Lake Shore Bancorp Ownership 2024 | Who Owns Lake Shore Bancorp Now?

Overview RevenueFinancials Chart

Institutional Ownership

8.55%

Insider Ownership

66.20%

Retail Ownership

25.25%

Institutional Holders

20.00

Lake Shore Bancorp Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
M3F, INC.	1.85%	0.51%	110,126	-15,446	-12.30%	1,378,000	Jun 30, 2024
STILWELL VALUE LLC	1.68%	0.65%	100,000	-	-	1,251,000	Jun 30, 2024
HBK SORCE ADVISORY LLC	1.14%	0.03%	68,156	5,959	9.58%	852,632	Jun 30, 2024
VANGUARD GROUP INC	0.91%	-	54,126	44	0.08%	677,116	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.53%	0.01%	31,469	-	-	393,677	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.53%	0.00%	31,368	2,292	7.88%	392,414	Jun 30, 2024
MINERVA ADVISORS LLC	0.50%	0.24%	30,118	-	-	362,018	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	0.01%	28,850	-	-	360,914	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	0.31%	0.00%	18,507	-	-	231,523	Jun 30, 2024
MORGAN STANLEY	0.18%	-	11,001	1,884	20.66%	137,624	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.18%	-	10,522	10,522	100.00%	131,708	Jun 30, 2024
UBS GROUP AG	0.08%	-	4,752	4,752	100.00%	59,448	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.08%	-	4,514	14	0.31%	56,470	Jun 30, 2024
BLACKROCK INC.	0.07%	-	4,386	367	9.13%	54,869	Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC	0.02%	0.00%	1,000	-	-	11,800	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.01%	0.00%	400	-	-	5,004	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	400	-	-	5,004	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	186	22	13.41%	2,327	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	50	-38	-43.18%	1,000	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	-	12	12	100.00%	150	Jun 30, 2024

Lake Shore Bancorp's largest institutional shareholder is M3F, INC., holding 1.85% of the company's total share outstanding, currently valued at $1.38M. The top 10 institutional shareholders own together 8.11% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STILWELL VALUE LLC	1.68%	0.65%	100,000	-	-	1,251,000	Jun 30, 2024
M3F, INC.	1.85%	0.51%	110,126	-15,446	-12.30%	1,378,000	Jun 30, 2024
MINERVA ADVISORS LLC	0.50%	0.24%	30,118	-	-	362,018	Jun 30, 2024
HBK SORCE ADVISORY LLC	1.14%	0.03%	68,156	5,959	9.58%	852,632	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.53%	0.01%	31,469	-	-	393,677	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	0.01%	28,850	-	-	360,914	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	0.31%	0.00%	18,507	-	-	231,523	Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC	0.02%	0.00%	1,000	-	-	11,800	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.01%	0.00%	400	-	-	5,004	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.53%	0.00%	31,368	2,292	7.88%	392,414	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	-	12	12	100.00%	150	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	186	22	13.41%	2,327	Jun 30, 2024
UBS GROUP AG	0.08%	-	4,752	4,752	100.00%	59,448	Jun 30, 2024
VANGUARD GROUP INC	0.91%	-	54,126	44	0.08%	677,116	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	400	-	-	5,004	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.18%	-	10,522	10,522	100.00%	131,708	Jun 30, 2024
MORGAN STANLEY	0.18%	-	11,001	1,884	20.66%	137,624	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.08%	-	4,514	14	0.31%	56,470	Jun 30, 2024
BLACKROCK INC.	0.07%	-	4,386	367	9.13%	54,869	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	50	-38	-43.18%	1,000	Jun 30, 2024

The largest Lake Shore Bancorp shareholder by % of total assets is STILWELL VALUE LLC. The company owns 100.00K shares of Lake Shore Bancorp (LSBK), representing 0.65% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	0.18%	-	10,522	10,522	100.00%	131,708	Jun 30, 2024
HBK SORCE ADVISORY LLC	1.14%	0.03%	68,156	5,959	9.58%	852,632	Jun 30, 2024
UBS GROUP AG	0.08%	-	4,752	4,752	100.00%	59,448	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.53%	0.00%	31,368	2,292	7.88%	392,414	Jun 30, 2024
MORGAN STANLEY	0.18%	-	11,001	1,884	20.66%	137,624	Jun 30, 2024
BLACKROCK INC.	0.07%	-	4,386	367	9.13%	54,869	Jun 30, 2024
VANGUARD GROUP INC	0.91%	-	54,126	44	0.08%	677,116	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	186	22	13.41%	2,327	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.08%	-	4,514	14	0.31%	56,470	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	-	12	12	100.00%	150	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	400	-	-	5,004	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.01%	0.00%	400	-	-	5,004	Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC	0.02%	0.00%	1,000	-	-	11,800	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	0.31%	0.00%	18,507	-	-	231,523	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	0.01%	28,850	-	-	360,914	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.53%	0.01%	31,469	-	-	393,677	Jun 30, 2024
MINERVA ADVISORS LLC	0.50%	0.24%	30,118	-	-	362,018	Jun 30, 2024
STILWELL VALUE LLC	1.68%	0.65%	100,000	-	-	1,251,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-14	-100.00%	-	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	50	-38	-43.18%	1,000	Jun 30, 2024

