Luther Burbank Corp
LBCDelisted Feb 29, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0001475348
Luther Burbank Corp was delisted on Feb 29, 2024; its insiders filed their last Form 4 on Mar 1, 2024; 66 institutions reported holding it in 13F filings for Q4 2023, worth $81.7M in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Luther Burbank Corp as of Sep 30, 2022. 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
- 68
- −6 vs. Q2 2022
- Shares held
- 7.05M
- −88.2K (−1.2%) vs. Q2 2022
- Total value
- $82.0M
- −$11.3M (−12.1%) vs. Q2 2022
- New holders
- 3
- 24 more added
- Sold out
- 9
- 25 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LBC 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 | 1 | $222.2K |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 66 | $81.7M |
| Q3 2023 | 68 | $61.8M |
| Q2 2023 | 70 | $68.1M |
| Q1 2023 | 70 | $67.2M |
| Q4 2022 | 69 | $79.1M |
| Q3 2022 | 68 | $82.0M |
| Q2 2022 | 74 | $93.2M |
| Q1 2022 | 70 | $95.7M |
| Q4 2021 | 69 | $105.9M |
| Q3 2021 | 70 | $103.1M |
| Q2 2021 | 65 | $91.2M |
| Q1 2021 | 68 | $96.5M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 124 | $1.00K | 0.00% | −63−33.7% | Reduced |
| ClariVest Asset Management LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 138 | $2.00K | 0.00% | −347−71.5% | Reduced |
| Royal Bank of Canada | 181 | $2.00K | 0.00% | +97+115.5% | Added |
| Advisor Group Holdings, Inc. | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 371 | $4.00K | 0.00% | +155+71.8% | Added |
| Ameritas Investment Partners, Inc. | 1,113 | $12.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,035 | $12.0K | 0.00% | −3,486−77.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,816 | $21.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,910 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,705 | $22.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,037 | $24.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,446 | $28.0K | 0.00% | −862−26.1% | Reduced |
| Great West Life Assurance Co | 2,704 | $31.0K | 0.00% | +311+13.0% | Added |
| Lazard Asset Management LLC | 3,911 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,101 | $48.0K | 0.00% | +3,352+447.5% | Added |
| Parallel Advisors, LLC | 5,000 | $58.0K | 0.00% | +5,000 | New |
| Legal & General Group Plc | 5,158 | $60.0K | 0.00% | +382+8.0% | Added |
| Rockefeller Capital Management L.P. | 5,721 | $66.0K | 0.00% | −2,824−33.0% | Reduced |
| Deutsche Bank AG | 6,417 | $75.0K | 0.00% | −994−13.4% | Reduced |
| UBS Group AG | 6,644 | $77.0K | 0.00% | +151+2.3% | Added |
| American International Group, Inc. | 7,047 | $82.0K | 0.00% | +99+1.4% | Added |
| Acadian Asset Management LLC | 8,425 | $97.0K | 0.00% | −12,665−60.1% | Reduced |
| New York State Common Retirement Fund | 9,735 | $113.0K | 0.00% | +29+0.3% | Added |
| Barclays PLC | 11,087 | $129.0K | 0.00% | +49+0.4% | Added |
| Teacher Retirement System of Texas | 11,227 | $130.0K | 0.00% | +11,227 | New |
| Bank of Nova Scotia | 11,388 | $132.0K | 0.00% | −71−0.6% | Reduced |
| Denali Advisors LLC | 11,700 | $136.0K | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 13,277 | $154.0K | 0.00% | +66+0.5% | Added |
| Two Sigma Investments, LP | 16,800 | $195.0K | 0.00% | −14,118−45.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,772 | $195.0K | 0.00% | +16,772 | New |
| California State Teachers Retirement System | 19,045 | $221.0K | 0.00% | +40.0% | Added |
| First Trust Advisors LP | 19,402 | $225.0K | 0.00% | −2,281−10.5% | Reduced |
| Zebra Capital Management LLC | 19,428 | $226.0K | 0.86% | +898+4.8% | Added |
| Wells Fargo & Company | 21,384 | $248.0K | 0.00% | +4,569+27.2% | Added |
| Bellecapital International Ltd. | 21,583 | $251.0K | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,440 | $272.0K | 0.00% | +1,372+6.2% | Added |
| Alliancebernstein L.P. | 26,300 | $306.0K | 0.00% | +800+3.1% | Added |
| Ameriprise Financial Inc | 28,426 | $330.0K | 0.00% | −8,174−22.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,379 | $341.0K | 0.01% | +14,407+96.2% | Added |
| Two Sigma Advisers, LP | 30,600 | $356.0K | 0.00% | −12,300−28.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 32,438 | $377.0K | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 32,807 | $381.0K | 0.02% | −11,437−25.8% | Reduced |
| Nuveen Asset Management, LLC | 33,063 | $385.0K | 0.00% | −1,025−3.0% | Reduced |
| Morgan Stanley | 35,040 | $407.0K | 0.00% | −32,699−48.3% | Reduced |
| Swiss National Bank | 35,500 | $413.0K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 42,560 | $495.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 43,600 | $506.0K | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 55,000 | $639.0K | 0.04% | +25,000+83.3% | Added |
| LSV Asset Management | 67,800 | $788.0K | 0.00% | −47,112−41.0% | Reduced |
| American Century Companies Inc | 76,956 | $894.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 84,655 | $984.0K | 0.00% | −7,229−7.9% | Reduced |
| Bank of America Corp | 93,142 | $1.08M | 0.00% | −8,918−8.7% | Reduced |
| JPMorgan Chase & Co | 128,645 | $1.49M | 0.00% | −5,107−3.8% | Reduced |
| Goldman Sachs Group Inc | 137,383 | $1.60M | 0.00% | +61,442+80.9% | Added |
| Bank of New York Mellon Corp | 157,952 | $1.84M | 0.00% | +6,461+4.3% | Added |
| Northern Trust Corp | 208,969 | $2.43M | 0.00% | −1,604−0.8% | Reduced |
| Boston Partners | 236,178 | $2.74M | 0.00% | −3,670−1.5% | Reduced |
| Renaissance Technologies LLC | 259,250 | $3.01M | 0.00% | −31,818−10.9% | Reduced |
| Geode Capital Management, LLC | 263,684 | $3.06M | 0.00% | +4,511+1.7% | Added |
| Foundry Partners, LLC | 277,175 | $3.22M | 0.20% | +100,985+57.3% | Added |
| State Street Corp | 350,702 | $4.08M | 0.00% | +33,465+10.5% | Added |
| Maltese Capital Management LLC | 380,000 | $4.42M | 1.05% | −30,000−7.3% | Reduced |
| Bridgeway Capital Management, LLC | 442,097 | $5.14M | 0.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 556,111 | $6.46M | 0.00% | +300.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 609,739 | $7.08M | 0.03% | −93,130−13.2% | Reduced |
| Dimensional Fund Advisors LP | 831,312 | $9.66M | 0.00% | +50,580+6.5% | Added |
| BlackRock Inc. | 1,172,480 | $13.6M | 0.00% | −17,351−1.5% | Reduced |
| SEI Investments Co | 0 | $0 | 0.00% | −30,985−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −15,748−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −11,505−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −7,974−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |