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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
508+ 15.23% |
$30.2K - $35.3K
|
3.84K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.1K+ 25.0% |
$125K - $146K
|
10.5K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-49- 0.72% |
$2.91K - $3.41K
|
6.77K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-93- 50.0% |
$5.53K - $6.47K
|
93
$5.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.56% |
$59.4 - $69.5
|
17
$990
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$178 - $209
|
3
$175
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$476 - $556
|
8
$466
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 200.0% |
$119 - $139
|
3
$175
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 20.19% |
$850K - $1.05M
|
82.4K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.09KNew |
$190K - $234K
|
3.09K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.7K- 12.19% |
$104K - $129K
|
12.2K
$713K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
3.49KNew |
$214K - $265K
|
3.49K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-274- 4.2% |
$16.8K - $20.8K
|
6.25K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
79New |
$4.85K - $5.99K
|
79
$4.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-771- 0.7% |
$47.3K - $58.5K
|
110K
$6.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.11K - $1.37K
|
18
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
84New |
$5.16K - $6.37K
|
84
$4.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.93K- 20.45% |
$119K - $147K
|
7.52K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7New |
$430 - $531
|
7
$408
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-517- 14.86% |
$31.7K - $39.2K
|
2.96K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34New |
$2.09K - $2.58K
|
34
$1.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-650- 10.08% |
$39.9K - $49.3K
|
5.8K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
781New |
$47.9K - $59.2K
|
781
$45.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
275New |
$16.9K - $20.9K
|
275
$16K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.77K- 32.67% |
$108K - $134K
|
3.64K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
730New |
$44.8K - $55.4K
|
730
$42.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 39.03% |
$153K - $189K
|
3.9K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
177+ 0.79% |
$10.9K - $13.4K
|
22.6K
$1.32M
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-790- 1.59% |
$45.8K - $56.2K
|
48.7K
$2.84M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.08KNew |
$178K - $219K
|
3.08K
$179K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16New |
$927 - $1.14K
|
16
$932
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.13KNew |
$182K - $223K
|
3.13K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
141+ 2.35% |
$8.17K - $10K
|
6.15K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.5K- 5.28% |
$86.9K - $107K
|
26.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.49KNew |
$260K - $319K
|
4.49K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$74.7K - $91.8K
|
1.29K
$75.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.4KNew |
$313K - $384K
|
5.4K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
56.9K+ 29.46% |
$3.3M - $4.05M
|
250K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.41KNew |
$197K - $243K
|
3.41K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$57.9 - $71.2
|
3
$175
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60New |
$3.48K - $4.27K
|
60
$3.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-456- 94.21% |
$26.4K - $32.5K
|
28
$1.63K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
17New |
$985 - $1.21K
|
17
$990
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$57.9 - $71.2
|
1
$58.2
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
252New |
$14.6K - $17.9K
|
252
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 1.6% |
$5.79K - $7.12K
|
6.14K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
3.09KNew |
$179K - $220K
|
3.09K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.9K- 14.12% |
$804K - $987K
|
84.3K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 62.3% |
$274K - $337K
|
12.3K
$718K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300+ 60.0% |
$17.4K - $21.4K
|
800
$46.6K
|
|