As of Jun 30 2024, Lake Shore Bancorp's largest institutional buyer is GEODE CAPITAL MANAGEMENT, LLC. The company purchased 10.52K stocks of LSBK, valued at $131.71K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
M3F, INC.	1.85%	0.51%	110,126	-15,446	-12.30%	1,378,000	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	50	-38	-43.18%	1,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-14	-100.00%	-	Jun 30, 2024
STILWELL VALUE LLC	1.68%	0.65%	100,000	-	-	1,251,000	Jun 30, 2024
MINERVA ADVISORS LLC	0.50%	0.24%	30,118	-	-	362,018	Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC	0.53%	0.01%	31,469	-	-	393,677	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.48%	0.01%	28,850	-	-	360,914	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	0.31%	0.00%	18,507	-	-	231,523	Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC	0.02%	0.00%	1,000	-	-	11,800	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.01%	0.00%	400	-	-	5,004	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.01%	-	400	-	-	5,004	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	-	12	12	100.00%	150	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.08%	-	4,514	14	0.31%	56,470	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	186	22	13.41%	2,327	Jun 30, 2024
VANGUARD GROUP INC	0.91%	-	54,126	44	0.08%	677,116	Jun 30, 2024
BLACKROCK INC.	0.07%	-	4,386	367	9.13%	54,869	Jun 30, 2024
MORGAN STANLEY	0.18%	-	11,001	1,884	20.66%	137,624	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.53%	0.00%	31,368	2,292	7.88%	392,414	Jun 30, 2024
UBS GROUP AG	0.08%	-	4,752	4,752	100.00%	59,448	Jun 30, 2024
HBK SORCE ADVISORY LLC	1.14%	0.03%	68,156	5,959	9.58%	852,632	Jun 30, 2024

As of Jun 30 2024, Lake Shore Bancorp's biggest institutional seller is M3F, INC.. The company sold -15.45K shares of LSBK, valued at $1.38M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	0.18%	-	10,522	10,522	100.00%	131,708	Jun 30, 2024
UBS GROUP AG	0.08%	-	4,752	4,752	100.00%	59,448	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	-	12	12	100.00%	150	Jun 30, 2024

Lake Shore Bancorp's largest new institutional shareholder by number of shares is GEODE CAPITAL MANAGEMENT, LLC, purchased 10.52K shares, valued at $131.71K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	-	-	-	-14	-100.00%	-	Jun 30, 2024

Lake Shore Bancorp's largest sold out institutional shareholder by shares sold is WELLS FARGO & COMPANY/MN, sold -14.00 shares, valued at -, as of undefined.

Lake Shore Bancorp Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
BRIDGEWAY FUNDS INC	0.01%	27,150	-	-	Mar 28, 2024
Vericimetry Funds	0.01%	790	-	-	Mar 31, 2024
UNIFIED SERIES TRUST	0.00%	20,000	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	54,082	-4,383	-7.50%	Mar 31, 2024
Segall Bryant & Hamill Trust	0.00%	971	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	9,809	9,809	-	Feb 29, 2024
VALIC Co I	0.00%	10,000	-	-	Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	20,240	463	2.34%	Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	750	-	-	Dec 31, 2023
Dimensional ETF Trust	0.00%	3,157	656	26.23%	Jan 31, 2024
NORTHERN FUNDS	0.00%	737	-	-	Mar 28, 2024
EQ ADVISORS TRUST	0.00%	333	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	3,686	-748	-16.87%	Mar 31, 2024

Lake Shore Bancorp's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 27.15K shares, compromising 0.01% of its total assets.

