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, Q4 2022
Institutional positions in Luther Burbank Corp as of Dec 31, 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
- 69
- +1 vs. Q3 2022
- Shares held
- 7.12M
- +67.6K (+1.0%) vs. Q3 2022
- Total value
- $79.1M
- −$2.84M (−3.5%) vs. Q3 2022
- New holders
- 11
- 24 more added
- Sold out
- 10
- 20 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Glassman Wealth Services | 120 | $1.33K | 0.00% | −4−3.2% | Reduced |
| FMR LLC | 157 | $1.74K | 0.00% | −214−57.7% | Reduced |
| Covestor Ltd | 279 | $3.00K | 0.00% | +141+102.2% | Added |
| Money Concepts Capital Corp | 300 | $3.33K | 0.00% | +300 | New |
| Advisor Group Holdings, Inc. | 340 | $4.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 785 | $8.72K | 0.00% | −250−24.2% | Reduced |
| Tower Research Capital LLC (TRC) | 851 | $9.00K | 0.00% | −3,250−79.2% | Reduced |
| Metropolitan Life Insurance Co | 933 | $10.4K | 0.00% | +933 | New |
| Ameritas Investment Partners, Inc. | 1,113 | $12.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,705 | $19.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,910 | $21.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,181 | $25.0K | 0.00% | +2,000+1,105.0% | Added |
| Rockefeller Capital Management L.P. | 3,531 | $39.0K | 0.00% | −2,190−38.3% | Reduced |
| Citigroup Inc | 4,312 | $47.9K | 0.00% | +1,866+76.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,955 | $55.0K | 0.00% | +2,918+143.2% | Added |
| Parallel Advisors, LLC | 5,000 | $55.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,158 | $57.3K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,198 | $58.0K | 0.00% | +2,494+92.2% | Added |
| Deutsche Bank AG | 6,515 | $72.4K | 0.00% | +98+1.5% | Added |
| American International Group, Inc. | 7,022 | $78.0K | 0.00% | −25−0.4% | Reduced |
| MetLife Investment Management | 7,908 | $87.9K | 0.00% | +7,908 | New |
| New York State Common Retirement Fund | 9,715 | $107.9K | 0.00% | −20−0.2% | Reduced |
| Russell Investments Group, Ltd. | 9,900 | $110.0K | 0.00% | +9,900 | New |
| Credit Suisse AG | 10,498 | $116.6K | 0.00% | −2,779−20.9% | Reduced |
| Denali Advisors LLC | 11,700 | $130.0K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 14,279 | $158.6K | 0.00% | +3,192+28.8% | Added |
| Invesco Ltd. | 14,932 | $165.9K | 0.00% | +14,932 | New |
| UBS Group AG | 15,214 | $169.0K | 0.00% | +8,570+129.0% | Added |
| State Board of Administration of Florida Retirement System | 17,262 | $191.8K | 0.00% | +490+2.9% | Added |
| California State Teachers Retirement System | 19,248 | $213.8K | 0.00% | +203+1.1% | Added |
| Bellecapital International Ltd. | 21,583 | $239.8K | 0.07% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 21,563 | $240.0K | 0.00% | −11,500−34.8% | Reduced |
| Rhumbline Advisers | 23,233 | $258.0K | 0.00% | −207−0.9% | Reduced |
| Ameriprise Financial Inc | 23,383 | $260.0K | 0.00% | −5,043−17.7% | Reduced |
| Virtu Financial LLC | 25,442 | $283.0K | 0.04% | +25,442 | New |
| Wells Fargo & Company | 25,504 | $283.3K | 0.00% | +4,120+19.3% | Added |
| Buckingham Strategic Wealth, LLC | 26,479 | $294.2K | 0.01% | −5,959−18.4% | Reduced |
| Alliancebernstein L.P. | 27,200 | $302.2K | 0.00% | +900+3.4% | Added |
| Wolverine Asset Management LLC | 28,091 | $312.1K | 0.00% | +28,091 | New |
| Two Sigma Investments, LP | 30,617 | $340.2K | 0.00% | +13,817+82.2% | Added |
| Janney Montgomery Scott LLC | 31,330 | $348.0K | 0.00% | +31,330 | New |
| Swiss National Bank | 37,000 | $411.1K | 0.00% | +1,500+4.2% | Added |
| Two Sigma Advisers, LP | 41,200 | $457.7K | 0.00% | +10,600+34.6% | Added |
| Becker Capital Management Inc | 42,560 | $472.8K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 43,600 | $484.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 54,250 | $603.0K | 0.00% | −74,395−57.8% | Reduced |
| Morgan Stanley | 56,871 | $631.8K | 0.00% | +21,831+62.3% | Added |
| Susquehanna International Group, LLP | 58,978 | $655.2K | 0.00% | +58,978 | New |
| LSV Asset Management | 67,800 | $753.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 71,512 | $794.5K | 0.03% | +71,512 | New |
| American Century Companies Inc | 76,956 | $855.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 86,605 | $962.2K | 0.00% | +1,950+2.3% | Added |
| Bank of America Corp | 97,114 | $1.08M | 0.00% | +3,972+4.3% | Added |
| Goldman Sachs Group Inc | 125,180 | $1.39M | 0.00% | −12,203−8.9% | Reduced |
| Northern Trust Corp | 207,663 | $2.31M | 0.00% | −1,306−0.6% | Reduced |
| Boston Partners | 223,009 | $2.48M | 0.00% | −13,169−5.6% | Reduced |
| Bank of New York Mellon Corp | 231,800 | $2.58M | 0.00% | +73,848+46.8% | Added |
| Renaissance Technologies LLC | 256,668 | $2.85M | 0.00% | −2,582−1.0% | Reduced |
| Maltese Capital Management LLC | 258,135 | $2.87M | 0.80% | −121,865−32.1% | Reduced |
| Geode Capital Management, LLC | 264,142 | $2.93M | 0.00% | +458+0.2% | Added |
| Foundry Partners, LLC | 277,000 | $3.08M | 0.17% | −175−0.1% | Reduced |
| State Street Corp | 346,788 | $3.85M | 0.00% | −3,914−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 442,097 | $4.91M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 567,385 | $6.30M | 0.00% | +11,274+2.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 617,339 | $6.86M | 0.03% | +7,600+1.2% | Added |
| Dimensional Fund Advisors LP | 867,803 | $9.64M | 0.00% | +36,491+4.4% | Added |
| BlackRock Inc. | 1,234,199 | $13.7M | 0.00% | +61,719+5.3% | Added |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −32,807−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −29,379−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −19,428−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −19,402−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −11,388−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,425−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |