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Get Institutions for : 
Lakeland Financial Corp (LKFN)  
$62.04 0.48 (0.77%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 201    2
Total shares held : 
21,044,652  
% of shares held : 
81.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
333,214  
% of shares held change : 
  1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$46.31  
Last Quarter's Ending Price : 
$65.16  
Last Quarter's Average Price
$55.16  
Change from last quarter's     
avg. price to the last closing  : 
6.88 (12.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 49,118
 0.23%
 
Increased Positions :
70
 1,189,388
 5.65%
 
Unchanged Positions :
34
 366,059
 1.74%
 
Decreased Positions :
79
-768,321
-3.65%
 
Closed Positions :
20
-136,971
-0.65%
 
Guru Positions :
1
7,500
 0.04%
 
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
   BLACKROCK INC. 1493 - 2024-03-31 3,751,315 $248,787,000 46,819
   VANGUARD GROUP INC 1761 - 2024-03-31 1,848,101 $122,566,000 413
   VICTORY CAPITAL MANAGEMENT INC 238 - 2024-03-31 1,596,138 $105,856,000 -30,956
   STATE STREET CORP 1440 - 2023-12-31 1,219,323 $79,451,000 93,838
   NEUBERGER BERMAN GROUP LLC 334 - 2023-12-31 1,174,114 $76,505,000 -12,435
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 126 - 2023-12-31 960,918 $62,613,000 -52,422
   SILVERCREST ASSET MANAGEMENT GROUP LLC 92 - 2023-12-31 876,385 $57,105,000 -1,462
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 943 - 2024-03-31 858,915 $56,963,000 595,481
   DIMENSIONAL FUND ADVISORS INC 1409 - 2024-03-31 805,431 $53,416,000 24,002
   COPELAND CAPITAL MANAGEMENT, LLC 52 - 2024-03-31 740,353 $49,100,000 11,379
   GEODE CAPITAL MANAGEMENT LLC 1536 - 2023-12-31 560,037 $36,496,000 25,234
   NEUMEIER INVESTMENT COUNSEL LLC 15 - 2023-12-31 547,457 $35,672,000 245,825
   NORTHERN TRUST CORP 1292 - 2023-12-31 502,396 $32,736,000 39,162
   AMERIPRISE FINANCIAL INC 1148 - 2023-12-31 369,262 $24,061,000 -53,392
   GOLDMAN SACHS GROUP INC/ 1449 - 2023-12-31 357,088 $23,268,000 -20,324
   FULLER & THALER ASSET MANAGEMENT, INC. 192 - 2023-12-31 347,485 $22,642,000 -1,519
   BTIM CORP. 165 - 2024-03-31 337,914 $22,410,000 -1,672
   BANK OF NEW YORK MELLON CORP 1726 - 2024-03-31 232,204 $15,400,000 -7,558
   MORGAN STANLEY 2991 - 2023-12-31 222,582 $14,504,000 25,381
   NATIXIS ASSET MANAGEMENT ADVISORS LP 483 - 2024-03-31 218,327 $14,479,000 -770
   ENVESTNET ASSET MANAGEMENT INC 1221 - 2023-12-31 221,200 $14,413,000 18,774
   NFJ INVESTMENT GROUP LLC 77 - 2023-12-31 204,778 $13,343,000 -41,876
   TIMUCUAN ASSET MANAGEMENT INC/FL 20 - 2023-12-31 187,161 $12,195,000 0
   WELLS FARGO & CO/MN 1412 - 2024-03-31 183,517 $12,171,000 13,009
