Lake Shore Bancorp Ownership | Who Owns Lake Shore Bancorp?
Lake Shore Bancorp Ownership Summary
Lake Shore Bancorp is owned by 9.66% institutional investors, 66.27% insiders, and 24.07% retail investors. M3f is the largest institutional shareholder, holding 1.85% of LSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.75% of its assets in Lake Shore Bancorp shares.
LSBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lake Shore Bancorp | 9.66% | 66.27% | 24.07% |
| 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 |
|---|---|---|---|
| M3f | 110.13K | 1.85% | $1.38M |
| Stilwell value | 100.00K | 1.68% | $1.25M |
| Hbk sorce advisory | 68.16K | 1.14% | $852.63K |
| Vanguard group | 54.13K | 0.91% | $677.12K |
| Global retirement partners | 31.47K | 0.53% | $393.68K |
| Dimensional fund advisors lp | 31.37K | 0.53% | $392.41K |
| Minerva advisors | 30.12K | 0.50% | $362.02K |
| Bridgeway capital management | 28.85K | 0.48% | $360.91K |
| First manhattan co. llc. | 18.51K | 0.31% | $231.52K |
| Susquehanna group, llp | 17.24K | 0.29% | $215.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stilwell value | 100.00K | 0.65% | $1.25M |
| M3f | 110.13K | 0.51% | $1.38M |
| Minerva advisors | 30.12K | 0.24% | $362.02K |
| Hbk sorce advisory | 68.16K | 0.03% | $852.63K |
| Global retirement partners | 31.47K | 0.01% | $393.68K |
| Bridgeway capital management | 28.85K | 0.01% | $360.91K |
| First manhattan co. llc. | 18.51K | 0.00% | $231.52K |
| Farther finance advisors | 1.00K | 0.00% | $11.80K |
| Srs capital advisors | 400.00 | 0.00% | $5.00K |
| Dimensional fund advisors lp | 31.37K | 0.00% | $392.41K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Geode capital management | 10.52K | - | 10.52K |
| Hbk sorce advisory | 68.16K | 0.03% | 5.96K |
| Susquehanna group, llp | 17.24K | - | 5.88K |
| Ubs group | 4.75K | - | 4.75K |
| Dimensional fund advisors lp | 31.37K | 0.00% | 2.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | 110.13K | 0.51% | -15.45K |
| Royal bank of canada | 50.00 | - | -38.00 |
| Wells fargo & company/mn | - | - | -14.00 |
| Innealta capital | - | - | -12.00 |
| Stilwell value | 100.00K | 0.65% | - |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Geode capital management | 10.52K | - | 10.52K | $131.71K |
| Ubs group | 4.75K | - | 4.75K | $59.45K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -12.00 |
| Wells fargo & company/mn | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 18 | -14.29% | 536,182 | 1.71% | 9 | 12.37% | 8 | -27.27% | 3 | 50.00% |
| Jun 30, 2024 | 21 | 10.53% | 527,184 | 3.18% | 8 | 12.05% | 11 | 57.14% | 2 | -66.67% |
| Mar 31, 2024 | 19 | 11.76% | 510,938 | 2.60% | 8 | 11.17% | 7 | - | 6 | 20.00% |
| Dec 31, 2023 | 17 | 13.33% | 497,972 | 4.53% | 8 | 13.19% | 7 | 16.67% | 5 | 400.00% |
| Sep 30, 2023 | 15 | -6.25% | 476,371 | 1.28% | 8 | 12.59% | 6 | 20.00% | 1 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 43.26K | 0.75% | -460.00 |
| Bridgeway Ultra-Small Company Market | 14.09K | 0.25% | -13.06K |
| Fidelity Extended Market Index | 10.34K | 0.18% | 843.00 |
| DFA US Core Equity 2 I | 8.29K | 0.14% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 4.75K | 0.08% | - |
| DFA US Micro Cap I | 4.21K | 0.07% | - |
| iShares Micro-Cap ETF | 4.20K | 0.07% | - |
| Fidelity Total Market Index | 4.15K | 0.07% | 3.96K |
| DFA US Core Equity 1 I | 3.57K | 0.06% | - |
| Dimensional US Core Equity 2 ETF | 3.28K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 01, 2024 | Sanvidge Kevin M. | Chairman of the Board | Buy | $43.85K |
| Nov 04, 2024 | Sanvidge Kevin M. | Chairman of the Board | Buy | $15.53K |
| Aug 27, 2024 | Segarra Ann M | - | Buy | $21.69K |
| Aug 27, 2024 | Gilden Taylor M | Chief Financial Officer | Buy | $5.10K |
| Aug 26, 2024 | Passafaro Ronald J | - | Buy | $38.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 3 | - |
LSBK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools