Purchases and Sales Made in Q1 2025 in Lakeland Financial Corp (LKFN)
This table provides information about the institutional ownership of Lakeland Financial Corp (LKFN) during Q1 2025. The information is specifically focused on institutions that hold shares of LAKELAND FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
86New |
$5.11K - $5.98K
|
86
$5.72K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
71+ 221.88% |
$4.22K - $4.94K
|
103
$6.85K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
54+ 6.41% |
$3.21K - $3.76K
|
897
$59.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41+ 585.71% |
$2.44K - $2.85K
|
48
$3.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 75.47% |
$2.38K - $2.78K
|
93
$6.18K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
40+ 0.42% |
$2.38K - $2.78K
|
9.67K
$643K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 100.0% |
$1.49K - $1.74K
|
50
$3.32K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 2.82% |
$1.01K - $1.18K
|
620
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
15+ 6.41% |
$892 - $1.04K
|
249
$16.6K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$832 - $974
|
14
$931
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$594 - $695
|
11K
$732K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 8.55% |
$594 - $695
|
127
$8.44K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$476 - $556
|
8
$532
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$297 - $348
|
5
$332
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$297 - $348
|
5
$332
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$178 - $209
|
3
$199
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 100.0% |
$119 - $139
|
4
$266
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$119 - $139
|
3
$199
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.56% |
$119 - $139
|
361
$24K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$59.4 - $69.5
|
1
$66.5
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 9.09% |
$59.4 - $69.5
|
10
$665
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1- 0.7% |
$59.4 - $69.5
|
141
$9.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$59.4 - $69.5
|
1
$66.5
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.56% |
$59.4 - $69.5
|
17
$1.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 4.69% |
$535 - $626
|
183
$12.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-19- 0.15% |
$1.13K - $1.32K
|
12.5K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 0.71% |
$1.25K - $1.46K
|
2.96K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-38- 31.4% |
$2.26K - $2.64K
|
83
$5.52K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-39- 84.78% |
$2.32K - $2.71K
|
7
$465
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-49- 0.72% |
$2.91K - $3.41K
|
6.77K
$450K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-63- 1.08% |
$3.74K - $4.38K
|
5.78K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-75- 4.49% |
$4.46K - $5.22K
|
1.6K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-86- 1.07% |
$5.11K - $5.98K
|
7.94K
$528K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-93- 50.0% |
$5.53K - $6.47K
|
93
$6.18K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-97- 0.74% |
$5.77K - $6.75K
|
13.1K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-104- 1.41% |
$6.18K - $7.23K
|
7.3K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-118- 1.22% |
$7.01K - $8.21K
|
9.53K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-123- 1.3% |
$7.31K - $8.55K
|
9.35K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 83.43% |
$8.38K - $9.81K
|
28
$1.86K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-149- 3.86% |
$8.86K - $10.4K
|
3.72K
$247K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-166- 50.76% |
$9.87K - $11.5K
|
161
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-176- 23.28% |
$10.5K - $12.2K
|
580
$38.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191- 0.07% |
$11.4K - $13.3K
|
256K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-192- 4.42% |
$11.4K - $13.4K
|
4.15K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 3.31% |
$11.9K - $13.9K
|
5.84K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-200- 2.67% |
$11.9K - $13.9K
|
7.28K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-258- 0.7% |
$15.3K - $17.9K
|
36.8K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-267- 3.1% |
$15.9K - $18.6K
|
8.34K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-288- 11.61% |
$17.1K - $20K
|
2.19K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-289- 0.46% |
$17.2K - $20.1K
|
62.1K
$4.13M
|