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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-181Closed |
$11.3K - $13.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
1.04K+ 7.83% |
$64.9K - $80.3K
|
14.4K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-187K- 34.4% |
$11.6M - $14.4M
|
357K
$24.6M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$747 - $924
|
12
$827
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.28K+ 206.59% |
$515K - $637K
|
12.3K
$847K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$187 - $231
|
468
$32.3K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.4K- 40.79% |
$898K - $1.11M
|
21K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
21.1K+ 24.8% |
$1.31M - $1.63M
|
106K
$7.33M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.9K- 9.66% |
$118K - $146K
|
17.7K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.22K- 16.18% |
$138K - $170K
|
11.5K
$791K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 20.0% |
$124 - $154
|
8
$551
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-73- 1.82% |
$4.54K - $5.62K
|
3.94K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.36K- 15.0% |
$84.7K - $105K
|
7.72K
$532K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$4.54K - $5.62K
|
73
$5.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
42New |
$2.61K - $3.23K
|
42
$2.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 20.96% |
$93.9K - $116K
|
8.71K
$600K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 23.88% |
$79.7K - $92.4K
|
3.55K
$245K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
584New |
$41.8K - $48.4K
|
584
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.88KNew |
$206K - $239K
|
2.88K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
271KNew |
$19.4M - $22.5M
|
271K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-200- 1.67% |
$14.3K - $16.6K
|
11.8K
$811K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
85New |
$6.08K - $7.04K
|
85
$5.86K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.86KNew |
$205K - $237K
|
2.86K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40KNew |
$2.86M - $3.31M
|
40K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
580New |
$41.5K - $48K
|
580
$40K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 19.57% |
$1.93K - $2.24K
|
111
$7.65K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.09KNew |
$507K - $587K
|
7.09K
$489K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 12.5% |
$143 - $166
|
18
$1.24K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-26K- 82.09% |
$1.86M - $2.15M
|
5.67K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.07K - $1.24K
|
15
$1.03K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-116Closed |
$7.54K - $9.33K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-15.4K- 24.49% |
$1M - $1.24M
|
47.5K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-52- 12.32% |
$3.38K - $4.18K
|
370
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.2K+ 51.16% |
$143K - $177K
|
6.51K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Walthausen & Co., LLC
Malta, NY |
BUY
|
- |
8.21K+ 59.17% |
$534K - $660K
|
22.1K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.2KNew |
$533K - $660K
|
8.2K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-67.5KClosed |
$4.39M - $5.43M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
5.65KNew |
$368K - $455K
|
5.65K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
34New |
$2.21K - $2.74K
|
34
$2.34K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5+ 71.43% |
$325 - $402
|
12
$827
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.33% |
$65 - $80.5
|
76
$5.24K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12- 52.17% |
$780 - $965
|
11
$758
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
7KNew |
$455K - $563K
|
7K
$483K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.73KNew |
$307K - $380K
|
4.73K
$326K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40New |
$2.6K - $3.22K
|
40
$2.76K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2Closed |
$132 - $156
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-34Closed |
$2.24K - $2.65K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98KNew |
$328K - $389K
|
4.98K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.91KClosed |
$192K - $227K
|
0
$0
|
|