Lakeland Financial Corp: Ownership
| Ownership Information |
| Shares Outstanding |
16.00 Mil | | Institutional Ownership (%) | 31.85 | | Top 10 Institutions (%) | 24.20 | | Mutual Fund Ownership (%) | .26 | | 5%/Insider Ownership (%) | 4.34 | | Float (%) | 95.66 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
69 | 5,095,871 | | New Positions | 7 | 0 | | Soldout Positions | 29 | 0 | | Net Position Change | -20 | -225,669 | | Buyers | 29 | 429,464 | | Sellers | 49 | -655,133 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Columbia Wanger Asset Management, L.P. |
844,867 |
-21,000 |
-2.4 |
995,031 |
5.3 |
0.1 |
09-30-09 |
| BlackRock Institutional Trust Company, N.A. |
680,318 |
61,148 |
9.9 |
2,284,337 |
4.3 |
0.0 |
09-30-09 |
| C.S. McKee, L.P. |
653,861 |
108,200 |
19.8 |
11,202 |
4.1 |
0.2 |
12-31-09 |
| Vanguard Group, Inc. |
528,333 |
11,427 |
2.2 |
1,088,862 |
3.3 |
0.0 |
09-30-09 |
| Dimensional Fund Advisors, LP |
305,040 |
-800 |
-0.3 |
488,116 |
1.9 |
0.0 |
09-30-09 |
| State Street Global Advisors (US) |
271,831 |
59,311 |
27.9 |
1,575,430 |
1.7 |
0.0 |
09-30-09 |
| Monarch Capital Management, Inc. |
204,693 |
12,125 |
6.3 |
-445,575 |
1.3 |
1.8 |
12-31-09 |
| MFC Global Investment Management (US), LLC |
144,802 |
0 |
0.0 |
238,923 |
0.9 |
0.0 |
09-30-09 |
| Northern Trust Investments, N.A. |
126,572 |
44,662 |
54.5 |
1,057,422 |
0.8 |
0.0 |
09-30-09 |
| Goldman Sachs & Company, Inc. |
110,324 |
-2,034 |
-1.8 |
143,389 |
0.7 |
0.0 |
09-30-09 |
| TIAA-CREF |
102,147 |
-742 |
-0.7 |
154,445 |
0.6 |
0.0 |
09-30-09 |
| J.P. Morgan Investment Management Inc. (New York) |
90,072 |
-11,104 |
-11.0 |
-62,357 |
0.6 |
0.0 |
09-30-09 |
| Bridgeway Capital Management, Inc. |
77,388 |
0 |
0.0 |
127,690 |
0.5 |
0.1 |
09-30-09 |
| BNY Mellon Asset Management |
65,997 |
24,697 |
59.8 |
285,603 |
0.4 |
0.0 |
12-31-09 |
| Northern Trust Global Investments |
47,658 |
109 |
0.2 |
80,707 |
0.3 |
0.0 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 2/10/2010 3:17 AM Eastern Time