   MONARCH CAPITAL MANAGEMENT INC/ 7 - 2024-03-31 160,620 $10,652,000 -2,885
   SEGALL BRYANT & HAMILL 199 - 2023-12-31 137,667 $8,970,000 -1,994
   PRINCIPAL FINANCIAL GROUP INC 1376 - 2024-03-31 131,977 $8,753,000 -493
   EAGLE ASSET MANAGEMENT INC 315 - 2024-03-31 130,233 $8,408,000 -15,214
   BANK OF AMERICA CORP /DE/ 2588 - 2023-12-31 118,437 $7,717,000 13,230
   FIRST TRUST ADVISORS LP 1098 - 2023-12-31 115,128 $7,502,000 34,300
   AMERICAN CENTURY COMPANIES INC 1265 - 2023-12-31 114,434 $7,457,000 8,731
   NUVEEN ASSET MANAGEMENT, LLC 1816 - 2023-12-31 100,249 $6,532,000 669
   KENNEDY CAPITAL MANAGEMENT INC 267 - 2023-12-31 93,787 $6,111,000 -19,327
   RHUMBLINE ADVISERS 1337 - 2024-03-31 87,486 $5,802,000 -4,414
   LEGAL & GENERAL GROUP PLC 1542 - 2023-12-31 71,685 $4,671,000 -795
   FMR LLC 1974 - 2023-12-31 68,504 $4,464,000 -6,292
   INVESCO LTD 2238 - 2023-12-31 67,798 $4,418,000 8,477
   STIFEL FINANCIAL CORP 1185 - 2023-12-31 67,001 $4,366,000 -1,424
   LPL FINANCIAL CORP 1977 - 2024-03-31 57,187 $3,793,000 3,158
   BARCLAYS PLC 1699 - 2023-12-31 54,723 $3,566,000 16,397
   PUBLIC SECTOR PENSION INVESTMENT BOARD 515 - 2023-12-31 52,780 $3,439,000 21,345
   Swiss National Bank 1558 - 2024-03-31 50,150 $3,326,000 0
   1ST SOURCE BANK 70 - 2024-03-31 49,604 $3,290,000 -650
   ROYAL BANK OF CANADA 2211 - 2023-12-31 49,358 $3,216,000 4,173
   J P MORGAN CHASE & CO 2719 - 2024-03-31 47,172 $3,128,000 1,460
   Aptus Capital Advisors LLC 169 - 2023-12-31 46,713 $3,044,000 -545
   HSBC HOLDINGS PLC 1056 - 2023-12-31 46,055 $3,015,000 46,055
   John W. Rosenthal Capital Management Inc. 4 - 2024-03-31 44,930 $2,980,000 -15,009
   RAYMOND JAMES & ASSOCIATES 1946 - 2024-03-31 42,244 $2,802,000 2,084
   CREDIT SUISSE/ 1631 - 2024-03-31 41,329 $2,741,000 2,300
   CITIGROUP INC 1690 - 2024-03-31 34,609 $2,295,000 2,520
   PRUDENTIAL FINANCIAL INC 1353 - 2023-12-31 35,030 $2,283,000 -216
   Bridge City Capital LLC 64 - 2024-03-31 31,402 $2,083,000 241
   ALLIANCEBERNSTEIN L.P. 1929 - 2023-12-31 30,730 $2,002,000 1,100
   UBS Group AG 2837 - 2023-12-31 30,494 $1,987,000 22,639
   SYM FINANCIAL CORPORATION 22 - 2024-03-31 28,347 $1,880,000 -4,182
   RAFFERTY ASSET MANAGEMENT LLC 694 - 2023-12-31 27,782 $1,810,000 8,218
   SEI INVESTMENTS CO 1667 - 2024-03-31 26,508 $1,758,000 -262
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1525 - 2023-12-31 26,736 $1,742,000 -1,226
   TWO SIGMA ADVISERS, LLC 1390 - 2023-12-31 25,600 $1,668,000 -25,700
   HEARTLAND ADVISORS INC 164 - 2024-03-31 23,801 $1,578,000 102
   ALBERT D MASON INC 32 - 2024-03-31 22,536 $1,495,000 133
   THRIVENT FINANCIAL FOR LUTHERANS 1519 - 2023-12-31 22,662 $1,477,000 -604
   TEXAS PERMANENT SCHOOL FUND 1193 - 2024-03-31 22,257 $1,476,000 287
