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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 :
2
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
   VICTORY CAPITAL MANAGEMENT INC 238 - 2024-03-31 1,596,138 $105,856,000 -30,956
   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
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 483 - 2024-03-31 218,327 $14,479,000 -770
   NFJ INVESTMENT GROUP LLC 77 - 2023-12-31 204,778 $13,343,000 -41,876
   WELLS FARGO & CO/MN 1428 - 2023-12-31 170,508 $11,110,000 -3,852
   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
   KENNEDY CAPITAL MANAGEMENT INC 267 - 2023-12-31 93,787 $6,111,000 -19,327
   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
   STIFEL FINANCIAL CORP 1185 - 2023-12-31 67,001 $4,366,000 -1,424
   John W. Rosenthal Capital Management Inc. 2 - 2023-12-31 59,939 $3,906,000 -3,685
   1ST SOURCE BANK 67 - 2023-12-31 50,254 $3,275,000 -1,710
   Swiss National Bank 1557 - 2023-12-31 50,150 $3,268,000 -5,800
   Aptus Capital Advisors LLC 169 - 2023-12-31 46,713 $3,044,000 -545
   J P MORGAN CHASE & CO 2739 - 2023-12-31 45,712 $2,979,000 -73,694
   PRUDENTIAL FINANCIAL INC 1353 - 2023-12-31 35,030 $2,283,000 -216
   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 174 - 2023-12-31 23,699 $1,544,000 -1,433
   THRIVENT FINANCIAL FOR LUTHERANS 1519 - 2023-12-31 22,662 $1,477,000 -604
   MILLENNIUM MANAGEMENT LLC 2510 - 2023-12-31 22,603 $1,473,000 -122,396
   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
   ALASKA RETIREMENT MANAGEMENT BOARD 1019 - 2024-03-31 15,493 $1,027,000 -153
   KFG WEALTH MANAGEMENT LLC 49 - 2024-03-31 15,027 $997,000 -2,500
   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 939 - 2023-12-31 14,110 $919,000 -1,149
   JANUS HENDERSON GROUP PLC 1660 - 2023-12-31 14,074 $918,000 -20
   AMERICAN INTERNATIONAL GROUP INC 1368 - 2023-12-31 13,544 $883,000 -115
   Louisiana State Employees Retirement System 1109 - 2024-03-31 12,600 $836,000 -100
   Fi3 FINANCIAL ADVISORS LLC 29 - 2023-12-31 12,780 $833,000 -2,008
   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
   Advisor Group Holdings Inc. 2739 - 2023-12-31 12,093 $788,000 -1,824
   ExodusPoint Capital Management LP 838 - 2023-12-31 11,722 $764,000 -3,739
   YOUSIF CAPITAL MANAGEMENT LLC 1318 - 2024-03-31 11,398 $756,000 -1,175
   VOLORIDGE INVESTMENT MANAGEMENT LLC 980 - 2023-12-31 11,247 $733,000 -42,132
   ING INVESTMENT MANAGEMENT LLC 1773 - 2023-12-31 10,143 $661,000 -36
   Column Capital Advisors LLC 74 - 2023-09-30 13,474 $639,000 -44
   HIGHTOWER ADVISORS, LLC 2114 - 2023-12-31 9,636 $615,000 -1,445
   TUDOR INVESTMENT CORP ET AL 1080 - 2023-12-31 9,325 $608,000 -12,942
   CITADEL ADVISORS LLC 3486 - 2023-12-31 8,617 $561,000 -9,067
   AMALGAMATED BANK 1294 - 2024-03-31 7,902 $524,000 -1,432
   Snowden Capital Advisors LLC 706 - 2023-12-31 7,193 $469,000 -119
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 7,110 $463,000 -132
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 1190 - 2024-03-31 6,856 $455,000 -600
   CAPTRUST FINANCIAL ADVISORS 1879 - 2023-12-31 6,342 $413,000 -224
   CWM Advisors LLC 625 - 2023-12-31 5,884 $383,000 -607
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1387 - 2023-09-30 7,559 $359,000 -466
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1290 - 2023-12-31 5,488 $358,000 -11,515
   PNC FINANCIAL SERVICES GROUP INC 1846 - 2023-12-31 4,666 $304,000 -1,850
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1316 - 2024-03-31 4,382 $291,000 -69
   SAPIENT CAPITAL LLC 315 - 2024-03-31 3,950 $262,000 -1,917
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1408 - 2023-12-31 3,930 $256,000 -644
   COMMONWEALTH EQUITY SERVICES LLC. 3481 - 2024-03-31 3,406 $226,000 -8
   SG AMERICAS SECURITIES LLC 1919 - 2023-12-31 2,922 $190,000 -10,883
   HARBOUR INVESTMENTS INC. 905 - 2023-12-31 2,732 $178,000 -348
   Nelson Van Denburg & Campbell Wealth Management Gr 751 - 2024-03-31 2,640 $175,000 -3,708
   Skandinaviska Enskilda Banken AB (publ) 841 - 2023-12-31 2,600 $169,000 -13,400
   Covestor Ltd 324 - 2023-12-31 2,004 $131,000 -6
   Point72 Asset Management L.P. 1237 - 2023-12-31 600 $39,000 -1,325
   GAMMA Investing LLC 1331 - 2024-03-31 461 $31,000 -438
   Global Retirement Partners LLC 1994 - 2024-03-31 203 $13,000 -21
   CWM LLC 3402 - 2024-03-31 143 $9,000 -105
   PRINCIPAL SECURITIES INC. 2412 - 2024-03-31 121 $8,000 -26
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 512 - 2023-12-31 66 $4,000 -9
   DiNuzzo Private Wealth Inc. 1045 - 2024-03-31 1 $0 -1
   SJS Investment Consulting Inc. 1603 - 2024-03-31 3 $0 -1

  78 Records found
  1    
  Page 1 of 1
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