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, Q4 2021
Institutional positions in Lakeland Bancorp Inc as of Dec 31, 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
- 163
- +13 vs. Q3 2021
- Shares held
- 32.0M
- +553.2K (+1.8%) vs. Q3 2021
- Total value
- $607.1M
- +$53.6M (+9.7%) vs. Q3 2021
- New holders
- 25
- 45 more added
- Sold out
- 12
- 51 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $1.00K | 0.00% | +9+45.0% | Added |
| Allworth Financial LP | 29 | $1.00K | 0.00% | +29 | New |
| Column Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $2.00K | 0.00% | +82 | New |
| US Bancorp | 214 | $4.00K | 0.00% | +66+44.6% | Added |
| Covestor Ltd | 245 | $5.00K | 0.01% | +245 | New |
| Nisa Investment Advisors, LLC | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 476 | $9.04K | 0.00% | −3,734−88.7% | Reduced |
| Macquarie Group Ltd | 526 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 517 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 573 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 653 | $12.0K | 0.00% | −4,510−87.4% | Reduced |
| Prestige Wealth Management Group LLC | 653 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 734 | $14.0K | 0.00% | −19,431−96.4% | Reduced |
| TCI Wealth Advisors, Inc. | 722 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 713 | $14.0K | 0.00% | +271+61.3% | Added |
| NEXT Financial Group, Inc | 802 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 877 | $17.0K | 0.00% | +877 | New |
| Lazard Asset Management LLC | 1,508 | $28.0K | 0.00% | +1,508 | New |
| Parallel Advisors, LLC | 1,641 | $31.0K | 0.00% | +445+37.2% | Added |
| FMR LLC | 2,643 | $50.0K | 0.00% | +2,632+23,927.3% | Added |
| HM Payson & Co | 3,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,028 | $57.5K | 0.04% | +3,028 | New |
| Great West Life Assurance Co | 3,306 | $63.0K | 0.00% | −400−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,834 | $73.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 5,431 | $103.0K | 0.02% | +33+0.6% | Added |
| Russell Investments Group, Ltd. | 7,032 | $133.0K | 0.00% | −4,143−37.1% | Reduced |
| SG Americas Securities, LLC | 7,352 | $140.0K | 0.00% | −24,395−76.8% | Reduced |
| Transcend Wealth Collective, LLC | 10,055 | $191.0K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,236 | $194.0K | 0.00% | +10,236 | New |
| Eaton Vance Management | 10,500 | $199.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,521 | $200.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,622 | $201.7K | 0.00% | −1,744−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 10,769 | $204.0K | 0.00% | +10,769 | New |
| Price T Rowe Associates Inc | 11,113 | $211.0K | 0.00% | −900−7.5% | Reduced |
| Connors Investor Services Inc | 11,203 | $213.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 12,635 | $240.0K | 0.00% | +28+0.2% | Added |
| Royal Bank of Canada | 12,849 | $243.0K | 0.00% | +3,348+35.2% | Added |
| CWM Advisors, LLC | 13,135 | $249.0K | 0.03% | +13,135 | New |
| Arizona State Retirement System | 13,619 | $259.0K | 0.00% | −164−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,673 | $260.0K | 0.01% | +13,673 | New |
| Cannell Peter B & Co Inc | 15,000 | $285.0K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 15,254 | $290.0K | 0.00% | −6,400−29.6% | Reduced |
| Ieq Capital, LLC | 16,066 | $305.0K | 0.01% | −248−1.5% | Reduced |
| Kore Private Wealth LLC | 16,198 | $308.0K | 0.04% | −50−0.3% | Reduced |
| Citigroup Inc | 16,719 | $317.0K | 0.00% | +6,455+62.9% | Added |
| MetLife Investment Management | 16,916 | $321.2K | 0.00% | +3,223+23.5% | Added |
| D.A. Davidson & Co. | 17,152 | $326.0K | 0.00% | +17,152 | New |
| Roundview Capital LLC | 17,406 | $331.0K | 0.03% | +17,406 | New |
| Cubist Systematic Strategies, LLC | 17,644 | $335.0K | 0.00% | +763+4.5% | Added |
| The PNC Financial Services Group, Inc. | 18,457 | $350.0K | 0.00% | −400−2.1% | Reduced |
| Stifel Financial Corp | 19,118 | $363.0K | 0.00% | +10.0% | Added |
| First Manhattan Co | 19,600 | $372.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,982 | $379.0K | 0.00% | −6,817−25.4% | Reduced |
| Legal & General Group Plc | 20,563 | $391.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,816 | $395.0K | 0.00% | +670+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,728 | $413.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 22,037 | $418.0K | 0.00% | +144+0.7% | Added |
| Alps Advisors Inc | 22,520 | $428.0K | 0.00% | +289+1.3% | Added |
| Brinker Capital Investments, LLC | 22,552 | $428.0K | 0.01% | +1,050+4.9% | Added |
| Rockefeller Capital Management L.P. | 22,700 | $431.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,750 | $432.0K | 0.01% | −2,500−9.9% | Reduced |
| SEI Investments Co | 23,500 | $446.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 24,098 | $458.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 24,229 | $460.0K | 0.02% | −1,566−6.1% | Reduced |
| Waldron Private Wealth LLC | 24,791 | $470.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,976 | $493.0K | 0.00% | +77+0.3% | Added |
| American International Group, Inc. | 25,989 | $494.0K | 0.00% | −778−2.9% | Reduced |
| Matrix Asset Advisors Inc | 26,876 | $510.0K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,700 | $564.0K | 0.00% | −725−2.4% | Reduced |
| HSBC Holdings PLC | 30,133 | $571.0K | 0.00% | +8,838+41.5% | Added |
| Allspring Global Investments Holdings, LLC | 30,197 | $573.0K | 0.00% | +30,197 | New |
| Castleview Partners, LLC | 10,900 | $574.0K | 0.00% | +10,900 | New |
| Tudor Investment Corp Et Al | 32,324 | $614.0K | 0.01% | +1,512+4.9% | Added |
| Alliancebernstein L.P. | 34,845 | $662.0K | 0.00% | −1,200−3.3% | Reduced |
| UBS Group AG | 35,618 | $676.0K | 0.00% | +20,947+142.8% | Added |
| Private Advisor Group, LLC | 35,693 | $678.0K | 0.01% | −18,517−34.2% | Reduced |
| BNP Paribas Arbitrage, SA | 35,720 | $678.3K | 0.00% | +21,928+159.0% | Added |
| New York State Common Retirement Fund | 36,712 | $697.0K | 0.00% | +170.0% | Added |
| Boothbay Fund Management, LLC | 39,469 | $750.0K | 0.02% | +39,469 | New |
| Krane Funds Advisors LLC | 39,528 | $751.0K | 0.02% | −3,144−7.4% | Reduced |
| Credit Suisse AG | 40,574 | $770.0K | 0.00% | +5,677+16.3% | Added |
| Public Employees Retirement Association of Colorado | 44,279 | $841.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 47,550 | $903.0K | 0.56% | 00.0% | Unchanged |
| Murchinson Ltd. | 50,000 | $950.0K | 0.09% | +50,000 | New |
| Old Mission Capital LLC | 54,607 | $1.04M | 0.05% | +54,607 | New |
| Mirabella Financial Services LLP | 54,943 | $1.04M | 0.11% | +54,943 | New |
| Peapack Gladstone Financial Corp | 54,956 | $1.04M | 0.02% | −3,774−6.4% | Reduced |
| Raymond James & Associates | 55,294 | $1.05M | 0.00% | −14,696−21.0% | Reduced |
| Qube Research & Technologies Ltd | 55,676 | $1.06M | 0.01% | +36,664+192.8% | Added |
| Fifth Lane Capital, LP | 55,760 | $1.06M | 0.62% | +55,760 | New |
| Mount Capital Ltd | 58,000 | $1.10M | 0.30% | +58,000 | New |
| Wells Fargo & Company | 60,817 | $1.16M | 0.00% | +18,458+43.6% | Added |
| UBS Asset Management Americas Inc | 61,899 | $1.18M | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 62,121 | $1.18M | 0.43% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 65,005 | $1.23M | 0.08% | 00.0% | Unchanged |