LCNB Institutional Ownership
LCNB Corp.
1W: +3.0%
1M: +5.3%
3M: -1.3%
YTD: +27.0%
1Y: +33.7%
3Y: +76.1%
5Y: +48.4%
$19.81
+0.24 (+1.23%)
Pre-Market: $21.92 (+2.11, +10.68%)
Weekly Expected Move ±2.8%
$19
$19
$20
$20
$21
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LCNB
116
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$126M
Total Invested
10
New Positions
50
Increased
32
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (125 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bluespring Wealth Management, LLC NEW | 1,087,854 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 959,927 | $19M | +134,162 | +16.2% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 549,013 | $11M | +2,452 | +0.4% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 548,355 | $11M | +24,828 | +4.7% | 42Q | SEC ↗ |
| 5 | Ritter Daniher Financial Advisory LLC | 543,927 | $11M | -1,000 | -0.2% | 17Q | SEC ↗ |
| 6 | LCNB CORP | 505,963 | $10M | -3,500 | -0.7% | 39Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 360,333 | $7M | +34,833 | +10.7% | 52Q | SEC ↗ |
| 8 | STATE STREET CORP | 183,101 | $4M | +728 | +0.4% | 41Q | SEC ↗ |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 152,816 | $3M | -3,467 | -2.2% | 51Q | SEC ↗ |
| 10 | JOHNSON INVESTMENT COUNSEL INC | 135,561 | $3M | -1,345 | -1.0% | 15Q | SEC ↗ |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 124,930 | $2M | +4,501 | +3.7% | 33Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 109,435 | $2M | +11,318 | +11.5% | 41Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 99,077 | $2M | +9,279 | +10.3% | 9Q | SEC ↗ |
| 14 | AMERICAN FINANCIAL GROUP INC | 93,582 | $2M | — | +0.0% | 51Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 92,795 | $2M | +14,928 | +19.2% | 2Q | SEC ↗ |
| 16 | Kapstone Financial Advisors LLC | 85,667 | $2M | -400 | -0.5% | 15Q | SEC ↗ |
| 17 | VANGUARD FIDUCIARY TRUST CO | 85,513 | $2M | +1,132 | +1.3% | 2Q | SEC ↗ |
| 18 | Empowered Funds, LLC | 81,330 | $2M | +4,501 | +5.9% | 13Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 80,042 | $2M | +212 | +0.3% | 10Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 72,749 | $1M | +9,232 | +14.5% | 7Q | SEC ↗ |
| 21 | MORGAN STANLEY | 70,179 | $1M | +2,566 | +3.8% | 51Q | SEC ↗ |
| 22 | Connor, Clark & Lunn Investment Manage | 61,680 | $1M | +58 | +0.1% | 11Q | SEC ↗ |
| 23 | HORAN Wealth, LLC | 60,964 | $1M | -17,637 | -22.4% | 4Q | SEC ↗ |
| 24 | AQR CAPITAL MANAGEMENT LLC | 60,253 | $1M | +21,593 | +55.9% | 4Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 57,300 | $1M | +1,299 | +2.3% | 41Q | SEC ↗ |
| 26 | LPL Financial LLC | 51,389 | $1M | -1,632 | -3.1% | 6Q | SEC ↗ |
| 27 | HSBC HOLDINGS PLC | 48,522 | $961K | +4,357 | +9.9% | 6Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 43,399 | $860K | — | +0.0% | 1Q | SEC ↗ |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 43,399 | $860K | +3,648 | +9.2% | 13Q | SEC ↗ |
| 30 | Mariner, LLC NEW | 42,658 | $845K | — | +0.0% | 1Q | SEC ↗ |
| 31 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 37,733 | $747K | +10 | +0.0% | 18Q | SEC ↗ |
| 32 | BARCLAYS PLC | 36,196 | $717K | -1,464 | -3.9% | 36Q | SEC ↗ |
| 33 | HENGEHOLD CAPITAL MANAGEMENT LLC | 34,027 | $674K | +341 | +1.0% | 11Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 33,485 | $663K | -3,926 | -10.5% | 15Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 31,356 | $621K | +994 | +3.3% | 7Q | SEC ↗ |
| 36 | PANAGORA ASSET MANAGEMENT INC | 27,844 | $552K | +11,681 | +72.3% | 3Q | SEC ↗ |
| 37 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27,144 | $538K | +14,177 | +109.3% | 3Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC | 24,169 | $479K | -7,785 | -24.4% | 9Q | SEC ↗ |
| 39 | RITHOLTZ WEALTH MANAGEMENT | 23,389 | $463K | +2,619 | +12.6% | 3Q | SEC ↗ |
| 40 | STRS OHIO NEW | 21,700 | $430K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Cornerstone Advisory, LLC | 21,001 | $416K | +1 | +0.0% | 30Q | SEC ↗ |
| 42 | Squarepoint Ops LLC | 20,716 | $410K | +2,920 | +16.4% | 8Q | SEC ↗ |
| 43 | Nuveen, LLC | 19,901 | $394K | +4,516 | +29.4% | 6Q | SEC ↗ |
| 44 | ACADIAN ASSET MANAGEMENT LLC | 18,214 | $361K | +344 | +1.9% | 4Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 17,654 | $350K | +624 | +3.7% | 13Q | SEC ↗ |
| 46 | New Republic Capital, LLC | 17,489 | $346K | — | +0.0% | 15Q | SEC ↗ |
| 47 | Souders Financial Advisors | 17,407 | $345K | -337 | -1.9% | 9Q | SEC ↗ |
| 48 | Shoker Investment Counsel, Inc. | 17,393 | $345K | +217 | +1.3% | 3Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 16,733 | $331K | -12,421 | -42.6% | 2Q | SEC ↗ |
| 50 | FMR LLC | 15,838 | $314K | +5,940 | +60.0% | 51Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 1,087,854 | $22M |
| Sixth Street Partners Management Co | 43,399 | $860K |
| Mariner, LLC | 42,658 | $845K |
| STRS OHIO | 21,700 | $430K |
| PRICE T ROWE ASSOCIATES INC /MD | 11,027 | $218K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,312 | $46K |
| ROYAL BANK OF CANADA | 1,863 | $37K |
| Integrated Wealth Concepts LLC | 337 | $7K |
| Wealth Enhancement Trust Services, | 4 | $0K |
| Fortitude Family Office, LLC | 1 | $0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 48,158 | $954K |
| BAILARD, INC. | 19,013 | $377K |
| Lido Advisors, LLC | 15,729 | $312K |
| Quadrature Capital Ltd | 10,434 | $207K |
| JANE STREET GROUP, LLC | 10,081 | $200K |
| MALTESE CAPITAL MANAGEMENT LLC | 7,487 | $148K |
| MAI Capital Management | 5,757 | $114K |
| SageView Advisory Group, LLC | 522 | $10K |
| AMALGAMATED BANK | 423 | $8K |
| NewEdge Advisors, LLC | 301 | $6K |
| Covestor Ltd | 69 | $1K |
| Root Financial Partners, LLC | 18 | $0K |
| Wealth Preservation Advisors, LLC | 3 | $0K |
| Clearstead Advisors, LLC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +134,162 | +16.2% | 959,927 |
| GEODE CAPITAL MANAGEMENT, LLC | +34,833 | +10.7% | 360,333 |
| DIMENSIONAL FUND ADVISORS LP | +24,828 | +4.7% | 548,355 |
| AQR CAPITAL MANAGEMENT LLC | +21,593 | +55.9% | 60,253 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +14,928 | +19.2% | 92,795 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | +14,177 | +109.3% | 27,144 |
| PANAGORA ASSET MANAGEMENT INC | +11,681 | +72.3% | 27,844 |
| NORTHERN TRUST CORP | +11,318 | +11.5% | 109,435 |
| GOLDMAN SACHS GROUP INC | +9,279 | +10.3% | 99,077 |
| RAYMOND JAMES FINANCIAL INC | +9,232 | +14.5% | 72,749 |
| Russell Investments Group, Ltd. | +6,788 | +453.7% | 8,284 |
| WELLS FARGO & COMPANY/MN | +6,522 | +91.7% | 13,636 |
| FMR LLC | +5,940 | +60.0% | 15,838 |
| CITIGROUP INC | +5,613 | +731.8% | 6,380 |
| UBS Group AG | +4,616 | +68.2% | 11,381 |
| Nuveen, LLC | +4,516 | +29.4% | 19,901 |
| Empowered Funds, LLC | +4,501 | +5.9% | 81,330 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +4,501 | +3.7% | 124,930 |
| HSBC HOLDINGS PLC | +4,357 | +9.9% | 48,522 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +3,648 | +9.2% | 43,399 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HORAN Wealth, LLC | -17,637 | -22.4% | 60,964 |
| Kestra Advisory Services, LLC | -12,421 | -42.6% | 16,733 |
| CITADEL ADVISORS LLC | -7,785 | -24.4% | 24,169 |
| BANK OF AMERICA CORP /DE | -3,926 | -10.5% | 33,485 |
| LCNB CORP | -3,500 | -0.7% | 505,963 |
| RENAISSANCE TECHNOLOGIES LLC | -3,467 | -2.2% | 152,816 |
| Tower Research Capital LLC (TRC) | -2,944 | -81.8% | 653 |
| LPL Financial LLC | -1,632 | -3.1% | 51,389 |
| BARCLAYS PLC | -1,464 | -3.9% | 36,196 |
| JOHNSON INVESTMENT COUNSEL INC | -1,345 | -1.0% | 135,561 |
| BNP PARIBAS FINANCIAL MARKETS | -1,052 | -27.3% | 2,808 |
| Ritter Daniher Financial Advisory L | -1,000 | -0.2% | 543,927 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -645 | -6.4% | 9,471 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -539 | -74.0% | 189 |
| Kapstone Financial Advisors LLC | -400 | -0.5% | 85,667 |
| Souders Financial Advisors | -337 | -1.9% | 17,407 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -231 | -7.5% | 2,845 |
| Sterling Capital Management LLC | -168 | -37.7% | 278 |
| CANADA LIFE ASSURANCE Co | -120 | -7.0% | 1,594 |
| Optiver Holding B.V. | -120 | -96.8% | 4 |