Lakeland Financial Ownership 2024 | Who Owns Lakeland Financial Now?
Institutional Ownership
70.03%
Insider Ownership
3.33%
Retail Ownership
26.64%
Institutional Holders
172.00
Lakeland Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 14.32% | 0.01% | 3,674,100 | -77,215 | -2.06% | 226,030,632 | Jun 30, 2024 |
VANGUARD GROUP INC | 7.18% | 0.00% | 1,840,935 | -7,166 | -0.39% | 113,254,322 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 6.00% | 0.09% | 1,538,406 | -57,732 | -3.62% | 94,642,737 | Jun 30, 2024 |
STATE STREET CORP | 4.87% | 0.00% | 1,249,373 | 41,856 | 3.47% | 76,861,427,000 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 4.28% | 0.06% | 1,098,962 | -25,377 | -2.26% | 67,608,142 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.41% | 0.01% | 875,754 | 16,839 | 1.96% | 53,876,386 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.30% | 0.13% | 845,925 | -124,268 | -12.81% | 52,041,323 | Jun 30, 2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.23% | 0.35% | 827,862 | 75,974 | 10.10% | 50,930,053 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.18% | 0.01% | 816,549 | 11,118 | 1.38% | 50,231,789 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 2.90% | 0.86% | 744,616 | 4,263 | 0.58% | 45,808,791 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.00% | 599,445 | 22,415 | 3.88% | 36,885,464 | Jun 30, 2024 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 2.10% | 3.03% | 538,735 | -13,245 | -2.40% | 33,142,977 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.83% | 0.00% | 470,817 | -2,160 | -0.46% | 28,964,662,000 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.39% | 0.01% | 357,595 | -9,755 | -2.66% | 21,999,245 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.32% | 0.15% | 337,721 | -193 | -0.06% | 20,776,596 | Jun 30, 2024 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.13% | 0.08% | 291,035 | -87 | -0.03% | 17,904,469 | Jun 30, 2024 |
MORGAN STANLEY | 0.95% | 0.00% | 244,253 | -7,197 | -2.86% | 15,026,575 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.91% | 0.01% | 233,836 | 12,846 | 5.81% | 14,385,593 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.91% | 0.00% | 232,888 | 684 | 0.29% | 14,327,311 | Jun 30, 2024 |
NATIXIS ADVISORS, L.P. | 0.85% | 0.03% | 218,224 | -103 | -0.05% | 13,425,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.18% | 3.92% | 44,930 | - | - | 2,764,093 | Jun 30, 2024 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 2.10% | 3.03% | 538,735 | -13,245 | -2.40% | 33,142,977 | Jun 30, 2024 |
MONARCH CAPITAL MANAGEMENT INC/ | 0.62% | 2.87% | 158,845 | -1,775 | -1.11% | 9,772,145 | Jun 30, 2024 |
ALBERT D MASON INC | 0.09% | 0.94% | 22,533 | -3 | -0.01% | 1,386,212 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 2.90% | 0.86% | 744,616 | 4,263 | 0.58% | 45,808,791 | Jun 30, 2024 |
SIPPICAN CAPITAL ADVISORS | 0.06% | 0.76% | 15,601 | 12,239 | 364.04% | 959,774 | Jun 30, 2024 |
BRIDGE CITY CAPITAL, LLC | 0.12% | 0.65% | 31,464 | 62 | 0.20% | 1,935,665 | Jun 30, 2024 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 0.73% | 0.40% | 187,811 | - | - | 11,554,133 | Jun 30, 2024 |
KFG WEALTH MANAGEMENT, LLC | 0.06% | 0.37% | 15,027 | - | - | 924,461 | Jun 30, 2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.23% | 0.35% | 827,862 | 75,974 | 10.10% | 50,930,053 | Jun 30, 2024 |
NFJ INVESTMENT GROUP, LLC | 0.67% | 0.33% | 172,891 | -7,749 | -4.29% | 10,636,254 | Jun 30, 2024 |
FI3 FINANCIAL ADVISORS, LLC | 0.05% | 0.32% | 11,905 | - | - | 732,400 | Jun 30, 2024 |
UNCOMMON CENTS INVESTING LLC | 0.06% | 0.31% | 16,076 | - | - | 988,965 | Jun 30, 2024 |
SYM FINANCIAL CORP | 0.11% | 0.29% | 29,144 | 797 | 2.81% | 1,792,939 | Jun 30, 2024 |
1ST SOURCE BANK | 0.19% | 0.18% | 49,534 | -70 | -0.14% | 3,047,332 | Jun 30, 2024 |
OLYMPIAD RESEARCH LP | 0.01% | 0.17% | 3,844 | -907 | -19.09% | 236,483 | Jun 30, 2024 |
BOSTON TRUST WALDEN CORP | 1.32% | 0.15% | 337,721 | -193 | -0.06% | 20,776,596 | Jun 30, 2024 |
SECURITY FINANCIAL SERVICES, INC. | 0.04% | 0.15% | 11,472 | - | - | 705,757 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.40% | 0.13% | 101,919 | 15,436 | 17.85% | 6,270,057 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.46% | 0.13% | 118,660 | -16,054 | -11.92% | 7,299,963 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.23% | 0.35% | 827,862 | 75,974 | 10.10% | 50,930,053 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.63% | 0.01% | 162,344 | 65,334 | 67.35% | 9,987,402 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | 0.75% | 0.06% | 193,211 | 62,978 | 48.36% | 11,696,993 | Jun 30, 2024 |
RAYMOND JAMES & ASSOCIATES | 0.38% | 0.00% | 98,219 | 55,975 | 132.50% | 6,042,429 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.22% | 0.01% | 57,051 | 49,800 | 686.80% | 3,509,778 | Jun 30, 2024 |
STATE STREET CORP | 4.87% | 0.00% | 1,249,373 | 41,856 | 3.47% | 76,861,427,000 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.22% | 0.01% | 56,492 | 33,343 | 144.04% | 3,475,388 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 52,709 | 31,117 | 144.11% | 3,242,658 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.00% | 599,445 | 22,415 | 3.88% | 36,885,464 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.09% | 0.00% | 21,973 | 21,973 | 100.00% | 1,351,779 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.41% | 0.01% | 875,754 | 16,839 | 1.96% | 53,876,386 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.40% | 0.13% | 101,919 | 15,436 | 17.85% | 6,270,057 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 14,459 | 14,459 | 100.00% | 889,518 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 13,016 | 13,016 | 100.00% | 800,744 | Jun 30, 2024 |
