LKFN Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 3.40%

Insider Buying (Last 12 Months): $2,007,788.57

Insider Selling (Last 12 Months): $4,983,809.26

Lakeland Financial Insider Trading History Chart

Lakeland Financial Share Price & Price History

^$51.50

▲ +1.27 (2.53%)

As of 06/1/2023 06:23 PM ET

Days: 30 | 90 | 365

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Lakeland Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/8/2023	Emily E Pichon	Director	Buy	1,025	$47.80	$48,995.00	16,238
4/28/2023	Brian J Smith	Director	Buy	10,000	$51.00	$510,000.00	38,185
3/13/2023	M Scott Welch	Director	Buy	16,715	$64.14	$1,072,100.10	168,756
3/9/2023	M Scott Welch	Director	Buy	5,016	$64.97	$325,889.52	5,016
2/16/2023	Jonathan P. Steiner	SVP	Sell	3,344	$70.17	$234,648.48	2,026
2/16/2023	Steven D. Ross	Director	Sell	1,300	$70.00	$91,000.00	27,501
2/15/2023	Brok A. Lahrman	CAO	Sell	550	$70.37	$38,703.50	1,376
2/10/2023	Stephanie R. Leniski	SVP	Sell	2,157	$69.66	$150,256.62	2,938
11/1/2022	Blake Augsburger	Director	Sell	4,000	$82.31	$329,240.00	14,313
10/28/2022	Brok A. Lahrman	CAO	Sell	312	$82.03	$25,593.36	588
10/28/2022	Michael L. Kubacki	Director	Sell	47,520	$82.79	$3,934,180.80	76,250
9/15/2022	Lisa M O'neill	CFO	Sell	1,100	$76.79	$84,469.00	24,320
8/2/2022	Brok A. Lahrman	CAO	Sell	250	$74.95	$18,737.50	900
8/1/2022	Lisa M O'neill	CFO	Sell	1,000	$76.98	$76,980.00	25,420
6/13/2022	Robert E. Bartels, Jr.	Director	Buy	755	$67.29	$50,803.95	26,213
5/26/2022	Robert E. Bartels, Jr.	Director	Buy	282	$72.55	$20,459.10	26,213
3/15/2022	James Rickard Donovan	SVP	Sell	525	$82.00	$43,050.00
3/15/2022	Lisa M O'neill	CFO	Sell	1,250	$82.22	$102,775.00
3/14/2022	Kristin Pruitt	EVP	Sell	900	$81.81	$73,629.00
2/16/2022	Michael L. Kubacki	Director	Sell	24,000	$81.35	$1,952,400.00
2/15/2022	Jonathan P. Steiner	SVP	Sell	1,866	$82.15	$153,291.90
2/8/2022	Michael E. Gavin	EVP	Sell	2,083	$82.53	$171,909.99
2/8/2022	Stephanie R. Leniski	SVP	Sell	500	$82.68	$41,340.00
2/8/2022	Steven D. Ross	Director	Sell	2,300	$82.00	$188,600.00
1/31/2022	Michael L. Kubacki	Director	Sell	1,000	$78.56	$78,560.00
1/28/2022	Jonathan P. Steiner	SVP	Sell	1,500	$78.30	$117,450.00
1/28/2022	Michael L. Kubacki	Director	Sell	35,597	$78.56	$2,796,500.32
11/1/2021	Robert E. Bartels, Jr.	Director	Buy	660	$72.00	$47,520.00
9/3/2021	Kristin Pruitt	EVP	Sell	375	$68.00	$25,500.00
8/16/2021	Jonathan P. Steiner	SVP	Sell	3,000	$70.39	$211,170.00	2,000
8/12/2021	Michael E. Gavin	EVP	Sell	3,000	$72.54	$217,620.00
7/30/2021	Brok A. Lahrman	CAO	Sell	250	$68.53	$17,132.50	250
3/17/2021	Michael E. Gavin	EVP	Sell	3,000	$71.78	$215,340.00
3/16/2021	Thomas Hiatt	Director	Sell	3,513	$71.72	$251,952.36	19,891
2/19/2021	M Scott Welch	Director	Sell	14,000	$65.25	$913,500.00
2/17/2021	Stephanie R. Leniski	SVP	Sell	600	$64.13	$38,478.00	502
2/16/2021	Eric H Ottinger	EVP	Sell	1,444	$64.85	$93,643.40
2/12/2021	Jonathan P. Steiner	SVP	Sell	2,195	$63.86	$140,172.70	5,000
2/10/2021	Brian J Smith	Director	Sell	10,076	$65.16	$656,552.16	25,455
2/8/2021	James Rickard Donovan	SVP	Sell	800	$62.34	$49,872.00	896
2/5/2021	Kristin Pruitt	EVP	Sell	1,800	$62.10	$111,780.00	7,614
2/5/2021	Lisa M O'neill	CFO	Sell	4,500	$62.06	$279,270.00	22,925
1/29/2021	Michael L. Kubacki	Director	Sell	50,490	$59.12	$2,984,968.80	181,725
11/2/2020	Michael L. Kubacki	Director	Sell	21,877	$51.47	$1,126,009.19
8/10/2020	Jonathan P. Steiner	SVP	Sell	2,500	$50.23	$125,575.00	5,000
8/10/2020	Michael E. Gavin	EVP	Sell	261	$50.87	$13,277.07
8/5/2020	Brian J Smith	Director	Buy	227	$45.06	$10,228.62	27,320
6/3/2020	Eric H Ottinger	EVP	Sell	2,026	$45.50	$92,183.00	27,000

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SEC Filings (Institutional Ownership Changes) for Lakeland Financial (NASDAQ:LKFN)

80.45% of Lakeland Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Lakeland Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/26/2023	ProShare Advisors LLC	3,581	$0.22M	0.0%	-8.1%	0.014%
5/22/2023	Ameriprise Financial Inc.	485,114	$30.39M	0.0%	+33.4%	1.908%
5/18/2023	JPMorgan Chase & Co.	109,946	$6.89M	0.0%	+11.3%	0.432%
5/18/2023	New York State Common Retirement Fund	37,059	$2.32M	0.0%	-12.7%	0.146%
5/17/2023	Thrivent Financial for Lutherans	25,121	$1.57M	0.0%	-15.1%	0.099%
5/16/2023	Hancock Whitney Corp	4,928	$0.31M	0.0%	-12.6%	0.019%
5/16/2023	Kayne Anderson Rudnick Investment Management LLC	1,105,434	$69.24M	0.2%	-1.2%	4.347%
5/16/2023	Susquehanna International Group LLP	15,622	$0.98M	0.0%	+95.4%	0.061%
5/16/2023	Segall Bryant & Hamill LLC	172,105	$10.78M	0.1%	-17.0%	0.677%
5/16/2023	Silvercrest Asset Management Group LLC	501,440	$31.41M	0.2%	-3.0%	1.972%
5/16/2023	State Street Corp	1,111,265	$69.61M	0.0%	+5.8%	4.370%
5/16/2023	Snowden Capital Advisors LLC	7,105	$0.45M	0.0%	-11.4%	0.028%
5/16/2023	Squarepoint Ops LLC	8,333	$0.52M	0.0%	-62.6%	0.033%
5/16/2023	First Trust Advisors LP	70,101	$4.39M	0.0%	-24.9%	0.276%
5/16/2023	Geode Capital Management LLC	489,530	$30.66M	0.0%	+4.6%	1.925%
5/16/2023	AQR Capital Management LLC	3,732	$0.23M	0.0%	-44.8%	0.015%
5/16/2023	Balyasny Asset Management L.P.	12,109	$0.76M	0.0%	+25.2%	0.048%
5/15/2023	Cubist Systematic Strategies LLC	13,987	$0.88M	0.0%	-57.1%	0.055%
5/15/2023	Two Sigma Advisers LP	12,000	$0.75M	0.0%	+41.2%	0.047%
5/15/2023	Two Sigma Investments LP	28,869	$1.81M	0.0%	+76.5%	0.114%
5/15/2023	Deutsche Bank AG	18,071	$1.13M	0.0%	+36.0%	0.071%
5/15/2023	Ensign Peak Advisors Inc	12,000	$0.75M	0.0%	+12.7%	0.047%
5/15/2023	Price T Rowe Associates Inc. MD	10,722	$0.67M	0.0%	+4.3%	0.042%
5/15/2023	Cetera Investment Advisers	79,883	$5M	0.0%	+6.1%	0.314%
5/15/2023	XTX Topco Ltd	6,211	$0.39M	0.1%	N/A	0.024%
5/12/2023	Renaissance Technologies LLC	50,356	$3.15M	0.0%	+170.0%	0.198%
5/12/2023	State of Tennessee Treasury Department	8,614	$0.54M	0.0%	-13.7%	0.034%
5/12/2023	Stifel Financial Corp	64,353	$4.03M	0.0%	-6.7%	0.253%
5/12/2023	Great West Life Assurance Co. Can	24,479	$1.53M	0.0%	-5.2%	0.096%
5/12/2023	BlackRock Inc.	3,801,594	$238.13M	0.0%	+2.9%	14.949%
5/12/2023	BNP Paribas Arbitrage SNC	15,627	$0.98M	0.0%	+111.2%	0.061%
