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 2022
Institutional positions in Lakeland Bancorp Inc as of Sep 30, 2022. 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
- 187
- +5 vs. Q2 2022
- Shares held
- 37.5M
- +515.1K (+1.4%) vs. Q2 2022
- Total value
- $599.2M
- +$59.4M (+11.0%) vs. Q2 2022
- New holders
- 22
- 65 more added
- Sold out
- 17
- 58 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 26 | $0 | 0.00% | −317−92.4% | Reduced |
| Aua Capital Management, LLC | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 67 | $1.00K | 0.00% | +27+67.5% | Added |
| Lazard Asset Management LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 201 | $3.00K | 0.00% | +70+53.4% | Added |
| Allworth Financial LP | 191 | $3.00K | 0.00% | +191 | New |
| Almanack Investment Partners, LLC. | 164 | $3.00K | 0.00% | +164 | New |
| Allspring Global Investments Holdings, LLC | 355 | $5.00K | 0.00% | −2,762−88.6% | Reduced |
| Glassman Wealth Services | 427 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 429 | $7.00K | 0.00% | +54+14.4% | Added |
| Macquarie Group Ltd | 0 | $8.00K | 0.00% | −12,802−100.0% | Reduced |
| Prestige Wealth Management Group LLC | 653 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 722 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 974 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,516 | $24.0K | 0.00% | +449+42.1% | Added |
| US Bancorp | 1,801 | $29.0K | 0.00% | +1,197+198.2% | Added |
| Nisa Investment Advisors, LLC | 1,670 | $31.0K | 0.00% | −70−4.0% | Reduced |
| Lindbrook Capital, LLC | 2,077 | $33.0K | 0.01% | +985+90.2% | Added |
| Wipfli Financial Advisors LLC, | 2,549 | $41.0K | 0.00% | +2,549 | New |
| NVWM, LLC | 2,611 | $42.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 3,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,090 | $49.5K | 0.05% | +21+0.7% | Added |
| Advisor Group Holdings, Inc. | 3,141 | $51.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,941 | $63.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 4,081 | $65.0K | 0.00% | +283+7.5% | Added |
| Ameritas Investment Partners, Inc. | 4,784 | $76.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 5,556 | $89.0K | 0.02% | +43+0.8% | Added |
| Public Employees Retirement System of Ohio | 5,656 | $91.0K | 0.00% | −18,442−76.5% | Reduced |
| Wells Fargo & Company | 6,875 | $110.0K | 0.00% | −4,325−38.6% | Reduced |
| Signaturefd, LLC | 7,517 | $120.0K | 0.00% | +3,353+80.5% | Added |
| Amalgamated Bank | 7,906 | $127.0K | 0.00% | +78+1.0% | Added |
| Tower Research Capital LLC (TRC) | 8,219 | $131.0K | 0.00% | +5,972+265.8% | Added |
| FMR LLC | 9,091 | $145.0K | 0.00% | +731+8.7% | Added |
| Public Employees Retirement Association of Colorado | 9,093 | $146.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,055 | $161.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,070 | $161.0K | 0.00% | +51+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,106 | $162.0K | 0.01% | +10,106 | New |
| Janus Henderson Group PLC | 10,324 | $165.0K | 0.00% | +7+0.1% | Added |
| Hotaling Investment Management, LLC | 10,404 | $167.0K | 0.08% | 00.0% | Unchanged |
| Eaton Vance Management | 10,500 | $168.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,521 | $168.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,575 | $169.0K | 0.02% | +8,858+515.9% | Added |
| Schonfeld Strategic Advisors LLC | 10,751 | $172.0K | 0.00% | −449−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,110 | $178.0K | 0.00% | +11,110 | New |
| Rockefeller Capital Management L.P. | 11,350 | $181.0K | 0.00% | −11,350−50.0% | Reduced |
| State of Wisconsin Investment Board | 11,474 | $184.0K | 0.00% | −3,341−22.6% | Reduced |
| Creative Planning | 12,048 | $193.0K | 0.00% | +12,048 | New |
| Y-Intercept (Hong Kong) Ltd | 12,150 | $194.5K | 0.02% | +12,150 | New |
| Raymond James Financial Services Advisors, Inc. | 12,726 | $204.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,853 | $206.0K | 0.03% | −1,625−11.2% | Reduced |
| SG3 Management, LLC | 13,087 | $209.5K | 0.13% | +2,087+19.0% | Added |
| Occudo Quantitative Strategies LP | 13,257 | $212.0K | 0.02% | −1,781−11.8% | Reduced |
| SG Americas Securities, LLC | 13,701 | $219.0K | 0.00% | −5,391−28.2% | Reduced |
| Pinnacle Holdings, LLC | 14,094 | $225.6K | 0.11% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14,707 | $235.5K | 0.07% | +127+0.9% | Added |
| Apollon Wealth Management, LLC | 14,942 | $239.0K | 0.02% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 15,000 | $240.0K | 0.01% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 16,198 | $259.0K | 0.05% | 00.0% | Unchanged |
| Eidelman Virant Capital | 16,000 | $259.0K | 0.19% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,198 | $259.0K | 0.02% | +840+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 16,750 | $268.0K | 0.01% | −4,900−22.6% | Reduced |
| Arizona State Retirement System | 16,724 | $268.0K | 0.00% | +80+0.5% | Added |
| EMC Capital Management | 17,702 | $283.0K | 0.26% | 00.0% | Unchanged |
| Mariner, LLC | 18,494 | $296.0K | 0.00% | +3,828+26.1% | Added |
| SEI Investments Co | 18,540 | $297.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 19,000 | $304.0K | 0.00% | −100−0.5% | Reduced |
| Raymond James & Associates | 19,089 | $306.0K | 0.00% | −28,813−60.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 19,200 | $307.0K | 0.00% | −88,455−82.2% | Reduced |
| Royal Bank of Canada | 19,172 | $307.0K | 0.00% | +380+2.0% | Added |
| Alps Advisors Inc | 19,337 | $310.0K | 0.00% | −409−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 19,480 | $311.0K | 0.00% | −127−0.6% | Reduced |
| UBS Group AG | 19,421 | $311.0K | 0.00% | +2,579+15.3% | Added |
| Brinker Capital Investments, LLC | 21,497 | $344.0K | 0.01% | −136−0.6% | Reduced |
| Captrust Financial Advisors | 21,814 | $349.0K | 0.00% | +54+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 22,100 | $354.0K | 0.01% | +22,100 | New |
| PEAK6 Investments LLC | 23,114 | $370.0K | 0.01% | −15,040−39.4% | Reduced |
| Voya Investment Management LLC | 24,077 | $385.5K | 0.00% | −28,799−54.5% | Reduced |
| BNP Paribas Arbitrage, SA | 24,195 | $387.4K | 0.00% | −5,463−18.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,521 | $392.6K | 0.00% | −336−1.4% | Reduced |
| First Trust Advisors LP | 24,616 | $394.0K | 0.00% | −95,652−79.5% | Reduced |
| Waldron Private Wealth LLC | 24,791 | $396.0K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 25,521 | $409.0K | 0.00% | +7,990+45.6% | Added |
| Legal & General Group Plc | 26,176 | $419.0K | 0.00% | +1,394+5.6% | Added |
| D.A. Davidson & Co. | 26,493 | $424.0K | 0.01% | +212+0.8% | Added |
| Matrix Asset Advisors Inc | 26,876 | $430.0K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,971 | $432.0K | 0.00% | −2,263−7.7% | Reduced |
| Citigroup Inc | 27,570 | $441.0K | 0.00% | +18,845+216.0% | Added |
| Victory Capital Management Inc | 27,957 | $448.0K | 0.00% | +1,986+7.6% | Added |
| Jane Street Group, LLC | 28,691 | $459.0K | 0.00% | +15,048+110.3% | Added |
| American International Group, Inc. | 29,547 | $473.0K | 0.00% | +418+1.4% | Added |
| Sonen Capital LLC | 30,000 | $480.0K | 0.78% | +1,400+4.9% | Added |
| New York Life Investment Management LLC | 30,141 | $483.0K | 0.01% | +2,217+7.9% | Added |
| Price T Rowe Associates Inc | 32,367 | $519.0K | 0.00% | +9,192+39.7% | Added |
| MetLife Investment Management | 32,726 | $523.9K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 33,978 | $544.0K | 0.30% | +7,836+30.0% | Added |
| D. E. Shaw & Co., Inc. | 36,013 | $577.0K | 0.00% | +8,864+32.6% | Added |
| Newport Capital Group, LLC | 38,080 | $583.0K | 0.30% | +19,040+100.0% | Added |