LKFN NASDAQ
Lakeland Financial Corporation
1W: +3.5%
1M: +1.9%
3M: -0.1%
YTD: +7.5%
1Y: -0.2%
3Y: +51.3%
5Y: +8.1%
$59.90
-0.29 (-0.48%)
Weekly Expected Move ±3.8%
$53
$55
$57
$59
$62
Overview
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Income Statement
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Balance Sheet
Earnings
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — LKFN
256
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
29
New Positions
68
Increased
124
Reduced
45
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (298 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,536,366 | $$212M | -24,843 | -0.7% | 7Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,196,086 | $$132M | — | +0.0% | 1Q | SEC ↗ |
| 3 | NEUBERGER BERMAN GROUP LLC | 2,165,397 | $$130M | +382,559 | +21.5% | 13Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 1,887,812 | $$113M | +19,967 | +1.1% | 12Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,378,699 | $$83M | +104,659 | +8.2% | 13Q | SEC ↗ |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 869,268 | $$52M | -179,929 | -17.1% | 13Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 672,171 | $$40M | -34,053 | -4.8% | 13Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 636,788 | $$38M | +19,034 | +3.1% | 13Q | SEC ↗ |
| 9 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 636,117 | $$38M | -88,819 | -12.3% | 13Q | SEC ↗ |
| 10 | Copeland Capital Management, LLC | 606,364 | $$36M | -9,316 | -1.5% | 13Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 573,728 | $$34M | — | +0.0% | 1Q | SEC ↗ |
| 12 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 478,164 | $$29M | -4,080 | -0.8% | 13Q | SEC ↗ |
| 13 | NFJ INVESTMENT GROUP, LLC | 453,232 | $$27M | +3,990 | +0.9% | 12Q | SEC ↗ |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | 328,082 | $$20M | -326,642 | -49.9% | 13Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 321,410 | $$19M | +14,584 | +4.8% | 13Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 318,933 | $$19M | -11,072 | -3.4% | 13Q | SEC ↗ |
| 17 | Boston Trust Walden Corp | 303,942 | $$18M | -40,377 | -11.7% | 3Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 296,585 | $$18M | +2,772 | +0.9% | 6Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 294,848 | $$18M | -2,943 | -1.0% | 13Q | SEC ↗ |
| 20 | MORGAN STANLEY | 254,055 | $$15M | +71,137 | +38.9% | 12Q | SEC ↗ |
| 21 | FMR LLC | 230,027 | $$14M | +35,844 | +18.5% | 13Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 224,843 | $$13M | -278,097 | -55.3% | 13Q | SEC ↗ |
| 23 | TIMUCUAN ASSET MANAGEMENT INC/FL | 210,411 | $$13M | +10,650 | +5.3% | 13Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 204,490 | $$12M | -3,115 | -1.5% | 13Q | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 195,093 | $$12M | +21,665 | +12.5% | 8Q | SEC ↗ |
| 26 | TWO SIGMA INVESTMENTS, LP | 180,881 | $$11M | +68,684 | +61.2% | 12Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO NEW | 168,925 | $$10M | — | +0.0% | 1Q | SEC ↗ |
| 28 | KENNEDY CAPITAL MANAGEMENT LLC | 156,745 | $$9M | -2,491 | -1.6% | 13Q | SEC ↗ |
| 29 | Aptus Capital Advisors, LLC | 155,267 | $$9M | +1,560 | +1.0% | 13Q | SEC ↗ |
| 30 | MONARCH CAPITAL MANAGEMENT INC | 147,958 | $$9M | -5,507 | -3.6% | 13Q | SEC ↗ |
| 31 | PRINCIPAL FINANCIAL GROUP INC | 122,986 | $$7M | +1,102 | +0.9% | 13Q | SEC ↗ |
| 32 | AMERICAN CENTURY COMPANIES INC | 115,785 | $$7M | -2,216 | -1.9% | 13Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 114,944 | $$7M | -1,681 | -1.4% | 13Q | SEC ↗ |
| 34 | ProShare Advisors LLC | 112,869 | $$7M | +6,355 | +6.0% | 10Q | SEC ↗ |
| 35 | Invesco Ltd. | 108,219 | $$6M | +2,726 | +2.6% | 13Q | SEC ↗ |
| 36 | UBS Group AG | 102,400 | $$6M | +64,315 | +168.9% | 13Q | SEC ↗ |
| 37 | Nuveen, LLC | 96,479 | $$6M | +12,790 | +15.3% | 5Q | SEC ↗ |
| 38 | TUDOR INVESTMENT CORP ET AL NEW | 94,922 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Public Sector Pension Investment Board | 90,185 | $$5M | +1,786 | +2.0% | 13Q | SEC ↗ |
