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Disclosery

LOCL LOCAL BOUNTI CORP

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COM NEW (common), issuer CIK 1840780

21 managers (21 13F filers) reported a position in LOCL shares at 2025-06-30, 850,946 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
21
New
2
Added
6
Reduced
0
Sold out
2
Shares held by filers
850,946

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
VALIASEK KATHLEENdirector, officer (President and CEO)2026-10-02-118,720 S$1.06Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cresset Asset Management, LLC214,233$501K<0.01%013F-HR/ATimeline
BBR PARTNERS, LLC194,696$456K0.03%+165,40313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC184,141$431K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC118,993$278K<0.01%013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC36,850$86.3K<0.01%+94513F-HRTimelineGroup
PINNACLE ASSOCIATES LTD30,845$72.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,510$64.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,985$39.7K<0.01%+16,69413F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC16,538$38.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC3,816$8.93K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,488$5.82K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,417$5.66K<0.01%+1,30413F-HRTimelineGroup
MAI Capital Management461$1.08K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS279$653<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.262$613<0.01%+513F-HRTimeline
Allworth Financial LP192$450<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153$358<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66$154<0.01%+2613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20$46<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1$2<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • VALIASEK KATHLEEN sold 118,720 LOCL shares on 2026-10-02, Form 4 filed 2026-10-06. 0001193125-26-415525

    Accepted , ingested