LKFN Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 3.00%

Insider Buying (Last 12 Months): $307,000.00

Insider Selling (Last 12 Months): $1,287,383.25

Lakeland Financial Insider Trading History Chart

Lakeland Financial Share Price & Price History

^$62.33

▲ +1.11 (1.81%)

As of 03/14/2025 05:00 PM ET

Days: 30 | 90 | 365

Lakeland Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/11/2025	M. Scott Welch	Director	Buy	5,000	$61.40	$307,000.00	39,000
2/25/2025	Donald Robinson-Gay	SVP	Sell	550	$66.25	$36,437.50	4,974
11/18/2024	Eric H Ottinger	EVP	Sell	3,959	$73.50	$290,986.50	32,475
11/15/2024	Eric H Ottinger	EVP	Sell	41	$73.50	$3,013.50	36,434
11/6/2024	Brok A. Lahrman	CAO	Sell	150	$75.51	$11,326.50	1,589
9/13/2024	James Rickard Donovan	SVP	Sell	800	$65.42	$52,336.00	9,568
8/26/2024	Kristin Pruitt	President	Sell	12,000	$67.06	$804,720.00	10,252
7/31/2024	Kyra E. Clark	SVP	Sell	420	$68.93	$28,950.60	7,176
7/30/2024	Brok A. Lahrman	CAO	Sell	415	$68.91	$28,597.65	1,739
5/3/2024	Kyra E. Clark	SVP	Sell	500	$62.03	$31,015.00	7,596
3/13/2024	David M. Findlay	CEO	Sell	12,000	$65.26	$783,120.00	14,175
3/12/2024	Lisa M. O'Neill	CFO	Sell	1,500	$65.70	$98,550.00	34,655
3/12/2024	Stephanie R. Leniski	SVP	Sell	300	$66.14	$19,842.00	3,970
3/11/2024	Eric H Ottinger	EVP	Sell	5,247	$66.75	$350,237.25	36,475
3/4/2024	Donald Robinson-Gay	SVP	Sell	893	$65.93	$58,875.49	3,174
3/4/2024	Steven D. Ross	Director	Sell	1,300	$64.50	$83,850.00	27,501
2/22/2024	Jonathan P. Steiner	SVP	Sell	3,328	$63.73	$212,093.44	3,039
2/7/2024	Stephanie R. Leniski	SVP	Sell	2,560	$63.17	$161,715.20	4,270
2/1/2024	Robert E. Bartels, Jr.	Director	Buy	360	$64.05	$23,058.00	27,776
1/30/2024	Michael L. Kubacki	Director	Sell	26,600	$71.51	$1,902,166.00	39,800
11/3/2023	Robert E. Bartels, Jr.	Director	Buy	407	$53.37	$21,721.59	27,126
9/5/2023	M. Scott Welch	Director	Buy	3,920	$50.98	$199,841.60	183,326
8/17/2023	Jonathan P. Steiner	SVP	Buy	3,000	$55.26	$165,780.00	9,369
8/3/2023	Robert E. Bartels, Jr.	Director	Buy	900	$55.16	$49,644.00	27,126
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

