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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.

Institutional holdersQ2 2023: 175 institutions
Q1 2021: 149 institutionsQ2 2021: 152 institutionsQ3 2021: 151 institutionsQ4 2021: 163 institutionsQ1 2022: 180 institutionsQ2 2022: 184 institutionsQ3 2022: 187 institutionsQ4 2022: 178 institutionsQ1 2023: 176 institutionsQ2 2023: 175 institutionsQ3 2023: 173 institutionsQ4 2023: 174 institutionsQ1 2024: 174 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2023: $522.2M
Q1 2021: $518.3MQ2 2021: $525.6MQ3 2021: $553.6MQ4 2021: $607.1MQ1 2022: $625.9MQ2 2022: $540.7MQ3 2022: $599.2MQ4 2022: $674.2MQ1 2023: $602.3MQ2 2023: $522.2MQ3 2023: $479.9MQ4 2023: $573.8MQ1 2024: $481.3MQ2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LBAI and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 2024174$481.3M
Q4 2023174$573.8M
Q3 2023173$479.9M
Q2 2023175$522.2M
Q1 2023176$602.3M
Q4 2022178$674.2M
Q3 2022187$599.2M
Q2 2022184$540.7M
Q1 2022180$625.9M
Q4 2021163$607.1M
Q3 2021151$553.6M
Q2 2021152$525.6M
Q1 2021149$518.3M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q1 2023.

Institutions holding LBAI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The24,047$322.0K0.00%−164−0.7%Reduced
CWM Advisors, LLC23,402$313.4K0.04%+5,879+33.6%Added
Deutsche Bank AG23,160$310.1K0.00%−49,421−68.1%Reduced
Sawtooth Solutions, LLC22,416$300.2K0.01%+792+3.7%Added
Bleakley Financial Group, LLC22,416$300.2K0.01%+792+3.7%Added
Captrust Financial Advisors21,626$289.6K0.00%−1,127−5.0%Reduced
Brinker Capital Investments, LLC20,952$280.5K0.00%−98−0.5%Reduced
Orion Portfolio Solutions, LLC20,952$280.5K0.00%−98−0.5%Reduced
Matrix Asset Advisors Inc20,876$279.5K0.04%00.0%Unchanged
D.A. Davidson & Co.20,744$277.8K0.00%−20−0.1%Reduced
First Republic Investment Management, Inc.20,167$270.0K0.00%−32,576−61.8%Reduced
Guggenheim Capital LLC19,895$266.4K0.00%+19,895New
CI Private Wealth, LLC19,172$256.7K0.00%−337−1.7%Reduced
Newport Capital Group, LLC19,040$254.9K0.13%+19,040New
Royal Bank of Canada18,781$251.0K0.00%−3,753−16.7%Reduced
Mariner, LLC18,579$248.8K0.00%+314+1.7%Added
Perigon Wealth Management, LLC18,209$243.8K0.01%00.0%Unchanged
Cannell Peter B & Co Inc18,000$241.0K0.01%+3,000+20.0%Added
Arizona State Retirement System17,316$231.9K0.00%−523−2.9%Reduced
Susquehanna Fundamental Investments, LLC16,587$222.1K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA16,266$217.8K0.00%−18,302−52.9%Reduced
D. E. Shaw & Co., Inc.16,094$215.5K0.00%−55,296−77.5%Reduced
Raymond James & Associates16,013$214.4K0.00%+4,033+33.7%Added
Glen Eagle Advisors, LLC15,105$202.3K0.05%+174+1.2%Added
Apollon Wealth Management, LLC14,942$200.1K0.01%00.0%Unchanged
Pinnacle Holdings, LLC14,094$188.7K0.08%00.0%Unchanged
The PNC Financial Services Group, Inc.14,028$187.8K0.00%−5,452−28.0%Reduced
CSS LLC13,900$186.1K0.01%+13,900New
Creative Planning13,596$182.1K0.00%+13,596New
Citadel Advisors LLC13,452$180.1K0.00%−266,046−95.2%Reduced
SG Americas Securities, LLC13,177$176.0K0.00%−10,288−43.8%Reduced
Raymond James Financial Services Advisors, Inc.13,036$174.6K0.00%−611−4.5%Reduced
Atom Investors LP12,299$164.7K0.06%−96−0.8%Reduced
Hennion & Walsh Asset Management, Inc.11,694$157.0K0.01%−215−1.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)11,637$155.8K0.00%00.0%Unchanged
