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, Q1 2024
Institutional positions in Lakeland Bancorp Inc as of Mar 31, 2024. 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
LBAI is no longer listed, so this page shows Q1 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 174
- +2 vs. Q4 2023
- Shares held
- 39.6M
- +836.5K (+2.2%) vs. Q4 2023
- Total value
- $481.3M
- −$92.0M (−16.0%) vs. Q4 2023
- New holders
- 26
- 58 more added
- Sold out
- 24
- 54 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lakeland Bancorp Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 26,183 | $316.8K | 0.00% | +2,999+12.9% | Added |
| Jane Street Group, LLC | 24,869 | $300.9K | 0.00% | −5,617−18.4% | Reduced |
| Waldron Private Wealth LLC | 24,791 | $300.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,134 | $292.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 23,227 | $281.0K | 0.00% | −21−0.1% | Reduced |
| Citadel Advisors LLC | 23,148 | $280.1K | 0.00% | +23,148 | New |
| Oxford Asset Management LLP | 22,942 | $278.0K | 0.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,631 | $273.8K | 0.00% | −4,865−17.7% | Reduced |
| Peapack Gladstone Financial Corp | 21,845 | $264.0K | 0.00% | −1,400−6.0% | Reduced |
| HRT Financial LP | 21,223 | $256.0K | 0.00% | +3,357+18.8% | Added |
| Matrix Asset Advisors Inc | 20,876 | $252.6K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,797 | $251.6K | 0.00% | +328+1.6% | Added |
| Orion Portfolio Solutions, LLC | 20,797 | $251.6K | 0.00% | +328+1.6% | Added |
| Guggenheim Capital LLC | 19,895 | $240.7K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,209 | $220.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 17,542 | $212.0K | 0.00% | +17,292+6,916.8% | Added |
| Bleakley Financial Group, LLC | 17,407 | $210.6K | 0.01% | +52+0.3% | Added |
| Simplicity Wealth,LLC | 17,407 | $210.6K | 0.01% | +17,407 | New |
| Arizona State Retirement System | 16,978 | $205.4K | 0.00% | −293−1.7% | Reduced |
| Atom Investors LP | 15,874 | $192.1K | 0.02% | −103−0.6% | Reduced |
| Glen Eagle Advisors, LLC | 15,612 | $188.9K | 0.04% | +184+1.2% | Added |
| Sherbrooke Park Advisers LLC | 15,573 | $188.4K | 0.04% | +15,573 | New |
| Beacon Pointe Advisors, LLC | 15,041 | $182.0K | 0.00% | +329+2.2% | Added |
| Apollon Wealth Management, LLC | 14,942 | $180.8K | 0.01% | −8−0.1% | Reduced |
| Brevan Howard Capital Management LP | 14,786 | $178.9K | 0.02% | +14,786 | New |
| Mariner, LLC | 14,470 | $175.1K | 0.00% | +416+3.0% | Added |
| Private Advisor Group, LLC | 14,238 | $172.3K | 0.00% | +44+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,982 | $169.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,895 | $168.1K | 0.07% | −199−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 13,843 | $167.5K | 0.00% | −495−3.5% | Reduced |
| NorthStar Asset Management LLC | 13,728 | $166.1K | 0.13% | +154+1.1% | Added |
| Royal Bank of Canada | 13,112 | $158.0K | 0.00% | −14,241−52.1% | Reduced |
| Graham Capital Management, L.P. | 11,863 | $143.5K | 0.00% | +11,863 | New |
| Meridian Wealth Partners, LLC | 11,662 | $141.1K | 0.03% | −23−0.2% | Reduced |
| AQR Capital Management LLC | 10,705 | $129.5K | 0.00% | +10,705 | New |
| Hennion & Walsh Asset Management, Inc. | 10,491 | $126.9K | 0.01% | −76−0.7% | Reduced |
| Bayesian Capital Management, LP | 10,218 | $123.6K | 0.01% | +10,218 | New |
| Great West Life Assurance Co | 10,034 | $121.0K | 0.00% | −182−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,093 | $110.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,499 | $90.7K | 0.00% | +1,001+15.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,499 | $90.7K | 0.02% | +7,499 | New |
| Ameritas Investment Partners, Inc. | 6,201 | $75.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,127 | $62.0K | 0.00% | −123−2.3% | Reduced |
| Point72 (DIFC) Ltd | 4,871 | $58.9K | 0.00% | +4,871 | New |
| Quadrant Capital Group LLC | 4,744 | $57.4K | 0.00% | +315+7.1% | Added |
| Lindbrook Capital, LLC | 3,220 | $39.0K | 0.00% | +992+44.5% | Added |
| Private Wealth Management Group, LLC | 3,208 | $38.8K | 0.02% | +36+1.1% | Added |
| PFS Partners, LLC | 3,157 | $38.2K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 3,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,963 | $35.9K | 0.00% | +366+14.1% | Added |
| Cubist Systematic Strategies, LLC | 2,942 | $35.6K | 0.00% | +2,942 | New |
| Metropolitan Life Insurance Co | 2,824 | $34.2K | 0.00% | −598−17.5% | Reduced |
| NVWM, LLC | 2,611 | $31.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,419 | $29.3K | 0.02% | +2,419 | New |
| CIBC Private Wealth Group, LLC | 2,297 | $27.6K | 0.00% | +2,297 | New |
| Amalgamated Bank | 2,130 | $26.0K | 0.00% | −3,340−61.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,670 | $20.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,095 | $13.3K | 0.00% | +1,001+1,064.9% | Added |
| Tower Research Capital LLC (TRC) | 996 | $12.1K | 0.00% | −17,213−94.5% | Reduced |
| Sandy Spring Bank | 974 | $11.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 919 | $11.1K | 0.00% | +110+13.6% | Added |
| Prestige Wealth Management Group LLC | 653 | $7.90K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 315 | $3.81K | 0.00% | +145+85.3% | Added |
| Huntington National Bank | 293 | $3.54K | 0.00% | +293 | New |
| Signature Resources Capital Management, LLC | 231 | $3.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 272 | $3.29K | 0.00% | −1,780−86.7% | Reduced |
| IFP Advisors, Inc | 167 | $2.02K | 0.00% | +167 | New |
| Catalyst Funds Management Pty Ltd | 100 | $1.21K | 0.00% | +100 | New |
| Covestor Ltd | 75 | $1.00K | 0.00% | +22+41.5% | Added |
| Farther Finance Advisors, LLC | 50 | $601 | 0.00% | −30−37.5% | Reduced |
| Global Retirement Partners, LLC | 34 | $411 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 30 | $363 | 0.00% | −972−97.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $193 | 0.00% | +16 | New |
| Rothschild Investment LLC | 10 | $121 | 0.00% | +10 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −131,164−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −85,840−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −73,274−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −40,490−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −22,798−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −22,136−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −18,576−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −18,031−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −17,702−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,195−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,202−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,066−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −10,994−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,559−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −10,335−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,097−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −9,033−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |