LCNB Ownership | Who Owns LCNB?
LCNB Ownership Summary
LCNB is owned by 35.68% institutional investors, 5.71% insiders, and 58.61% retail investors. Blackrock is the largest institutional shareholder, holding 5.42% of LCNB shares. iShares Russell 2000 ETF is the top mutual fund, with 2.50% of its assets in LCNB shares.
LCNB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | LCNB | 35.68% | 5.71% | 58.61% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 710.67K | 5.42% | $9.89M |
Vanguard group | 684.24K | 5.22% | $9.52M |
Ritter daniher financial advisory llc / de | 561.36K | 4.28% | $7.81M |
Lcnb | 505.09K | 3.85% | $7.03M |
Dimensional fund advisors lp | 399.05K | 3.04% | $5.55M |
Geode capital management | 279.81K | 2.13% | $3.89M |
State street | 151.55K | 1.16% | $2.11M |
Bridgeway capital management | 129.40K | 0.99% | $1.80M |
Johnson investment counsel | 125.51K | 0.96% | $1.75M |
Renaissance | 114.92K | 0.88% | $1.60M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Lcnb | 505.09K | 2.62% | $7.03M |
Ritter daniher financial advisory llc / de | 561.36K | 2.49% | $7.81M |
Kapstone financial advisors | 88.41K | 0.81% | $1.23M |
American financial group | 93.58K | 0.56% | $1.30M |
Horan securities | 74.69K | 0.45% | $1.04M |
Axim planning & wealth | 11.50K | 0.19% | $159.97K |
New republic capital | 23.20K | 0.16% | $322.68K |
Private wealth strategies | 31.46K | 0.09% | $437.68K |
Cutter & co brokerage | 15.81K | 0.05% | $219.99K |
Cornerstone advisory | 24.50K | 0.05% | $340.80K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 710.67K | 0.00% | 69.06K |
Geode capital management | 279.81K | 0.00% | 28.29K |
Citadel advisors | 24.45K | 0.00% | 24.45K |
Souders financial advisors | 16.57K | 0.03% | 16.57K |
Johnson investment counsel | 125.51K | 0.02% | 11.65K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vanguard group | 684.24K | 0.00% | -81.96K |
Dimensional fund advisors lp | 399.05K | 0.00% | -27.99K |
Jane street group | - | - | -21.86K |
Arrowstreet capital, limited partnership | 16.04K | 0.00% | -21.49K |
Lsv asset management | - | - | -17.64K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Souders financial advisors | 16.57K | 0.03% | 16.57K | $230.51K |
Kimelman & baird | 11.50K | 0.01% | 11.50K | $159.97K |
Goldman sachs group | 10.82K | - | 10.82K | $150.53K |
Two sigma investments, lp | 10.56K | 0.00% | 10.56K | $146.94K |
Corebridge financial | 6.67K | 0.00% | 6.67K | $92.77K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -2.00 |
Innealta capital | -5.00 |
Covestor | -66.00 |
Qube research | -265.00 |
Metropolitan life insurance co/ny | -595.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 78 | -2.50% | 5,031,776 | 1.72% | 35 | 2.87% | 33 | -10.81% | 18 | -10.00% |
Jun 30, 2024 | 79 | 8.22% | 4,946,700 | -0.05% | 37 | 2.65% | 37 | 19.35% | 20 | 33.33% |
Mar 31, 2024 | 73 | 5.80% | 4,949,329 | 7.80% | 37 | 2.74% | 31 | 6.90% | 15 | -6.25% |
Dec 31, 2023 | 69 | 1.47% | 4,591,059 | 4.95% | 37 | 2.36% | 29 | 26.09% | 16 | -5.88% |
Sep 30, 2023 | 68 | 7.94% | 4,374,439 | 2.65% | 39 | 2.67% | 23 | -25.81% | 17 | 54.55% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 353.46K | 2.50% | -742.00 |
Vanguard Total Stock Mkt Idx Inv | 353.28K | 2.50% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 260.07K | 1.84% | -372.00 |
Fidelity Small Cap Index | 128.33K | 0.91% | 1.49K |
iShares Russell 2000 Value ETF | 123.07K | 0.87% | 158.00 |
DFA US Small Cap Value I | 105.11K | 0.74% | 3.50K |
Fidelity Extended Market Index | 76.89K | 0.54% | 4.66K |
Vanguard Russell 2000 ETF | 58.48K | 0.41% | -374.00 |
DFA US Targeted Value I | 56.17K | 0.40% | 3.05K |
EA Bridgeway Omni Small-Cap Value ETF | 47.79K | 0.34% | -3.94K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 26, 2024 | Meilstrup Eric J | CEO & President | Buy | $4.38K |
Nov 25, 2024 | Krehbiel Anne E | - | Buy | $8.91K |
Nov 25, 2024 | Miller Michael Robert | Exec Vice President | Sell | $19.29K |
Nov 13, 2024 | Miller Michael Robert | Exec Vice President | Sell | $16.96K |
Nov 07, 2024 | Mulligan Lawrence P Jr. | Executive Vice President | Buy | $16.83K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 4 | 2 |
2024 Q3 | 3 | - |
2024 Q2 | 2 | - |
2024 Q1 | 9 | - |
2023 Q4 | - | - |
LCNB Ownership FAQ
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