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Ladenburg Thalmann Financial Services’s NBT Bancorp NBTB Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$551K Buy
13,558
+84
+0.6% +$3.29K ﹤0.01% 1734
2019
Q3 		$493K Buy
13,474
+14
+0.1% +$513 ﹤0.01% 1777
2019
Q2 		$505K Buy
13,460
+11,542
+602% +$429K ﹤0.01% 1738
2019
Q1 		$69K Sell
1,918
-11,516
-86% -$425K ﹤0.01% 3169
2018
Q4 		$477K Buy
13,434
+11,543
+610% +$424K ﹤0.01% 1561
2018
Q3 		$73K Buy
1,891
+24
+1% +$956 ﹤0.01% 3063
2018
Q2 		$66K Hold
1,867
– – ﹤0.01% 3063
2018
Q1 		$66K Buy
1,867
+11
+0.6% +$403 ﹤0.01% 3063
2017
Q4 		$68K Buy
1,856
+11
+0.6% +$415 ﹤0.01% 3016
2017
Q3 		$68K Sell
1,845
-977
-35% -$34.1K ﹤0.01% 2866
2017
Q2 		$101K Sell
2,822
-3,056
-52% -$113K ﹤0.01% 2506
2017
Q1 		$227K Sell
5,878
-2,987
-34% -$120K ﹤0.01% 1817
2016
Q4 		$311K Buy
8,865
+13
+0.1% +$483 ﹤0.01% 1531
2016
Q3 		$289K Buy
8,852
+1,056
+14% +$32.7K ﹤0.01% 1506
2016
Q2 		$224K Buy
7,796
+6,036
+343% +$170K ﹤0.01% 1608
2016
Q1 		$45K Buy
+1,760
New +$45.8K ﹤0.01% 2671
2015
Q1 		– Sell
-1,058
Closed -$28K – 4622
2014
Q4 		$28K Buy
1,058
+9
+0.9% +$222 ﹤0.01% 2765
2014
Q3 		$24K Sell
1,049
-1,776
-63% -$42K ﹤0.01% 2512
2014
Q2 		$68K Buy
+2,825
New +$65.9K ﹤0.01% 1851

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NBTB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its NBT Bancorp (NBTB) stake by 0.62% in Q4 2019, buying an estimated $3.29K and bringing the position to 13,558 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Ladenburg Thalmann Financial Services first reported a position in NBTB in Q2 2014 and has held it in 19 quarters since. 157 funds tracked by Wall St. Rank hold NBTB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 13,558 shares of NBT Bancorp worth $551K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 84 NBT Bancorp shares in Q4 2019, an estimated $3.29K.
  • NBT Bancorp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1734 holding.
  • Ladenburg Thalmann Financial Services first reported a position in NBT Bancorp in Q2 2014 and has held it in 19 quarters since.
  • 157 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.