Institutional Ownership Lakeland Financial Corp (LKFN)
This table provides information about the institutional ownership of Lakeland Financial Corp (LKFN). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
507
shares
|
$28,417
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
497
shares
|
$27,856
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
468
shares
|
$26,231
0.0% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
459
shares
|
$25,726
0.0% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
459
shares
|
$25,726
0.0% of portfolio
|
Q1 2025
Added 30.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
449
shares
|
$25,166
0.0% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
433
shares
|
$24,269
0.0% of portfolio
|
Q2 2024
Added 279.82%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
400
shares
|
$22,420
0.01% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
392
shares
|
$21,971
0.0% of portfolio
|
Q1 2022
Reduced 7.11%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
362
shares
|
$20,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
359
shares
|
$20,121
0.0% of portfolio
|
Q4 2024
Reduced 92.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
346
shares
|
$19,393
0.0% of portfolio
|
Q4 2024
Added 78.35%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
296
shares
|
$16,590
0.0% of portfolio
|
Q1 2025
Added 854.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
275
shares
|
$15,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
256
shares
|
$14,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
234
shares
|
$13,115
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
206
shares
|
$11,546
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
191
shares
|
$10,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
183
shares
|
$10,257
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
169
shares
|
$9,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
155
shares
|
$8,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
142
shares
|
$7,959
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
117
shares
|
$6,557
0.0% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
93
shares
|
$5,212
0.0% of portfolio
|
Q1 2025
Added 75.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
93
shares
|
$5,212
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|