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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 22,552 | $428.0K | 0.01% | +1,050+4.9% | Added |
| Captrust Financial Advisors | 22,037 | $418.0K | 0.00% | +144+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,728 | $413.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,816 | $395.0K | 0.00% | +670+3.3% | Added |
| Legal & General Group Plc | 20,563 | $391.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,982 | $379.0K | 0.00% | −6,817−25.4% | Reduced |
| First Manhattan Co | 19,600 | $372.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 19,118 | $363.0K | 0.00% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 18,457 | $350.0K | 0.00% | −400−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 17,644 | $335.0K | 0.00% | +763+4.5% | Added |
| Roundview Capital LLC | 17,406 | $331.0K | 0.03% | +17,406 | New |
| D.A. Davidson & Co. | 17,152 | $326.0K | 0.00% | +17,152 | New |
| MetLife Investment Management | 16,916 | $321.2K | 0.00% | +3,223+23.5% | Added |
| Citigroup Inc | 16,719 | $317.0K | 0.00% | +6,455+62.9% | Added |
| Kore Private Wealth LLC | 16,198 | $308.0K | 0.04% | −50−0.3% | Reduced |
| Ieq Capital, LLC | 16,066 | $305.0K | 0.01% | −248−1.5% | Reduced |
| Rafferty Asset Management, LLC | 15,254 | $290.0K | 0.00% | −6,400−29.6% | Reduced |
| Cannell Peter B & Co Inc | 15,000 | $285.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,673 | $260.0K | 0.01% | +13,673 | New |
| Arizona State Retirement System | 13,619 | $259.0K | 0.00% | −164−1.2% | Reduced |
| CWM Advisors, LLC | 13,135 | $249.0K | 0.03% | +13,135 | New |
| Royal Bank of Canada | 12,849 | $243.0K | 0.00% | +3,348+35.2% | Added |
| Mariner, LLC | 12,635 | $240.0K | 0.00% | +28+0.2% | Added |
| Connors Investor Services Inc | 11,203 | $213.0K | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,113 | $211.0K | 0.00% | −900−7.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,769 | $204.0K | 0.00% | +10,769 | New |
| Metropolitan Life Insurance Co | 10,622 | $201.7K | 0.00% | −1,744−14.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,521 | $200.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 10,500 | $199.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,236 | $194.0K | 0.00% | +10,236 | New |
| Transcend Wealth Collective, LLC | 10,055 | $191.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,352 | $140.0K | 0.00% | −24,395−76.8% | Reduced |
| Russell Investments Group, Ltd. | 7,032 | $133.0K | 0.00% | −4,143−37.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 5,431 | $103.0K | 0.02% | +33+0.6% | Added |
| Ameritas Investment Partners, Inc. | 3,834 | $73.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,306 | $63.0K | 0.00% | −400−10.8% | Reduced |
| PFS Partners, LLC | 3,028 | $57.5K | 0.04% | +3,028 | New |
| HM Payson & Co | 3,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,643 | $50.0K | 0.00% | +2,632+23,927.3% | Added |
| Parallel Advisors, LLC | 1,641 | $31.0K | 0.00% | +445+37.2% | Added |
| Lazard Asset Management LLC | 1,508 | $28.0K | 0.00% | +1,508 | New |
| CWM, LLC | 877 | $17.0K | 0.00% | +877 | New |
| NEXT Financial Group, Inc | 802 | $15.0K | 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 |
| 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 |
| Quadrant Capital Group LLC | 573 | $11.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 526 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 517 | $10.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 476 | $9.04K | 0.00% | −3,734−88.7% | Reduced |
| Nisa Investment Advisors, LLC | 310 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 245 | $5.00K | 0.01% | +245 | New |
| US Bancorp | 214 | $4.00K | 0.00% | +66+44.6% | Added |
| Column Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 82 | $2.00K | 0.00% | +82 | New |
| 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 |
| First Horizon Advisors, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −292,935−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −75,899−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −67,344−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −64,134−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −60,821−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −33,553−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,823−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,546−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |