Lakeland Financial (LKFN) Institutional Ownership

$60.15
-2.49 (-3.98%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$117.42M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$44.27M
Get LKFN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Lakeland Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 KFG Wealth Management LLC15,027$997K0.4%-14.3%0.058%
4/12/2024 Bridge City Capital LLC31,402$2.08M0.8%+0.8%0.121%
4/5/2024 GAMMA Investing LLC461$31K0.0%-48.7%0.002%
3/22/2024PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
3/11/2024Vanguard Group Inc.1,847,688$120.40M0.0%+2.4%7.115%
3/1/2024Goldman Sachs Group Inc.357,088$23.27M0.0%-5.4%1.400%
2/15/2024Comerica Bank16,877$1.10M0.0%+1.7%0.066%
2/13/2024Rafferty Asset Management LLC27,782$1.81M0.0%+42.0%0.109%
2/12/2024Eagle Asset Management Inc.145,447$9.48M0.1%+100.9%0.572%
2/12/2024Hsbc Holdings PLC46,055$3.02M0.0%N/A0.181%
2/9/2024Aigen Investment Management LP4,322$282K0.1%N/A0.017%
2/9/2024Corient Private Wealth LLC11,109$724K0.0%+18.0%0.044%
2/9/2024Wells Fargo & Company MN170,508$11.11M0.0%-2.2%0.670%
2/9/2024PNC Financial Services Group Inc.4,666$304K0.0%-28.4%0.018%
2/8/2024Heartland Advisors Inc.23,699$1.54M0.1%-5.7%0.093%
2/8/2024Goelzer Investment Management Inc.5,940$387K0.0%N/A0.023%
2/8/20241ST Source Bank50,254$3.28M0.2%-3.3%0.198%
2/7/2024Principal Financial Group Inc.132,470$8.63M0.0%-3.3%0.521%
2/7/2024Dimensional Fund Advisors LP781,429$50.92M0.0%+1.4%3.073%
2/7/2024BNP Paribas Financial Markets6,773$441K0.0%-32.0%0.027%
2/7/2024Versor Investments LP4,400$287K0.1%N/A0.017%
2/6/2024Charles Schwab Investment Management Inc.263,434$17.17M0.0%+5.0%1.036%
2/6/2024Fi3 FINANCIAL ADVISORS LLC12,780$833K0.4%-13.6%0.050%
2/6/2024 Sapient Capital LLC3,950$257K0.0%N/A0.016%
2/6/2024 Amalgamated Bank9,334$608K0.0%-5.7%0.037%
2/6/2024SRS Capital Advisors Inc.629$41K0.0%+359.1%0.002%
2/6/2024Natixis Advisors L.P.219,097$14.28M0.0%+66.2%0.862%
2/6/2024Swiss National Bank50,150$3.27M0.0%-10.4%0.197%
2/5/2024Victory Capital Management Inc.1,627,094$106.02M0.1%+12.0%6.398%
2/5/2024Russell Investments Group Ltd.20,683$1.35M0.0%+27.6%0.081%
2/2/2024Truist Financial Corp20,078$1.31M0.0%-9.4%0.079%
2/1/2024 GAMMA Investing LLC899$60K0.0%N/A0.004%
2/1/2024New York State Common Retirement Fund19,168$1.25M0.0%+15.7%0.075%
2/1/2024Illinois Municipal Retirement Fund14,110$919K0.0%-7.5%0.055%
1/31/2024 KFG Wealth Management LLC17,527$1.14M0.5%-22.2%0.069%
1/30/2024Everence Capital Management Inc.3,090$201K0.0%N/A0.012%
1/29/2024 Louisiana State Employees Retirement System12,700$828K0.0%N/A0.050%
1/29/2024 Sapient Capital LLC5,867$382K0.0%N/A0.023%
1/26/2024Mutual of America Capital Management LLC4,451$290K0.0%-88.2%0.018%
1/25/2024Nisa Investment Advisors LLC1,214$79K0.0%+10,016.7%0.005%
Thousands of investors use this no cost solution | Do you? (Ad)

In today’s volatile markets we are all looking for the edge. But imagine tapping into a world where every investment move has the potential to be ahead of the curve. Most investors have heard of the publication Insider Financial. For nearly a decade, they've unlocked doors to opportunities tucked away from the public eye, guiding over a million investors with well researched information before it hits the mainstream media.

