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 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
238
shares
|
$16,393
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
194
shares
|
$13,362
0.0% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
191
shares
|
$13,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
184
shares
|
$12,673
0.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
145
shares
|
$9,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
117
shares
|
$8,058
0.0% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
93
shares
|
$6,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$5,648
0.0% of portfolio
|
Q1 2024
Reduced 22.64%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
81
shares
|
$5,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
80
shares
|
$5,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
78
shares
|
$5,372
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
77
shares
|
$5,303
0.0% of portfolio
|
Q1 2022
Reduced 18.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
71
shares
|
$4,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
66
shares
|
$4,546
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
60
shares
|
$4,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
56
shares
|
$3,857
0.0% of portfolio
|
Q3 2024
Reduced 28.21%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
53
shares
|
$3,650
0.0% of portfolio
|
Q3 2024
Added 120.83%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
52
shares
|
$3,581
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$3,444
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34
shares
|
$2,341
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
31
shares
|
$2,135
0.0% of portfolio
|
Q3 2024
Reduced 97.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
28
shares
|
$1,928
0.0% of portfolio
|
Q3 2024
Reduced 94.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
27
shares
|
$1,859
0.0% of portfolio
|
Q2 2022
Reduced 37.21%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
26
shares
|
$1,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
20
shares
|
$1,377
0.0% of portfolio
|
Q3 2024
Added 300.0%
|