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Get Institutions for : 
LCNB Corp (LCNB)  
$14.63 0.16 (1.11%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    1
Total shares held : 
4,591,059  
% of shares held : 
35.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
216,620  
% of shares held change : 
  1.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.91  
Last Quarter's Ending Price : 
$15.77  
Last Quarter's Average Price
$14.72  
Change from last quarter's     
avg. price to the last closing  : 
0.09 (0.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 143,000
 3.11%
 
Increased Positions :
21
 168,681
 3.67%
 
Unchanged Positions :
25
 1,450,991
 31.6%
 
Decreased Positions :
16
-57,786
-1.26%
 
Closed Positions :
7
-37,275
-0.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Ritter Daniher Financial Advisory LLC / DE 8 - 2023-12-31 561,359 $8,853,000 0
   LCNB CORP 6 - 2023-12-31 494,402 $7,797,000 0
   AMERICAN FINANCIAL GROUP INC 35 - 2023-12-31 93,582 $1,476,000 0
   FINANCIAL NETWORK 1238 - 2023-12-31 79,265 $1,250,000 0
   ACADIAN ASSET MANAGEMENT LLC 998 - 2023-12-31 36,979 $582,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3100 - 2023-12-31 28,910 $456,000 0
   Cornerstone Advisory LLP 158 - 2023-12-31 24,500 $386,000 0
   New Republic Capital LLC 91 - 2023-12-31 23,198 $366,000 0
   Wealthquest Corp 101 - 2023-12-31 19,767 $312,000 0
   LSV ASSET MANAGEMENT 785 - 2023-12-31 18,189 $287,000 0
   HENGEHOLD CAPITAL MANAGEMENT LLC 154 - 2024-03-31 17,668 $282,000 0
   EQUITABLE TRUST CO 400 - 2024-03-31 14,868 $237,000 0
   Center for Financial Planning Inc. 148 - 2024-03-31 12,664 $202,000 0
   FINEMARK NATIONAL BANK & TRUST 391 - 2023-12-31 11,953 $188,000 0
   Axim Planning & Wealth 23 - 2024-03-31 11,500 $183,000 0
   MetLife Investment Advisors LLC 2648 - 2023-12-31 5,737 $90,000 0
   Cassady Schiller Wealth Management LLC 176 - 2023-12-31 4,593 $72,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2072 - 2023-12-31 2,845 $45,000 0
   US BANCORP 2896 - 2023-12-31 1,650 $26,000 0
   ALPHAMARK ADVISORS LLC 415 - 2024-03-31 1,636 $26,000 0
   MCF Advisors LLC 487 - 2024-03-31 1,574 $25,000 0
   IAG Wealth Partners LLC 262 - 2024-03-31 1,000 $16,000 0
   LEGAL & GENERAL GROUP PLC 3128 - 2023-12-31 987 $16,000 0
   SUMMIT INVESTMENT ADVISORS INC 2727 - 2023-12-31 873 $14,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2217 - 2023-12-31 595 $9,000 0
   PROEQUITIES INC. 5969 - 2023-12-31 0 $0 0
   HUNTINGTON NATIONAL BANK 3076 - 2023-12-31 1 $0 0

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results