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$1.0K	$47.3K
13	Versant Capital Management, Inc trimmed	Shares	-46	-$1.5K	$41.4K
14	FIRST INTERSTATE BANK unchanged	Shares	0	-$7.3K	$328.3K
15	Sowell Financial Services LLC unchanged	Shares	0	-$11.4K	$514.2K
16	Byrne Asset Management LLC exited	Shares	-12.7K	-$170.0K	$0
17	Baker Ellis Asset Management LLC exited	Shares	-18.8K	-$252.3K	$0
18	Rathbones Group PLC trimmed	Shares	-73.4K	-$1.0M	$963.2K

Filing Research | LMNR - LIMONEIRA CORP NPV Common Stock Institutional Holdings