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, Q1 2023
Institutional positions in Lakeland Bancorp Inc as of Mar 31, 2023. 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
- 176
- 0 vs. Q4 2022
- Shares held
- 38.5M
- +457.7K (+1.2%) vs. Q4 2022
- Total value
- $602.3M
- −$67.9M (−10.1%) vs. Q4 2022
- New holders
- 17
- 55 more added
- Sold out
- 17
- 62 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 18 | $0 | 0.00% | −2−10.0% | Reduced |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 16 | $250 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $407 | 0.00% | −49−65.3% | Reduced |
| Global Retirement Partners, LLC | 34 | $439 | 0.00% | +34 | New |
| Gradient Investments LLC | 47 | $731 | 0.00% | +1+2.2% | Added |
| Lazard Asset Management LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $1.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 106 | $1.66K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 150 | $2.00K | 0.00% | +150 | New |
| Allworth Financial LP | 191 | $2.99K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 221 | $3.45K | 0.00% | −177−44.5% | Reduced |
| Glassman Wealth Services | 427 | $6.68K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 461 | $7.00K | 0.00% | −54−10.5% | Reduced |
| Ronald Blue Trust, Inc. | 526 | $9.00K | 0.00% | +94+21.8% | Added |
| Prestige Wealth Management Group LLC | 653 | $10.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 722 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 974 | $15.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,509 | $23.6K | 0.00% | −292−16.2% | Reduced |
| Parallel Advisors, LLC | 1,516 | $23.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,670 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,000 | $31.3K | 0.00% | −140−6.5% | Reduced |
| NVWM, LLC | 2,611 | $40.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,613 | $41.0K | 0.00% | −8,515−76.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,818 | $44.1K | 0.00% | +185+7.0% | Added |
| HM Payson & Co | 3,000 | $46.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,100 | $48.5K | 0.00% | −841−21.3% | Reduced |
| PFS Partners, LLC | 3,128 | $48.9K | 0.05% | +19+0.6% | Added |
| Dark Forest Capital Management LP | 4,725 | $73.9K | 0.02% | +629+15.4% | Added |
| Ameritas Investment Partners, Inc. | 4,784 | $74.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,992 | $78.1K | 0.01% | +36+0.7% | Added |
| Amalgamated Bank | 6,579 | $103.0K | 0.00% | −1,327−16.8% | Reduced |
| Signaturefd, LLC | 7,616 | $119.1K | 0.00% | +267+3.6% | Added |
| Great West Life Assurance Co | 8,389 | $131.0K | 0.00% | +774+10.2% | Added |
| FMR LLC | 8,417 | $131.6K | 0.00% | +527+6.7% | Added |
| Public Employees Retirement Association of Colorado | 9,093 | $142.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,146 | $143.0K | 0.01% | −1,034−10.2% | Reduced |
| PEAK6 Investments LLC | 9,679 | $151.4K | 0.01% | +9,679 | New |
| Transcend Wealth Collective, LLC | 10,055 | $157.3K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,550 | $165.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 11,308 | $176.9K | 0.04% | +11,308 | New |
| Steward Partners Investment Advisory, LLC | 11,550 | $180.6K | 0.00% | −2,700−18.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,637 | $182.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 11,699 | $183.0K | 0.03% | −1,605−12.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,909 | $186.0K | 0.01% | −100−0.8% | Reduced |
| Raymond James & Associates | 11,980 | $187.4K | 0.00% | −1,843−13.3% | Reduced |
| Atom Investors LP | 12,395 | $193.9K | 0.11% | −881−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,647 | $213.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 14,094 | $220.4K | 0.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14,931 | $233.5K | 0.06% | +111+0.7% | Added |
