Institutional Ownership Lakeland Bancorp Inc (LBAI)
This table provides information about the institutional ownership of Lakeland Bancorp Inc (LBAI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ergoteles LLC
New York, NY |
Nov 14, 2023 Q3 2023 |
236,989
shares
|
$3.18 Million
4.38% of portfolio
|
Q3 2023
Reduced 37.38%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
218,580
shares
|
$2.94 Million
1.17% of portfolio
|
Q4 2022
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
143,698
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
121,525
shares
|
$1.63 Million
0.6% of portfolio
|
Q3 2023
Added 3.05%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
61,051
shares
|
$819,914
0.06% of portfolio
|
Q2 2022
Reduced 6.08%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
60,705
shares
|
$815,268
0.0% of portfolio
|
Q1 2024
Reduced 47.01%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
50,533
shares
|
$678,658
8.18% of portfolio
|
Q3 2022
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
21,325
shares
|
$286,394
0.01% of portfolio
|
Q4 2022
Reduced 0.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,236
shares
|
$244,909
0.0% of portfolio
|
Q3 2023
Reduced 9.58%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
18,000
shares
|
$241,740
0.01% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,355
shares
|
$233,077
0.01% of portfolio
|
Q4 2023
Reduced 20.69%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
16,198
shares
|
$217,539
0.05% of portfolio
|
Q4 2021
Reduced 0.31%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
16,000
shares
|
$214,880
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,500
shares
|
$141,015
0.0% of portfolio
|
Q2 2021
Reduced 4.21%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
10,354
shares
|
$139,054
0.08% of portfolio
|
Q4 2022
Reduced 0.48%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,051
shares
|
$67,834
0.01% of portfolio
|
Q2 2023
Added 1.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,549
shares
|
$34,233
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
237
shares
|
$3,182
0.0% of portfolio
|
Q2 2022
Reduced 80.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
100
shares
|
$1,343
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
28
shares
|
$376
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7
shares
|
$94
0.0% of portfolio
|
Q2 2023
New holding
|