Lake Shore Bancorp Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	20	5.26%
31 Mar, 24	19	11.76%
31 Dec, 23	17	13.33%
30 Sep, 23	15	-6.25%
30 Jun, 23	16	-
31 Mar, 23	16	-
31 Dec, 22	16	6.67%
30 Sep, 22	15	-6.25%
30 Jun, 22	16	6.67%
31 Mar, 22	15	7.14%
31 Dec, 21	14	16.67%
30 Sep, 21	12	20.00%
30 Jun, 21	10	-
31 Mar, 21	10	-9.09%
31 Dec, 20	11	-
30 Sep, 20	11	-8.33%
30 Jun, 20	12	-
31 Mar, 20	12	9.09%
31 Dec, 19	11	-8.33%
30 Sep, 19	12	-14.29%
30 Jun, 19	14	-
31 Mar, 19	14	-6.67%
31 Dec, 18	15	-
30 Sep, 18	15	25.00%
30 Jun, 18	12	9.09%
31 Mar, 18	11	-
31 Dec, 17	11	-8.33%
30 Sep, 17	12	-7.69%
30 Jun, 17	13	18.18%
31 Mar, 17	11	-15.38%
31 Dec, 16	13	-13.33%
30 Sep, 16	15	7.14%
30 Jun, 16	14	-
31 Mar, 16	14	16.67%
31 Dec, 15	12	20.00%
30 Sep, 15	10	-9.09%
30 Jun, 15	11	10.00%
31 Mar, 15	10	11.11%
31 Dec, 14	9	12.50%
30 Sep, 14	8	-20.00%
30 Jun, 14	10	-
31 Mar, 14	10	-9.09%
31 Dec, 13	11	10.00%
30 Sep, 13	10	-9.09%
30 Jun, 13	11	1000.00%
31 Mar, 13	1	-
31 Dec, 12	1	-66.67%
30 Sep, 12	3	50.00%
30 Jun, 12	2	-
31 Mar, 12	2	100.00%
31 Dec, 11	1	-66.67%
30 Sep, 11	3	50.00%
30 Jun, 11	2	100.00%
31 Mar, 11	1	-
31 Dec, 10	1	-
30 Sep, 10	1	-
30 Jun, 10	1	-
31 Mar, 10	1	-
31 Dec, 09	1	-
30 Sep, 09	1	-50.00%
30 Jun, 09	2	-
31 Mar, 09	2	100.00%
31 Dec, 08	1	-75.00%
30 Sep, 08	4	33.33%
30 Jun, 08	3	-
31 Mar, 08	3	-
31 Dec, 07	3	200.00%
30 Sep, 07	1	-50.00%
30 Jun, 07	2	-33.33%
31 Mar, 07	3	-25.00%
31 Dec, 06	4	33.33%
30 Sep, 06	3	-25.00%
30 Jun, 06	4	-

As of 30 Jun 24, 20 institutions are holding Lake Shore Bancorp's shares, representing an increase of 5.26% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	509,943	-0.19%
31 Mar, 24	510,938	2.60%
31 Dec, 23	497,972	4.53%
30 Sep, 23	476,371	1.28%
30 Jun, 23	470,343	20.32%
31 Mar, 23	390,902	-13.15%
31 Dec, 22	450,064	23.00%
30 Sep, 22	365,899	-0.46%
30 Jun, 22	367,587	-0.21%
31 Mar, 22	368,347	-1.17%
31 Dec, 21	372,718	2.64%
30 Sep, 21	363,141	-8.91%
30 Jun, 21	398,656	-4.47%
31 Mar, 21	417,313	-11.22%
31 Dec, 20	470,030	-0.57%
30 Sep, 20	472,736	-3.21%
30 Jun, 20	488,393	0.16%
31 Mar, 20	487,625	0.72%
31 Dec, 19	484,138	-15.23%
30 Sep, 19	571,114	-12.47%
30 Jun, 19	652,498	-9.95%
31 Mar, 19	724,578	-0.64%
31 Dec, 18	729,225	-13.42%
30 Sep, 18	842,216	1.04%
30 Jun, 18	833,518	4.26%
31 Mar, 18	799,433	-8.16%
31 Dec, 17	870,427	-0.11%
30 Sep, 17	871,426	0.15%
30 Jun, 17	870,078	0.49%
31 Mar, 17	865,875	0.20%
31 Dec, 16	864,121	0.13%
30 Sep, 16	863,019	0.85%
30 Jun, 16	855,760	2.04%
31 Mar, 16	838,643	8.81%
31 Dec, 15	770,738	0.83%
30 Sep, 15	764,363	-0.39%
30 Jun, 15	767,381	3.06%
31 Mar, 15	744,614	-1.14%
31 Dec, 14	753,210	7.04%
30 Sep, 14	703,670	0.33%
30 Jun, 14	701,348	0.87%
31 Mar, 14	695,285	-0.11%
31 Dec, 13	696,033	6.14%
30 Sep, 13	655,755	-3.50%
30 Jun, 13	679,556	542.58%
31 Mar, 13	105,754	-
31 Dec, 12	105,754	-18.63%
30 Sep, 12	129,965	4.50%
30 Jun, 12	124,369	0.73%
31 Mar, 12	123,472	16.75%
31 Dec, 11	105,754	-7.98%
30 Sep, 11	114,920	7.56%
30 Jun, 11	106,844	9702.20%
31 Mar, 11	1,090	-99.80%
31 Dec, 10	546,502	14.02%
30 Sep, 10	479,290	10.74%
30 Jun, 10	432,795	2.97%
31 Mar, 10	420,295	113.24%
31 Dec, 09	197,095	2943.94%
30 Sep, 09	6,475	-97.38%
30 Jun, 09	246,877	-14.66%
31 Mar, 09	289,302	132.93%
31 Dec, 08	124,200	-44.28%
30 Sep, 08	222,890	14.57%
30 Jun, 08	194,549	-14.74%
31 Mar, 08	228,190	20.20%
31 Dec, 07	189,849	80.98%
30 Sep, 07	104,900	93.99%
30 Jun, 07	54,075	-64.06%
31 Mar, 07	150,475	54.15%
31 Dec, 06	97,618	-38.13%
30 Sep, 06	157,784	-1.07%
30 Jun, 06	159,490	-

