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 2022
Institutional positions in Lakeland Bancorp Inc as of Dec 31, 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
- 178
- −3 vs. Q3 2022
- Shares held
- 38.3M
- +926.6K (+2.5%) vs. Q3 2022
- Total value
- $674.2M
- +$76.5M (+12.8%) vs. Q3 2022
- New holders
- 15
- 60 more added
- Sold out
- 18
- 65 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | −6−23.1% | Reduced |
| Versant Capital Management, Inc | 16 | $282 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $511 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 46 | $816 | 0.00% | +46 | New |
| Money Concepts Capital Corp | 55 | $969 | 0.00% | +55 | New |
| Lazard Asset Management LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 75 | $1.32K | 0.00% | +75 | New |
| Column Capital Advisors, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 106 | $1.87K | 0.00% | +106 | New |
| GWM Advisors LLC | 114 | $2.01K | 0.00% | +114 | New |
| Allworth Financial LP | 191 | $3.36K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 347 | $6.11K | 0.00% | −8−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 432 | $7.00K | 0.00% | +231+114.9% | Added |
| Cary Street Partner Investment Advisory LLC | 398 | $7.00K | 0.00% | +398 | New |
| Glassman Wealth Services | 427 | $7.52K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 515 | $9.00K | 0.00% | +86+20.0% | Added |
| Prestige Wealth Management Group LLC | 653 | $11.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 722 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 974 | $17.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,516 | $26.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,670 | $29.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,801 | $31.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,140 | $37.7K | 0.00% | +63+3.0% | Added |
| NVWM, LLC | 2,611 | $46.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,633 | $47.0K | 0.00% | −508−16.2% | Reduced |
| HM Payson & Co | 3,000 | $52.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,109 | $54.8K | 0.06% | +19+0.6% | Added |
| Metropolitan Life Insurance Co | 3,941 | $69.4K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,096 | $72.1K | 0.02% | +4,096 | New |
| Kistler-Tiffany Companies, LLC | 4,956 | $87.3K | 0.02% | −600−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,784 | $88.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,349 | $129.4K | 0.00% | −168−2.2% | Reduced |
| Great West Life Assurance Co | 7,615 | $134.0K | 0.00% | +3,534+86.6% | Added |
| FMR LLC | 7,890 | $138.9K | 0.00% | −1,201−13.2% | Reduced |
| Amalgamated Bank | 7,906 | $139.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,093 | $160.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,356 | $164.8K | 0.00% | +2,481+36.1% | Added |
| Transcend Wealth Collective, LLC | 10,055 | $177.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,180 | $179.3K | 0.02% | −395−3.7% | Reduced |
| Janus Henderson Group PLC | 10,324 | $181.8K | 0.00% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 10,354 | $182.0K | 0.08% | −50−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,550 | $185.0K | 0.00% | −800−7.0% | Reduced |
| Creative Planning | 10,533 | $185.5K | 0.00% | −1,515−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,128 | $196.0K | 0.01% | +2,909+35.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,637 | $204.9K | 0.00% | +1,116+10.6% | Added |
| SG Americas Securities, LLC | 11,908 | $210.0K | 0.00% | −1,793−13.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,009 | $211.0K | 0.01% | +1,903+18.8% | Added |
| Rafferty Asset Management, LLC | 12,931 | $227.7K | 0.00% | +12,931 | New |
| Atom Investors LP | 13,276 | $233.8K | 0.12% | −112,859−89.5% | Reduced |
| Aigen Investment Management, LP | 13,304 | $234.3K | 0.03% | +13,304 | New |
