Lakeland Financial Corp LKFN
We take great care to ensure that the data presented and summarized in this overview for LAKELAND FINANCIAL CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LKFN
View all-
Black Rock Inc. New York, NY3.67MShares$210 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA1.88MShares$107 Million0.0% of portfolio
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Neuberger Berman Group LLC New York, NY1.51MShares$86.5 Million0.08% of portfolio
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State Street Corp Boston, MA1.35MShares$77.5 Million0.0% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.02MShares$58.6 Million0.01% of portfolio
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Victory Capital Management Inc917KShares$52.5 Million0.04% of portfolio
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Silvercrest Asset Management Group LLC New York, NY882KShares$50.5 Million0.37% of portfolio
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Dimensional Fund Advisors LP Austin, TX732KShares$41.9 Million0.01% of portfolio
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Copeland Capital Management, LLC652KShares$37.3 Million0.89% of portfolio
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Geode Capital Management, LLC Boston, MA622KShares$35.6 Million0.0% of portfolio
Latest Institutional Activity in LKFN
Top Purchases
Top Sells
About LKFN
Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services. The company accepts various deposit products, such as noninterest bearing, interest-bearing checking, savings, money market, NOW, and demand deposits. Its loan products include commercial and industrial, commercial real estate and multi-family residential, agri-business and agricultural, consumer 1-4 family mortgage, and other consumer loans. The company also offers retail and merchant credit card services; corporate treasury management, wealth advisory, and trust services; retail brokerage services, including various financial and investment products, such as annuities and life insurance; and mobile business banking and on-line treasury management services. It serves commercial real estate, manufacturing, agriculture, construction, retail, wholesale, finance and insurance, accommodation and food services, and health care industries. As of December 31, 2021, the company operated 51 offices in fifteen counties, including 45 offices in northern Indiana and six offices in central Indiana. Lakeland Financial Corporation was founded in 1872 and is headquartered in Warsaw, Indiana.
Insider Transactions at LKFN
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 08
2025
|
Robert E Bartels Jr Director |
BUY
Open market or private purchase
|
Direct |
296
+0.99%
|
$19,832
$67.77 P/Share
|
|
Sep 05
2025
|
Robert E Bartels Jr Director |
SELL
Bona fide gift
|
Direct |
296
-1.0%
|
-
|
|
Aug 25
2025
|
Eric H Ottinger Executive Vice President |
SELL
Open market or private sale
|
Direct |
4,635
-12.56%
|
$310,545
$67.07 P/Share
|
|
Jul 30
2025
|
Kyra E Clark Senior Vice President |
SELL
Open market or private sale
|
Direct |
300
-3.03%
|
$20,100
$67.0 P/Share
|
|
Jul 29
2025
|
Lisa M O'Neill EVP & CFO |
SELL
Open market or private sale
|
Direct |
2,500
-3.4%
|
$165,000
$66.89 P/Share
|
|
Jul 08
2025
|
Blake Augsburger Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+3.45%
|
-
|
|
Jul 08
2025
|
Brian J Smith Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+1.54%
|
-
|
|
Jul 08
2025
|
M Scott Welch Director |
BUY
Grant, award, or other acquisition
|
Indirect |
650
+0.32%
|
-
|
|
Jul 08
2025
|
Melinda Jo Truex Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+1.8%
|
-
|
|
Jul 08
2025
|
Robert E Bartels Jr Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+2.14%
|
-
|
|
Jul 08
2025
|
Daniel Brian Starr Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+50.0%
|
-
|
|
Jul 08
2025
|
Faraz Abbasi Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+11.11%
|
-
|
|
Jul 08
2025
|
Darrianne P Christian Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+6.05%
|
-
|
|
Jul 08
2025
|
Bradley J Toothaker Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+2.51%
|
-
|
|
Jul 08
2025
|
Steven D Ross Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+2.3%
|
-
|
|
Jul 08
2025
|
Emily E Pichon Director |
BUY
Grant, award, or other acquisition
|
Direct |
650
+3.23%
|
-
|
|
Jun 11
2025
|
Melinda Jo Truex Director |
BUY
Acquisition or disposition by will or laws
|
Direct |
18,328
+34.48%
|
-
|
|
May 22
2025
|
Melinda Jo Truex Director |
BUY
Open market or private purchase
|
Direct |
8,309
+33.48%
|
$498,540
$60.11 P/Share
|
|
May 06
2025
|
Stephanie R Leniski Executive Vice President |
SELL
Open market or private sale
|
Direct |
1,000
-16.1%
|
$59,000
$59.51 P/Share
|
|
May 06
2025
|
Lisa M O'Neill EVP & CFO |
SELL
Open market or private sale
|
Direct |
2,500
-6.35%
|
$147,500
$59.33 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 74K shares |
|---|---|
| Open market or private purchase | 24.4K shares |
| Other acquisition or disposition | 2.36K shares |
| Acquisition or disposition by will or laws | 18.3K shares |
| Bona fide gift | 4.18K shares |
|---|---|
| Payment of exercise price or tax liability | 18.9K shares |
| Open market or private sale | 33.2K shares |