Lake Shore Bancorp (LSBK) has 509.94K shares outstanding as of 30 Jun 24, down -0.19% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	8.55%	11.65%
31 Mar, 24	8.57%	11.17%
31 Dec, 23	8.76%	13.19%
30 Sep, 23	8.15%	12.59%
30 Jun, 23	8.05%	18.22%
31 Mar, 23	6.65%	10.68%
31 Dec, 22	7.89%	20.44%
30 Sep, 22	6.21%	14.70%
30 Jun, 22	6.50%	15.13%
31 Mar, 22	6.56%	16.34%
31 Dec, 21	6.33%	16.61%
30 Sep, 21	6.17%	13.61%
30 Jun, 21	6.74%	13.52%
31 Mar, 21	7.06%	11.19%
31 Dec, 20	7.94%	10.12%
30 Sep, 20	8.86%	12.85%
30 Jun, 20	8.30%	12.51%
31 Mar, 20	8.14%	9.82%
31 Dec, 19	9.11%	10.01%
30 Sep, 19	9.54%	6.16%
30 Jun, 19	12.45%	8.63%
31 Mar, 19	12.01%	5.76%
31 Dec, 18	14.45%	7.89%
30 Sep, 18	13.53%	4.90%
30 Jun, 18	16.62%	7.19%
31 Mar, 18	15.20%	7.49%
31 Dec, 17	14.25%	5.12%
30 Sep, 17	16.69%	7.96%
30 Jun, 17	14.48%	4.68%
31 Mar, 17	17.59%	5.74%
31 Dec, 16	17.50%	7.97%
30 Sep, 16	14.82%	7.37%
30 Jun, 16	14.18%	7.07%
31 Mar, 16	14.16%	8.46%
31 Dec, 15	12.94%	4.91%
30 Sep, 15	16.23%	9.35%
30 Jun, 15	13.17%	4.82%
31 Mar, 15	16.53%	5.84%
31 Dec, 14	16.82%	11.16%
30 Sep, 14	12.27%	7.88%
30 Jun, 14	12.48%	7.91%
31 Mar, 14	12.56%	8.34%
31 Dec, 13	12.27%	9.60%
30 Sep, 13	11.31%	4.63%
30 Jun, 13	15.62%	447.86%
31 Mar, 13	1.87%	55.02%
31 Dec, 12	1.84%	36.10%
30 Sep, 12	2.26%	45.70%
30 Jun, 12	2.22%	47.57%
31 Mar, 12	2.16%	62.63%
31 Dec, 11	1.86%	24.17%
30 Sep, 11	2.77%	42.80%
30 Jun, 11	2.55%	692016.67%
31 Mar, 11	0.02%	0.01%
31 Dec, 10	13.25%	19.24%
30 Sep, 10	8.30%	7.37%
30 Jun, 10	10.61%	10.83%
31 Mar, 10	9.90%	87.98%
31 Dec, 09	3.35%	27726.36%
30 Sep, 09	0.11%	0.29%
30 Jun, 09	6.12%	11.82%
31 Mar, 09	7.20%	163.83%
31 Dec, 08	2.10%	15.38%
30 Sep, 08	3.69%	35.94%
30 Jun, 08	3.20%	22.02%
31 Mar, 08	3.81%	40.40%
31 Dec, 07	3.07%	101.27%
30 Sep, 07	1.74%	217.31%
30 Jun, 07	0.90%	6.00%
31 Mar, 07	3.86%	144.06%
31 Dec, 06	1.64%	27.32%
30 Sep, 06	2.45%	35.42%
30 Jun, 06	2.63%	-

