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, Q4 2023
Institutional positions in Lakeland Bancorp Inc as of Dec 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
- 174
- +5 vs. Q3 2023
- Shares held
- 38.8M
- +1.06M (+2.8%) vs. Q3 2023
- Total value
- $573.8M
- +$97.4M (+20.4%) vs. Q3 2023
- New holders
- 21
- 63 more added
- Sold out
- 16
- 55 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 13 | $199 | 0.04% | −13,305−99.9% | Reduced |
| Versant Capital Management, Inc | 16 | $237 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 34 | $463 | 0.00% | −22−39.3% | Reduced |
| Gradient Investments LLC | 48 | $714 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 53 | $1.00K | 0.00% | +13+32.5% | Added |
| Farther Finance Advisors, LLC | 80 | $1.18K | 0.00% | −26−24.5% | Reduced |
| US Bancorp | 94 | $1.39K | 0.00% | +94 | New |
| Allworth Financial LP | 121 | $1.79K | 0.00% | +94+348.1% | Added |
| Ronald Blue Trust, Inc. | 194 | $2.00K | 0.00% | +22+12.8% | Added |
| Comerica Bank | 170 | $2.52K | 0.00% | +137+415.2% | Added |
| Signature Resources Capital Management, LLC | 231 | $3.42K | 0.00% | +231 | New |
| CWM, LLC | 250 | $4.00K | 0.00% | −19−7.1% | Reduced |
| Glassman Wealth Services | 478 | $7.07K | 0.00% | +72+17.7% | Added |
| Prestige Wealth Management Group LLC | 653 | $9.66K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 809 | $12.0K | 0.00% | +230+39.7% | Added |
| Sandy Spring Bank | 974 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 1,002 | $14.8K | 0.00% | −188,841−99.5% | Reduced |
| EntryPoint Capital, LLC | 1,285 | $19.0K | 0.02% | +1,285 | New |
| Nisa Investment Advisors, LLC | 1,670 | $24.7K | 0.00% | −86−4.9% | Reduced |
| Parallel Advisors, LLC | 2,052 | $30.3K | 0.00% | +2,008+4,563.6% | Added |
| Lindbrook Capital, LLC | 2,228 | $33.0K | 0.00% | +2,178+4,356.0% | Added |
| Signaturefd, LLC | 2,597 | $38.4K | 0.00% | +1,766+212.5% | Added |
| NVWM, LLC | 2,611 | $38.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,000 | $44.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,157 | $46.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3,172 | $46.9K | 0.02% | +3,172 | New |
| Metropolitan Life Insurance Co | 3,422 | $50.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,429 | $65.5K | 0.01% | +4,099+1,242.1% | Added |
| Advisor Group Holdings, Inc. | 5,250 | $77.7K | 0.00% | −1,057−16.8% | Reduced |
| Amalgamated Bank | 5,470 | $81.0K | 0.00% | −634−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,201 | $91.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,498 | $96.1K | 0.00% | +1,269+24.3% | Added |
| Quest Partners LLC | 8,323 | $123.1K | 0.03% | +8,323 | New |
| Steward Partners Investment Advisory, LLC | 9,033 | $133.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,093 | $134.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,097 | $149.3K | 0.02% | +10,097 | New |
| Great West Life Assurance Co | 10,216 | $151.0K | 0.00% | −873−7.9% | Reduced |
| GYL Financial Synergies, LLC | 10,335 | $152.9K | 0.01% | +10,335 | New |
| Susquehanna Portfolio Strategies, LLC | 10,559 | $156.2K | 0.00% | +10,559 | New |
| Hennion & Walsh Asset Management, Inc. | 10,567 | $156.3K | 0.01% | −763−6.7% | Reduced |
| Flow State Investments, L.P. | 10,994 | $162.6K | 0.06% | +10,994 | New |
| Meridian Wealth Partners, LLC | 11,685 | $172.8K | 0.03% | +11,685 | New |
| CSS LLC | 12,066 | $178.5K | 0.01% | −58,640−82.9% | Reduced |
| XTX Topco Ltd | 12,202 | $180.5K | 0.04% | +12,202 | New |
| NorthStar Asset Management LLC | 13,574 | $200.8K | 0.18% | +13,574 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,982 | $206.8K | 0.00% | +2,345+20.2% | Added |
| Mariner, LLC | 14,054 | $207.9K | 0.00% | −643−4.4% | Reduced |
| Pinnacle Holdings, LLC | 14,094 | $208.4K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,194 | $209.9K | 0.00% | +14,194 | New |
| The PNC Financial Services Group, Inc. | 14,338 | $212.1K | 0.00% | +245+1.7% | Added |
| Beacon Pointe Advisors, LLC | 14,712 | $217.6K | 0.00% | +165+1.1% | Added |
| STRS Ohio | 14,900 | $220.0K | 0.00% | +14,900 | New |
| Apollon Wealth Management, LLC | 14,950 | $221.1K | 0.01% | +8+0.1% | Added |
| Aigen Investment Management, LP | 15,195 | $224.7K | 0.04% | +505+3.4% | Added |
| Glen Eagle Advisors, LLC | 15,428 | $228.2K | 0.05% | +173+1.1% | Added |
| BNP Paribas Arbitrage, SA | 15,655 | $231.5K | 0.00% | −10,919−41.1% | Reduced |
| Atom Investors LP | 15,977 | $236.3K | 0.04% | +3,678+29.9% | Added |
| SEI Investments Co | 16,804 | $248.5K | 0.00% | +315+1.9% | Added |
| Arizona State Retirement System | 17,271 | $255.4K | 0.00% | −316−1.8% | Reduced |
| Sawtooth Solutions, LLC | 17,355 | $256.7K | 0.01% | −4,527−20.7% | Reduced |
| Bleakley Financial Group, LLC | 17,355 | $256.7K | 0.01% | −4,527−20.7% | Reduced |
| EMC Capital Management | 17,702 | $262.0K | 0.18% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 17,812 | $263.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,866 | $264.0K | 0.00% | +17,866 | New |
| Cannell Peter B & Co Inc | 18,000 | $266.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,031 | $266.7K | 0.00% | +18,031 | New |
| Perigon Wealth Management, LLC | 18,209 | $269.3K | 0.01% | −61−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 18,209 | $269.3K | 0.00% | +8,861+94.8% | Added |
| Raymond James & Associates | 18,576 | $274.7K | 0.00% | +7,470+67.3% | Added |
| CI Private Wealth, LLC | 19,172 | $283.6K | 0.00% | −16,003−45.5% | Reduced |
| Brinker Capital Investments, LLC | 20,469 | $291.9K | 0.00% | −348−1.7% | Reduced |
| Orion Portfolio Solutions, LLC | 20,469 | $291.9K | 0.00% | −348−1.7% | Reduced |
| Guggenheim Capital LLC | 19,895 | $294.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,437 | $302.3K | 0.00% | −320−1.5% | Reduced |
| Matrix Asset Advisors Inc | 20,876 | $308.8K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,136 | $327.0K | 0.00% | +10,463+89.6% | Added |
| Captrust Financial Advisors | 22,798 | $337.2K | 0.00% | +643+2.9% | Added |
| Oxford Asset Management LLP | 22,942 | $339.0K | 0.51% | +22,942 | New |
| Wells Fargo & Company | 23,184 | $342.9K | 0.00% | −584−2.5% | Reduced |
| New York State Common Retirement Fund | 23,248 | $343.8K | 0.00% | −2,561−9.9% | Reduced |
| Peapack Gladstone Financial Corp | 23,245 | $344.0K | 0.01% | −3,500−13.1% | Reduced |
| Manufacturers Life Insurance Company, The | 24,134 | $356.9K | 0.00% | −525−2.1% | Reduced |
| Waldron Private Wealth LLC | 24,791 | $366.7K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 25,998 | $384.5K | 0.04% | +1,681+6.9% | Added |
| Royal Bank of Canada | 27,353 | $404.0K | 0.00% | +5,169+23.3% | Added |
| Voya Investment Management LLC | 27,496 | $406.7K | 0.00% | +388+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,522 | $421.8K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 28,755 | $425.3K | 0.28% | +28,755 | New |
| Salzhauer Michael | 30,230 | $447.1K | 0.40% | −3,349−10.0% | Reduced |
| Jane Street Group, LLC | 30,486 | $450.9K | 0.00% | +30,486 | New |
| American International Group, Inc. | 31,021 | $458.8K | 0.00% | −125−0.4% | Reduced |
| Trexquant Investment LP | 32,250 | $477.0K | 0.01% | +12,089+60.0% | Added |
| MetLife Investment Management | 32,726 | $484.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 37,394 | $553.4K | 0.00% | −49−0.1% | Reduced |
| Stifel Financial Corp | 37,602 | $556.1K | 0.00% | −7,709−17.0% | Reduced |
| Yakira Capital Management, Inc. | 40,490 | $598.8K | 0.20% | −91,401−69.3% | Reduced |
| Prelude Capital Management, LLC | 42,135 | $623.2K | 0.05% | −30.0% | Reduced |
| Price T Rowe Associates Inc | 42,553 | $630.0K | 0.00% | +5,915+16.1% | Added |
| Creative Planning | 43,832 | $648.3K | 0.00% | +17,656+67.5% | Added |
| Collective Family Office LLC | 46,262 | $684.2K | 0.24% | 00.0% | Unchanged |