See Full Table

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

81.15% 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
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	38,909	$2.68M	0.0%	-14.9%	0.153%
2/17/2025	Voloridge Investment Management LLC	58,301	$4.01M	0.0%	-4.3%	0.229%
2/17/2025	Squarepoint Ops LLC	14,627	$1.01M	0.0%	-34.9%	0.057%
2/17/2025	Two Sigma Investments LP	6,839	$0.47M	0.0%	-55.0%	0.027%
2/17/2025	Snowden Capital Advisors LLC	8,610	$0.59M	0.0%	+10.2%	0.034%
2/17/2025	Silvercrest Asset Management Group LLC	956,565	$65.77M	0.4%	+5.7%	3.750%
2/17/2025	Rafferty Asset Management LLC	21,434	$1.47M	0.0%	-10.8%	0.084%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	362	$25K	0.0%	N/A	0.001%
2/17/2025	Point72 Asset Management L.P.	4,689	$0.32M	0.0%	+53.5%	0.018%
2/17/2025	ProShare Advisors LLC	7,509	$0.52M	0.0%	+44.3%	0.029%
2/17/2025	Nuveen Asset Management LLC	82,360	$5.66M	0.0%	+20.2%	0.323%
2/17/2025	Occudo Quantitative Strategies LP	3,307	$0.23M	0.0%	-26.1%	0.013%
2/17/2025	Millennium Management LLC	46,585	$3.20M	0.0%	-50.0%	0.183%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	14,152	$0.97M	0.0%	+3.9%	0.055%
2/17/2025	Janus Henderson Group PLC	12,248	$0.84M	0.0%	-12.2%	0.048%
2/17/2025	Graham Capital Management L.P.	4,030	$0.28M	0.0%	N/A	0.016%
2/17/2025	Deutsche Bank AG	22,846	$1.57M	0.0%	+51.9%	0.090%
2/17/2025	Cubist Systematic Strategies LLC	14,517	$1M	0.0%	-5.8%	0.057%
2/17/2025	Cetera Investment Advisers	19,001	$1.31M	0.0%	-2.2%	0.074%
2/17/2025	Captrust Financial Advisors	5,724	$0.39M	0.0%	+15.5%	0.022%
2/17/2025	Balyasny Asset Management L.P.	11,850	$0.82M	0.0%	+15.4%	0.046%
2/17/2025	Bank of America Corp DE	130,162	$8.95M	0.0%	-1.4%	0.510%
2/17/2025	BNP Paribas Financial Markets	8,815	$0.61M	0.0%	-26.0%	0.035%
2/17/2025	Ameriprise Financial Inc.	344,088	$23.66M	0.0%	-1.4%	1.349%
2/17/2025	Aptus Capital Advisors LLC	107,263	$7.38M	0.1%	+42.2%	0.420%
2/14/2025	Comerica Bank	13,160	$0.91M	0.0%	-5.5%	0.052%
2/14/2025	Schonfeld Strategic Advisors LLC	7,200	$0.50M	0.0%	+127.5%	0.028%
2/14/2025	Northern Trust Corp	466,269	$32.06M	0.0%	-0.6%	1.828%
2/14/2025	The Manufacturers Life Insurance Company	12,306	$0.85M	0.0%	-2.9%	0.048%
2/14/2025	Tudor Investment Corp ET AL	27,345	$1.88M	0.0%	-33.4%	0.107%
2/14/2025	Aquatic Capital Management LLC	6,442	$0.44M	0.0%	+301.4%	0.025%
2/14/2025	Voya Investment Management LLC	7,711	$0.53M	0.0%	-7.1%	0.030%
2/14/2025	Fuller & Thaler Asset Management Inc.	282,926	$19.45M	0.1%	-2.7%	1.109%
2/14/2025	Price T Rowe Associates Inc. MD	18,939	$1.30M	0.0%	+9.5%	0.074%
2/14/2025	Dark Forest Capital Management LP	14,675	$1.01M	0.1%	+279.1%	0.058%
2/14/2025	Stifel Financial Corp	62,377	$4.29M	0.0%	-5.9%	0.245%
2/14/2025	State of Tennessee Department of Treasury	6,254	$0.43M	0.0%	-4.2%	0.025%
2/14/2025	Tower Research Capital LLC TRC	3,795	$0.26M	0.0%	-9.0%	0.015%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	538,131	$37M	0.1%	-34.9%	2.109%
2/14/2025	MetLife Investment Management LLC	15,141	$1.04M	0.0%	+5.8%	0.059%
2/14/2025	Dimensional Fund Advisors LP	807,525	$55.53M	0.0%	+0.8%	3.166%
2/14/2025	First Trust Advisors LP	307,242	$21.13M	0.0%	+54.0%	1.204%
2/13/2025	CANADA LIFE ASSURANCE Co	23,878	$1.64M	0.0%	-6.2%	0.094%
2/13/2025	NFJ Investment Group LLC	152,166	$10.46M	0.3%	-5.9%	0.596%
2/13/2025	Barclays PLC	51,980	$3.57M	0.0%	+2.0%	0.204%
2/13/2025	Sterling Capital Management LLC	737	$51K	0.0%	+809.9%	0.003%
2/13/2025	Kennedy Capital Management LLC	94,763	$6.52M	0.1%	-0.7%	0.371%
2/13/2025	Raymond James Financial Inc.	336,109	$23.11M	0.0%	N/A	1.318%
