Institutional Ownership Lakeland Financial Corp (LKFN)
This table provides information about the institutional ownership of Lakeland Financial Corp (LKFN). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
256
shares
|
$17,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
238
shares
|
$16,193
0.0% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
206
shares
|
$14,016
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
192
shares
|
$13,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
191
shares
|
$12,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
142
shares
|
$9,661
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
121
shares
|
$8,232
0.0% of portfolio
|
Q4 2024
Added 30.11%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
117
shares
|
$7,960
0.0% of portfolio
|
Q1 2024
Added 91.8%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
93
shares
|
$6,327
0.0% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
93
shares
|
$6,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
82
shares
|
$5,579
0.0% of portfolio
|
Q1 2024
Reduced 22.64%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
81
shares
|
$5,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
80
shares
|
$5,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
78
shares
|
$5,307
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
77
shares
|
$5,239
0.0% of portfolio
|
Q1 2022
Reduced 18.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
71
shares
|
$4,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
66
shares
|
$4,490
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
60
shares
|
$4,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
56
shares
|
$3,810
0.0% of portfolio
|
Q3 2024
Reduced 28.21%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
53
shares
|
$3,606
0.0% of portfolio
|
Q3 2024
Added 120.83%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
52
shares
|
$3,538
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
50
shares
|
$3,402
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34
shares
|
$2,313
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31
shares
|
$2,109
0.0% of portfolio
|
Q3 2024
Reduced 97.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
28
shares
|
$1,905
0.0% of portfolio
|
Q3 2024
Reduced 94.21%
|