APTUS CAPITAL ADVISORS, LLC | 0.25% | 0.07% | 65,224 | 12,975 | 24.83% | 4,012,580 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.91% | 0.01% | 233,836 | 12,846 | 5.81% | 14,385,593 | Jun 30, 2024 |
SIPPICAN CAPITAL ADVISORS | 0.06% | 0.76% | 15,601 | 12,239 | 364.04% | 959,774 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.18% | 0.01% | 816,549 | 11,118 | 1.38% | 50,231,789 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.07% | 0.00% | 18,300 | 10,624 | 138.41% | 1,125,816 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.22% | 0.00% | 56,833 | 9,661 | 20.48% | 3,496,365 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.30% | 0.13% | 845,925 | -124,268 | -12.81% | 52,041,323 | Jun 30, 2024 |
BLACKROCK INC. | 14.32% | 0.01% | 3,674,100 | -77,215 | -2.06% | 226,030,632 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.32% | 0.00% | 80,991 | -75,790 | -48.34% | 4,982,577 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 6.00% | 0.09% | 1,538,406 | -57,732 | -3.62% | 94,642,737 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.53% | 0.00% | 134,721 | -48,796 | -26.59% | 8,288,063 | Jun 30, 2024 |
HSBC HOLDINGS PLC | - | - | - | -31,063 | -100.00% | - | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 4.28% | 0.06% | 1,098,962 | -25,377 | -2.26% | 67,608,142 | Jun 30, 2024 |
BARCLAYS PLC | 0.09% | 0.00% | 22,109 | -16,061 | -42.08% | 1,359,000 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.46% | 0.13% | 118,660 | -16,054 | -11.92% | 7,299,963 | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -15,672 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -15,177 | -100.00% | - | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.05% | 0.00% | 11,857 | -14,237 | -54.56% | 729,443 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,424 | -100.00% | - | Jun 30, 2024 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 2.10% | 3.03% | 538,735 | -13,245 | -2.40% | 33,142,977 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 8,488 | -11,405 | -57.33% | 522,182 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -11,381 | -100.00% | - | Jun 30, 2024 |
STIFEL FINANCIAL CORP | 0.24% | 0.00% | 61,980 | -9,938 | -13.82% | 3,813,001 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.27% | 0.00% | 68,522 | -9,912 | -12.64% | 4,215,474 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.39% | 0.01% | 357,595 | -9,755 | -2.66% | 21,999,245 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -9,544 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SQUAREPOINT OPS LLC | 0.09% | 0.00% | 21,973 | 21,973 | 100.00% | 1,351,779 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 14,459 | 14,459 | 100.00% | 889,518 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 13,016 | 13,016 | 100.00% | 800,744 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.03% | 0.00% | 7,417 | 7,417 | 100.00% | 456,294 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.03% | 0.00% | 6,886 | 6,886 | 100.00% | 423,633 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.02% | 0.00% | 6,332 | 6,332 | 100.00% | 389,545 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.02% | 0.00% | 4,698 | 4,698 | 100.00% | 289,026 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.02% | 0.00% | 4,219 | 4,219 | 100.00% | 259,553 | Jun 30, 2024 |
AMUNDI | 0.01% | 0.00% | 3,818 | 3,818 | 100.00% | 231,333 | Jun 30, 2024 |
FIRST MERCHANTS CORP | 0.01% | 0.01% | 3,500 | 3,500 | 100.00% | 215,320 | Jun 30, 2024 |
VIRTU FINANCIAL LLC | 0.01% | 0.01% | 3,479 | 3,479 | 100.00% | 214,000 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.02% | 500 | 500 | 100.00% | 30,760 | Jun 30, 2024 |
VENTURI WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 484 | 484 | 100.00% | 29,776 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 191 | 191 | 100.00% | 11,751 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 137 | 137 | 100.00% | 8,429 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.00% | 78 | 78 | 100.00% | 4,799 | Jun 30, 2024 |
WESTSIDE INVESTMENT MANAGEMENT, INC. | 0.00% | 0.00% | 26 | 26 | 100.00% | 1,599 | Jun 30, 2024 |
FSC WEALTH ADVISORS, LLC | 0.00% | 0.00% | 14 | 14 | 100.00% | 861 | Jun 30, 2024 |
BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 3 | 3 | 100.00% | 185 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 2 | 2 | 100.00% | 123 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HSBC HOLDINGS PLC | - | - | - | -31,063 | -100.00% | - | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -15,672 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -15,177 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,424 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -11,381 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -9,544 | -100.00% | - | Jun 30, 2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | - | - | - | -8,040 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -6,400 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -3,406 | -100.00% | - | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | - | - | - | -3,405 | -100.00% | - | Jun 30, 2024 |
EVERENCE CAPITAL MANAGEMENT INC | - | - | - | -3,090 | -100.00% | - | Jun 30, 2024 |
HANCOCK WHITNEY CORP | - | - | - | -3,043 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,315 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -990 | -100.00% | - | Jun 30, 2024 |
CLEAN YIELD GROUP | - | - | - | -750 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -745 | -100.00% | - | Jun 30, 2024 |
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC | - | - | - | -628 | -100.00% | - | Jun 30, 2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -119 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -42 | -100.00% | - | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
DINUZZO PRIVATE WEALTH, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Lakeland Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Walthausen Funds | 0.23% | 7,715 | - | - | Apr 30, 2023 |
FRANKLIN VALUE INVESTORS TRUST | 0.09% | 327,579 | - | - | Jan 31, 2024 |
WANGER ADVISORS TRUST | 0.08% | 44,031 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.08% | 753,400 | -10,028 | -1.31% | Feb 29, 2024 |
COLUMBIA ACORN TRUST | 0.07% | 232,728 | - | - | Mar 31, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.05% | 133,281 | -2,850 | -2.09% | Mar 28, 2024 |
VICTORY PORTFOLIOS | 0.04% | 1,150,000 | -25,000 | -2.13% | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.04% | 153,615 | 20,552 | 15.45% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.03% | 17,865 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.03% | 40,594 | - | - | Feb 29, 2024 |
Capitol Series Trust | 0.03% | 272,409 | -54,306 | -16.62% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.02% | 19,257 | -5,504 | -22.23% | Mar 31, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.02% | 26,131 | -3,188 | -10.87% | Jan 31, 2024 |
VIRTUS EQUITY TRUST | 0.02% | 183,227 | - | - | Mar 28, 2024 |
AMG Funds IV | 0.02% | 66,530 | - | - | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 12,542 | -255 | -1.99% | Mar 31, 2024 |
Federated Hermes MDT Series | 0.02% | 47,578 | - | - | Jan 31, 2024 |
Vericimetry Funds | 0.01% | 1,263 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 58,062 | 1,636 | 2.90% | Mar 31, 2024 |
VIRTUS VARIABLE INSURANCE TRUST | 0.01% | 15,991 | -800 | -4.76% | Mar 28, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 79,919 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 44,174 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.01% | 45,541 | 9,450 | 26.18% | Aug 31, 2023 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,657 | -127 | -3.36% | Mar 31, 2024 |
Virtus Investment Trust | 0.01% | 177,528 | -23,915 | -11.87% | Mar 28, 2024 |
MFS SERIES TRUST XIII | 0.00% | 312,276 | - | - | Feb 29, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 17,682 | -1,036 | -5.53% | Mar 28, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 20,001 | - | - | Feb 29, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 8,100 | - | - | Mar 31, 2024 |
360 Funds | 0.00% | 722 | 180 | 33.21% | Feb 29, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.00% | 8,695 | 124 | 1.45% | Feb 29, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 1,138,191 | -370,015 | -24.53% | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.00% | 144,804 | 105 | 0.07% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 499 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 8,615 | -17,070 | -66.46% | Jan 31, 2024 |
ETF Series Solutions | 0.00% | 48,097 | 1,730 | 3.73% | Jan 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 81,559 | 2,802 | 3.56% | Jan 31, 2024 |
Segall Bryant & Hamill Trust | 0.00% | 35,978 | -3,214 | -8.20% | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 35,759 | -3,082 | -7.93% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 23,054 | -6,344 | -21.58% | Mar 31, 2024 |
AdvisorShares Trust | 0.00% | 6,574 | - | - | Mar 28, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 5,060 | - | - | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,058 | -35 | -3.20% | Sep 30, 2023 |
JNL VARIABLE FUND LLC | 0.00% | 8,155 | - | - | Mar 31, 2020 |
SYNTAX ETF TRUST | 0.00% | 41 | -365 | -89.90% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 12,734 | -426 | -3.24% | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 240,404 | 8,090 | 3.48% | Feb 29, 2024 |
AMERICAN CENTURY ETF TRUST | 0.00% | 118,601 | 10,870 | 10.09% | Feb 29, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 195,129 | -3,559 | -1.79% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 2,469 | - | - | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS V | 0.00% | 53,365 | - | - | Feb 29, 2024 |
VANGUARD HORIZON FUNDS | 0.00% | 20,992 | - | - | Mar 31, 2024 |
TIMOTHY PLAN | 0.00% | 4,045 | 540 | 15.41% | Mar 31, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 51,900 | - | - | Feb 29, 2024 |
NORTHERN FUNDS | 0.00% | 113,849 | -33,401 | -22.68% | Mar 28, 2024 |
SHELTON FUNDS | 0.00% | 1,184 | -260 | -18.01% | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 714,311 | 163,478 | 29.68% | Jan 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 7,715 | - | - | Feb 29, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 18,594 | - | - | Mar 31, 2024 |
Krane Shares Trust | 0.00% | 10,197 | - | - | Dec 31, 2023 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 15,304 | -1,169 | -7.10% | Mar 31, 2024 |
North Square Investments Trust | 0.00% | 4,810 | - | - | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 4,690 | 1,290 | 37.94% | Mar 28, 2024 |
STEWARD FUNDS, INC. | 0.00% | 1,074 | -158 | -12.82% | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 204 | - | - | Apr 30, 2021 |
ALPS ETF Trust | 0.00% | 4,829 | - | - | Feb 29, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 26,078 | -800 | -2.98% | Mar 28, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,629 | -182 | -10.05% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 182,390 | 9,446 | 5.46% | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 16,816 | -1,477 | -8.07% | Dec 31, 2023 |
Catholic Responsible Investments Funds | 0.00% | 11,459 | -120 | -1.04% | Jan 31, 2024 |
Lattice Strategies Trust | 0.00% | 452 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 23,953 | 2,069 | 9.45% | Jan 31, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 3,090 | - | - | Dec 31, 2023 |
