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, Q2 2023
Institutional positions in Lakeland Bancorp Inc as of Jun 30, 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
- 175
- −1 vs. Q1 2023
- Shares held
- 38.9M
- +428.6K (+1.1%) vs. Q1 2023
- Total value
- $522.2M
- −$80.2M (−13.3%) vs. Q1 2023
- New holders
- 18
- 57 more added
- Sold out
- 19
- 70 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Capital Advisors Group, LLC. | 7 | $94 | 0.00% | +7 | New |
| Versant Capital Management, Inc | 16 | $214 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26 | $349 | 0.00% | −1,490−98.3% | Reduced |
| Parkside Financial Bank & Trust | 26 | $349 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $455 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $633 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $1.00K | 0.00% | −493−93.7% | Reduced |
| CWM, LLC | 79 | $1.00K | 0.00% | −382−82.9% | Reduced |
| Covestor Ltd | 45 | $1.00K | 0.00% | +27+150.0% | Added |
| Column Capital Advisors, LLC | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 106 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 219 | $2.93K | 0.00% | −8,927−97.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 223 | $2.99K | 0.00% | +2+0.9% | Added |
| Public Employees Retirement System of Ohio | 366 | $5.00K | 0.00% | +216+144.0% | Added |
| Glassman Wealth Services | 406 | $5.44K | 0.00% | −21−4.9% | Reduced |
| Signaturefd, LLC | 611 | $8.18K | 0.00% | −7,005−92.0% | Reduced |
| Prestige Wealth Management Group LLC | 653 | $8.74K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 974 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,756 | $23.5K | 0.00% | +86+5.1% | Added |
| Advisor Group Holdings, Inc. | 2,166 | $29.0K | 0.00% | −652−23.1% | Reduced |
| EMC Capital Management | 3,500 | $34.0K | 0.07% | −14,202−80.2% | Reduced |
| NVWM, LLC | 2,611 | $35.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,974 | $39.8K | 0.00% | −6,705−69.3% | Reduced |
| PFS Partners, LLC | 3,157 | $42.3K | 0.04% | +29+0.9% | Added |
| Metropolitan Life Insurance Co | 3,422 | $45.8K | 0.00% | +322+10.4% | Added |
| Rockefeller Capital Management L.P. | 3,729 | $49.9K | 0.00% | −6,821−64.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,784 | $64.1K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5,000 | $67.0K | 0.00% | +2,000+66.7% | Added |
| Kistler-Tiffany Companies, LLC | 5,051 | $67.6K | 0.01% | +59+1.2% | Added |
| Tower Research Capital LLC (TRC) | 5,135 | $68.8K | 0.00% | +2,522+96.5% | Added |
| FMR LLC | 5,580 | $74.7K | 0.00% | −2,837−33.7% | Reduced |
| Amalgamated Bank | 6,104 | $82.0K | 0.00% | −475−7.2% | Reduced |
| Great West Life Assurance Co | 6,883 | $92.0K | 0.00% | −1,506−18.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,093 | $122.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,053 | $134.6K | 0.01% | −47,448−82.5% | Reduced |
| GYL Financial Synergies, LLC | 10,151 | $135.9K | 0.01% | +10,151 | New |
| Steward Partners Investment Advisory, LLC | 10,750 | $143.9K | 0.00% | −800−6.9% | Reduced |
| Algert Global LLC | 10,777 | $144.3K | 0.01% | +10,777 | New |
| Aigen Investment Management, LP | 11,172 | $149.6K | 0.02% | −527−4.5% | Reduced |
| Trexquant Investment LP | 11,510 | $154.1K | 0.00% | +11,510 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,637 | $155.8K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 11,694 | $157.0K | 0.01% | −215−1.8% | Reduced |
| Atom Investors LP | 12,299 | $164.7K | 0.06% | −96−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,036 | $174.6K | 0.00% | −611−4.5% | Reduced |
| SG Americas Securities, LLC | 13,177 | $176.0K | 0.00% | −10,288−43.8% | Reduced |
| Citadel Advisors LLC | 13,452 | $180.1K | 0.00% | −266,046−95.2% | Reduced |
| Creative Planning | 13,596 | $182.1K | 0.00% | +13,596 | New |
| CSS LLC | 13,900 | $186.1K | 0.01% | +13,900 | New |
| The PNC Financial Services Group, Inc. | 14,028 | $187.8K | 0.00% | −5,452−28.0% | Reduced |
| Pinnacle Holdings, LLC | 14,094 | $188.7K | 0.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,942 | $200.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15,105 | $202.3K | 0.05% | +174+1.2% | Added |
| Raymond James & Associates | 16,013 | $214.4K | 0.00% | +4,033+33.7% | Added |
| D. E. Shaw & Co., Inc. | 16,094 | $215.5K | 0.00% | −55,296−77.5% | Reduced |
| BNP Paribas Arbitrage, SA | 16,266 | $217.8K | 0.00% | −18,302−52.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,587 | $222.1K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,316 | $231.9K | 0.00% | −523−2.9% | Reduced |
| Cannell Peter B & Co Inc | 18,000 | $241.0K | 0.01% | +3,000+20.0% | Added |
| Perigon Wealth Management, LLC | 18,209 | $243.8K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 18,579 | $248.8K | 0.00% | +314+1.7% | Added |
| Royal Bank of Canada | 18,781 | $251.0K | 0.00% | −3,753−16.7% | Reduced |
| Newport Capital Group, LLC | 19,040 | $254.9K | 0.13% | +19,040 | New |
| CI Private Wealth, LLC | 19,172 | $256.7K | 0.00% | −337−1.7% | Reduced |
| Guggenheim Capital LLC | 19,895 | $266.4K | 0.00% | +19,895 | New |
| First Republic Investment Management, Inc. | 20,167 | $270.0K | 0.00% | −32,576−61.8% | Reduced |
| D.A. Davidson & Co. | 20,744 | $277.8K | 0.00% | −20−0.1% | Reduced |
| Matrix Asset Advisors Inc | 20,876 | $279.5K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,952 | $280.5K | 0.00% | −98−0.5% | Reduced |
| Orion Portfolio Solutions, LLC | 20,952 | $280.5K | 0.00% | −98−0.5% | Reduced |
| Captrust Financial Advisors | 21,626 | $289.6K | 0.00% | −1,127−5.0% | Reduced |
| Sawtooth Solutions, LLC | 22,416 | $300.2K | 0.01% | +792+3.7% | Added |
| Bleakley Financial Group, LLC | 22,416 | $300.2K | 0.01% | +792+3.7% | Added |
| Deutsche Bank AG | 23,160 | $310.1K | 0.00% | −49,421−68.1% | Reduced |
| CWM Advisors, LLC | 23,402 | $313.4K | 0.04% | +5,879+33.6% | Added |
| Manufacturers Life Insurance Company, The | 24,047 | $322.0K | 0.00% | −164−0.7% | Reduced |
| SEI Investments Co | 24,189 | $323.9K | 0.00% | +3,800+18.6% | Added |
| New York State Common Retirement Fund | 25,793 | $345.4K | 0.00% | −6,946−21.2% | Reduced |
| Voya Investment Management LLC | 26,597 | $356.1K | 0.00% | +2,520+10.5% | Added |
| Peapack Gladstone Financial Corp | 26,764 | $358.0K | 0.01% | −2,503−8.6% | Reduced |
| CFS Investment Advisory Services, LLC | 27,971 | $375.0K | 0.05% | +27,971 | New |
| Wells Fargo & Company | 28,404 | $380.3K | 0.00% | +10,228+56.3% | Added |
| Dark Forest Capital Management LP | 28,484 | $381.4K | 0.04% | +23,759+502.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,522 | $381.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 28,537 | $382.1K | 0.04% | −6,571−18.7% | Reduced |
| Water Island Capital LLC | 29,792 | $398.9K | 0.04% | +2,529+9.3% | Added |
| American International Group, Inc. | 30,039 | $402.2K | 0.00% | +20.0% | Added |
| State Board of Administration of Florida Retirement System | 30,159 | $403.8K | 0.00% | −30,400−50.2% | Reduced |
| MetLife Investment Management | 32,726 | $438.2K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 33,579 | $449.6K | 0.49% | −49,158−59.4% | Reduced |
| Price T Rowe Associates Inc | 35,075 | $470.0K | 0.00% | +652+1.9% | Added |
| Janus Henderson Group PLC | 37,440 | $500.8K | 0.00% | −37−0.1% | Reduced |
| Prelude Capital Management, LLC | 38,467 | $515.1K | 0.04% | +38,467 | New |
| UBS Group AG | 38,973 | $521.8K | 0.00% | +4,090+11.7% | Added |
| Franklin Resources Inc | 40,983 | $548.8K | 0.00% | +40,983 | New |
| Keebeck Alpha, LP | 42,266 | $565.9K | 0.56% | +42,266 | New |
| Stifel Financial Corp | 43,497 | $582.4K | 0.00% | −12,598−22.5% | Reduced |
| Collective Family Office LLC | 46,262 | $619.4K | 0.24% | −2,000−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 46,776 | $626.3K | 0.01% | +46,776 | New |
| Rafferty Asset Management, LLC | 49,031 | $656.5K | 0.00% | +24,601+100.7% | Added |
| Qube Research & Technologies Ltd | 49,922 | $668.5K | 0.00% | −278,538−84.8% | Reduced |