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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, Q3 2023

Institutional positions in Lakeland Bancorp Inc as of Sep 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
173
+1 vs. Q2 2023
Shares held
38.0M
−785.3K (−2.0%) vs. Q2 2023
Total value
$479.9M
−$40.3M (−7.7%) vs. Q2 2023
New holders
15
68 more added
Sold out
14
51 more reduced

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 173 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 heldQ3 2023: $479.9M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q2 2023.

Institutions holding LBAI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The24,659$311.2K0.00%+612+2.5%Added
CWM Advisors, LLC24,317$306.9K0.04%+915+3.9%Added
Wells Fargo & Company23,768$300.0K0.00%−4,636−16.3%Reduced
Captrust Financial Advisors22,155$279.6K0.00%+529+2.4%Added
Royal Bank of Canada22,184$279.0K0.00%+3,403+18.1%Added
Sawtooth Solutions, LLC21,882$276.1K0.01%−534−2.4%Reduced
Bleakley Financial Group, LLC21,882$276.1K0.01%−534−2.4%Reduced
Matrix Asset Advisors Inc20,876$263.5K0.04%00.0%Unchanged
Brinker Capital Investments, LLC20,817$262.7K0.00%−135−0.6%Reduced
Orion Portfolio Solutions, LLC20,817$262.7K0.00%−135−0.6%Reduced
D.A. Davidson & Co.20,757$262.0K0.00%+13+0.1%Added
Trexquant Investment LP20,161$254.4K0.01%+8,651+75.2%Added
Guggenheim Capital LLC19,895$251.1K0.00%00.0%Unchanged
Newport Capital Group, LLC19,040$240.3K0.22%00.0%Unchanged
Perigon Wealth Management, LLC18,270$230.6K0.01%+61+0.3%Added
First Republic Investment Management, Inc.18,236$230.1K0.00%−1,931−9.6%Reduced
Cannell Peter B & Co Inc18,000$227.2K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System17,812$224.8K0.00%−12,347−40.9%Reduced
EMC Capital Management17,702$223.0K0.16%+14,202+405.8%Added
Arizona State Retirement System17,587$221.9K0.00%+271+1.6%Added
SEI Investments Co16,489$208.1K0.00%−7,700−31.8%Reduced
D. E. Shaw & Co., Inc.16,096$203.1K0.00%+20.0%Added
Glen Eagle Advisors, LLC15,255$192.5K0.04%+150+1.0%Added
Avantax Advisory Services, Inc.15,074$190.2K0.00%+15,074New
Apollon Wealth Management, LLC14,942$188.6K0.01%00.0%Unchanged
Mariner, LLC14,697$185.5K0.00%−3,882−20.9%Reduced
Aigen Investment Management, LP14,690$185.4K0.03%+3,518+31.5%Added
Beacon Pointe Advisors, LLC14,547$183.6K0.00%+14,547New
Pinnacle Holdings, LLC14,094$177.9K0.08%00.0%Unchanged
The PNC Financial Services Group, Inc.14,093$177.9K0.00%+65+0.5%Added
Ibex Wealth Advisors13,318$168.0K0.04%+13,318New
Occudo Quantitative Strategies LP12,712$160.4K0.02%−15,825−55.5%Reduced
Raymond James Financial Services Advisors, Inc.12,463$157.3K0.00%−573−4.4%Reduced
Atom Investors LP12,299$155.2K0.04%00.0%Unchanged
SG Americas Securities, LLC11,673$147.0K0.00%−1,504−11.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)11,637$146.9K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.11,330$143.0K0.01%−364−3.1%Reduced
Raymond James & Associates11,106$140.2K0.00%−4,907−30.6%Reduced
Great West Life Assurance Co11,089$140.0K0.00%+4,206+61.1%Added
Tower Research Capital LLC (TRC)9,348$118.0K0.00%+4,213+82.0%Added
Public Employees Retirement Association of Colorado9,093$115.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC9,033$114.0K0.00%−1,717−16.0%Reduced
Advisor Group Holdings, Inc.6,307$79.6K0.00%+4,141+191.2%Added
Ameritas Investment Partners, Inc.6,201$78.3K0.00%+1,417+29.6%Added
Amalgamated Bank6,104$77.0K0.00%00.0%Unchanged
FMR LLC5,229$66.0K0.00%−351−6.3%Reduced
Quantbot Technologies LP5,059$63.8K0.00%+5,059New
Metropolitan Life Insurance Co3,422$43.2K0.00%00.0%Unchanged
PFS Partners, LLC3,157$39.8K0.04%00.0%Unchanged
HM Payson & Co3,000$37.9K0.00%−2,000−40.0%Reduced
NVWM, LLC2,611$33.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,756$22.2K0.00%00.0%Unchanged
Sandy Spring Bank974$12.3K0.00%00.0%Unchanged
Signaturefd, LLC831$10.5K0.00%+220+36.0%Added
Prestige Wealth Management Group LLC653$8.24K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio579$7.00K0.00%+213+58.2%Added
Glassman Wealth Services406$5.12K0.00%00.0%Unchanged
Quadrant Capital Group LLC330$4.17K0.00%+111+50.7%Added
CWM, LLC269$3.00K0.00%+190+240.5%Added
Cary Street Partner Investment Advisory LLC225$2.85K0.00%+2+0.9%Added
Ronald Blue Trust, Inc.172$2.00K0.00%+139+421.2%Added
Farther Finance Advisors, LLC106$1.34K0.00%00.0%Unchanged
Column Capital Advisors, LLC100$1.26K0.00%00.0%Unchanged
Covestor Ltd40$1.00K0.00%−5−11.1%Reduced
Global Retirement Partners, LLC56$6980.00%+22+64.7%Added
Lindbrook Capital, LLC50$6310.00%+50New
Gradient Investments LLC48$6020.00%+1+2.1%Added
Parallel Advisors, LLC44$5590.00%+18+69.2%Added
Massmutual Trust Co FSB34$4290.00%+34New
Comerica Bank33$4160.00%+33New
Allworth Financial LP27$3410.00%+27New
Parkside Financial Bank & Trust26$3280.00%00.0%Unchanged
Versant Capital Management, Inc16$2020.00%00.0%Unchanged
Versor Investments LP0$00.00%−628,081−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−359,400−100.0%Sold out
Bank of Montreal0$00.00%−285,490−100.0%Sold out
BHZ Capital Management, LP0$00.00%−150,055−100.0%Sold out
Franklin Resources Inc0$00.00%−40,983−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−28,484−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−27,971−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−16,587−100.0%Sold out
Citadel Advisors LLC0$00.00%−13,452−100.0%Sold out
Algert Global LLC0$00.00%−10,777−100.0%Sold out
GYL Financial Synergies, LLC0$00.00%−10,151−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−10,053−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−3,729−100.0%Sold out
PEAK6 Investments LLC0$00.00%−2,974−100.0%Sold out
EA Series Trust––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed