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 2023
Institutional positions in Luther Burbank Corp 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
- 66
- −2 vs. Q3 2023
- Shares held
- 7.63M
- +277.5K (+3.8%) vs. Q3 2023
- Total value
- $81.7M
- +$19.9M (+32.3%) vs. Q3 2023
- New holders
- 7
- 25 more added
- Sold out
- 9
- 20 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Luther Burbank Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,350,528 | $14.5M | 0.00% | +182,212+15.6% | Added |
| Dimensional Fund Advisors LP | 1,049,891 | $11.2M | 0.00% | +61,807+6.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 712,659 | $7.63M | 0.03% | −11,600−1.6% | Reduced |
| Citigroup Inc | 570,358 | $6.11M | 0.01% | +1,404+0.2% | Added |
| Vanguard Group Inc | 545,268 | $5.84M | 0.00% | +2,941+0.5% | Added |
| Bridgeway Capital Management, LLC | 429,416 | $4.60M | 0.10% | +1,383+0.3% | Added |
| State Street Corp | 280,254 | $3.00M | 0.00% | −32,873−10.5% | Reduced |
| Foundry Partners, LLC | 264,510 | $2.83M | 0.17% | −4,815−1.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 217,371 | $2.33M | 0.01% | +217,371 | New |
| Renaissance Technologies LLC | 213,668 | $2.29M | 0.00% | −2,600−1.2% | Reduced |
| Geode Capital Management, LLC | 207,459 | $2.22M | 0.00% | +6,610+3.3% | Added |
| Susquehanna International Group, LLP | 181,374 | $1.94M | 0.00% | +9,801+5.7% | Added |
| Northern Trust Corp | 177,147 | $1.90M | 0.00% | +7,314+4.3% | Added |
| Empowered Funds, LLC | 171,219 | $1.83M | 0.05% | +1,383+0.8% | Added |
| Boothbay Fund Management, LLC | 143,281 | $1.53M | 0.06% | −10,448−6.8% | Reduced |
| Wolverine Asset Management LLC | 107,285 | $1.15M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 84,872 | $909.0K | 0.00% | +7,176+9.2% | Added |
| Natixis | 77,855 | $833.8K | 0.01% | +77,855 | New |
| American Century Companies Inc | 77,336 | $828.3K | 0.00% | −100−0.1% | Reduced |
| Morgan Stanley | 70,756 | $757.8K | 0.00% | +40,890+136.9% | Added |
| Bank of America Corp | 63,618 | $681.3K | 0.00% | +12,390+24.2% | Added |
| Goldman Sachs Group Inc | 57,706 | $618.0K | 0.00% | +8,209+16.6% | Added |
| Virtu Financial LLC | 53,998 | $578.0K | 0.05% | +5,432+11.2% | Added |
| STRS Ohio | 50,300 | $538.0K | 0.00% | −2,700−5.1% | Reduced |
| Becker Capital Management Inc | 42,560 | $455.8K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 41,400 | $443.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 34,288 | $367.2K | 0.00% | +16,906+97.3% | Added |
| Bank of New York Mellon Corp | 33,928 | $363.4K | 0.00% | −61,842−64.6% | Reduced |
| Millennium Management LLC | 30,699 | $328.8K | 0.00% | −13,624−30.7% | Reduced |
| Swiss National Bank | 30,200 | $323.4K | 0.00% | −2,900−8.8% | Reduced |
| Alliancebernstein L.P. | 30,070 | $322.1K | 0.00% | −190−0.6% | Reduced |
| Nuveen Asset Management, LLC | 24,299 | $260.2K | 0.00% | +2,757+12.8% | Added |
| Rhumbline Advisers | 21,776 | $233.2K | 0.00% | −494−2.2% | Reduced |
| Two Sigma Advisers, LP | 17,100 | $183.1K | 0.00% | −6,200−26.6% | Reduced |
| California State Teachers Retirement System | 14,799 | $158.5K | 0.00% | −1,395−8.6% | Reduced |
| SEI Investments Co | 14,467 | $154.9K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,430 | $154.5K | 0.01% | +830+6.1% | Added |
| Credit Suisse AG | 14,340 | $153.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,747 | $147.2K | 0.00% | +6,127+80.4% | Added |
| Wells Fargo & Company | 12,161 | $130.2K | 0.00% | +627+5.4% | Added |
| HSBC Holdings PLC | 10,782 | $115.9K | 0.00% | +10,782 | New |
| Russell Investments Group, Ltd. | 10,357 | $110.9K | 0.00% | +432+4.4% | Added |
| JPMorgan Chase & Co | 8,061 | $86.3K | 0.00% | +1,332+19.8% | Added |
| Deutsche Bank AG | 7,416 | $79.4K | 0.00% | +656+9.7% | Added |
| New York State Common Retirement Fund | 6,585 | $70.5K | 0.00% | −3,100−32.0% | Reduced |
| American International Group, Inc. | 5,098 | $54.6K | 0.00% | −21−0.4% | Reduced |
| Parallel Advisors, LLC | 5,000 | $53.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,955 | $53.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,521 | $48.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,152 | $44.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,545 | $27.0K | 0.00% | +668+35.6% | Added |
| Tower Research Capital LLC (TRC) | 1,431 | $15.3K | 0.00% | −2,718−65.5% | Reduced |
| Great West Life Assurance Co | 1,306 | $14.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,265 | $13.5K | 0.00% | −918−42.1% | Reduced |
| Amalgamated Bank | 1,087 | $12.0K | 0.00% | −160−12.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $11.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 729 | $8.00K | 0.00% | +456+167.0% | Added |
| FMR LLC | 706 | $7.56K | 0.00% | +183+35.0% | Added |
| CWM, LLC | 597 | $6.00K | 0.00% | +597 | New |
| Caldwell Sutter Capital, Inc. | 250 | $2.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $1.24K | 0.00% | +116 | New |
| Covestor Ltd | 100 | $1.00K | 0.00% | −84−45.7% | Reduced |
| Avion Wealth | 59 | $1.00K | 0.00% | +59 | New |
| Gradient Investments LLC | 81 | $868 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 60 | $643 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $21 | 0.00% | +2 | New |
| Boston Partners | 0 | $0 | 0.00% | −173,895−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,278−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,578−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −11,019−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −468−100.0% | Sold out |