Simply tap here now to subscribe and start getting "Insider Financial Advantage"
1/24/2024Mirae Asset Global Investments Co. Ltd.11,506$750K0.0%+6.8%0.045%
1/24/2024 Boston Trust Walden Corp339,586$22.13M0.2%+5.2%1.335%
1/23/2024DAVENPORT & Co LLC12,728$829K0.0%-14.7%0.050%
1/19/2024 Copeland Capital Management LLC728,974$47.50M1.0%-1.0%2.867%
1/19/2024 State of Alaska Department of Revenue15,646$1.02M0.0%-1.2%0.062%
1/18/2024 Uncommon Cents Investing LLC16,076$1.05M0.3%-5.8%0.063%
1/17/2024Monarch Capital Management Inc.163,505$10.65M3.2%-2.1%0.643%
1/17/2024 Assenagon Asset Management S.A.18,211$1.19M0.0%-74.3%0.072%
1/16/2024 Raymond James Financial Services Advisors Inc.4,191$273K0.0%N/A0.016%
1/16/2024 Raymond James & Associates40,160$2.62M0.0%+1.8%0.158%
1/16/2024 Legato Capital Management LLC9,475$617K0.1%+40.0%0.037%
1/12/2024SG Americas Securities LLC2,922$190K0.0%-78.8%0.011%
1/12/2024Rosenthal Henry Capital Advisors Inc.59,939$3.91M4.5%-5.8%0.236%
1/11/2024 Moody National Bank Trust Division3,588$234K0.0%N/A0.014%
12/18/2023Vanguard Group Inc.1,804,826$85.66M0.0%+0.1%7.097%
12/6/2023Citigroup Inc.20,585$977K0.0%-41.0%0.081%
11/30/2023American Century Companies Inc.105,703$5.02M0.0%+18.2%0.416%
11/16/2023 Revisor Wealth Management LLC4,465$212K0.2%N/A0.018%
11/15/2023GSA Capital Partners LLP23,201$1.10M0.1%+118.0%0.091%
11/15/2023Kennedy Capital Management LLC113,114$5.37M0.1%+41.0%0.445%
11/14/2023Synovus Financial Corp4,268$203K0.0%N/A0.017%
11/13/2023Natixis Advisors L.P.131,797$6.26M0.0%-35.3%0.518%
11/13/2023Eagle Asset Management Inc.72,402$3.44M0.0%+0.6%0.285%
11/13/2023Personal CFO Solutions LLC4,522$215K0.0%N/A0.018%
11/13/2023Kayne Anderson Rudnick Investment Management LLC1,013,340$48.09M0.1%-4.6%3.985%
11/13/2023Algert Global LLC14,596$693K0.0%-59.0%0.057%
11/13/2023Northern Trust Corp463,234$21.99M0.0%+2.8%1.822%
11/13/2023Stifel Financial Corp68,425$3.25M0.0%+12.8%0.269%
11/13/2023Fuller & Thaler Asset Management Inc.349,004$16.56M0.1%-0.4%1.372%
11/13/2023WINTON GROUP Ltd7,060$335K0.0%-18.9%0.028%
11/13/2023FMR LLC74,796$3.55M0.0%+28.5%0.294%
11/13/2023Timucuan Asset Management Inc. FL187,161$8.88M0.4%+6.0%0.736%
11/13/2023Envestnet Asset Management Inc.202,426$9.61M0.0%+55.9%0.796%
11/13/2023Rafferty Asset Management LLC19,564$929K0.0%-29.5%0.077%
11/13/2023PNC Financial Services Group Inc.6,516$309K0.0%+4.1%0.026%
11/9/2023Fi3 FINANCIAL ADVISORS LLC14,788$702K0.4%-6.5%0.058%
11/9/2023Rhumbline Advisers90,330$4.29M0.0%-0.5%0.355%
11/9/20231ST Source Bank51,964$2.47M0.2%-1.8%0.204%
11/9/2023Deutsche Bank AG12,521$594K0.0%+19.4%0.049%
11/9/2023Citigroup Inc.20,585$977K0.0%-41.0%0.081%
11/9/2023Skandinaviska Enskilda Banken AB publ16,000$759K0.0%-17.1%0.063%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,003$807K0.0%-40.9%0.067%
11/9/2023Texas Permanent School Fund Corp21,600$1.03M0.0%-3.5%0.085%
11/9/2023Mutual of America Capital Management LLC37,749$1.79M0.0%-6.2%0.148%
11/9/2023Neumeier Poma Investment Counsel LLC301,632$14.32M1.4%+3.4%1.186%
11/8/2023Aptus Capital Advisors LLC47,258$2.24M0.1%-16.9%0.186%
11/8/2023HighTower Advisors LLC11,081$528K0.0%-34.2%0.044%
11/8/2023Charles Schwab Investment Management Inc.250,948$11.91M0.0%+4.9%0.987%
11/8/2023Swiss National Bank55,950$2.66M0.0%-0.9%0.220%
11/8/2023Heartland Advisors Inc.25,132$1.19M0.1%N/A0.099%
The A.I. story nobody is telling you (Read ASAP) (Ad)

