Luther Burbank Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 02/13/2024 | 1.35 M | $14.46 M | 15.60% | 2.83% |
| DIMENSIONAL FUND ADVISORS LP | 02/07/2024 | 1.05 M | $11.25 M | 6.26% | 2.20% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2024 | 712,659 | $7.63 M | -1.60% | 1.49% |
| CITIGROUP INC | 02/09/2024 | 570,358 | $6.11 M | 0.25% | 1.20% |
| VANGUARD GROUP INC | 03/11/2024 | 545,268 | $5.84 M | 0.54% | 1.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2024 | 429,416 | $4.60 M | 0.32% | 0.90% |
| STATE STREET CORP | 02/14/2024 | 280,254 | $3.00 M | -10.50% | 0.59% |
| FOUNDRY PARTNERS, LLC | 02/01/2024 | 264,510 | $2.83 M | -1.79% | 0.55% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/14/2024 | 217,371 | $2.33 M | 100.00% | 0.46% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2024 | 213,668 | $2.29 M | -1.20% | 0.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/13/2024 | 207,459 | $2.22 M | 3.29% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2024 | 181,374 | $1.94 M | 5.71% | 0.38% |
| NORTHERN TRUST CORP | 02/13/2024 | 177,147 | $1.90 M | 4.31% | 0.37% |
| EMPOWERED FUNDS, LLC | 02/14/2024 | 171,219 | $1.83 M | 0.81% | 0.36% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2024 | 143,281 | $1.53 M | -6.80% | 0.30% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/01/2024 | 107,285 | $1.15 M | 0.00% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2024 | 84,872 | $908,979 | 9.24% | 0.18% |
| NATIXIS | 02/13/2024 | 77,855 | $833,827 | 100.00% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2024 | 77,336 | $828,269 | -0.13% | 0.16% |
| MORGAN STANLEY | 08/16/2024 | 70,756 | $757,797 | 136.91% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/14/2024 | 63,618 | $681,348 | 24.19% | 0.13% |
| GOLDMAN SACHS GROUP INC | 05/14/2024 | 57,706 | $618,032 | 16.58% | 0.12% |
| VIRTU FINANCIAL LLC | 02/26/2024 | 53,998 | $578,000 | 11.18% | 0.11% |
| STRS OHIO | 01/30/2024 | 50,300 | $538,000 | -5.09% | 0.11% |
| BECKER CAPITAL MANAGEMENT INC | 02/14/2024 | 42,560 | $455,818 | 0.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 02/14/2024 | 41,400 | $443,394 | 0.00% | 0.09% |
| BARCLAYS PLC | 02/15/2024 | 34,288 | $367,000 | 97.26% | 0.07% |
| BANK OF NEW YORK MELLON CORP | 01/29/2024 | 33,928 | $363,369 | -64.57% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2024 | 30,699 | $328,786 | -30.74% | 0.06% |
| SWISS NATIONAL BANK | 02/06/2024 | 30,200 | $323,442 | -8.76% | 0.06% |
| ALLIANCEBERNSTEIN L.P. | 02/14/2024 | 30,070 | $322,050 | -0.63% | 0.06% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2024 | 24,299 | $260,242 | 12.80% | 0.05% |
| RHUMBLINE ADVISERS | 02/08/2024 | 21,776 | $233,209 | -2.22% | 0.05% |
| TWO SIGMA ADVISERS, LP | 02/14/2024 | 17,100 | $183,141 | -26.61% | 0.04% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/13/2024 | 14,799 | $158,497 | -8.61% | 0.03% |
| SEI INVESTMENTS CO | 02/14/2024 | 14,467 | $154,942 | 0.00% | 0.03% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 02/06/2024 | 14,430 | $154,546 | 6.10% | 0.03% |
| CREDIT SUISSE AG/ | 02/08/2024 | 14,340 | $153,582 | 0.00% | 0.03% |
| UBS GROUP AG | 02/09/2024 | 13,747 | $147,230 | 80.41% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/09/2024 | 12,161 | $130,248 | 5.44% | 0.03% |
| HSBC HOLDINGS PLC | 02/12/2024 | 10,782 | $115,907 | 100.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/05/2024 | 10,357 | $110,923 | 4.35% | 0.02% |
| JPMORGAN CHASE & CO | 02/12/2024 | 8,061 | $86,333 | 19.79% | 0.02% |
| DEUTSCHE BANK AG\ | 02/14/2024 | 7,416 | $79,425 | 9.70% | 0.02% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/01/2024 | 6,585 | $71,000 | -32.01% | 0.01% |
| AMERICAN INTERNATIONAL GROUP, INC. | 02/28/2024 | 5,098 | $54,600 | -0.41% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/12/2024 | 5,000 | $53,550 | 0.00% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 01/30/2024 | 4,955 | $53,068 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 02/15/2024 | 4,521 | $48,420 | 0.00% | 0.01% |
| NISA INVESTMENT ADVISORS, LLC | 01/25/2024 | 4,152 | $44,468 | 0.00% | 0.01% |
Luther Burbank Corporationinstitutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of Luther Burbank Corporation. The most heavily invested institutionals were:
CREDIT SUISSE AG/: 0
Ergoteles LLC: 0
EA Series Trust: 155,932
PARAMETRIC PORTFOLIO ASSOCIATES LLC: 22,797
Amalgamated Financial Corp.: 1,915
TEACHERS ADVISORS, LLC: 27,698
16.00% of Luther Burbank Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 385,985 shares in the last 24 months. This purchase volume represents approximately $3.53 M in transactions.