As of 30 Jun 24, Lake Shore Bancorp is held by 8.55% institutional shareholders, representing a 11.65% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	10	42.86%
31 Mar, 24	7	-
31 Dec, 23	7	16.67%
30 Sep, 23	6	20.00%
30 Jun, 23	5	-
31 Mar, 23	5	-16.67%
31 Dec, 22	6	100.00%
30 Sep, 22	3	-50.00%
30 Jun, 22	6	20.00%
31 Mar, 22	5	-28.57%
31 Dec, 21	7	16.67%
30 Sep, 21	6	50.00%
30 Jun, 21	4	100.00%
31 Mar, 21	2	-33.33%
31 Dec, 20	3	200.00%
30 Sep, 20	1	-50.00%
30 Jun, 20	2	-33.33%
31 Mar, 20	3	-
31 Dec, 19	3	-25.00%
30 Sep, 19	4	-33.33%
30 Jun, 19	6	20.00%
31 Mar, 19	5	-
31 Dec, 18	5	-
30 Sep, 18	5	66.67%
30 Jun, 18	3	50.00%
31 Mar, 18	2	-
31 Dec, 17	2	-
30 Sep, 17	2	-33.33%
30 Jun, 17	3	-
31 Mar, 17	3	50.00%
31 Dec, 16	2	-33.33%
30 Sep, 16	3	-50.00%
30 Jun, 16	6	20.00%
31 Mar, 16	5	-16.67%
31 Dec, 15	6	-
30 Sep, 15	-	-100.00%
30 Jun, 15	6	50.00%
31 Mar, 15	4	-
31 Dec, 14	4	33.33%
30 Sep, 14	3	-40.00%
30 Jun, 14	5	-16.67%
31 Mar, 14	6	100.00%
31 Dec, 13	3	-25.00%
30 Sep, 13	4	-60.00%
30 Jun, 13	10	-
31 Mar, 13	-	-
31 Dec, 12	-	-100.00%
30 Sep, 12	1	-
30 Jun, 12	1	-
31 Mar, 12	1	-
31 Dec, 11	-	-100.00%
30 Sep, 11	1	-
30 Jun, 11	1	-
31 Mar, 11	1	-
31 Dec, 10	1	-
30 Sep, 10	1	-
30 Jun, 10	1	-
31 Mar, 10	1	-
31 Dec, 09	1	-
30 Sep, 09	-	-100.00%
30 Jun, 09	1	-50.00%
31 Mar, 09	2	-
31 Dec, 08	-	-100.00%
30 Sep, 08	3	200.00%
30 Jun, 08	1	-
31 Mar, 08	1	-66.67%
31 Dec, 07	3	200.00%
30 Sep, 07	1	-
30 Jun, 07	1	-
31 Mar, 07	1	-50.00%
31 Dec, 06	2	100.00%
30 Sep, 06	1	-75.00%
30 Jun, 06	4	-

10 institutional shareholders have increased their position in LSBK stock as of 30 Jun 24 compared to 7 in the previous quarter (a 42.86% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	2	-66.67%
31 Mar, 24	6	20.00%
31 Dec, 23	5	400.00%
30 Sep, 23	1	-66.67%
30 Jun, 23	3	50.00%
31 Mar, 23	2	-
31 Dec, 22	2	-33.33%
30 Sep, 22	3	50.00%
30 Jun, 22	2	-50.00%
31 Mar, 22	4	100.00%
31 Dec, 21	2	-
30 Sep, 21	2	-33.33%
30 Jun, 21	3	-
31 Mar, 21	3	-40.00%
31 Dec, 20	5	-
30 Sep, 20	5	66.67%
30 Jun, 20	3	-
31 Mar, 20	3	50.00%
31 Dec, 19	2	-
30 Sep, 19	2	-
30 Jun, 19	2	-33.33%
31 Mar, 19	3	50.00%
31 Dec, 18	2	-33.33%
30 Sep, 18	3	-
30 Jun, 18	3	200.00%
31 Mar, 18	1	-
31 Dec, 17	-	-100.00%
30 Sep, 17	1	-
30 Jun, 17	-	-
31 Mar, 17	-	-100.00%
31 Dec, 16	1	-50.00%
30 Sep, 16	2	100.00%
30 Jun, 16	1	-
31 Mar, 16	1	-
31 Dec, 15	-	-100.00%
30 Sep, 15	2	-
30 Jun, 15	-	-
31 Mar, 15	-	-100.00%
31 Dec, 14	1	-
30 Sep, 14	1	-
30 Jun, 14	1	-
31 Mar, 14	1	-66.67%
31 Dec, 13	3	50.00%
30 Sep, 13	2	-
30 Jun, 13	-	-
31 Mar, 13	-	-
31 Dec, 12	-	-100.00%
30 Sep, 12	1	-
30 Jun, 12	-	-
31 Mar, 12	-	-
31 Dec, 11	-	-
30 Sep, 11	-	-
30 Jun, 11	-	-
31 Mar, 11	-	-
31 Dec, 10	-	-
30 Sep, 10	-	-
30 Jun, 10	-	-
31 Mar, 10	-	-
31 Dec, 09	-	-
30 Sep, 09	-	-100.00%
30 Jun, 09	1	-
31 Mar, 09	-	-
31 Dec, 08	-	-100.00%
30 Sep, 08	1	-
30 Jun, 08	1	-
31 Mar, 08	-	-
31 Dec, 07	-	-
30 Sep, 07	-	-100.00%
30 Jun, 07	1	-
31 Mar, 07	-	-100.00%
31 Dec, 06	2	-
30 Sep, 06	-	-
30 Jun, 06	-	-

2 institutional shareholders have reduced their position in LSBK stock as of 30 Jun 24 compared to 6 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	20	5.26%	509,943	-0.19%	8.55%	11.65%	10	42.86%	2	-66.67%
31 Mar, 24	19	11.76%	510,938	2.60%	8.57%	11.17%	7	-	6	20.00%
31 Dec, 23	17	13.33%	497,972	4.53%	8.76%	13.19%	7	16.67%	5	400.00%
30 Sep, 23	15	-6.25%	476,371	1.28%	8.15%	12.59%	6	20.00%	1	-66.67%
30 Jun, 23	16	-	470,343	20.32%	8.05%	18.22%	5	-	3	50.00%
31 Mar, 23	16	-	390,902	-13.15%	6.65%	10.68%	5	-16.67%	2	-
31 Dec, 22	16	6.67%	450,064	23.00%	7.89%	20.44%	6	100.00%	2	-33.33%
30 Sep, 22	15	-6.25%	365,899	-0.46%	6.21%	14.70%	3	-50.00%	3	50.00%
30 Jun, 22	16	6.67%	367,587	-0.21%	6.50%	15.13%	6	20.00%	2	-50.00%
31 Mar, 22	15	7.14%	368,347	-1.17%	6.56%	16.34%	5	-28.57%	4	100.00%
31 Dec, 21	14	16.67%	372,718	2.64%	6.33%	16.61%	7	16.67%	2	-
30 Sep, 21	12	20.00%	363,141	-8.91%	6.17%	13.61%	6	50.00%	2	-33.33%
30 Jun, 21	10	-	398,656	-4.47%	6.74%	13.52%	4	100.00%	3	-
31 Mar, 21	10	-9.09%	417,313	-11.22%	7.06%	11.19%	2	-33.33%	3	-40.00%
31 Dec, 20	11	-	470,030	-0.57%	7.94%	10.12%	3	200.00%	5	-
30 Sep, 20	11	-8.33%	472,736	-3.21%	8.86%	12.85%	1	-50.00%	5	66.67%
30 Jun, 20	12	-	488,393	0.16%	8.30%	12.51%	2	-33.33%	3	-
31 Mar, 20	12	9.09%	487,625	0.72%	8.14%	9.82%	3	-	3	50.00%
31 Dec, 19	11	-8.33%	484,138	-15.23%	9.11%	10.01%	3	-25.00%	2	-
30 Sep, 19	12	-14.29%	571,114	-12.47%	9.54%	6.16%	4	-33.33%	2	-
30 Jun, 19	14	-	652,498	-9.95%	12.45%	8.63%	6	20.00%	2	-33.33%
31 Mar, 19	14	-6.67%	724,578	-0.64%	12.01%	5.76%	5	-	3	50.00%
31 Dec, 18	15	-	729,225	-13.42%	14.45%	7.89%	5	-	2	-33.33%
30 Sep, 18	15	25.00%	842,216	1.04%	13.53%	4.90%	5	66.67%	3	-
30 Jun, 18	12	9.09%	833,518	4.26%	16.62%	7.19%	3	50.00%	3	200.00%
31 Mar, 18	11	-	799,433	-8.16%	15.20%	7.49%	2	-	1	-
31 Dec, 17	11	-8.33%	870,427	-0.11%	14.25%	5.12%	2	-	-	-100.00%
30 Sep, 17	12	-7.69%	871,426	0.15%	16.69%	7.96%	2	-33.33%	1	-
30 Jun, 17	13	18.18%	870,078	0.49%	14.48%	4.68%	3	-	-	-
31 Mar, 17	11	-15.38%	865,875	0.20%	17.59%	5.74%	3	50.00%	-	-100.00%
31 Dec, 16	13	-13.33%	864,121	0.13%	17.50%	7.97%	2	-33.33%	1	-50.00%
30 Sep, 16	15	7.14%	863,019	0.85%	14.82%	7.37%	3	-50.00%	2	100.00%
30 Jun, 16	14	-	855,760	2.04%	14.18%	7.07%	6	20.00%	1	-
31 Mar, 16	14	16.67%	838,643	8.81%	14.16%	8.46%	5	-16.67%	1	-
31 Dec, 15	12	20.00%	770,738	0.83%	12.94%	4.91%	6	-	-	-100.00%
30 Sep, 15	10	-9.09%	764,363	-0.39%	16.23%	9.35%	-	-100.00%	2	-
30 Jun, 15	11	10.00%	767,381	3.06%	13.17%	4.82%	6	50.00%	-	-
31 Mar, 15	10	11.11%	744,614	-1.14%	16.53%	5.84%	4	-	-	-100.00%
31 Dec, 14	9	12.50%	753,210	7.04%	16.82%	11.16%	4	33.33%	1	-
30 Sep, 14	8	-20.00%	703,670	0.33%	12.27%	7.88%	3	-40.00%	1	-
30 Jun, 14	10	-	701,348	0.87%	12.48%	7.91%	5	-16.67%	1	-
31 Mar, 14	10	-9.09%	695,285	-0.11%	12.56%	8.34%	6	100.00%	1	-66.67%
31 Dec, 13	11	10.00%	696,033	6.14%	12.27%	9.60%	3	-25.00%	3	50.00%
30 Sep, 13	10	-9.09%	655,755	-3.50%	11.31%	4.63%	4	-60.00%	2	-
30 Jun, 13	11	1000.00%	679,556	542.58%	15.62%	447.86%	10	-	-	-
31 Mar, 13	1	-	105,754	-	1.87%	55.02%	-	-	-	-
31 Dec, 12	1	-66.67%	105,754	-18.63%	1.84%	36.10%	-	-100.00%	-	-100.00%
30 Sep, 12	3	50.00%	129,965	4.50%	2.26%	45.70%	1	-	1	-
30 Jun, 12	2	-	124,369	0.73%	2.22%	47.57%	1	-	-	-
31 Mar, 12	2	100.00%	123,472	16.75%	2.16%	62.63%	1	-	-	-
31 Dec, 11	1	-66.67%	105,754	-7.98%	1.86%	24.17%	-	-100.00%	-	-
30 Sep, 11	3	50.00%	114,920	7.56%	2.77%	42.80%	1	-	-	-
30 Jun, 11	2	100.00%	106,844	9702.20%	2.55%	692016.67%	1	-	-	-
31 Mar, 11	1	-	1,090	-99.80%	0.02%	0.01%	1	-	-	-
31 Dec, 10	1	-	546,502	14.02%	13.25%	19.24%	1	-	-	-
30 Sep, 10	1	-	479,290	10.74%	8.30%	7.37%	1	-	-	-
30 Jun, 10	1	-	432,795	2.97%	10.61%	10.83%	1	-	-	-
31 Mar, 10	1	-	420,295	113.24%	9.90%	87.98%	1	-	-	-
31 Dec, 09	1	-	197,095	2943.94%	3.35%	27726.36%	1	-	-	-
30 Sep, 09	1	-50.00%	6,475	-97.38%	0.11%	0.29%	-	-100.00%	-	-100.00%
30 Jun, 09	2	-	246,877	-14.66%	6.12%	11.82%	1	-50.00%	1	-
31 Mar, 09	2	100.00%	289,302	132.93%	7.20%	163.83%	2	-	-	-
31 Dec, 08	1	-75.00%	124,200	-44.28%	2.10%	15.38%	-	-100.00%	-	-100.00%
30 Sep, 08	4	33.33%	222,890	14.57%	3.69%	35.94%	3	200.00%	1	-
30 Jun, 08	3	-	194,549	-14.74%	3.20%	22.02%	1	-	1	-
31 Mar, 08	3	-	228,190	20.20%	3.81%	40.40%	1	-66.67%	-	-
31 Dec, 07	3	200.00%	189,849	80.98%	3.07%	101.27%	3	200.00%	-	-
30 Sep, 07	1	-50.00%	104,900	93.99%	1.74%	217.31%	1	-	-	-100.00%
30 Jun, 07	2	-33.33%	54,075	-64.06%	0.90%	6.00%	1	-	1	-
31 Mar, 07	3	-25.00%	150,475	54.15%	3.86%	144.06%	1	-50.00%	-	-100.00%
31 Dec, 06	4	33.33%	97,618	-38.13%	1.64%	27.32%	2	100.00%	2	-
30 Sep, 06	3	-25.00%	157,784	-1.07%	2.45%	35.42%	1	-75.00%	-	-
30 Jun, 06	4	-	159,490	-	2.63%	-	4	-	-	-

Lake Shore Bancorp Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	18,800	$12.95	$243.45K	21,800
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	3,000	$12.94	$38.82K	3,000
May 28, 2024	Gilden Taylor M	officer	Chief Financial Officer	P-Purchase	Buy	462	$12.47	$5.76K	1,462
Apr 29, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	P-Purchase	Buy	3,000	$10.81	$32.44K	18,536
Mar 07, 2024	Passafaro Ronald J	director	-	P-Purchase	Buy	1,500	$11.41	$17.12K	5,678

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	18,800	$12.95	$243.45K	21,800
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	3,000	$12.94	$38.82K	3,000
May 28, 2024	Gilden Taylor M	officer	Chief Financial Officer	P-Purchase	Buy	462	$12.47	$5.76K	1,462
Apr 29, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	P-Purchase	Buy	3,000	$10.81	$32.44K	18,536
Mar 07, 2024	Passafaro Ronald J	director	-	P-Purchase	Buy	1,500	$11.41	$17.12K	5,678

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 07, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	G-Gift	Sell	400	-	-	18,136

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 07, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	G-Gift	Sell	400	-	-	18,136
Aug 07, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	G-Gift	Buy	400	-	-	1,305
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	18,800	$12.95	$243.45K	21,800
Jun 07, 2024	Segarra Ann M	director	-	P-Purchase	Buy	3,000	$12.94	$38.82K	3,000
May 28, 2024	Gilden Taylor M	officer	Chief Financial Officer	P-Purchase	Buy	462	$12.47	$5.76K	1,462
Apr 29, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	P-Purchase	Buy	3,000	$10.81	$32.44K	18,536
Apr 25, 2024	Werdein Jeffrey M.	officer	EVP - Commercial Division	A-Award	Buy	2,534	-	-	18,936
Apr 25, 2024	Segarra Ann M	director	-	A-Award	Buy	131	-	-	131
Apr 25, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	A-Award	Buy	1,190	-	-	15,536
Apr 25, 2024	Sanvidge Kevin M.	director, other	Chairman of the Board	A-Award	Buy	1,897	$10.69	$20.28K	12,646
Apr 25, 2024	Passafaro Ronald J	director	-	A-Award	Buy	5,708	-	-	11,386
Apr 25, 2024	Mehltretter John L	director	-	A-Award	Buy	5,934	-	-	13,232
Apr 25, 2024	Mehltretter John L	director	-	A-Award	Buy	5,512	$10.69	$58.92K	5,512
Apr 25, 2024	McGrath John P	director	-	A-Award	Buy	4,663	-	-	6,927
Apr 25, 2024	LIDDELL KIM C	other	Dir., Pres. and CEO of Bank	A-Award	Buy	5,163	-	-	5,163
Apr 25, 2024	Gilden Taylor M	officer	Chief Financial Officer	A-Award	Buy	4,177	-	-	4,177
Apr 25, 2024	DeBergalis Michelle M	director	-	A-Award	Buy	578	-	-	1,376
Apr 25, 2024	Brautigam Sharon E	director	-	A-Award	Buy	731	-	-	15,927
Apr 25, 2024	Brautigam Sharon E	director	-	A-Award	Buy	1,897	$10.69	$20.28K	1,897
Mar 07, 2024	Passafaro Ronald J	director	-	P-Purchase	Buy	1,500	$11.41	$17.12K	5,678

The last insider sell of Lake Shore Bancorp's stock was made by Sanvidge Kevin M. on Aug 07 2024, selling 400 shares at - per share (valued at -). The last insider buy of LSBK was made by Segarra Ann M on Jun 07 2024, buying 18,800 shares at $12.95 per share (worth $243.45K).

Lake Shore Bancorp Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	1	100.00%
Q2 2024	17	-	-
Q1 2024	2	1	200.00%
Q4 2023	3	2	150.00%
Q3 2023	2	2	100.00%
Q2 2023	15	1	1500.00%
Q1 2023	18	3	600.00%
Q4 2022	1	3	33.33%
Q3 2022	1	-	-
Q1 2022	7	-	-
Q4 2021	1	1	100.00%
Q3 2021	1	-	-
Q1 2021	8	1	800.00%
Q4 2020	2	3	66.67%
Q3 2020	2	1	200.00%
Q2 2020	1	-	-
Q1 2020	12	-	-
Q4 2019	6	7	85.71%
Q3 2019	2	6	33.33%
Q2 2019	1	-	-

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Lake Shore Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	-	-
Q2 2024	4	-	-
Q1 2024	1	-	-
Q4 2023	3	-	-
Q3 2023	2	-	-
Q2 2023	15	-	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	-	2	-
Q3 2020	2	-	-
Q2 2020	1	-	-
Q1 2020	2	-	-
Q4 2019	1	-	-
Q3 2019	-	2	-
Q2 2019	1	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Lake Shore Bancorp's stocks.

Lake Shore Bancorp Peer Ownership

Ticker	Company
OFED	Oconee Federal Financial Corp.
CWBC	Community West Bancshares
HMNF	HMN Financial, Inc.
HVBC	HV Bancorp, Inc.
HFBL	Home Federal Bancorp, Inc. of Louisiana
MGYR	Magyar Bancorp, Inc.

LSBK Ownership FAQ

Who Owns Lake Shore Bancorp?

Lake Shore Bancorp is owned by institutional shareholders (8.55%), insiders (66.20%), and public (25.25%). The largest institutional shareholder of Lake Shore Bancorp is M3F, INC. (1.85% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).

Who are the major institutional shareholders of Lake Shore Bancorp?

Lake Shore Bancorp's major institutional shareholders are M3F, INC., STILWELL VALUE LLC, HBK SORCE ADVISORY LLC, VANGUARD GROUP INC, and GLOBAL RETIREMENT PARTNERS, LLC. The top five shareholders own together 6.10% of the company's share outstanding.

How many Lake Shore Bancorp shareholders are there?

As of Jun 2024, there are 20 institutional shareholders of Lake Shore Bancorp.

What percentage of Lake Shore Bancorp is owned by M3F, INC?

M3F, INC owns 110.13K shares of Lake Shore Bancorp, representing 1.85% of the company's total shares outstanding, valued at $1.38M (as of Jun 2024).

What percentage of Lake Shore Bancorp is owned by STILWELL VALUE LLC?

As of Jun 2024, STILWELL VALUE LLC holds 100K shares of Lake Shore Bancorp (LSBK), compromising 1.68% of the company, valued at $1.25M.

What percentage of Lake Shore Bancorp is owned by HBK SORCE ADVISORY LLC?

HBK SORCE ADVISORY LLC is the third largest holder of Lake Shore Bancorp. The company owns 68.16K of the company's shares outstanding (worth $852.63K).