5/12/2023	Bank of America Corp DE	57,174	$3.58M	0.0%	+39.7%	0.225%
5/12/2023	Prudential Financial Inc.	29,585	$1.99M	0.0%	-3.8%	0.116%
5/12/2023	HRT Financial LP	14,635	$0.92M	0.0%	+59.4%	0.058%
5/12/2023	UBS Group AG	18,218	$1.14M	0.0%	+163.7%	0.072%
5/12/2023	Public Sector Pension Investment Board	44,583	$2.79M	0.0%	-3.3%	0.175%
5/12/2023	WINTON GROUP Ltd	9,447	$0.59M	0.0%	+10.3%	0.037%
5/12/2023	Sei Investments Co.	21,224	$1.33M	0.0%	+22.9%	0.083%
5/12/2023	Dimensional Fund Advisors LP	772,753	$48.41M	0.0%	+1.3%	3.039%
5/12/2023	Aviva PLC	14,367	$0.90M	0.0%	+7.8%	0.056%
5/12/2023	First Republic Investment Management Inc.	11,393	$0.71M	0.0%	+2.6%	0.045%
5/12/2023	ProShare Advisors LLC	3,581	$0.22M	0.0%	-8.1%	0.014%
5/12/2023	Charles Schwab Investment Management Inc.	231,362	$14.49M	0.0%	+2.4%	0.910%
5/12/2023	HighTower Advisors LLC	17,680	$1.12M	0.0%	+3.0%	0.070%
5/11/2023	Synovus Financial Corp	3,844	$0.24M	0.0%	-41.2%	0.015%
5/11/2023	FMR LLC	16,909	$1.06M	0.0%	+165.2%	0.066%
5/11/2023	ExodusPoint Capital Management LP	51,967	$3.26M	0.0%	+30.9%	0.204%
5/11/2023	Natixis Advisors L.P.	178,941	$11.21M	0.0%	-21.3%	0.704%
5/11/2023	American Century Companies Inc.	91,148	$5.67M	0.0%	-3.0%	0.358%
5/11/2023	Envestnet Asset Management Inc.	129,734	$8.13M	0.0%	-0.5%	0.510%
5/11/2023	Rhumbline Advisers	85,978	$5.39M	0.0%	+8.1%	0.338%
5/11/2023	Citigroup Inc.	13,359	$0.84M	0.0%	-16.4%	0.053%
5/11/2023	Skandinaviska Enskilda Banken AB publ	20,400	$1.28M	0.0%	N/A	0.080%
5/10/2023	Credit Suisse AG	21,940	$1.37M	0.0%	+4.6%	0.086%
5/10/2023	LPL Financial LLC	40,249	$2.52M	0.0%	+0.9%	0.158%
5/10/2023	Swiss National Bank	54,750	$3.43M	0.0%	-10.5%	0.215%
5/10/2023	Keybank National Association OH	7,860	$0.49M	0.0%	-7.7%	0.031%
5/10/2023	Neumeier Poma Investment Counsel LLC	325,204	$20.37M	1.9%	-2.8%	1.279%
5/9/2023	Principal Financial Group Inc.	152,933	$9.58M	0.0%	-2.1%	0.601%
5/9/2023	Aptus Capital Advisors LLC	52,054	$3.26M	0.1%	+13.3%	0.205%
5/9/2023	Tower Research Capital LLC TRC	1,334	$84K	0.0%	+18,957.1%	0.005%
5/9/2023	Column Capital Advisors LLC	13,394	$0.84M	0.1%	+4.6%	0.053%
5/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	26,840	$1.68M	0.0%	-1.1%	0.106%
5/9/2023	Bank of New York Mellon Corp	269,620	$16.89M	0.0%	-0.5%	1.060%
5/9/2023	California State Teachers Retirement System	31,401	$1.97M	0.0%	-1.4%	0.123%
5/9/2023	Russell Investments Group Ltd.	18,048	$1.13M	0.0%	-10.1%	0.071%