Trexquant Investment LP11,510$154.1K0.00%+11,510New
Aigen Investment Management, LP11,172$149.6K0.02%−527−4.5%Reduced
Algert Global LLC10,777$144.3K0.01%+10,777New
Steward Partners Investment Advisory, LLC10,750$143.9K0.00%−800−6.9%Reduced
GYL Financial Synergies, LLC10,151$135.9K0.01%+10,151New
Y-Intercept (Hong Kong) Ltd10,053$134.6K0.01%−47,448−82.5%Reduced
Public Employees Retirement Association of Colorado9,093$122.0K0.00%00.0%Unchanged
Great West Life Assurance Co6,883$92.0K0.00%−1,506−18.0%Reduced
Amalgamated Bank6,104$82.0K0.00%−475−7.2%Reduced
FMR LLC5,580$74.7K0.00%−2,837−33.7%Reduced
Tower Research Capital LLC (TRC)5,135$68.8K0.00%+2,522+96.5%Added
Kistler-Tiffany Companies, LLC5,051$67.6K0.01%+59+1.2%Added
HM Payson & Co5,000$67.0K0.00%+2,000+66.7%Added
Ameritas Investment Partners, Inc.4,784$64.1K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.3,729$49.9K0.00%−6,821−64.7%Reduced
Metropolitan Life Insurance Co3,422$45.8K0.00%+322+10.4%Added
PFS Partners, LLC3,157$42.3K0.04%+29+0.9%Added
PEAK6 Investments LLC2,974$39.8K0.00%−6,705−69.3%Reduced
NVWM, LLC2,611$35.0K0.01%00.0%Unchanged
EMC Capital Management3,500$34.0K0.07%−14,202−80.2%Reduced
Advisor Group Holdings, Inc.2,166$29.0K0.00%−652−23.1%Reduced
Nisa Investment Advisors, LLC1,756$23.5K0.00%+86+5.1%Added
Sandy Spring Bank974$13.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC653$8.74K0.00%00.0%Unchanged
Signaturefd, LLC611$8.18K0.00%−7,005−92.0%Reduced
Glassman Wealth Services406$5.44K0.00%−21−4.9%Reduced
Public Employees Retirement System of Ohio366$5.00K0.00%+216+144.0%Added
Cary Street Partner Investment Advisory LLC223$2.99K0.00%+2+0.9%Added
Quadrant Capital Group LLC219$2.93K0.00%−8,927−97.6%Reduced
Farther Finance Advisors, LLC106$1.42K0.00%00.0%Unchanged
Column Capital Advisors, LLC100$1.34K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.33$1.00K0.00%−493−93.7%Reduced
CWM, LLC79$1.00K0.00%−382−82.9%Reduced
Covestor Ltd45$1.00K0.00%+27+150.0%Added
Gradient Investments LLC47$6330.00%00.0%Unchanged
Global Retirement Partners, LLC34$4550.00%00.0%Unchanged
Parallel Advisors, LLC26$3490.00%−1,490−98.3%Reduced
Parkside Financial Bank & Trust26$3490.00%00.0%Unchanged
Versant Capital Management, Inc16$2140.00%00.0%Unchanged
First Capital Advisors Group, LLC.7$940.00%+7New
New York Life Investment Management LLC0$00.00%−292,208−100.0%Sold out
Putnam Investments LLC0$00.00%−201,611−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−74,231−100.0%Sold out
Maltese Capital Management LLC0$00.00%−69,281−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−54,851−100.0%Sold out
Virtu Financial LLC0$00.00%−41,090−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−24,791−100.0%Sold out
Victory Capital Management Inc0$00.00%−20,665−100.0%Sold out
Jane Street Group, LLC0$00.00%−17,919−100.0%Sold out
First Manhattan Co0$00.00%−17,800−100.0%Sold out
Sonen Capital LLC0$00.00%−15,000−100.0%Sold out
Headinvest, LLC0$00.00%−11,308−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−10,055−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−2,000−100.0%Sold out
US Bancorp0$00.00%−1,509−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−722−100.0%Sold out
Allworth Financial LP0$00.00%−191−100.0%Sold out
Lazard Asset Management LLC0$00.00%−83−100.0%Sold out
Toronto Dominion Bank0$00.00%−10−100.0%Sold out