Lakeland Bancorp Inc
LBAIDelisted May 15, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0000846901
Lakeland Bancorp Inc was delisted on May 15, 2024; its insiders filed their last Form 4 on May 17, 2024; 174 institutions reported holding it in 13F filings for Q1 2024, worth $481.3M in total; no superinvestor held it.
13F holders, Q3 2021
Institutional positions in Lakeland Bancorp Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 151
- +1 vs. Q2 2021
- Shares held
- 31.4M
- +1.35M (+4.5%) vs. Q2 2021
- Total value
- $553.6M
- +$28.0M (+5.3%) vs. Q2 2021
- New holders
- 16
- 54 more added
- Sold out
- 15
- 44 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LBAI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 174 | $481.3M |
| Q4 2023 | 174 | $573.8M |
| Q3 2023 | 173 | $479.9M |
| Q2 2023 | 175 | $522.2M |
| Q1 2023 | 176 | $602.3M |
| Q4 2022 | 178 | $674.2M |
| Q3 2022 | 187 | $599.2M |
| Q2 2022 | 184 | $540.7M |
| Q1 2022 | 180 | $625.9M |
| Q4 2021 | 163 | $607.1M |
| Q3 2021 | 151 | $553.6M |
| Q2 2021 | 152 | $525.6M |
| Q1 2021 | 149 | $518.3M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 11 | $0 | 0.00% | +11 | New |
| Salem Investment Counselors Inc | 15 | $0 | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 24 | $0 | 0.00% | +24 | New |
| Howe & Rusling Inc | 41 | $1.00K | 0.00% | +11+36.7% | Added |
| FourThought Financial, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 148 | $3.00K | 0.00% | +148 | New |
| Nisa Investment Advisors, LLC | 310 | $5.00K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| Signaturefd, LLC | 442 | $8.00K | 0.00% | −79−15.2% | Reduced |
| Macquarie Group Ltd | 526 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 517 | $9.00K | 0.00% | +83+19.1% | Added |
| Quadrant Capital Group LLC | 573 | $10.0K | 0.00% | −1,147−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 653 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 722 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 726 | $13.0K | 0.00% | +726 | New |
| NEXT Financial Group, Inc | 802 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,196 | $21.0K | 0.00% | +529+79.3% | Added |
| HM Payson & Co | 3,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,706 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,834 | $68.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 4,210 | $74.2K | 0.02% | −1,212−22.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,163 | $91.0K | 0.00% | +1,572+43.8% | Added |
| Kistler-Tiffany Companies, LLC | 5,398 | $95.0K | 0.02% | +38+0.7% | Added |
| Berman Capital Advisors, LLC | 6,422 | $113.0K | 0.02% | +3,555+124.0% | Added |
| Meridian Wealth Partners, LLC | 8,800 | $155.0K | 0.03% | +8,800 | New |
| Royal Bank of Canada | 9,501 | $167.0K | 0.00% | −15,425−61.9% | Reduced |
| Transcend Wealth Collective, LLC | 10,055 | $180.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 10,264 | $181.0K | 0.00% | −17,340−62.8% | Reduced |
| Eaton Vance Management | 10,500 | $185.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,521 | $185.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,175 | $197.0K | 0.00% | −13,599−54.9% | Reduced |
| Connors Investor Services Inc | 11,203 | $198.0K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,013 | $212.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,366 | $218.0K | 0.00% | +1,274+11.5% | Added |
| Mariner, LLC | 12,607 | $222.0K | 0.00% | +12,607 | New |
| MetLife Investment Management | 13,693 | $241.4K | 0.00% | −4,974−26.6% | Reduced |
| Arizona State Retirement System | 13,783 | $243.0K | 0.00% | +61+0.4% | Added |
| BNP Paribas Arbitrage, SA | 13,792 | $243.2K | 0.00% | +6,977+102.4% | Added |
| Citadel Advisors LLC | 14,546 | $256.0K | 0.00% | −24,426−62.7% | Reduced |
| UBS Group AG | 14,671 | $259.0K | 0.00% | −10,599−41.9% | Reduced |
| Cannell Peter B & Co Inc | 15,000 | $264.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 16,248 | $286.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,314 | $287.0K | 0.01% | +235+1.5% | Added |
| Cubist Systematic Strategies, LLC | 16,881 | $298.0K | 0.00% | +6,221+58.4% | Added |
| The PNC Financial Services Group, Inc. | 18,857 | $332.0K | 0.00% | −349−1.8% | Reduced |
| Qube Research & Technologies Ltd | 19,012 | $335.0K | 0.00% | −2,318−10.9% | Reduced |
| Stifel Financial Corp | 19,117 | $337.0K | 0.00% | +185+1.0% | Added |
| First Manhattan Co | 19,600 | $345.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,146 | $355.0K | 0.00% | −1,177−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 20,165 | $355.0K | 0.00% | −21−0.1% | Reduced |
| Legal & General Group Plc | 20,563 | $362.0K | 0.00% | +9,459+85.2% | Added |
| Brinker Capital Investments, LLC | 21,502 | $376.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,295 | $378.0K | 0.00% | −4,653−17.9% | Reduced |
| Rafferty Asset Management, LLC | 21,654 | $382.0K | 0.00% | −3,315−13.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,728 | $383.0K | 0.00% | +690+3.3% | Added |
| Captrust Financial Advisors | 21,893 | $386.0K | 0.00% | +84+0.4% | Added |
| Alps Advisors Inc | 22,231 | $392.0K | 0.00% | +22,231 | New |
| Rockefeller Capital Management L.P. | 22,700 | $400.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 22,823 | $402.0K | 0.00% | +22,823 | New |
| SEI Investments Co | 23,500 | $414.0K | 0.00% | +2,900+14.1% | Added |
| Public Employees Retirement System of Ohio | 24,098 | $425.0K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 24,791 | $437.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 25,250 | $445.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 25,795 | $455.0K | 0.02% | +2,584+11.1% | Added |
| Manufacturers Life Insurance Company, The | 25,899 | $457.0K | 0.00% | −2,250−8.0% | Reduced |
| American International Group, Inc. | 26,767 | $472.0K | 0.00% | −636−2.3% | Reduced |
| Victory Capital Management Inc | 26,799 | $472.0K | 0.00% | +3,074+13.0% | Added |
| Matrix Asset Advisors Inc | 26,876 | $474.0K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 30,425 | $537.0K | 0.00% | +474+1.6% | Added |
| Tudor Investment Corp Et Al | 30,812 | $543.0K | 0.01% | +30,812 | New |
| SG Americas Securities, LLC | 31,747 | $560.0K | 0.00% | +31,747 | New |
| Susquehanna Fundamental Investments, LLC | 33,553 | $592.0K | 0.01% | +6,292+23.1% | Added |
| Credit Suisse AG | 34,897 | $616.0K | 0.00% | +4,657+15.4% | Added |
| Alliancebernstein L.P. | 36,045 | $635.0K | 0.00% | −3,800−9.5% | Reduced |
| New York State Common Retirement Fund | 36,695 | $647.0K | 0.00% | −7,493−17.0% | Reduced |
| Wells Fargo & Company | 42,359 | $746.0K | 0.00% | +4,816+12.8% | Added |
| Krane Funds Advisors LLC | 42,672 | $752.0K | 0.02% | +42,672 | New |
| Public Employees Retirement Association of Colorado | 44,279 | $781.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 47,550 | $838.0K | 0.53% | −5,974−11.2% | Reduced |
| Private Advisor Group, LLC | 54,210 | $956.0K | 0.01% | +17,719+48.6% | Added |
| Peapack Gladstone Financial Corp | 58,730 | $1.03M | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 60,821 | $1.07M | 0.11% | +9,805+19.2% | Added |
| UBS Asset Management Americas Inc | 61,899 | $1.09M | 0.00% | +997+1.6% | Added |
| Legacy Advisors, LLC | 62,121 | $1.09M | 0.44% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 64,134 | $1.13M | 0.42% | +64,134 | New |
| Altium Wealth Management LLC | 65,005 | $1.15M | 0.08% | −10.0% | Reduced |
| First Republic Investment Management, Inc. | 65,025 | $1.15M | 0.00% | +1,820+2.9% | Added |
| Goldman Sachs Group Inc | 65,078 | $1.15M | 0.00% | −37,621−36.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 67,344 | $1.19M | 0.00% | −4,020−5.6% | Reduced |
| California State Teachers Retirement System | 67,898 | $1.20M | 0.00% | +196+0.3% | Added |
| Raymond James & Associates | 69,990 | $1.23M | 0.00% | −9,567−12.0% | Reduced |
| Rhumbline Advisers | 72,886 | $1.28M | 0.00% | +2,225+3.1% | Added |
| AQR Capital Management LLC | 75,899 | $1.34M | 0.00% | −59,833−44.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 81,200 | $1.43M | 0.26% | +10,560+14.9% | Added |
| Northwestern Mutual Wealth Management Co | 81,938 | $1.45M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 82,593 | $1.46M | 0.00% | +9,436+12.9% | Added |
| Los Angeles Capital Management LLC | 84,335 | $1.49M | 0.01% | +84,335 | New |