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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.47KNew |
$202K - $253K
|
4.47K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
43New |
$1.95K - $2.44K
|
43
$2.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-7.42K- 31.77% |
$336K - $421K
|
15.9K
$928K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
584New |
$26.5K - $33.1K
|
584
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-21K- 59.04% |
$954K - $1.19M
|
14.6K
$850K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.27KNew |
$194K - $242K
|
4.27K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-466- 5.81% |
$21.1K - $26.4K
|
7.56K
$440K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-44- 0.33% |
$1.99K - $2.5K
|
13.5K
$784K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-77- 41.85% |
$3.49K - $4.37K
|
107
$6.23K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$2.36K - $2.95K
|
52
$3.03K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3New |
$136 - $170
|
3
$175
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-500- 40.0% |
$22.7K - $28.4K
|
750
$43.7K
|
|
| Q2 2023 | |||||||
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-85Closed |
$3.67K - $5.31K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
18New |
$776 - $1.13K
|
18
$1.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-7.36K- 38.85% |
$318K - $460K
|
11.6K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
428+ 6.89% |
$18.5K - $26.8K
|
6.64K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13New |
$561 - $813
|
13
$757
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-85- 1.85% |
$3.67K - $5.31K
|
4.5K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
38New |
$1.64K - $2.38K
|
38
$2.21K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
50New |
$2.16K - $3.13K
|
50
$2.91K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.52% |
$1.98K - $2.88K
|
8.84K
$515K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-288- 1.43% |
$12.4K - $18K
|
19.8K
$1.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 33.33% |
$43.1 - $62.5
|
2
$116
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-181Closed |
$11.3K - $13.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
1.04K+ 7.83% |
$64.9K - $80.3K
|
14.4K
$836K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12New |
$747 - $924
|
12
$699
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-187K- 34.4% |
$11.6M - $14.4M
|
357K
$20.8M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.28K+ 206.59% |
$515K - $637K
|
12.3K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$187 - $231
|
468
$27.2K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
21.1K+ 24.8% |
$1.31M - $1.63M
|
106K
$6.19M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-14.4K- 40.79% |
$898K - $1.11M
|
21K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 20.0% |
$124 - $154
|
8
$466
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.22K- 16.18% |
$138K - $170K
|
11.5K
$668K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-73- 1.82% |
$4.54K - $5.62K
|
3.94K
$229K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.36K- 15.0% |
$84.7K - $105K
|
7.72K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
42New |
$2.61K - $3.23K
|
42
$2.45K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$4.54K - $5.62K
|
73
$4.25K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.51K+ 20.96% |
$93.9K - $116K
|
8.71K
$507K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12K- 23.88% |
$79.7K - $92.4K
|
3.55K
$207K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
584New |
$41.8K - $48.4K
|
584
$34K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-200- 1.67% |
$14.3K - $16.6K
|
11.8K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
271KNew |
$19.4M - $22.5M
|
271K
$15.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.86KNew |
$205K - $237K
|
2.86K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
40KNew |
$2.86M - $3.31M
|
40K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
580New |
$41.5K - $48K
|
580
$33.8K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-26K- 82.09% |
$1.86M - $2.15M
|
5.67K
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$1.07K - $1.24K
|
15
$873
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-116Closed |
$7.54K - $9.33K
|
0
$0
|
|