LCNB Ownership | Who Owns LCNB?
LCNB Ownership Summary
LCNB is owned by 37.73% institutional investors, 5.72% insiders, and 56.55% retail investors. Blackrock is the largest institutional shareholder, holding 5.42% of LCNB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.50% of its assets in LCNB shares.
LCNB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | LCNB | 37.73% | 5.72% | 56.55% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 63 | 16.67% | 4,261,427 | 12.92% | 38 | 3.39% | 31 | 34.78% | 11 | -8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 353.28K | 2.50% | - |
| iShares Russell 2000 ETF | 328.34K | 2.33% | -742.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 260.45K | 1.85% | - |
| Fidelity Small Cap Index | 126.84K | 0.90% | -429.00 |
| iShares Russell 2000 Value ETF | 119.67K | 0.85% | - |
| 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 |
| Bridgeway Omni Small-Cap Value N | 58.60K | 0.41% | - |
| DFA US Targeted Value I | 56.17K | 0.40% | 3.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Oct 29, 2024 | Johnson Craig Millis | - | Buy | $15.41K |
| Aug 29, 2024 | Meilstrup Eric J | CEO & President | Buy | $5.39K |
| Aug 16, 2024 | Mulligan Lawrence P Jr. | Executive Vice President | Buy | $3.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 2 | - |
| 2024 Q1 | 9 | - |
| 2023 Q4 | - | - |
LCNB Ownership FAQ
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