Dimensional ETF Trust | 0.00% | 118,172 | -2,177 | -1.81% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,387 | -1,756 | -17.31% | Mar 31, 2024 |
Global X Funds | 0.00% | 11,506 | 732 | 6.79% | Jan 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 6,797 | -7,175 | -51.35% | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 5,025 | 141 | 2.89% | Mar 31, 2024 |
Investment Managers Series Trust II | 0.00% | 2,601 | 447 | 20.75% | Mar 31, 2024 |
HARTFORD MUTUAL FUNDS II INC | 0.00% | 32,662 | - | - | Jan 31, 2024 |
THRIVENT SERIES FUND INC | 0.00% | 22,062 | -600 | -2.65% | Mar 28, 2024 |
LITMAN GREGORY FUNDS TRUST | 0.00% | 12,988 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 525 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 2,821,066 | 23,027 | 0.82% | Mar 31, 2024 |
Natixis Funds Trust I | 0.00% | 26,000 | - | - | Mar 31, 2024 |
Meeder Funds | 0.00% | 784 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 39,676 | -120 | -0.30% | Feb 29, 2024 |
Direxion Shares ETF Trust | 0.00% | 23,795 | 3,867 | 19.40% | Jan 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 2,447 | - | - | Mar 31, 2024 |
VALIC Co II | 0.00% | 4,770 | - | - | Feb 28, 2021 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 8,628 | -500 | -5.48% | Mar 31, 2024 |
Guggenheim Variable Funds Trust | 0.00% | 440 | - | - | Dec 31, 2023 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 4,382 | -69 | -1.55% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 19,729 | - | - | Feb 29, 2024 |
ProFunds | 0.00% | 1,130 | -100 | -8.13% | Mar 31, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 1,840 | - | - | Mar 31, 2024 |
Goldman Sachs ETF Trust | 0.00% | 9,011 | -158 | -1.72% | Feb 29, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 9,637 | - | - | Mar 31, 2024 |
Lakeland Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 172 | -23.21% |
31 Mar, 24 | 224 | 8.21% |
31 Dec, 23 | 207 | 3.50% |
30 Sep, 23 | 200 | 1.01% |
30 Jun, 23 | 198 | -7.04% |
31 Mar, 23 | 213 | -6.17% |
31 Dec, 22 | 227 | 7.08% |
30 Sep, 22 | 212 | 0.95% |
30 Jun, 22 | 210 | 7.69% |
31 Mar, 22 | 195 | 7.14% |
31 Dec, 21 | 182 | 4.60% |
30 Sep, 21 | 174 | 6.10% |
30 Jun, 21 | 164 | 1.23% |
31 Mar, 21 | 162 | 13.29% |
31 Dec, 20 | 143 | 3.62% |
30 Sep, 20 | 138 | 6.15% |
30 Jun, 20 | 130 | -3.70% |
31 Mar, 20 | 135 | -2.88% |
31 Dec, 19 | 139 | -0.71% |
30 Sep, 19 | 140 | -4.76% |
30 Jun, 19 | 147 | - |
31 Mar, 19 | 147 | 11.36% |
31 Dec, 18 | 132 | -2.94% |
30 Sep, 18 | 136 | 0.74% |
30 Jun, 18 | 135 | -0.74% |
31 Mar, 18 | 136 | 4.62% |
31 Dec, 17 | 130 | 9.24% |
30 Sep, 17 | 119 | -4.80% |
30 Jun, 17 | 125 | 5.04% |
31 Mar, 17 | 119 | -4.03% |
31 Dec, 16 | 124 | 11.71% |
30 Sep, 16 | 111 | 5.71% |
30 Jun, 16 | 105 | -2.78% |
31 Mar, 16 | 108 | 3.85% |
31 Dec, 15 | 104 | -5.45% |
30 Sep, 15 | 110 | -2.65% |
30 Jun, 15 | 113 | -0.88% |
31 Mar, 15 | 114 | -7.32% |
31 Dec, 14 | 123 | -0.81% |
30 Sep, 14 | 124 | 2.48% |
30 Jun, 14 | 121 | - |
31 Mar, 14 | 121 | - |
31 Dec, 13 | 121 | 4.31% |
30 Sep, 13 | 116 | 7.41% |
30 Jun, 13 | 108 | 200.00% |
31 Mar, 13 | 36 | -10.00% |
31 Dec, 12 | 40 | -6.98% |
30 Sep, 12 | 43 | -6.52% |
30 Jun, 12 | 46 | 4.55% |
31 Mar, 12 | 44 | 12.82% |
31 Dec, 11 | 39 | -2.50% |
30 Sep, 11 | 40 | 5.26% |
30 Jun, 11 | 38 | -2.56% |
31 Mar, 11 | 39 | 21.88% |
31 Dec, 10 | 32 | - |
30 Sep, 10 | 32 | - |
30 Jun, 10 | 32 | 14.29% |
31 Mar, 10 | 28 | 7.69% |
31 Dec, 09 | 26 | 36.84% |
30 Sep, 09 | 19 | -13.64% |
30 Jun, 09 | 22 | 57.14% |
31 Mar, 09 | 14 | -6.67% |
31 Dec, 08 | 15 | -31.82% |
30 Sep, 08 | 22 | 37.50% |
30 Jun, 08 | 16 | -11.11% |
31 Mar, 08 | 18 | - |
31 Dec, 07 | 18 | - |
30 Sep, 07 | 18 | 20.00% |
30 Jun, 07 | 15 | 7.14% |
31 Mar, 07 | 14 | -17.65% |
31 Dec, 06 | 17 | 6.25% |
30 Sep, 06 | 16 | 14.29% |
30 Jun, 06 | 14 | - |
31 Mar, 06 | 14 | -17.65% |
31 Dec, 05 | 17 | 21.43% |
30 Sep, 05 | 14 | - |
30 Jun, 05 | 14 | 27.27% |
31 Mar, 05 | 11 | 22.22% |
31 Dec, 04 | 9 | 12.50% |
30 Sep, 04 | 8 | - |
30 Jun, 04 | 8 | -11.11% |
31 Mar, 04 | 9 | 12.50% |
31 Dec, 03 | 8 | 14.29% |
30 Sep, 03 | 7 | 40.00% |
30 Jun, 03 | 5 | -28.57% |
31 Mar, 03 | 7 | 75.00% |
31 Dec, 02 | 4 | -50.00% |
30 Sep, 02 | 8 | 33.33% |
30 Jun, 02 | 6 | 200.00% |
31 Mar, 02 | 2 | 100.00% |
31 Dec, 01 | 1 | - |
30 Sep, 01 | 1 | - |
30 Jun, 01 | 1 | - |
31 Mar, 01 | 1 | - |
31 Dec, 00 | 1 | - |
30 Sep, 00 | 1 | -50.00% |
30 Jun, 00 | 2 | - |
31 Mar, 00 | 2 | 100.00% |
31 Dec, 99 | 1 | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 17,966,561 | -15.32% |
31 Mar, 24 | 21,217,867 | 0.74% |
31 Dec, 23 | 21,061,571 | 1.57% |
30 Sep, 23 | 20,736,598 | 1.04% |
30 Jun, 23 | 20,523,542 | 0.04% |
31 Mar, 23 | 20,514,593 | 0.79% |
31 Dec, 22 | 20,354,242 | -0.18% |
30 Sep, 22 | 20,390,472 | -0.16% |
30 Jun, 22 | 20,424,061 | -1.36% |
31 Mar, 22 | 20,705,079 | -0.23% |
31 Dec, 21 | 20,752,338 | -0.08% |
30 Sep, 21 | 20,769,171 | 10.67% |
30 Jun, 21 | 18,766,752 | -1.28% |
31 Mar, 21 | 19,010,883 | -0.04% |
31 Dec, 20 | 19,019,026 | -0.50% |
30 Sep, 20 | 19,114,436 | -3.49% |
30 Jun, 20 | 19,805,956 | 2.20% |
31 Mar, 20 | 19,380,354 | -1.67% |
31 Dec, 19 | 19,709,444 | 0.44% |
30 Sep, 19 | 19,623,769 | 2.24% |
30 Jun, 19 | 19,193,896 | 1.67% |
31 Mar, 19 | 18,878,999 | 2.88% |
31 Dec, 18 | 18,350,017 | 2.22% |
30 Sep, 18 | 17,952,070 | -1.36% |
30 Jun, 18 | 18,200,175 | -0.82% |
31 Mar, 18 | 18,351,167 | 2.39% |
31 Dec, 17 | 17,923,376 | 1.72% |
30 Sep, 17 | 17,619,782 | 0.92% |
30 Jun, 17 | 17,459,781 | 1.69% |
31 Mar, 17 | 17,169,920 | 0.97% |
31 Dec, 16 | 17,005,112 | 1.89% |
30 Sep, 16 | 16,689,713 | 49.36% |
30 Jun, 16 | 11,174,186 | -0.85% |
31 Mar, 16 | 11,270,398 | -3.27% |
31 Dec, 15 | 11,651,384 | 2.41% |
