Latest Institutional Transactions on Lakeland Financial Corp (LKFN)
This table provides information on the latest institutional transactions involving Lakeland Financial Corp (LKFN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
102+ 29.39% |
$6.26K - $7.74K
|
449
$29.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$184 - $228
|
3
$199
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$307 - $379
|
25
$1.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
781New |
$47.9K - $59.2K
|
781
$51.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
255+ 0.37% |
$15.7K - $19.3K
|
68.9K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 2.55% |
$1.29K - $1.59K
|
843
$55.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
124KNew |
$7.59M - $9.38M
|
124K
$8.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 78.35% |
$9.33K - $11.5K
|
346
$22.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
275New |
$16.9K - $20.9K
|
275
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-118- 25.11% |
$7.24K - $8.95K
|
352
$23.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19- 0.02% |
$1.17K - $1.44K
|
83.3K
$5.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-202- 68.47% |
$12.4K - $15.3K
|
93
$6.15K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 11.96% |
$1.35K - $1.67K
|
206
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3- 2.07% |
$184 - $228
|
142
$9.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.05% |
$307 - $379
|
10K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
93New |
$5.71K - $7.05K
|
93
$6.15K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-86- 0.59% |
$5.28K - $6.52K
|
14.5K
$958K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.84K- 32.34% |
$236K - $291K
|
8.03K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.91K+ 18.71% |
$179K - $221K
|
18.5K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-240- 2.43% |
$14.7K - $18.2K
|
9.65K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.83K- 35.96% |
$235K - $291K
|
6.82K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-295- 1.08% |
$18.1K - $22.4K
|
27K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
18.2K+ 2.45% |
$1.12M - $1.38M
|
764K
$50.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 32.67% |
$108K - $134K
|
3.64K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
192New |
$11.8K - $14.6K
|
192
$12.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
BUY
|
- |
445+ 2.35% |
$27.3K - $33.8K
|
19.4K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
730New |
$44.8K - $55.4K
|
730
$48.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
642+ 62.33% |
$39.4K - $48.7K
|
1.67K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.5K- 10.68% |
$92.1K - $114K
|
12.5K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 33.33% |
$61.4 - $75.9
|
2
$132
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 39.03% |
$153K - $189K
|
3.9K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-480- 7.59% |
$29.5K - $36.4K
|
5.84K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.16% |
$1.53K - $1.9K
|
16K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.64K- 1.67% |
$162K - $200K
|
155K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
256New |
$15.7K - $19.4K
|
256
$16.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
177+ 0.79% |
$10.9K - $13.4K
|
22.6K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
154KNew |
$9.43M - $11.6M
|
154K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$61.4 - $75.9
|
1
$66.2
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 30.11% |
$1.72K - $2.12K
|
121
$8.01K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 5.78% |
$2.27K - $2.81K
|
677
$44.8K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.1K+ 1.94% |
$63.7K - $78.3K
|
57.9K
$3.83M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-790- 1.59% |
$45.8K - $56.2K
|
48.7K
$3.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.08KNew |
$178K - $219K
|
3.08K
$204K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16New |
$927 - $1.14K
|
16
$1.06K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
28.9K+ 130.49% |
$1.67M - $2.05M
|
51K
$3.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5- 2.06% |
$290 - $356
|
238
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.3K- 50.74% |
$249K - $306K
|
4.17K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.69K+ 32.08% |
$214K - $263K
|
15.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-400- 5.77% |
$23.2K - $28.5K
|
6.53K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.7K- 2.43% |
$504K - $620K
|
349K
$23.1M
|
|