| CWM Advisors, LLC | 13,351 | $235.1K | 0.03% | +498+3.9% | Added |
| Jacobs Levy Equity Management, Inc | 13,498 | $237.7K | 0.00% | −5,702−29.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,647 | $240.3K | 0.00% | +921+7.2% | Added |
| Raymond James & Associates | 13,823 | $243.4K | 0.00% | −5,266−27.6% | Reduced |
| Pinnacle Holdings, LLC | 14,094 | $248.2K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,250 | $250.9K | 0.00% | −2,500−14.9% | Reduced |
| Glen Eagle Advisors, LLC | 14,820 | $261.0K | 0.07% | +113+0.8% | Added |
| Apollon Wealth Management, LLC | 14,942 | $263.1K | 0.02% | 00.0% | Unchanged |
| Sonen Capital LLC | 15,000 | $264.1K | 0.43% | −15,000−50.0% | Reduced |
| Cannell Peter B & Co Inc | 15,000 | $264.1K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,084 | $283.2K | 0.00% | −8,111−33.5% | Reduced |
| Arizona State Retirement System | 17,371 | $305.9K | 0.00% | +647+3.9% | Added |
| EMC Capital Management | 17,702 | $312.0K | 0.28% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,752 | $312.6K | 0.01% | −4,348−19.7% | Reduced |
| Mariner, LLC | 18,539 | $326.0K | 0.00% | +45+0.2% | Added |
| SEI Investments Co | 18,540 | $326.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 18,800 | $331.1K | 0.00% | −200−1.1% | Reduced |
| Newport Capital Group, LLC | 19,040 | $335.3K | 0.33% | −19,040−50.0% | Reduced |
| CI Private Wealth, LLC | 19,172 | $337.6K | 0.00% | +19,172 | New |
| Alps Advisors Inc | 19,295 | $339.8K | 0.00% | −42−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 19,480 | $343.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 19,866 | $349.8K | 0.02% | +3,668+22.6% | Added |
| Matrix Asset Advisors Inc | 20,876 | $367.6K | 0.06% | −6,000−22.3% | Reduced |
| Brinker Capital Investments, LLC | 21,325 | $375.5K | 0.01% | −172−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,663 | $381.5K | 0.06% | +9,513+78.3% | Added |
| Bleakley Financial Group, LLC | 21,750 | $383.0K | 0.01% | +21,750 | New |
| Captrust Financial Advisors | 21,791 | $383.7K | 0.00% | −23−0.1% | Reduced |
| Waldron Private Wealth LLC | 24,791 | $396.0K | 0.02% | 00.0% | Unchanged |
| River Oaks Capital LLC | 22,800 | $402.0K | 0.46% | −53,523−70.1% | Reduced |
| Voya Investment Management LLC | 24,077 | $424.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,211 | $426.4K | 0.00% | −310−1.3% | Reduced |
| D.A. Davidson & Co. | 26,019 | $458.2K | 0.01% | −474−1.8% | Reduced |
| Los Angeles Capital Management LLC | 26,310 | $463.3K | 0.00% | −34,148−56.5% | Reduced |
| Legal & General Group Plc | 26,706 | $470.3K | 0.00% | +530+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 27,300 | $480.8K | 0.00% | +16,549+153.9% | Added |
| Occudo Quantitative Strategies LP | 27,921 | $491.7K | 0.06% | +14,664+110.6% | Added |
| Royal Bank of Canada | 28,134 | $496.0K | 0.00% | +8,962+46.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,522 | $502.3K | 0.00% | +3,001+11.8% | Added |
| American International Group, Inc. | 29,440 | $518.4K | 0.00% | −107−0.4% | Reduced |
| UBS Group AG | 29,458 | $518.8K | 0.00% | +10,037+51.7% | Added |
| Cutler Capital Management, LLC | 31,000 | $545.9K | 0.22% | −66,000−68.0% | Reduced |
| Water Island Capital LLC | 32,667 | $575.3K | 0.05% | +32,667 | New |
| MetLife Investment Management | 32,726 | $576.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,345 | $587.0K | 0.00% | +978+3.0% | Added |
| Citigroup Inc | 35,525 | $625.6K | 0.00% | +7,955+28.9% | Added |
| New York State Common Retirement Fund | 43,035 | $757.8K | 0.00% | −27−0.1% | Reduced |
| Victory Capital Management Inc | 44,040 | $775.5K | 0.00% | +16,083+57.5% | Added |
| Peapack Gladstone Financial Corp | 44,706 | $787.0K | 0.02% | −7,000−13.5% | Reduced |
| Ameriprise Financial Inc | 52,231 | $920.0K | 0.00% | −80,204−60.6% | Reduced |
| HighTower Advisors, LLC | 52,881 | $932.0K | 0.00% | +105+0.2% | Added |