Fund moves

Lakeland Financial (LKFN): Silvercrest Asset Management Group LLC added to its stake +77K shares

Silvercrest Asset Management Group LLC added to its stake in Lakeland Financial, per its Q3 2024 13F.

905K
Shares reported · +77K vs prior quarter
0.40%
Disclosed portfolio weight
$58.9M
Reported value
Holdings as of
Sep 30, 2024
Filed
Nov 14, 2024

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Nov 6, 2024InsiderOfficer sold ~$11K of LKFN shares in the open market
  2. Nov 8, 2024InsiderDirector purchased ~$58K of LKFN shares in the open market
  3. Nov 12, 2024InsiderCEO sold ~$728K of LKFN shares in the open market

What came next

  1. Nov 15, 2024InsiderOfficer sold ~$3K of LKFN shares in the open market
  2. Nov 18, 2024InsiderOfficer sold ~$291K of LKFN shares in the open market
  3. Feb 5, 2025InsiderCEO sold ~$432K of LKFN shares in the open market
  4. Feb 25, 2025InsiderOfficer sold ~$36K of LKFN shares in the open market
  5. Mar 7, 2025InsiderDirector purchased ~$38K of LKFN shares in the open market
  6. Mar 10, 2025InsiderDirector purchased ~$576K of LKFN shares in the open market
  7. Mar 11, 2025InsiderDirector purchased ~$307K of LKFN shares in the open market
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Lakeland Financial

For Lakeland Financial, OQRO holds 3 insider filings (SEC Form 4 or Form 144) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LKFN page.

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Other disclosures at Lakeland Financial

Everything OQRO holds on this company is on its LKFN page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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