30 Sep, 15 | 11,376,940 | 4.53% |
30 Jun, 15 | 10,884,328 | 0.81% |
31 Mar, 15 | 10,797,177 | 2.95% |
31 Dec, 14 | 10,487,518 | -1.33% |
30 Sep, 14 | 10,628,389 | -0.67% |
30 Jun, 14 | 10,700,573 | 0.62% |
31 Mar, 14 | 10,634,136 | -0.76% |
31 Dec, 13 | 10,715,518 | 3.27% |
30 Sep, 13 | 10,376,427 | 3.46% |
30 Jun, 13 | 10,029,688 | 343.60% |
31 Mar, 13 | 2,260,997 | -37.93% |
31 Dec, 12 | 3,642,924 | -10.28% |
30 Sep, 12 | 4,060,389 | -11.56% |
30 Jun, 12 | 4,590,866 | -3.94% |
31 Mar, 12 | 4,779,291 | 6.99% |
31 Dec, 11 | 4,466,999 | 4.28% |
30 Sep, 11 | 4,283,578 | -16.33% |
30 Jun, 11 | 5,119,480 | 2.01% |
31 Mar, 11 | 5,018,663 | 65.40% |
31 Dec, 10 | 3,034,281 | -22.64% |
30 Sep, 10 | 3,922,453 | -4.41% |
30 Jun, 10 | 4,103,358 | 45.78% |
31 Mar, 10 | 2,814,786 | 19.60% |
31 Dec, 09 | 2,353,419 | 79.72% |
30 Sep, 09 | 1,309,483 | 0.52% |
30 Jun, 09 | 1,302,699 | 14.93% |
31 Mar, 09 | 1,133,461 | -28.26% |
31 Dec, 08 | 1,579,951 | 45.93% |
30 Sep, 08 | 1,082,675 | -5.65% |
30 Jun, 08 | 1,147,499 | 9.40% |
31 Mar, 08 | 1,048,869 | -25.89% |
31 Dec, 07 | 1,415,237 | 16.17% |
30 Sep, 07 | 1,218,260 | 6.08% |
30 Jun, 07 | 1,148,456 | -4.36% |
31 Mar, 07 | 1,200,795 | 5.50% |
31 Dec, 06 | 1,138,205 | -4.13% |
30 Sep, 06 | 1,187,298 | 13.25% |
30 Jun, 06 | 1,048,349 | 82.66% |
31 Mar, 06 | 573,929 | 17.73% |
31 Dec, 05 | 487,491 | 44.81% |
30 Sep, 05 | 336,644 | -5.49% |
30 Jun, 05 | 356,207 | 32.14% |
31 Mar, 05 | 269,578 | 18.05% |
31 Dec, 04 | 228,360 | -3.83% |
30 Sep, 04 | 237,452 | -14.70% |
30 Jun, 04 | 278,364 | 0.51% |
31 Mar, 04 | 276,940 | 25.42% |
31 Dec, 03 | 220,814 | 17.36% |
30 Sep, 03 | 188,158 | 67.01% |
30 Jun, 03 | 112,665 | -41.38% |
31 Mar, 03 | 192,192 | 136.80% |
31 Dec, 02 | 81,161 | -55.88% |
30 Sep, 02 | 183,961 | 29.96% |
30 Jun, 02 | 141,554 | 78.73% |
31 Mar, 02 | 79,200 | 15.62% |
31 Dec, 01 | 68,500 | -9.87% |
30 Sep, 01 | 76,000 | -4.16% |
30 Jun, 01 | 79,300 | - |
31 Mar, 01 | 79,300 | 3.93% |
31 Dec, 00 | 76,300 | -11.07% |
30 Sep, 00 | 85,800 | -2.05% |
30 Jun, 00 | 87,600 | -12.49% |
31 Mar, 00 | 100,100 | 5.48% |
31 Dec, 99 | 94,900 | 2764.47% |
30 Sep, 99 | 3,313 | - |
30 Jun, 99 | 3,313 | 9.96% |
31 Mar, 99 | 3,013 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 70.03% | 1.02% |
31 Mar, 24 | 82.70% | 1.22% |
31 Dec, 23 | 82.26% | 1.25% |
30 Sep, 23 | 80.96% | 1.26% |
30 Jun, 23 | 80.15% | 1.25% |
31 Mar, 23 | 80.19% | 1.26% |
31 Dec, 22 | 79.71% | 1.25% |
30 Sep, 22 | 79.86% | 1.25% |
30 Jun, 22 | 80.01% | 1.21% |
31 Mar, 22 | 81.15% | 1.22% |
31 Dec, 21 | 81.46% | 1.23% |
30 Sep, 21 | 81.51% | 1.50% |
30 Jun, 21 | 73.67% | 1.32% |
31 Mar, 21 | 74.68% | 1.33% |
31 Dec, 20 | 74.81% | 1.32% |
30 Sep, 20 | 75.20% | 1.24% |
30 Jun, 20 | 77.94% | 1.36% |
31 Mar, 20 | 75.64% | 1.27% |
31 Dec, 19 | 77.02% | 1.31% |
30 Sep, 19 | 76.59% | 1.36% |
30 Jun, 19 | 74.93% | 1.37% |
31 Mar, 19 | 74.06% | 1.41% |
31 Dec, 18 | 72.52% | 1.44% |
30 Sep, 18 | 70.95% | 1.37% |
30 Jun, 18 | 71.96% | 1.36% |
31 Mar, 18 | 72.66% | 1.44% |
31 Dec, 17 | 71.14% | 1.45% |
30 Sep, 17 | 69.94% | 1.45% |
30 Jun, 17 | 69.33% | 1.49% |
31 Mar, 17 | 68.26% | 1.48% |
31 Dec, 16 | 67.87% | 1.53% |
30 Sep, 16 | 66.57% | 3.34% |
30 Jun, 16 | 44.62% | 2.20% |
31 Mar, 16 | 45.05% | 2.07% |
31 Dec, 15 | 46.69% | 2.24% |
30 Sep, 15 | 45.61% | 2.39% |
30 Jun, 15 | 43.68% | 2.32% |
31 Mar, 15 | 43.39% | 2.43% |
31 Dec, 14 | 42.28% | 2.31% |
30 Sep, 14 | 42.82% | 2.30% |
30 Jun, 14 | 43.14% | 2.34% |
31 Mar, 14 | 42.93% | 2.27% |
31 Dec, 13 | 43.46% | 2.46% |
30 Sep, 13 | 42.05% | 2.54% |
30 Jun, 13 | 40.71% | 48.24% |
31 Mar, 13 | 9.19% | 4.15% |
31 Dec, 12 | 14.88% | 5.42% |
30 Sep, 12 | 16.57% | 4.71% |
30 Jun, 12 | 18.75% | 4.90% |
31 Mar, 12 | 19.57% | 5.80% |
31 Dec, 11 | 18.38% | 5.92% |
30 Sep, 11 | 17.62% | 3.97% |
30 Jun, 11 | 21.07% | 4.94% |
31 Mar, 11 | 20.66% | 13.12% |
31 Dec, 10 | 12.55% | 4.78% |
30 Sep, 10 | 16.20% | 5.62% |
30 Jun, 10 | 16.98% | 12.48% |
31 Mar, 10 | 11.66% | 12.27% |
31 Dec, 09 | 9.75% | 19.77% |
30 Sep, 09 | 7.02% | 14.35% |
30 Jun, 09 | 6.99% | 18.84% |
31 Mar, 09 | 6.09% | 8.27% |
31 Dec, 08 | 8.58% | 24.89% |
30 Sep, 08 | 5.87% | 15.09% |
30 Jun, 08 | 6.24% | 19.04% |
31 Mar, 08 | 5.72% | 9.58% |
31 Dec, 07 | 7.73% | 17.44% |
30 Sep, 07 | 6.66% | 16.88% |
30 Jun, 07 | 6.28% | 14.49% |
31 Mar, 07 | 6.58% | 16.78% |
31 Dec, 06 | 6.26% | 14.60% |
30 Sep, 06 | 6.55% | 19.52% |
30 Jun, 06 | 5.79% | 57.60% |
31 Mar, 06 | 3.17% | 42.32% |
31 Dec, 05 | 2.74% | 76.61% |
30 Sep, 05 | 1.89% | 47.25% |
30 Jun, 05 | 2.00% | 87.30% |
31 Mar, 05 | 1.51% | 90.36% |
31 Dec, 04 | 1.29% | 71.31% |
30 Sep, 04 | 1.35% | 53.73% |
30 Jun, 04 | 1.58% | 63.44% |
31 Mar, 04 | 1.58% | 97.70% |
31 Dec, 03 | 1.27% | 109.48% |
30 Sep, 03 | 1.08% | 258.79% |
30 Jun, 03 | 0.65% | 53.15% |
31 Mar, 03 | 1.10% | 500.72% |
31 Dec, 02 | 0.47% | 42.17% |
30 Sep, 02 | 1.05% | 160.13% |
30 Jun, 02 | 0.81% | 393.59% |
31 Mar, 02 | 0.45% | 294.42% |
31 Dec, 01 | 0.39% | 206.86% |
30 Sep, 01 | 0.44% | 210.78% |
30 Jun, 01 | 0.45% | 219.93% |
31 Mar, 01 | 0.45% | 237.55% |
31 Dec, 00 | 0.44% | 180.79% |
30 Sep, 00 | 0.49% | 195.04% |
30 Jun, 00 | 0.50% | 152.48% |
31 Mar, 00 | 0.57% | 192.42% |
31 Dec, 99 | 0.55% | 149967.54% |
30 Sep, 99 | 0.02% | 5283.16% |
30 Jun, 99 | 0.02% | 6356.07% |
31 Mar, 99 | 0.02% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 73 | -25.51% |
31 Mar, 24 | 98 | 2.08% |
31 Dec, 23 | 96 | 11.63% |
30 Sep, 23 | 86 | -10.42% |
30 Jun, 23 | 96 | -2.04% |
31 Mar, 23 | 98 | -10.09% |
31 Dec, 22 | 109 | -0.91% |
30 Sep, 22 | 110 | 6.80% |
30 Jun, 22 | 103 | 9.57% |
31 Mar, 22 | 94 | 22.08% |
31 Dec, 21 | 77 | -20.62% |
30 Sep, 21 | 97 | 40.58% |
30 Jun, 21 | 69 | -8.00% |
31 Mar, 21 | 75 | 17.19% |
