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.
Q3 2023 vs. Q2 2023
How the institutions holding Lakeland Bancorp Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 175 | 3 | 173 | +1 |
| Shares | 38.9M | 148.8K | 38.0M | −785.3K (−2.0%) |
| Value | $522.2M | $1.99M | $479.9M | −$40.3M (−7.7%) |
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Lakeland Bancorp Inc at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Assenagon Asset Management S.A. | 207,867 | $2.62M | 0.01% |
| LMR Partners LLP | 190,402 | $2.40M | 0.05% |
| Balyasny Asset Management LLC | 156,180 | $1.97M | 0.01% |
| Fifth Lane Capital, LP | 54,912 | $693.0K | 0.70% |
| Gabelli & Co Investment Advisers, Inc. | 41,996 | $530.0K | 0.09% |
| Gabelli Funds LLC | 28,172 | $355.5K | 0.00% |
| Waldron Private Wealth LLC | 24,791 | $312.9K | 0.02% |
| Avantax Advisory Services, Inc. | 15,074 | $190.2K | 0.00% |
| Beacon Pointe Advisors, LLC | 14,547 | $183.6K | 0.00% |
| Ibex Wealth Advisors | 13,318 | $168.0K | 0.04% |
| Quantbot Technologies LP | 5,059 | $63.8K | 0.00% |
| Lindbrook Capital, LLC | 50 | $631 | 0.00% |
| Massmutual Trust Co FSB | 34 | $429 | 0.00% |
| Comerica Bank | 33 | $416 | 0.00% |
| Allworth Financial LP | 27 | $341 | 0.00% |
Sold out (14)
Institutions that held Lakeland Bancorp Inc at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Versor Investments LP | 628,081 | $8.41M |
| Healthcare of Ontario Pension Plan Trust Fund | 359,400 | $4.81M |
| Bank of Montreal | 285,490 | $4.31M |
| BHZ Capital Management, LP | 150,055 | $2.01M |
| Franklin Resources Inc | 40,983 | $548.8K |
| Dark Forest Capital Management LP | 28,484 | $381.4K |
| CFS Investment Advisory Services, LLC | 27,971 | $375.0K |
| Susquehanna Fundamental Investments, LLC | 16,587 | $222.1K |
| Citadel Advisors LLC | 13,452 | $180.1K |
| Algert Global LLC | 10,777 | $144.3K |
| GYL Financial Synergies, LLC | 10,151 | $135.9K |
| Y-Intercept (Hong Kong) Ltd | 10,053 | $134.6K |
| Rockefeller Capital Management L.P. | 3,729 | $49.9K |
| PEAK6 Investments LLC | 2,974 | $39.8K |
Not filed for Q3 2023 yet (3)
Institutions that held Lakeland Bancorp Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 143,698 | $1.92M |
| Kistler-Tiffany Companies, LLC | 5,051 | $67.6K |
| First Capital Advisors Group, LLC. | 7 | $94 |