| 40 | Point72 Asset Management, L.P. | 82,888 | $$5M | -5,978 | -6.7% | 7Q | SEC ↗ |
| 41 | TWO SIGMA ADVISERS, LP | 82,400 | $$5M | +43,400 | +111.3% | 4Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 82,145 | $$5M | +51,614 | +169.1% | 12Q | SEC ↗ |
| 43 | MILLENNIUM MANAGEMENT LLC | 82,130 | $$5M | +49,020 | +148.1% | 12Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 81,369 | $$5M | +16,321 | +25.1% | 12Q | SEC ↗ |
| 45 | D. E. Shaw & Co., Inc. | 76,503 | $$5M | +23,197 | +43.5% | 4Q | SEC ↗ |
| 46 | RHUMBLINE ADVISERS | 75,318 | $$5M | +1,012 | +1.4% | 13Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 68,137 | $$4M | -16,042 | -19.1% | 13Q | SEC ↗ |
| 48 | SYM FINANCIAL Corp | 65,175 | $$4M | +45,863 | +237.5% | 11Q | SEC ↗ |
| 49 | AQR CAPITAL MANAGEMENT LLC | 59,214 | $$4M | -21,410 | -26.6% | 11Q | SEC ↗ |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 58,544 | $$4M | -71,685 | -55.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,196,086 | $$132M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 573,728 | $$34M |
| VANGUARD FIDUCIARY TRUST CO | 168,925 | $$10M |
| TUDOR INVESTMENT CORP ET AL | 94,922 | $$6M |
| GSA CAPITAL PARTNERS LLP | 37,068 | $$2M |
| MARSHALL WACE, LLP | 29,480 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 17,436 | $$1M |
| Man Group plc | 17,360 | $$1M |
| Elo Mutual Pension Insurance Co | 13,328 | $$798K |
| CIBC Bancorp USA Inc. | 12,341 | $$739K |
| Graham Capital Management, L.P. | 12,199 | $$731K |
| Vanguard Global Advisers, LLC | 9,835 | $$589K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 8,426 | $$505K |
| GREAT LAKES ADVISORS, LLC | 8,073 | $$484K |
| Freestone Grove Partners LP | 6,447 | $$386K |
| Vanguard Investments Australia, Ltd | 6,230 | $$373K |
| MIRABELLA FINANCIAL SERVICES LLP | 5,387 | $$323K |
| Pathstone Holdings, LLC | 5,198 | $$311K |
| Odyssean, LLC | 4,186 | $$251K |
| Entropy Technologies, LP | 4,100 | $$246K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueMark Investments, LLC | 93,375 | $$6M |
| Allspring Global Investments Holdin | 41,856 | $$3M |
| Assenagon Asset Management S.A. | 39,447 | $$2M |
| New Age Alpha Advisors, LLC | 23,814 | $$1M |
| HSBC HOLDINGS PLC | 23,010 | $$1M |
| Verition Fund Management LLC | 22,709 | $$1M |
| FJ Capital Management LLC | 21,793 | $$1M |
| Sippican Capital Advisors | 17,164 | $$1M |
| TEXAS PERMANENT SCHOOL FUND CORP | 11,535 | $$691K |
| Engineers Gate Manager LP | 10,040 | $$601K |
| JUPITER ASSET MANAGEMENT LTD | 9,722 | $$582K |
| Aquatic Capital Management LLC | 8,577 | $$514K |
| Y-Intercept (Hong Kong) Ltd | 8,099 | $$485K |
| Bedel Financial Consulting, Inc. | 5,800 | $$347K |
| iSAM Funds (UK) Ltd | 5,220 | $$313K |
| Mach-1 Financial Group, LLC | 4,982 | $$298K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 4,714 | $$282K |
| DRW Securities, LLC | 4,466 | $$268K |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,143 | $$248K |
| MGB Wealth Management, LLC | 4,027 | $$241K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | +382,559 | +21.5% | 2,165,397 |
| STATE STREET CORP | +104,659 | +8.2% | 1,378,699 |
| MORGAN STANLEY | +71,137 | +38.9% | 254,055 |
| TWO SIGMA INVESTMENTS, LP | +68,684 | +61.2% | 180,881 |
| UBS Group AG | +64,315 | +168.9% | 102,400 |
| CITADEL ADVISORS LLC | +51,614 | +169.1% | 82,145 |
| MILLENNIUM MANAGEMENT LLC | +49,020 | +148.1% | 82,130 |
| HRT FINANCIAL LP | +47,267 | +962.3% | 52,179 |
| SYM FINANCIAL Corp | +45,863 | +237.5% | 65,175 |
| TWO SIGMA ADVISERS, LP | +43,400 | +111.3% | 82,400 |
| FMR LLC | +35,844 | +18.5% | 230,027 |
| D. E. Shaw & Co., Inc. | +23,197 | +43.5% | 76,503 |
| Qube Research & Technologies Ltd | +21,665 | +12.5% | 195,093 |
| AlphaQuest LLC | +20,992 | +181.7% | 32,545 |
| VANGUARD GROUP INC | +19,967 | +1.1% | 1,887,812 |
| GEODE CAPITAL MANAGEMENT, LLC | +19,034 | +3.1% | 636,788 |
| XTX Topco Ltd | +16,324 | +117.1% | 30,259 |
| WELLS FARGO & COMPANY/MN | +16,321 | +25.1% | 81,369 |
| Balyasny Asset Management L.P. | +16,136 | +174.1% | 25,406 |
| BANK OF AMERICA CORP /DE | +14,584 | +4.8% | 321,410 |