2/13/2025	Legal & General Group Plc	70,760	$4.87M	0.0%	-2.9%	0.277%
2/13/2025	Invesco Ltd.	88,184	$6.06M	0.0%	+3.8%	0.346%
2/13/2025	Bank of Montreal Can	4,954	$0.34M	0.0%	+6.6%	0.019%
2/13/2025	Cerity Partners LLC	14,360	$0.94M	0.0%	-5.7%	0.056%
2/13/2025	Russell Investments Group Ltd.	12,645	$0.87M	0.0%	-23.1%	0.050%
2/13/2025	Envestnet Asset Management Inc.	178,368	$12.27M	0.0%	-10.7%	0.699%
2/13/2025	Wells Fargo & Company MN	98,365	$6.76M	0.0%	-19.5%	0.386%
2/12/2025	Huntington National Bank	359	$25K	0.0%	-92.9%	0.001%
2/12/2025	Geode Capital Management LLC	602,488	$41.44M	0.0%	-0.4%	2.362%
2/12/2025	O Shaughnessy Asset Management LLC	3,116	$0.21M	0.0%	N/A	0.012%
2/12/2025	Heartland Advisors Inc.	22,319	$1.54M	0.1%	-2.0%	0.087%
2/12/2025	JPMorgan Chase & Co.	134,495	$9.25M	0.0%	+132.2%	0.527%
2/12/2025	WINTON GROUP Ltd	16,615	$1.14M	0.1%	+1.8%	0.065%
2/12/2025	Neumeier Poma Investment Counsel LLC	476,113	$32.74M	3.2%	-2.5%	1.866%
2/11/2025	Segall Bryant & Hamill LLC	109,757	$7.55M	0.1%	-0.7%	0.430%
2/11/2025	Prudential Financial Inc.	25,805	$1.89M	0.0%	-10.1%	0.101%
2/11/2025	Corebridge Financial Inc.	13,270	$0.91M	0.0%	-7.2%	0.052%
2/11/2025	Vanguard Group Inc.	1,940,356	$133.42M	0.0%	+5.4%	7.606%
2/11/2025	Bridge City Capital LLC	37,035	$2.55M	0.7%	+0.9%	0.145%
2/11/2025	LPL Financial LLC	65,825	$4.53M	0.0%	+6.5%	0.258%
2/11/2025	KLP Kapitalforvaltning AS	5,500	$0.38M	0.0%	N/A	0.022%
2/11/2025	Sei Investments Co.	32,843	$2.26M	0.0%	+19.5%	0.129%
2/11/2025	American Century Companies Inc.	126,892	$8.73M	0.0%	+0.5%	0.497%
2/11/2025	Quantbot Technologies LP	3,386	$0.23M	0.0%	-29.8%	0.013%
2/10/2025	Thrivent Financial for Lutherans	19,715	$1.36M	0.0%	-1.6%	0.077%
2/10/2025	Corient Private Wealth LLC	7,599	$0.52M	0.0%	-27.9%	0.030%
2/10/2025	Natixis Advisors LLC	92,669	$6.37M	0.0%	-33.2%	0.363%
2/10/2025	Swiss National Bank	50,150	$3.45M	0.0%	+0.6%	0.197%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	7,524	$0.52M	0.0%	-20.4%	0.029%
2/7/2025	HighTower Advisors LLC	9,154	$0.63M	0.0%	-15.6%	0.036%
2/7/2025	AlphaQuest LLC	7,692	$0.53M	0.1%	+187.6%	0.030%
2/7/2025	Personal CFO Solutions LLC	4,345	$0.30M	0.1%	-4.8%	0.017%
2/7/2025	Amundi	12,932	$0.88M	0.0%	+197.0%	0.051%
2/6/2025	Raymond James Financial Inc.	336,109	$23.11M	0.0%	N/A	1.318%
2/6/2025	Atria Investments Inc	2,963	$0.20M	0.0%	-14.9%	0.012%
2/6/2025	Victory Capital Management Inc.	1,346,109	$92.56M	0.1%	-9.4%	5.277%
2/6/2025	Keybank National Association OH	10,776	$0.74M	0.0%	-3.8%	0.042%
2/6/2025	Charles Schwab Investment Management Inc.	946,280	$65.07M	0.0%	+4.8%	3.709%
2/6/2025	Bedel Financial Consulting Inc.	5,800	$0.40M	0.1%	-10.1%	0.023%
2/6/2025	Jones Financial Companies Lllp	2,062	$0.14M	0.0%	+18.8%	0.008%
2/5/2025	Smartleaf Asset Management LLC	9,628	$0.66M	0.1%	+12.7%	0.038%
2/5/2025	US Bancorp DE	2,480	$0.17M	0.0%	+16.8%	0.010%
2/4/2025	Illinois Municipal Retirement Fund	13,483	$0.93M	0.0%	-4.9%	0.053%
2/4/2025	Bank of New York Mellon Corp	210,433	$14.47M	0.0%	+1.5%	0.825%
2/4/2025	Forvis Mazars Wealth Advisors LLC	68,875	$4.74M	0.1%	+0.4%	0.270%
2/3/2025	VisionPoint Advisory Group LLC	781	$53K	0.0%	N/A	0.003%
1/31/2025	Principal Financial Group Inc.	123,692	$8.51M	0.0%	+2.8%	0.485%
1/27/2025	Choreo LLC	8,029	$0.55M	0.0%	-32.3%	0.031%
1/27/2025	Mirae Asset Global Investments Co. Ltd.	18,461	$1.27M	0.0%	+18.7%	0.072%
1/27/2025	Yousif Capital Management LLC	9,645	$0.66M	0.0%	-2.4%	0.038%
1/24/2025	Fourpath Capital Management LLC	3,637	$0.25M	0.0%	-32.7%	0.014%
1/24/2025	Copeland Capital Management LLC	764,186	$52.55M	1.0%	+2.4%	2.996%

