Latest Institutional Transactions on Lakeland Financial Corp (LKFN)
This table provides information on the latest institutional transactions involving Lakeland Financial Corp (LKFN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5+ 0.8% |
$307 - $365
|
628
$43.5K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
18New |
$1.1K - $1.31K
|
18
$1.25K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25New |
$1.53K - $1.82K
|
25
$1.73K
|
|
Q4 2023 | |||||||
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 100.0% |
$46.3 - $67
|
2
$138
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.03KNew |
$186K - $270K
|
4.03K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
11.6KNew |
$537K - $778K
|
11.6K
$803K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-13.4K- 83.75% |
$621K - $898K
|
2.6K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
990New |
$45.8K - $66.4K
|
990
$68.5K
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-25.7K- 50.1% |
$1.19M - $1.72M
|
25.6K
$1.77M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.55KNew |
$118K - $171K
|
2.55K
$177K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
236New |
$10.9K - $15.8K
|
236
$16.3K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.5KNew |
$347K - $503K
|
7.5K
$519K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
262+ 1378.95% |
$12.1K - $17.6K
|
281
$19.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
602New |
$27.9K - $40.4K
|
602
$41.7K
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.94KNew |
$275K - $398K
|
5.94K
$411K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 300.0% |
$278 - $402
|
8
$554
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 12.0% |
$417 - $603
|
66
$4.57K
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.92K- 32.67% |
$88.8K - $129K
|
3.95K
$273K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
40New |
$1.85K - $2.68K
|
40
$2.77K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38New |
$1.76K - $2.55K
|
38
$2.63K
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
BUY
|
- |
2.71K+ 40.02% |
$125K - $182K
|
9.48K
$656K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.47KNew |
$202K - $253K
|
4.47K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
43New |
$1.95K - $2.44K
|
43
$2.98K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
584New |
$26.5K - $33.1K
|
584
$40.4K
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7.42K- 31.77% |
$336K - $421K
|
15.9K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
505+ 25.71% |
$22.9K - $28.7K
|
2.47K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.27KNew |
$194K - $242K
|
4.27K
$295K
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-21K- 59.04% |
$954K - $1.19M
|
14.6K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 72.0% |
$816 - $1.02K
|
7
$485
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-466- 5.81% |
$21.1K - $26.4K
|
7.56K
$523K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-44- 0.33% |
$1.99K - $2.5K
|
13.5K
$933K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$2.36K - $2.95K
|
52
$3.6K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$1.68K - $2.1K
|
37
$2.56K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-77- 41.85% |
$3.49K - $4.37K
|
107
$7.41K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$136 - $170
|
3
$208
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-500- 40.0% |
$22.7K - $28.4K
|
750
$51.9K
|
|
Q2 2023 | |||||||
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-85Closed |
$3.67K - $5.31K
|
0
$0
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
781New |
$33.7K - $48.8K
|
781
$54.1K
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
445+ 5.81% |
$19.2K - $27.8K
|
8.1K
$561K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
18New |
$776 - $1.13K
|
18
$1.25K
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
428+ 6.89% |
$18.5K - $26.8K
|
6.64K
$460K
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
6.15KNew |
$265K - $384K
|
6.15K
$426K
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.36K- 38.85% |
$318K - $460K
|
11.6K
$802K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13New |
$561 - $813
|
13
$900
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-85- 1.85% |
$3.67K - $5.31K
|
4.5K
$311K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
38New |
$1.64K - $2.38K
|
38
$2.63K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50New |
$2.16K - $3.13K
|
50
$3.46K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.52% |
$1.98K - $2.88K
|
8.84K
$612K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 1.43% |
$12.4K - $18K
|
19.8K
$1.37M
|