31 Dec, 20 | 64 | 3.23% |
30 Sep, 20 | 62 | 3.33% |
30 Jun, 20 | 60 | -21.05% |
31 Mar, 20 | 76 | -3.80% |
31 Dec, 19 | 79 | 25.40% |
30 Sep, 19 | 63 | -12.50% |
30 Jun, 19 | 72 | -8.86% |
31 Mar, 19 | 79 | 29.51% |
31 Dec, 18 | 61 | 12.96% |
30 Sep, 18 | 54 | -12.90% |
30 Jun, 18 | 62 | -22.50% |
31 Mar, 18 | 80 | 40.35% |
31 Dec, 17 | 57 | 11.76% |
30 Sep, 17 | 51 | -8.93% |
30 Jun, 17 | 56 | -5.08% |
31 Mar, 17 | 59 | -6.35% |
31 Dec, 16 | 63 | -39.42% |
30 Sep, 16 | 104 | 112.24% |
30 Jun, 16 | 49 | -3.92% |
31 Mar, 16 | 51 | 45.71% |
31 Dec, 15 | 35 | -27.08% |
30 Sep, 15 | 48 | -9.43% |
30 Jun, 15 | 53 | 17.78% |
31 Mar, 15 | 45 | -15.09% |
31 Dec, 14 | 53 | 1.92% |
30 Sep, 14 | 52 | 8.33% |
30 Jun, 14 | 48 | 4.35% |
31 Mar, 14 | 46 | -4.17% |
31 Dec, 13 | 48 | -11.11% |
30 Sep, 13 | 54 | -39.33% |
30 Jun, 13 | 89 | 394.44% |
31 Mar, 13 | 18 | - |
31 Dec, 12 | 18 | -14.29% |
30 Sep, 12 | 21 | -4.55% |
30 Jun, 12 | 22 | 15.79% |
31 Mar, 12 | 19 | -5.00% |
31 Dec, 11 | 20 | -9.09% |
30 Sep, 11 | 22 | 37.50% |
30 Jun, 11 | 16 | -11.11% |
31 Mar, 11 | 18 | 50.00% |
31 Dec, 10 | 12 | -40.00% |
30 Sep, 10 | 20 | -4.76% |
30 Jun, 10 | 21 | 10.53% |
31 Mar, 10 | 19 | -5.00% |
31 Dec, 09 | 20 | 185.71% |
30 Sep, 09 | 7 | -46.15% |
30 Jun, 09 | 13 | 44.44% |
31 Mar, 09 | 9 | 28.57% |
31 Dec, 08 | 7 | -56.25% |
30 Sep, 08 | 16 | 77.78% |
30 Jun, 08 | 9 | -10.00% |
31 Mar, 08 | 10 | 25.00% |
31 Dec, 07 | 8 | -11.11% |
30 Sep, 07 | 9 | 50.00% |
30 Jun, 07 | 6 | -14.29% |
31 Mar, 07 | 7 | - |
31 Dec, 06 | 7 | - |
30 Sep, 06 | 7 | -46.15% |
30 Jun, 06 | 13 | 62.50% |
31 Mar, 06 | 8 | -11.11% |
31 Dec, 05 | 9 | 125.00% |
30 Sep, 05 | 4 | -55.56% |
30 Jun, 05 | 9 | 50.00% |
31 Mar, 05 | 6 | - |
31 Dec, 04 | 6 | 100.00% |
30 Sep, 04 | 3 | -25.00% |
30 Jun, 04 | 4 | -33.33% |
31 Mar, 04 | 6 | 20.00% |
31 Dec, 03 | 5 | - |
30 Sep, 03 | 5 | - |
30 Jun, 03 | 5 | 25.00% |
31 Mar, 03 | 4 | 300.00% |
31 Dec, 02 | 1 | -85.71% |
30 Sep, 02 | 7 | 40.00% |
30 Jun, 02 | 5 | 400.00% |
31 Mar, 02 | 1 | - |
31 Dec, 01 | - | - |
30 Sep, 01 | - | - |
30 Jun, 01 | - | -100.00% |
31 Mar, 01 | 1 | - |
31 Dec, 00 | - | - |
30 Sep, 00 | - | - |
30 Jun, 00 | - | -100.00% |
31 Mar, 00 | 2 | 100.00% |
31 Dec, 99 | 1 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 62 | -27.91% |
31 Mar, 24 | 86 | 7.50% |
31 Dec, 23 | 80 | -5.88% |
30 Sep, 23 | 85 | 19.72% |
30 Jun, 23 | 71 | -14.46% |
31 Mar, 23 | 83 | 5.06% |
31 Dec, 22 | 79 | 21.54% |
30 Sep, 22 | 65 | -5.80% |
30 Jun, 22 | 69 | -8.00% |
31 Mar, 22 | 75 | 15.38% |
31 Dec, 21 | 65 | 25.00% |
30 Sep, 21 | 52 | -24.64% |
30 Jun, 21 | 69 | 11.29% |
31 Mar, 21 | 62 | 10.71% |
31 Dec, 20 | 56 | 12.00% |
30 Sep, 20 | 50 | -7.41% |
30 Jun, 20 | 54 | 28.57% |
31 Mar, 20 | 42 | 16.67% |
31 Dec, 19 | 36 | -28.00% |
30 Sep, 19 | 50 | 6.38% |
30 Jun, 19 | 47 | -2.08% |
31 Mar, 19 | 48 | - |
31 Dec, 18 | 48 | 2.13% |
30 Sep, 18 | 47 | 2.17% |
30 Jun, 18 | 46 | 31.43% |
31 Mar, 18 | 35 | -33.96% |
31 Dec, 17 | 53 | 29.27% |
30 Sep, 17 | 41 | -10.87% |
30 Jun, 17 | 46 | 9.52% |
31 Mar, 17 | 42 | -4.55% |
31 Dec, 16 | 44 | 528.57% |
30 Sep, 16 | 7 | -82.05% |
30 Jun, 16 | 39 | -7.14% |
31 Mar, 16 | 42 | -19.23% |
31 Dec, 15 | 52 | 33.33% |
30 Sep, 15 | 39 | 5.41% |
30 Jun, 15 | 37 | -5.13% |
31 Mar, 15 | 39 | -20.41% |
31 Dec, 14 | 49 | 13.95% |
30 Sep, 14 | 43 | -10.42% |
30 Jun, 14 | 48 | -4.00% |
31 Mar, 14 | 50 | - |
31 Dec, 13 | 50 | 25.00% |
30 Sep, 13 | 40 | 300.00% |
30 Jun, 13 | 10 | -9.09% |
31 Mar, 13 | 11 | -21.43% |
31 Dec, 12 | 14 | 55.56% |
30 Sep, 12 | 9 | -30.77% |
30 Jun, 12 | 13 | -27.78% |
31 Mar, 12 | 18 | 50.00% |
31 Dec, 11 | 12 | -7.69% |
30 Sep, 11 | 13 | -7.14% |
30 Jun, 11 | 14 | 16.67% |
31 Mar, 11 | 12 | -7.69% |
31 Dec, 10 | 13 | 116.67% |
30 Sep, 10 | 6 | - |
30 Jun, 10 | 6 | 20.00% |
31 Mar, 10 | 5 | 400.00% |
31 Dec, 09 | 1 | -80.00% |
30 Sep, 09 | 5 | -16.67% |
30 Jun, 09 | 6 | 500.00% |
31 Mar, 09 | 1 | -75.00% |
31 Dec, 08 | 4 | 33.33% |
30 Sep, 08 | 3 | 50.00% |
30 Jun, 08 | 2 | -66.67% |
31 Mar, 08 | 6 | -14.29% |
31 Dec, 07 | 7 | 133.33% |
30 Sep, 07 | 3 | -57.14% |
30 Jun, 07 | 7 | 133.33% |
31 Mar, 07 | 3 | -25.00% |
31 Dec, 06 | 4 | - |
30 Sep, 06 | 4 | 300.00% |
30 Jun, 06 | 1 | -66.67% |
31 Mar, 06 | 3 | -40.00% |
31 Dec, 05 | 5 | 25.00% |
30 Sep, 05 | 4 | 100.00% |
30 Jun, 05 | 2 | - |
31 Mar, 05 | 2 | - |
31 Dec, 04 | - | -100.00% |
30 Sep, 04 | 2 | - |
30 Jun, 04 | - | - |
31 Mar, 04 | - | -100.00% |
31 Dec, 03 | 2 | 100.00% |
30 Sep, 03 | 1 | - |
30 Jun, 03 | - | - |
31 Mar, 03 | - | - |
31 Dec, 02 | - | - |
30 Sep, 02 | - | -100.00% |
30 Jun, 02 | 1 | - |
31 Mar, 02 | - | -100.00% |
31 Dec, 01 | 1 | - |
30 Sep, 01 | 1 | - |
30 Jun, 01 | - | - |
31 Mar, 01 | - | -100.00% |
31 Dec, 00 | 1 | - |
30 Sep, 00 | 1 | - |
30 Jun, 00 | 1 | - |
31 Mar, 00 | - | - |
31 Dec, 99 | - | - |
30 Sep, 99 | - | - |
30 Jun, 99 | - | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 172 | -23.21% | 17,966,561 | -15.32% | 70.03% | 1.02% | 73 | -25.51% | 62 | -27.91% |
31 Mar, 24 | 224 | 8.21% | 21,217,867 | 0.74% | 82.70% | 1.22% | 98 | 2.08% | 86 | 7.50% |
31 Dec, 23 | 207 | 3.50% | 21,061,571 | 1.57% | 82.26% | 1.25% | 96 | 11.63% | 80 | -5.88% |
30 Sep, 23 | 200 | 1.01% | 20,736,598 | 1.04% | 80.96% | 1.26% | 86 | -10.42% | 85 | 19.72% |
30 Jun, 23 | 198 | -7.04% | 20,523,542 | 0.04% | 80.15% | 1.25% | 96 | -2.04% | 71 | -14.46% |
31 Mar, 23 | 213 | -6.17% | 20,514,593 | 0.79% | 80.19% | 1.26% | 98 | -10.09% | 83 | 5.06% |
31 Dec, 22 | 227 | 7.08% | 20,354,242 | -0.18% | 79.71% | 1.25% | 109 | -0.91% | 79 | 21.54% |
30 Sep, 22 | 212 | 0.95% | 20,390,472 | -0.16% | 79.86% | 1.25% | 110 | 6.80% | 65 | -5.80% |
30 Jun, 22 | 210 | 7.69% | 20,424,061 | -1.36% | 80.01% | 1.21% | 103 | 9.57% | 69 | -8.00% |