   MILLENNIUM MANAGEMENT LLC 2510 - 2023-12-31 22,603 $1,473,000 -122,396
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1791 - 2023-12-31 21,592 $1,407,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1419 - 2023-12-31 20,421 $1,329,000 -1,916
   BB&T CORP 1448 - 2023-12-31 20,078 $1,308,000 -2,088
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1402 - 2024-03-31 19,810 $1,290,000 8,304
   NEW YORK STATE COMMON RETIREMENT FUND 1600 - 2024-03-31 19,376 $1,285,000 208
   BALYASNY ASSET MANAGEMENT LLC 1123 - 2023-12-31 18,508 $1,206,000 3,024
   DAVENPORT & CO LLC 580 - 2024-03-31 16,604 $1,101,000 3,876
   COMERICA BANK 1485 - 2023-12-31 16,877 $1,100,000 277
   Uncommon Cents Investing LLC 96 - 2024-03-31 16,076 $1,066,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1839 - 2023-12-31 16,182 $1,055,000 4,609
   ALASKA RETIREMENT MANAGEMENT BOARD 1019 - 2024-03-31 15,493 $1,027,000 -153
   JANE STREET GROUP LLC 3171 - 2023-12-31 15,541 $1,013,000 5,553
   KFG WEALTH MANAGEMENT LLC 49 - 2024-03-31 15,027 $997,000 -2,500
   Russell Investments Group Ltd. 1934 - 2024-03-31 14,944 $991,000 -5,739
   Cetera Investment Advisers 1117 - 2023-12-31 14,845 $967,000 -898
   TWO SIGMA INVESTMENTS LLC 1996 - 2023-12-31 14,196 $925,000 -48,441
   Illinois Municipal Retirement Fund 967 - 2024-03-31 13,855 $919,000 -255
   JANUS HENDERSON GROUP PLC 1660 - 2023-12-31 14,074 $918,000 -20
   Ensign Peak Advisors Inc 1449 - 2023-12-31 13,650 $889,000 1,650
   AMERICAN INTERNATIONAL GROUP INC 1368 - 2023-12-31 13,544 $883,000 -115
   MetLife Investment Advisors LLC 1393 - 2023-12-31 13,025 $849,000 0
   Louisiana State Employees Retirement System 1109 - 2024-03-31 12,600 $836,000 -100
   BNP PARIBAS ARBITRAGE SA 1877 - 2024-03-31 12,344 $819,000 5,571
   MANUFACTURERES LIFE INSURANCE CO 1895 - 2023-12-31 12,450 $811,000 -273
   DEUTSCHE BANK AG 2060 - 2023-12-31 12,223 $796,000 -298
   BKD WEALTH ADVISORS LLC 234 - 2024-03-31 11,822 $784,000 0
   RSM US WEALTH MANAGEMENT LLC 324 *New 2024-03-31 11,800 $783,000 11,800
   AQR CAPITAL MANAGEMENT LLC 1698 - 2023-12-31 11,910 $776,000 3,388
   ExodusPoint Capital Management LP 838 - 2023-12-31 11,722 $764,000 -3,739
   Security Financial Services INC. 78 - 2024-03-31 11,472 $761,000 0
   HIGHTOWER ADVISORS, LLC 1950 - 2024-03-31 11,616 $758,000 1,980
   YOUSIF CAPITAL MANAGEMENT LLC 1318 - 2024-03-31 11,398 $756,000 -1,175
   KEYBANK NATIONAL ASSOCIATION/OH 607 - 2023-12-31 11,344 $739,000 765
   CI Private Wealth LLC 1434 - 2024-03-31 11,062 $734,000 -47
   VOLORIDGE INVESTMENT MANAGEMENT LLC 980 - 2023-12-31 11,247 $733,000 -42,132

  100 Records found
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