There's been a lot of buzz surrounding A.I. over the past year... Most of it is just hype and speculation. But there's one recent A.I. development you NEED to hear about...

Click here to see Louis' new video for yourself.
11/8/2023 Amalgamated Bank9,903$470K0.0%-3.2%0.039%
11/8/2023J.P. Morgan Private Wealth Advisors LLC7,559$359K0.0%-5.8%0.030%
11/8/2023Keybank National Association OH10,579$502K0.0%+16.4%0.042%
11/7/2023Quantbot Technologies LP4,206$200K0.0%-21.1%0.017%
11/7/2023New York State Common Retirement Fund16,570$786K0.0%-51.7%0.065%
11/7/2023Barclays PLC38,326$1.82M0.0%-3.1%0.151%
11/6/2023Illinois Municipal Retirement Fund15,259$724K0.0%N/A0.060%
11/6/2023 Assenagon Asset Management S.A.70,843$3.36M0.0%+25.4%0.279%
11/6/2023Victory Capital Management Inc.1,452,481$68.94M0.1%+26.1%5.711%
11/2/2023Monarch Capital Management Inc.167,096$7.93M2.5%-0.6%0.657%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 166 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were BlackRock Inc. ($271.89M), Vanguard Group Inc. ($120.40M), Victory Capital Management Inc. ($106.02M), Neuberger Berman Group LLC ($104.22M), Dimensional Fund Advisors LP ($50.92M), Kayne Anderson Rudnick Investment Management LLC ($48.09M), and Copeland Capital Management LLC ($47.50M).Learn more on LKFN's institutional investors.

What percentage of Lakeland Financial stock is owned by institutional investors?

81.15% of Lakeland Financial stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial stock?

Of the 140 institutional investors that purchased Lakeland Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($814.69K), Kayne Anderson Rudnick Investment Management LLC ($238.50K), Silvercrest Asset Management Group LLC ($236.68K), Copeland Capital Management LLC ($236.23K), Natixis Advisors L.P. ($177.13K), Assenagon Asset Management S.A. ($143.79K), and Envestnet Asset Management Inc. ($142.29K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 3,800,496 shares in the last 24 months. This purchase volume represents approximately $230.42M in transactions.

Which Lakeland Financial major shareholders have been selling company stock?

Of the 105 institutional investors that sold Lakeland Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($458.07K), Victory Capital Management Inc. ($249.49K), ProShare Advisors LLC ($133.12K), Natixis Advisors L.P. ($125.43K), Kayne Anderson Rudnick Investment Management LLC ($92.09K), Boston Trust Walden Corp ($86.01K), and Neumeier Poma Investment Counsel LLC ($82.93K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 2,161,992 shares in the last 24 months. This volume of shares sold represents approximately $140.70M in transactions.


This page (NASDAQ:LKFN) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners