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Lakeland Financial Corp
LKFN

Overview Fund Activity

234 hedge funds and large institutions have $1.39B invested in Lakeland Financial Corp in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 16 closing their positions.

Holders
234
Holders Change
+17
Holders Change %
+7.83%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
82
Reduced
80
Closed
16
Calls
$189K
Puts
$7K
Net Calls
+$182K
Net Calls Change
+$78K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19.3M
2
Millennium Management
2
Millennium Management
New York
$6.06M
3
SAM
3
Silvercrest Asset Management
New York
$58.9M
4
EAM
4
Eagle Asset Management
Florida
$18.1M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$4.47M

Top Sellers

1
BTW
1
Boston Trust Walden
Massachusetts
$0
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$9.04M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.7M
4
NPIC
4
Neumeier Poma Investment Counsel
California
$31.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$765K
Name Market Value Shares Shares
Change 		Shares
Change %
FWA
226
FSC Wealth Advisors
New York
$912 14 – –
JWA
227
JFS Wealth Advisors
Pennsylvania
$521 8 – –
AWM
228
Abound Wealth Management
Tennessee
$196 3 -1 -25%
SIC
229
SJS Investment Consulting
Ohio
$196 3 – –
BGAI
230
Bruce G. Allen Investments
Colorado
$195 3 – –
LFG
231
Larson Financial Group
Missouri
$130 2 – –
FFA
232
Farther Finance Advisors
California
$129 2 +1 +100%
MFG
233
Mendota Financial Group
Wisconsin
$66 1 +1 New
CA
234
Claris Advisors
Missouri
$65 1 +1 New
BTW
235
Boston Trust Walden
Massachusetts
– – -337,721 Closed
TPSF
236
Texas Permanent School Fund
Texas
– – -19,914 Closed
NSIM
237
North Star Investment Management
Illinois
– – -7,715 Closed
Pathstone Holdings
238
Pathstone Holdings
New Jersey
– – -6,052 Closed
GIM
239
Goelzer Investment Management
Indiana
– – -5,940 Closed
OR
240
Olympiad Research
Connecticut
– – -3,844 Closed
PCM
241
Prelude Capital Management
New York
– – -3,690 Closed
VF
242
Virtu Financial
New York
– – -3,479 Closed
MML Investors Services
243
MML Investors Services
Massachusetts
– – -3,300 Closed
CFG
244
CKW Financial Group
Hawaii
– – -3,163 Closed
VAG
245
VisionPoint Advisory Group
Texas
– – -781 Closed
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
– – -165 Closed
OWA
247
Opal Wealth Advisors
New York
– – -137 Closed
OC
248
Oakworth Capital
Alabama
– – -40 Closed
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
– – -38 Closed
WIM
250
Westside Investment Management
California
– – -26 Closed
6 7 8 9
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