| Apollon Wealth Management, LLC | 14,942 | $233.7K | 0.01% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 15,000 | $234.6K | 0.01% | 00.0% | Unchanged |
| Sonen Capital LLC | 15,000 | $234.6K | 0.40% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 16,587 | $259.4K | 0.01% | −1,165−6.6% | Reduced |
| CWM Advisors, LLC | 17,523 | $274.1K | 0.03% | +4,172+31.2% | Added |
| EMC Capital Management | 17,702 | $277.0K | 0.23% | 00.0% | Unchanged |
| First Manhattan Co | 17,800 | $278.4K | 0.00% | −1,000−5.3% | Reduced |
| Arizona State Retirement System | 17,839 | $279.0K | 0.00% | +468+2.7% | Added |
| Jane Street Group, LLC | 17,919 | $280.3K | 0.00% | +17,919 | New |
| Wells Fargo & Company | 18,176 | $284.3K | 0.00% | +8,820+94.3% | Added |
| Perigon Wealth Management, LLC | 18,209 | $284.8K | 0.02% | −1,657−8.3% | Reduced |
| Mariner, LLC | 18,265 | $286.0K | 0.00% | −274−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 19,480 | $304.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 19,509 | $305.1K | 0.00% | +337+1.8% | Added |
| Yakira Capital Management, Inc. | 19,686 | $307.9K | 0.08% | +19,686 | New |
| SEI Investments Co | 20,389 | $318.9K | 0.00% | +1,849+10.0% | Added |
| Victory Capital Management Inc | 20,665 | $323.2K | 0.00% | −23,375−53.1% | Reduced |
| D.A. Davidson & Co. | 20,764 | $324.7K | 0.00% | −5,255−20.2% | Reduced |
| Matrix Asset Advisors Inc | 20,876 | $326.5K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,050 | $329.2K | 0.00% | −275−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 21,050 | $329.2K | 0.00% | +21,050 | New |
| Bleakley Financial Group, LLC | 21,624 | $338.2K | 0.01% | −126−0.6% | Reduced |
| Sawtooth Solutions, LLC | 21,624 | $338.2K | 0.01% | +21,624 | New |
| Royal Bank of Canada | 22,534 | $352.0K | 0.00% | −5,600−19.9% | Reduced |
| Captrust Financial Advisors | 22,753 | $355.9K | 0.00% | +962+4.4% | Added |
| SG Americas Securities, LLC | 23,465 | $367.0K | 0.00% | +11,557+97.1% | Added |
| Voya Investment Management LLC | 24,077 | $376.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,211 | $378.7K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 24,430 | $382.1K | 0.00% | +11,499+88.9% | Added |
| Waldron Private Wealth LLC | 24,791 | $387.7K | 0.02% | 00.0% | Unchanged |
| Water Island Capital LLC | 27,263 | $426.4K | 0.03% | −5,404−16.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,522 | $446.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 28,698 | $448.8K | 0.00% | +1,992+7.5% | Added |
| Peapack Gladstone Financial Corp | 29,267 | $458.0K | 0.01% | −15,439−34.5% | Reduced |
| American International Group, Inc. | 30,037 | $469.8K | 0.00% | +597+2.0% | Added |
| MetLife Investment Management | 32,726 | $511.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,739 | $512.0K | 0.00% | −10,296−23.9% | Reduced |
| Price T Rowe Associates Inc | 34,423 | $539.0K | 0.00% | +1,078+3.2% | Added |
| BNP Paribas Arbitrage, SA | 34,568 | $540.6K | 0.00% | +18,484+114.9% | Added |
| UBS Group AG | 34,883 | $545.6K | 0.00% | +5,425+18.4% | Added |
| Occudo Quantitative Strategies LP | 35,108 | $549.1K | 0.05% | +7,187+25.7% | Added |
| Janus Henderson Group PLC | 37,477 | $585.6K | 0.00% | +27,153+263.0% | Added |
| Virtu Financial LLC | 41,090 | $643.0K | 0.07% | +41,090 | New |
| HSBC Holdings PLC | 44,955 | $697.7K | 0.00% | −14,655−24.6% | Reduced |
| Collective Family Office LLC | 48,262 | $754.8K | 0.31% | +48,262 | New |
| First Republic Investment Management, Inc. | 52,743 | $824.9K | 0.00% | −1,840−3.4% | Reduced |
| HighTower Advisors, LLC | 52,881 | $827.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 54,851 | $857.9K | 0.15% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 55,365 | $865.9K | 0.01% | −92−0.2% | Reduced |
| Stifel Financial Corp | 56,095 | $877.3K | 0.00% | +20.0% | Added |