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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, Q1 2023

Institutional positions in Luther Burbank Corp as of Mar 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
70
+1 vs. Q4 2022
Shares held
7.08M
−37.0K (−0.5%) vs. Q4 2022
Total value
$67.2M
−$11.9M (−15.1%) vs. Q4 2022
New holders
7
26 more added
Sold out
6
24 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 70 institutions
Q1 2021: 68 institutionsQ2 2021: 65 institutionsQ3 2021: 70 institutionsQ4 2021: 69 institutionsQ1 2022: 70 institutionsQ2 2022: 74 institutionsQ3 2022: 68 institutionsQ4 2022: 69 institutionsQ1 2023: 70 institutionsQ2 2023: 70 institutionsQ3 2023: 68 institutionsQ4 2023: 66 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 1 institutionQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $67.2M
Q1 2021: $96.5MQ2 2021: $91.2MQ3 2021: $103.1MQ4 2021: $105.9MQ1 2022: $95.7MQ2 2022: $93.2MQ3 2022: $82.0MQ4 2022: $79.1MQ1 2023: $67.2MQ2 2023: $68.1MQ3 2023: $61.8MQ4 2023: $81.7MQ1 2024: $0Q2 2024: $0Q3 2024: $222.2KQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LBC 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 20241$222.2K
Q2 20240$0
Q1 20240$0
Q4 202366$81.7M
Q3 202368$61.8M
Q2 202370$68.1M
Q1 202370$67.2M
Q4 202269$79.1M
Q3 202268$82.0M
Q2 202274$93.2M
Q1 202270$95.7M
Q4 202169$105.9M
Q3 202170$103.1M
Q2 202165$91.2M
Q1 202168$96.5M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q4 2022.

Institutions holding LBC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Caldwell Sutter Capital, Inc.100$9480.00%+100New
ClariVest Asset Management LLC108$1.00K0.00%00.0%Unchanged
Glassman Wealth Services120$1.14K0.00%00.0%Unchanged
Simplex Trading, LLC219$2.00K0.00%+119+119.0%Added
CWM, LLC192$2.00K0.00%+192New
Capital Advisors, Ltd. LLC200$2.00K0.00%+200New
Metropolitan Life Insurance Co325$3.08K0.00%−608−65.2%Reduced
Advisor Group Holdings, Inc.340$3.22K0.00%00.0%Unchanged
Covestor Ltd482$5.00K0.00%+203+72.8%Added
Royal Bank of Canada831$8.00K0.00%−1,350−61.9%Reduced
FMR LLC1,005$9.53K0.00%+848+540.1%Added
Ameritas Investment Partners, Inc.1,113$10.6K0.00%00.0%Unchanged
Amalgamated Bank1,565$15.0K0.00%−345−18.1%Reduced
Nisa Investment Advisors, LLC1,705$16.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,177$21.0K0.00%+1,326+155.8%Added
Longfellow Investment Management Co LLC2,839$26.9K0.01%+2,839New
BNP Paribas Arbitrage, SA3,016$28.6K0.00%+2,231+284.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)4,955$47.0K0.00%00.0%Unchanged
Parallel Advisors, LLC5,000$47.4K0.00%00.0%Unchanged
Legal & General Group Plc5,700$54.0K0.00%+542+10.5%Added
Great West Life Assurance Co5,827$55.0K0.00%+629+12.1%Added
American International Group, Inc.7,165$67.9K0.00%+143+2.0%Added
MetLife Investment Management7,908$75.0K0.00%00.0%Unchanged
UBS Group AG8,499$80.6K0.00%−6,715−44.1%Reduced
Deutsche Bank AG9,076$86.0K0.00%+2,561+39.3%Added
New York State Common Retirement Fund9,732$92.3K0.00%+17+0.2%Added
Russell Investments Group, Ltd.9,900$93.9K0.00%00.0%Unchanged
Credit Suisse AG10,502$99.6K0.00%+40.0%Added
JPMorgan Chase & Co11,455$109.0K0.00%−42,795−78.9%Reduced
Wells Fargo & Company11,608$110.0K0.00%−13,896−54.5%Reduced
Denali Advisors LLC11,700$110.9K0.05%00.0%Unchanged
Two Sigma Investments, LP11,705$111.0K0.00%−18,912−61.8%Reduced
State Board of Administration of Florida Retirement System16,772$159.0K0.00%−490−2.8%Reduced
Barclays PLC17,720$168.0K0.00%+3,441+24.1%Added
California State Teachers Retirement System18,944$179.6K0.00%−304−1.6%Reduced
Ergoteles LLC20,522$194.5K0.01%+20,522New
Nuveen Asset Management, LLC21,542$204.0K0.00%−21−0.1%Reduced
Rhumbline Advisers24,029$228.0K0.00%+796+3.4%Added
Alliancebernstein L.P.27,200$257.9K0.00%00.0%Unchanged
Sagefield Capital LP30,675$290.8K0.07%+30,675New
Buckingham Strategic Wealth, LLC26,479$294.2K0.01%00.0%Unchanged
Swiss National Bank33,100$313.8K0.00%−3,900−10.5%Reduced
Ameriprise Financial Inc41,400$392.5K0.00%+18,017+77.1%Added
Becker Capital Management Inc42,560$403.5K0.02%00.0%Unchanged
Morgan Stanley43,552$412.9K0.00%−13,319−23.4%Reduced
Two Sigma Advisers, LP45,300$429.4K0.00%+4,100+10.0%Added
Y-Intercept (Hong Kong) Ltd48,394$458.8K0.05%+48,394New
STRS Ohio51,000$483.0K0.00%+7,400+17.0%Added
Virtu Financial LLC54,916$521.0K0.06%+29,474+115.8%Added
Bank of America Corp61,273$580.9K0.00%−35,841−36.9%Reduced
LSV Asset Management62,333$591.0K0.00%−5,467−8.1%Reduced
American Century Companies Inc77,436$722.5K0.00%+480+0.6%Added
Goldman Sachs Group Inc84,444$800.5K0.00%−40,736−32.5%Reduced
Charles Schwab Investment Management Inc86,567$820.7K0.00%−380.0%Reduced
Wolverine Asset Management LLC112,566$1.07M0.02%+84,475+300.7%Added
Boothbay Fund Management, LLC144,897$1.37M0.04%+73,385+102.6%Added
Susquehanna International Group, LLP154,317$1.46M0.00%+95,339+161.7%Added
Citigroup Inc158,783$1.51M0.00%+154,471+3,582.4%Added
Northern Trust Corp200,657$1.90M0.00%−7,006−3.4%Reduced
Boston Partners211,678$2.01M0.00%−11,331−5.1%Reduced
Renaissance Technologies LLC224,768$2.13M0.00%−31,900−12.4%Reduced
Bank of New York Mellon Corp229,650$2.18M0.00%−2,150−0.9%Reduced
Geode Capital Management, LLC271,783$2.58M0.00%+7,641+2.9%Added
Foundry Partners, LLC275,785$2.61M0.16%−1,215−0.4%Reduced
State Street Corp352,348$3.34M0.00%+5,560+1.6%Added
Bridgeway Capital Management, LLC432,407$4.10M0.11%−9,690−2.2%Reduced
Vanguard Group Inc563,146$5.34M0.00%−4,239−0.7%Reduced
Hotchkis & Wiley Capital Management LLC636,239$6.03M0.02%+18,900+3.1%Added
Dimensional Fund Advisors LP884,194$8.38M0.00%+16,391+1.9%Added
BlackRock Inc.1,147,887$10.9M0.00%−86,312−7.0%Reduced
Maltese Capital Management LLC0$00.00%−258,135−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−31,330−100.0%Sold out
Bellecapital International Ltd.0$00.00%−21,583−100.0%Sold out
Invesco Ltd.0$00.00%−14,932−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−3,531−100.0%Sold out
Money Concepts Capital Corp0$00.00%−300−100.0%Sold out