Lake Shore Bancorp Ownership | Who Owns Lake Shore Bancorp?
Lake Shore Bancorp Ownership Summary
Lake Shore Bancorp is owned by 9.06% institutional investors, 66.27% insiders, and 24.66% retail investors. Stilwell value is the largest institutional shareholder, holding 2.16% of LSBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 0.78% of its assets in Lake Shore Bancorp shares.
LSBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lake Shore Bancorp | 9.06% | 66.27% | 24.66% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Stilwell value | 121.89K | 2.16% | $1.68M |
| M3f | 109.98K | 1.95% | $1.51M |
| Hbk sorce advisory | 68.68K | 1.22% | $943.90K |
| Vanguard group | 46.29K | 0.82% | $634.20K |
| Dimensional fund advisors lp | 31.38K | 0.56% | $429.91K |
| Minerva advisors | 30.12K | 0.53% | $412.62K |
| Courier capital | 18.81K | 0.33% | $257.74K |
| First manhattan co. llc. | 18.51K | 0.33% | $254.34K |
| Geode capital management | 17.45K | 0.31% | $239.21K |
| Susquehanna group, llp | 17.24K | 0.29% | $215.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stilwell value | 121.89K | 0.84% | $1.68M |
| M3f | 109.98K | 0.44% | $1.51M |
| Minerva advisors | 30.12K | 0.24% | $412.62K |
| Hbk sorce advisory | 68.68K | 0.03% | $943.90K |
| Courier capital | 18.81K | 0.02% | $257.74K |
| Bridgeway capital management | 14.69K | 0.00% | $201.31K |
| First manhattan co. llc. | 18.51K | 0.00% | $254.34K |
| Farther finance advisors | 1.00K | 0.00% | $13.74K |
| Srs capital advisors | 400.00 | 0.00% | $5.48K |
| Dimensional fund advisors lp | 31.38K | 0.00% | $429.91K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 17.24K | - | 5.88K |
| Morgan stanley | 11.00K | - | 1.88K |
| Ubs group | 1.55K | - | 1.55K |
| Blackrock | 4.39K | - | 367.00 |
| Hbk sorce advisory | 68.68K | 0.03% | 101.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global retirement partners | - | - | -31.47K |
| Vanguard group | 46.29K | - | -2.17K |
| Bridgeway capital management | 14.69K | 0.00% | -1.10K |
| M3f | 109.98K | 0.44% | -141.00 |
| Geode capital management | 17.45K | - | -47.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -12.00 |
| Wells fargo & company/mn | -14.00 |
| Global retirement partners | -31.47K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 19 | 5.56% | 511,032 | -4.69% | 9 | 9.71% | 7 | -12.50% | 5 | 66.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 43.72K | 0.78% | -5.86K |
| Vanguard Total Stock Mkt Idx Inv | 23.91K | 0.43% | -17.64K |
| Bridgeway Ultra-Small Company Market | 14.09K | 0.25% | - |
| Fidelity Extended Market Index | 9.76K | 0.17% | -62.00 |
| DFA US Core Equity 2 I | 8.29K | 0.15% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 4.82K | 0.09% | 74.00 |
| DFA US Micro Cap I | 4.21K | 0.08% | - |
| iShares Micro-Cap ETF | 4.17K | 0.07% | - |
| Fidelity Total Market Index | 4.13K | 0.07% | - |
| DFA US Core Equity 1 I | 3.57K | 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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | - |
| 2024 Q1 | 1 | - |
LSBK Ownership FAQ
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