Data available starting January 2016

See Full Table

Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services in the United States. The company accepts various deposit products, such as noninterest bearing, interest-bearing checking, savings, money market, NOW, and demand deposits. Its loan products include commercial and industrial, commercial real estate and multi-family residential, construction, agri-business and agricultural, consumer 1-4 family mortgage, and other commercial and consumer loans. The company also provides retail and merchant credit card services; corporate treasury management, wealth advisory, and trust services; retail brokerage services, including various financial and investment products, such as annuities and life insurance; and mobile business banking and on-line treasury management services. It serves commercial real estate, manufacturing, agriculture, construction, retail, wholesale, finance and insurance, accommodation and food services, and health care industries. The company was founded in 1872 and is headquartered in Warsaw, Indiana.

Today's Range

Now: $62.33

$61.25

$62.48

50 Day Range

MA: $66.62

$60.85

$69.54

52 Week Range

Now: $62.33

$57.45

$78.61

Volume

121,787 shs

Average Volume

132,839 shs

Market Capitalization

$1.62 billion

P/E Ratio

17.17

Dividend Yield

3.21%

Beta

0.63

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)
Eric H Ottinger (EVP)
Lisa M O'neill (CFO)
Robert E Bartels Jr (Director)
Steven D Ross (Director)
Emily E Pichon (Director)
David M Findlay (CEO)
Kristin Pruitt (President)
James Rickard Donovan (SVP)
Jonathan P Steiner (SVP)
Kyra E Clark (SVP)
Donald Robinson-Gay (SVP)
Stephanie R Leniski (SVP)
Brok A Lahrman (CAO)
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:
Vanguard Group Inc. — 7.61%
Victory Capital Management Inc. — 5.28%
Silvercrest Asset Management Group LLC — 3.75%
Charles Schwab Investment Management Inc. — 3.71%
Dimensional Fund Advisors LP — 3.17%
Copeland Capital Management LLC — 3.00%
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:
Kayne Anderson Rudnick Investment Management LLC
Victory Capital Management Inc.
Millennium Management LLC
Natixis Advisors LLC
Wells Fargo & Company MN
Envestnet Asset Management Inc.
Tudor Investment Corp ET AL
Neumeier Poma Investment Counsel 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)
Eric H Ottinger (EVP)
Lisa M O'neill (CFO)
Robert E Bartels Jr (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:
Raymond James Financial Inc.
Raymond James Financial Inc.
Assenagon Asset Management S.A.
First Trust Advisors LP
Vanguard Group Inc.
JPMorgan Chase & Co.
Silvercrest Asset Management Group LLC
Charles Schwab Investment Management Inc.
Within the previous year, these company insiders have bought Lakeland Financial stock:
M Scott Welch (Director)
Michael L Kubacki (Director)
Brian J Smith (Director)
Eric H Ottinger (EVP)
Lisa M O'neill (CFO)
Learn More investors buying Lakeland Financial stock.