5/9/2023	Personal CFO Solutions LLC	3,800	$0.24M	0.0%	-7.5%	0.015%
5/5/2023	Alpha DNA Investment Management LLC	16,169	$1.01M	0.3%	+14.7%	0.064%
5/5/2023	Truist Financial Corp	22,931	$1.44M	0.0%	+7.4%	0.090%
5/5/2023	Versor Investments LP	11,416	$0.72M	0.1%	+83.7%	0.045%
5/4/2023	Oregon Public Employees Retirement Fund	8,113	$0.51M	0.0%	-3.8%	0.032%
5/4/2023	Barclays PLC	21,654	$1.36M	0.0%	+33.5%	0.085%
5/4/2023	Mirae Asset Global Investments Co. Ltd.	10,774	$0.68M	0.0%	+2.3%	0.042%
5/4/2023	Mutual of America Capital Management LLC	43,185	$2.71M	0.0%	+712.8%	0.170%
5/4/2023	Fi3 FINANCIAL ADVISORS LLC	16,859	$1.06M	0.6%	-15.8%	0.066%
5/4/2023	Los Angeles Capital Management LLC	17,730	$1.11M	0.0%	-9.7%	0.070%
5/4/2023	FourThought Financial Partners LLC	20,950	$1.31M	0.2%	-40.8%	0.082%
5/4/2023	Ziegler Capital Management LLC	106,337	$6.66M	0.3%	+24.8%	0.418%
5/2/2023	Security Financial Services INC.	11,472	$0.72M	0.2%	-16.2%	0.045%
5/2/2023	Yousif Capital Management LLC	14,310	$0.90M	0.0%	-11.3%	0.056%
5/2/2023	SYM FINANCIAL Corp	93,260	$5.84M	1.3%	+1,745.3%	0.367%
5/2/2023	Victory Capital Management Inc.	913,522	$57.22M	0.1%	-3.0%	3.592%
5/2/2023	Amalgamated Bank	11,381	$0.71M	0.0%	-5.9%	0.045%
5/1/2023	Texas Permanent School Fund Corp	22,733	$1.42M	0.0%	+33.4%	0.089%
4/28/2023	SG Americas Securities LLC	1,979	$0.12M	0.0%	-61.0%	0.008%
4/27/2023	New York State Teachers Retirement System	7,440	$0.47M	0.0%	-2.6%	0.029%
4/27/2023	North Star Investment Management Corp.	7,715	$0.48M	0.0%	-15.0%	0.030%
4/27/2023	DAVENPORT & Co LLC	14,591	$0.91M	0.0%	-2.2%	0.056%
4/27/2023	FORVIS Wealth Advisors LLC	63,532	$3.98M	0.1%	+0.3%	0.245%
4/26/2023	Clean Yield Group	1,250	$78K	0.0%	-44.4%	0.005%
4/25/2023	Monarch Capital Management Inc.	167,713	$10.51M	3.2%	-1.3%	0.648%
4/20/2023	Maryland State Retirement & Pension System	10,208	$0.64M	0.0%	-2.6%	0.039%
4/19/2023	Louisiana State Employees Retirement System	11,800	$0.74M	0.0%	-1.7%	0.046%
4/19/2023	Boston Trust Walden Corp	306,233	$19.18M	0.2%	+2.9%	1.182%
4/18/2023	Assenagon Asset Management S.A.	52,749	$3.30M	0.0%	+1,305.5%	0.204%
4/17/2023	State of Alaska Department of Revenue	17,358	$1.09M	0.0%	-1.7%	0.067%
4/14/2023	AE Wealth Management LLC	8,707	$0.55M	0.0%	+21.0%	0.034%
4/14/2023	Copeland Capital Management LLC	547,464	$34.29M	0.8%	-2.2%	2.114%
4/14/2023	Raymond James & Associates	13,431	$0.84M	0.0%	+49.1%	0.052%
4/13/2023	Allspring Global Investments Holdings LLC	521	$33K	0.0%	-52.1%	0.002%

Data available starting January 2016

Lakeland Financial Corp. is a bank holding company, which engages in the provision of banking products and services. It offers commercial and consumer banking, trust and wealth management, brokerage, and treasury management commercial services. The company was founded on February 8, 1983 and is headquartered in Warsaw, IN.

Today's Range

Now: $51.50

$50.30

$52.14

50 Day Range

MA: $53.80

$43.12

$64.10

52 Week Range

Now: $51.50

$43.05

$83.57

Volume

211,567 shs

Average Volume

142,782 shs

Market Capitalization

$1.31 billion

P/E Ratio

12.68

Dividend Yield

3.55%

Beta

0.72

Who are the company insiders with the largest holdings of Lakeland Financial?: Lakeland Financial's top insider investors include:
M Scott Welch (Director)
Michael L Kubacki (Director)
Brian J Smith (Director)
Steven D Ross (Director)
Robert E Bartels Jr (Director)
Lisa M O'neill (CFO)
Emily E Pichon (Director)
Blake Augsburger (Director)
Stephanie R Leniski (SVP)
Jonathan P Steiner (SVP)
Brok A Lahrman (CAO)
James Rickard Donovan (SVP)
Kristin Pruitt (EVP)
Michael E Gavin (EVP)
Learn More about top insider investors at Lakeland Financial.
Who are the major institutional investors of Lakeland Financial?: Lakeland Financial's top institutional shareholders include:
BlackRock Inc. — 14.95%
State Street Corp — 4.37%
Kayne Anderson Rudnick Investment Management LLC — 4.35%
Victory Capital Management Inc. — 3.59%
Dimensional Fund Advisors LP — 3.04%
Copeland Capital Management LLC — 2.11%
Learn More about top institutional investors of Lakeland Financial stock.
Which major investors are selling Lakeland Financial stock?: Within the last quarter, LKFN stock was sold by these institutional investors:
Natixis Advisors L.P.
Segall Bryant & Hamill LLC
Victory Capital Management Inc.
First Trust Advisors LP
Cubist Systematic Strategies LLC
Silvercrest Asset Management Group LLC
FourThought Financial Partners LLC
Squarepoint Ops LLC
During the previous year, company insiders that have sold Lakeland Financial company stock include:
M Scott Welch (Director)
Michael L Kubacki (Director)
Brian J Smith (Director)
Steven D Ross (Director)
Robert E Bartels Jr (Director)
Lisa M O'neill (CFO)
Emily E Pichon (Director)
Learn More investors selling Lakeland Financial stock.
Which major investors are buying Lakeland Financial stock?: Within the last quarter, LKFN stock was acquired by institutional investors including:
Ameriprise Financial Inc.
BlackRock Inc.
SYM FINANCIAL Corp
State Street Corp
Assenagon Asset Management S.A.
Mutual of America Capital Management LLC
Renaissance Technologies LLC
Geode Capital Management LLC
Within the previous year, these company insiders have bought Lakeland Financial stock:
M Scott Welch (Director)
Michael L Kubacki (Director)
Brian J Smith (Director)
Steven D Ross (Director)
Learn More investors buying Lakeland Financial stock.