31 Mar, 22 | 195 | 7.14% | 20,705,079 | -0.23% | 81.15% | 1.22% | 94 | 22.08% | 75 | 15.38% |
31 Dec, 21 | 182 | 4.60% | 20,752,338 | -0.08% | 81.46% | 1.23% | 77 | -20.62% | 65 | 25.00% |
30 Sep, 21 | 174 | 6.10% | 20,769,171 | 10.67% | 81.51% | 1.50% | 97 | 40.58% | 52 | -24.64% |
30 Jun, 21 | 164 | 1.23% | 18,766,752 | -1.28% | 73.67% | 1.32% | 69 | -8.00% | 69 | 11.29% |
31 Mar, 21 | 162 | 13.29% | 19,010,883 | -0.04% | 74.68% | 1.33% | 75 | 17.19% | 62 | 10.71% |
31 Dec, 20 | 143 | 3.62% | 19,019,026 | -0.50% | 74.81% | 1.32% | 64 | 3.23% | 56 | 12.00% |
30 Sep, 20 | 138 | 6.15% | 19,114,436 | -3.49% | 75.20% | 1.24% | 62 | 3.33% | 50 | -7.41% |
30 Jun, 20 | 130 | -3.70% | 19,805,956 | 2.20% | 77.94% | 1.36% | 60 | -21.05% | 54 | 28.57% |
31 Mar, 20 | 135 | -2.88% | 19,380,354 | -1.67% | 75.64% | 1.27% | 76 | -3.80% | 42 | 16.67% |
31 Dec, 19 | 139 | -0.71% | 19,709,444 | 0.44% | 77.02% | 1.31% | 79 | 25.40% | 36 | -28.00% |
30 Sep, 19 | 140 | -4.76% | 19,623,769 | 2.24% | 76.59% | 1.36% | 63 | -12.50% | 50 | 6.38% |
30 Jun, 19 | 147 | - | 19,193,896 | 1.67% | 74.93% | 1.37% | 72 | -8.86% | 47 | -2.08% |
31 Mar, 19 | 147 | 11.36% | 18,878,999 | 2.88% | 74.06% | 1.41% | 79 | 29.51% | 48 | - |
31 Dec, 18 | 132 | -2.94% | 18,350,017 | 2.22% | 72.52% | 1.44% | 61 | 12.96% | 48 | 2.13% |
30 Sep, 18 | 136 | 0.74% | 17,952,070 | -1.36% | 70.95% | 1.37% | 54 | -12.90% | 47 | 2.17% |
30 Jun, 18 | 135 | -0.74% | 18,200,175 | -0.82% | 71.96% | 1.36% | 62 | -22.50% | 46 | 31.43% |
31 Mar, 18 | 136 | 4.62% | 18,351,167 | 2.39% | 72.66% | 1.44% | 80 | 40.35% | 35 | -33.96% |
31 Dec, 17 | 130 | 9.24% | 17,923,376 | 1.72% | 71.14% | 1.45% | 57 | 11.76% | 53 | 29.27% |
30 Sep, 17 | 119 | -4.80% | 17,619,782 | 0.92% | 69.94% | 1.45% | 51 | -8.93% | 41 | -10.87% |
30 Jun, 17 | 125 | 5.04% | 17,459,781 | 1.69% | 69.33% | 1.49% | 56 | -5.08% | 46 | 9.52% |
31 Mar, 17 | 119 | -4.03% | 17,169,920 | 0.97% | 68.26% | 1.48% | 59 | -6.35% | 42 | -4.55% |
31 Dec, 16 | 124 | 11.71% | 17,005,112 | 1.89% | 67.87% | 1.53% | 63 | -39.42% | 44 | 528.57% |
30 Sep, 16 | 111 | 5.71% | 16,689,713 | 49.36% | 66.57% | 3.34% | 104 | 112.24% | 7 | -82.05% |
30 Jun, 16 | 105 | -2.78% | 11,174,186 | -0.85% | 44.62% | 2.20% | 49 | -3.92% | 39 | -7.14% |
31 Mar, 16 | 108 | 3.85% | 11,270,398 | -3.27% | 45.05% | 2.07% | 51 | 45.71% | 42 | -19.23% |
31 Dec, 15 | 104 | -5.45% | 11,651,384 | 2.41% | 46.69% | 2.24% | 35 | -27.08% | 52 | 33.33% |
30 Sep, 15 | 110 | -2.65% | 11,376,940 | 4.53% | 45.61% | 2.39% | 48 | -9.43% | 39 | 5.41% |
30 Jun, 15 | 113 | -0.88% | 10,884,328 | 0.81% | 43.68% | 2.32% | 53 | 17.78% | 37 | -5.13% |
31 Mar, 15 | 114 | -7.32% | 10,797,177 | 2.95% | 43.39% | 2.43% | 45 | -15.09% | 39 | -20.41% |
31 Dec, 14 | 123 | -0.81% | 10,487,518 | -1.33% | 42.28% | 2.31% | 53 | 1.92% | 49 | 13.95% |
30 Sep, 14 | 124 | 2.48% | 10,628,389 | -0.67% | 42.82% | 2.30% | 52 | 8.33% | 43 | -10.42% |
30 Jun, 14 | 121 | - | 10,700,573 | 0.62% | 43.14% | 2.34% | 48 | 4.35% | 48 | -4.00% |
31 Mar, 14 | 121 | - | 10,634,136 | -0.76% | 42.93% | 2.27% | 46 | -4.17% | 50 | - |
31 Dec, 13 | 121 | 4.31% | 10,715,518 | 3.27% | 43.46% | 2.46% | 48 | -11.11% | 50 | 25.00% |
30 Sep, 13 | 116 | 7.41% | 10,376,427 | 3.46% | 42.05% | 2.54% | 54 | -39.33% | 40 | 300.00% |
30 Jun, 13 | 108 | 200.00% | 10,029,688 | 343.60% | 40.71% | 48.24% | 89 | 394.44% | 10 | -9.09% |
31 Mar, 13 | 36 | -10.00% | 2,260,997 | -37.93% | 9.19% | 4.15% | 18 | - | 11 | -21.43% |
31 Dec, 12 | 40 | -6.98% | 3,642,924 | -10.28% | 14.88% | 5.42% | 18 | -14.29% | 14 | 55.56% |
30 Sep, 12 | 43 | -6.52% | 4,060,389 | -11.56% | 16.57% | 4.71% | 21 | -4.55% | 9 | -30.77% |
30 Jun, 12 | 46 | 4.55% | 4,590,866 | -3.94% | 18.75% | 4.90% | 22 | 15.79% | 13 | -27.78% |
31 Mar, 12 | 44 | 12.82% | 4,779,291 | 6.99% | 19.57% | 5.80% | 19 | -5.00% | 18 | 50.00% |
31 Dec, 11 | 39 | -2.50% | 4,466,999 | 4.28% | 18.38% | 5.92% | 20 | -9.09% | 12 | -7.69% |
30 Sep, 11 | 40 | 5.26% | 4,283,578 | -16.33% | 17.62% | 3.97% | 22 | 37.50% | 13 | -7.14% |
30 Jun, 11 | 38 | -2.56% | 5,119,480 | 2.01% | 21.07% | 4.94% | 16 | -11.11% | 14 | 16.67% |
31 Mar, 11 | 39 | 21.88% | 5,018,663 | 65.40% | 20.66% | 13.12% | 18 | 50.00% | 12 | -7.69% |
31 Dec, 10 | 32 | - | 3,034,281 | -22.64% | 12.55% | 4.78% | 12 | -40.00% | 13 | 116.67% |
30 Sep, 10 | 32 | - | 3,922,453 | -4.41% | 16.20% | 5.62% | 20 | -4.76% | 6 | - |
30 Jun, 10 | 32 | 14.29% | 4,103,358 | 45.78% | 16.98% | 12.48% | 21 | 10.53% | 6 | 20.00% |
31 Mar, 10 | 28 | 7.69% | 2,814,786 | 19.60% | 11.66% | 12.27% | 19 | -5.00% | 5 | 400.00% |
31 Dec, 09 | 26 | 36.84% | 2,353,419 | 79.72% | 9.75% | 19.77% | 20 | 185.71% | 1 | -80.00% |
30 Sep, 09 | 19 | -13.64% | 1,309,483 | 0.52% | 7.02% | 14.35% | 7 | -46.15% | 5 | -16.67% |
30 Jun, 09 | 22 | 57.14% | 1,302,699 | 14.93% | 6.99% | 18.84% | 13 | 44.44% | 6 | 500.00% |
31 Mar, 09 | 14 | -6.67% | 1,133,461 | -28.26% | 6.09% | 8.27% | 9 | 28.57% | 1 | -75.00% |
31 Dec, 08 | 15 | -31.82% | 1,579,951 | 45.93% | 8.58% | 24.89% | 7 | -56.25% | 4 | 33.33% |
30 Sep, 08 | 22 | 37.50% | 1,082,675 | -5.65% | 5.87% | 15.09% | 16 | 77.78% | 3 | 50.00% |
30 Jun, 08 | 16 | -11.11% | 1,147,499 | 9.40% | 6.24% | 19.04% | 9 | -10.00% | 2 | -66.67% |
31 Mar, 08 | 18 | - | 1,048,869 | -25.89% | 5.72% | 9.58% | 10 | 25.00% | 6 | -14.29% |
31 Dec, 07 | 18 | - | 1,415,237 | 16.17% | 7.73% | 17.44% | 8 | -11.11% | 7 | 133.33% |
30 Sep, 07 | 18 | 20.00% | 1,218,260 | 6.08% | 6.66% | 16.88% | 9 | 50.00% | 3 | -57.14% |
30 Jun, 07 | 15 | 7.14% | 1,148,456 | -4.36% | 6.28% | 14.49% | 6 | -14.29% | 7 | 133.33% |
31 Mar, 07 | 14 | -17.65% | 1,200,795 | 5.50% | 6.58% | 16.78% | 7 | - | 3 | -25.00% |
31 Dec, 06 | 17 | 6.25% | 1,138,205 | -4.13% | 6.26% | 14.60% | 7 | - | 4 | - |
30 Sep, 06 | 16 | 14.29% | 1,187,298 | 13.25% | 6.55% | 19.52% | 7 | -46.15% | 4 | 300.00% |
30 Jun, 06 | 14 | - | 1,048,349 | 82.66% | 5.79% | 57.60% | 13 | 62.50% | 1 | -66.67% |
31 Mar, 06 | 14 | -17.65% | 573,929 | 17.73% | 3.17% | 42.32% | 8 | -11.11% | 3 | -40.00% |
31 Dec, 05 | 17 | 21.43% | 487,491 | 44.81% | 2.74% | 76.61% | 9 | 125.00% | 5 | 25.00% |
30 Sep, 05 | 14 | - | 336,644 | -5.49% | 1.89% | 47.25% | 4 | -55.56% | 4 | 100.00% |
30 Jun, 05 | 14 | 27.27% | 356,207 | 32.14% | 2.00% | 87.30% | 9 | 50.00% | 2 | - |
31 Mar, 05 | 11 | 22.22% | 269,578 | 18.05% | 1.51% | 90.36% | 6 | - | 2 | - |
31 Dec, 04 | 9 | 12.50% | 228,360 | -3.83% | 1.29% | 71.31% | 6 | 100.00% | - | -100.00% |
30 Sep, 04 | 8 | - | 237,452 | -14.70% | 1.35% | 53.73% | 3 | -25.00% | 2 | - |
30 Jun, 04 | 8 | -11.11% | 278,364 | 0.51% | 1.58% | 63.44% | 4 | -33.33% | - | - |
31 Mar, 04 | 9 | 12.50% | 276,940 | 25.42% | 1.58% | 97.70% | 6 | 20.00% | - | -100.00% |
31 Dec, 03 | 8 | 14.29% | 220,814 | 17.36% | 1.27% | 109.48% | 5 | - | 2 | 100.00% |
30 Sep, 03 | 7 | 40.00% | 188,158 | 67.01% | 1.08% | 258.79% | 5 | - | 1 | - |
30 Jun, 03 | 5 | -28.57% | 112,665 | -41.38% | 0.65% | 53.15% | 5 | 25.00% | - | - |
31 Mar, 03 | 7 | 75.00% | 192,192 | 136.80% | 1.10% | 500.72% | 4 | 300.00% | - | - |
31 Dec, 02 | 4 | -50.00% | 81,161 | -55.88% | 0.47% | 42.17% | 1 | -85.71% | - | - |
30 Sep, 02 | 8 | 33.33% | 183,961 | 29.96% | 1.05% | 160.13% | 7 | 40.00% | - | -100.00% |
30 Jun, 02 | 6 | 200.00% | 141,554 | 78.73% | 0.81% | 393.59% | 5 | 400.00% | 1 | - |
31 Mar, 02 | 2 | 100.00% | 79,200 | 15.62% | 0.45% | 294.42% | 1 | - | - | -100.00% |
31 Dec, 01 | 1 | - | 68,500 | -9.87% | 0.39% | 206.86% | - | - | 1 | - |
30 Sep, 01 | 1 | - | 76,000 | -4.16% | 0.44% | 210.78% | - | - | 1 | - |
30 Jun, 01 | 1 | - | 79,300 | - | 0.45% | 219.93% | - | -100.00% | - | - |
31 Mar, 01 | 1 | - | 79,300 | 3.93% | 0.45% | 237.55% | 1 | - | - | -100.00% |
31 Dec, 00 | 1 | - | 76,300 | -11.07% | 0.44% | 180.79% | - | - | 1 | - |
30 Sep, 00 | 1 | -50.00% | 85,800 | -2.05% | 0.49% | 195.04% | - | - | 1 | - |
30 Jun, 00 | 2 | - | 87,600 | -12.49% | 0.50% | 152.48% | - | -100.00% | 1 | - |
31 Mar, 00 | 2 | 100.00% | 100,100 | 5.48% | 0.57% | 192.42% | 2 | 100.00% | - | - |
31 Dec, 99 | 1 | - | 94,900 | 2764.47% | 0.55% | 149967.54% | 1 | - | - | - |
30 Sep, 99 | 1 | - | 3,313 | - | 0.02% | 5283.16% | - | -100.00% | - | - |
30 Jun, 99 | 1 | - | 3,313 | 9.96% | 0.02% | 6356.07% | 1 | - | - | - |
31 Mar, 99 | 1 | - | 3,013 | - | 0.02% | - | 1 | - | - | - |
Lakeland Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Lakeland Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 22 | 2 | 1100.00% |
Q2 2024 | 8 | 3 | 266.67% |
Q1 2024 | 46 | 23 | 200.00% |
Q4 2023 | 9 | 9 | 100.00% |
Q3 2023 | 27 | 1 | 2700.00% |
Q2 2023 | 14 | - | - |
Q1 2023 | 53 | 21 | 252.38% |
Q4 2022 | 7 | 9 | 77.78% |
Q3 2022 | 29 | 7 | 414.29% |
Q2 2022 | 12 | 2 | 600.00% |
Q1 2022 | 49 | 30 | 163.33% |
Q4 2021 | 9 | 7 | 128.57% |
Q3 2021 | 26 | 4 | 650.00% |
Q2 2021 | 9 | - | - |
Q1 2021 | 55 | 44 | 125.00% |
Q4 2020 | 13 | 7 | 185.71% |
Q3 2020 | 32 | 2 | 1600.00% |
Q2 2020 | 13 | 3 | 433.33% |
Q1 2020 | 61 | 26 | 234.62% |
Q4 2019 | 12 | 7 | 171.43% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | - | 1 | - |
Q1 2024 | 1 | 11 | 9.09% |
Q4 2023 | 1 | 1 | 100.00% |
Q3 2023 | 4 | - | - |
Q2 2023 | 6 | - | - |
Q1 2023 | 4 | 8 | 50.00% |
Q4 2022 | - | 3 | - |
Q3 2022 | - | 7 | - |
Q2 2022 | 2 | - | - |
Q1 2022 | - | 15 | - |
Q4 2021 | 1 | - | - |
Q3 2021 | - | 4 | - |
Q2 2021 | - | - | - |
Q1 2021 | - | 25 | - |
Q4 2020 | - | 2 | - |
Q3 2020 | 2 | 2 | 100.00% |
Q2 2020 | 2 | 3 | 66.67% |
Q1 2020 | 10 | 8 | 125.00% |
Q4 2019 | - | 2 | - |
Lakeland Financial Peer Ownership
Ticker | Company |
---|---|
HBCP | Home Bancorp, Inc. |
NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
LSBK | Lake Shore Bancorp, Inc. |
MBWM | Mercantile Bank Corporation |
FNWD | Finward Bancorp |
HFWA | Heritage Financial Corporation |
CWBC | Community West Bancshares |
FFNW | First Financial Northwest, Inc. |
GABC | German American Bancorp, Inc. |
HTBK | Heritage Commerce Corp |
IBCP | Independent Bank Corporation |
FFBC | First Financial Bancorp. |
FBMS | The First Bancshares, Inc. |
FNWB | First Northwest Bancorp |
HTBI | HomeTrust Bancshares, Inc. |
LKFN Ownership FAQ
Who Owns Lakeland Financial?
Lakeland Financial is owned by institutional shareholders (70.03%), insiders (3.33%), and public (26.64%). The largest institutional shareholder of Lakeland Financial is BLACKROCK INC. (14.32% of total shares) and the top mutual fund owner is Walthausen Funds (0.23% of total shares).
Who are the major institutional shareholders of Lakeland Financial?
Lakeland Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, and NEUBERGER BERMAN GROUP LLC. The top five shareholders own together 36.64% of the company's share outstanding.
How many Lakeland Financial shareholders are there?
As of Jun 2024, there are 172 institutional shareholders of Lakeland Financial.
What percentage of Lakeland Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 3.67M shares of Lakeland Financial, representing 14.32% of the company's total shares outstanding, valued at $226.03M (as of Jun 2024).
What percentage of Lakeland Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 1.84M shares of Lakeland Financial (LKFN), compromising 7.18% of the company, valued at $113.25M.
What percentage of Lakeland Financial is owned by VICTORY CAPITAL MANAGEMENT INC?
VICTORY CAPITAL MANAGEMENT INC is the third largest holder of Lakeland Financial. The company owns 1.54M of the company's shares outstanding (worth $94.64M).