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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-146Closed |
$9.61K - $11.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-27- 3.24% |
$1.78K - $2.11K
|
807
$52.3K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
116New |
$7.64K - $9.05K
|
116
$7.51K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
289New |
$19K - $22.5K
|
289
$18.7K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
120New |
$7.9K - $9.36K
|
120
$7.77K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-124Closed |
$8.16K - $9.67K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-25.5KClosed |
$1.68M - $1.99M
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92New |
$6.72K - $7.81K
|
92
$5.96K
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-71Closed |
$5.18K - $6.03K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-69Closed |
$5.04K - $5.86K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-3.64KClosed |
$266K - $309K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-15.4KClosed |
$1.12M - $1.31M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$219 - $255
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
97New |
$7.08K - $8.23K
|
97
$6.28K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38New |
$2.77K - $3.22K
|
38
$2.46K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.55KClosed |
$186K - $216K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.25KClosed |
$237K - $276K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-18- 18.95% |
$1.31K - $1.53K
|
77
$4.99K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30- 7.11% |
$2.19K - $2.55K
|
392
$25.4K
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.26KClosed |
$238K - $276K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-4.14KClosed |
$302K - $351K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-18.5KClosed |
$1.35M - $1.57M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-11.5KClosed |
$809K - $918K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-5KClosed |
$353K - $400K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.51KClosed |
$460K - $522K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.51KClosed |
$254K - $329K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-15.6KClosed |
$875K - $1.13M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-604KClosed |
$33.9M - $44M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-251KClosed |
$14.1M - $18.3M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.9KClosed |
$612K - $793K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-51.8KClosed |
$2.91M - $3.77M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
11New |
$618 - $801
|
11
$712
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37New |
$2.08K - $2.7K
|
37
$2.4K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-60Closed |
$3.37K - $4.37K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.28KNew |
$195K - $229K
|
3.28K
$213K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.1KNew |
$243K - $286K
|
4.1K
$266K
|
|
Aug 13, 2021
Q2 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-27KClosed |
$1.6M - $1.88M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-38KClosed |
$2.25M - $2.64M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-12.7KClosed |
$754K - $885K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.61KClosed |
$155K - $182K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16Closed |
$949 - $1.11K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$1.9K - $2.23K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-201Closed |
$10.8K - $15.4K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-727Closed |
$39.2K - $55.6K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-13.8KClosed |
$573K - $766K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15Closed |
$623 - $833
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
SELL
|
- |
-14Closed |
$581 - $777
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2Closed |
$83 - $111
|
0
$0
|
|
Q3 2020 | |||||||
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
45New |
$1.78K - $2.26K
|
45
$2.91K
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.13KClosed |
$243K - $308K
|
0
$0
|