LCNB Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 757,188 | $11.41 M | 100.00% | 5.37% |
| VANGUARD GROUP INC | 11/13/2024 | 703,406 | $10.60 M | 2.80% | 4.99% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 11/07/2024 | 559,159 | $8.43 M | -0.39% | 3.96% |
| LCNB CORP | 11/12/2024 | 505,086 | $7.61 M | 0.00% | 3.58% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 401,576 | $6.05 M | 0.63% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 299,492 | $4.51 M | 7.04% | 2.12% |
| STATE STREET CORP | 11/14/2024 | 153,579 | $2.31 M | 1.34% | 1.09% |
| JOHNSON INVESTMENT COUNSEL INC | 11/04/2024 | 136,971 | $2.06 M | 9.13% | 0.97% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 120,118 | $1.81 M | -7.18% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 115,216 | $1.74 M | 0.26% | 0.82% |
| AMERICAN FINANCIAL GROUP INC | 11/12/2024 | 93,582 | $1.41 M | 0.00% | 0.66% |
| MORGAN STANLEY | 11/14/2024 | 90,754 | $1.37 M | 43.62% | 0.64% |
| KAPSTONE FINANCIAL ADVISORS LLC | 11/06/2024 | 86,907 | $1.31 M | -1.70% | 0.62% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 80,623 | $1.21 M | -0.36% | 0.57% |
| HORAN SECURITIES, INC. | 11/12/2024 | 74,690 | $1.13 M | 0.00% | 0.53% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 55,826 | $841,298 | 5.31% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 49,488 | $745,779 | -15.15% | 0.35% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10/17/2024 | 37,602 | $566,667 | 0.02% | 0.27% |
| CITADEL ADVISORS LLC | 11/14/2024 | 36,600 | $551,562 | 49.69% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 34,053 | $513,179 | 0.00% | 0.24% |
| BARCLAYS PLC | 11/19/2024 | 27,855 | $419,000 | 79.33% | 0.20% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 26,894 | $405,293 | 148.51% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 25,413 | $382,974 | 117.26% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 24,900 | $375,243 | 100.00% | 0.18% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 23,311 | $351,289 | -1.62% | 0.17% |
| NEW REPUBLIC CAPITAL, LLC | 11/04/2024 | 23,198 | $349,594 | 0.00% | 0.16% |
| CORNERSTONE ADVISORY, LLC | 11/12/2024 | 23,000 | $346,610 | -6.12% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 21,662 | $326,450 | -12.74% | 0.15% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 10/15/2024 | 21,200 | $319,484 | 41.33% | 0.15% |
| JPMORGAN CHASE & CO | 11/08/2024 | 20,446 | $308,122 | 268.93% | 0.15% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 19,517 | $294,121 | -6.33% | 0.14% |
| SOUDERS FINANCIAL ADVISORS | 11/05/2024 | 16,438 | $247,726 | -0.80% | 0.12% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 10/16/2024 | 16,426 | $247,540 | -7.03% | 0.12% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 16,041 | $241,738 | 0.00% | 0.11% |
| CUTTER & CO BROKERAGE, INC. | 10/25/2024 | 15,815 | $238,332 | 0.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 15,467 | $233,088 | 46.41% | 0.11% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 15,385 | $231,852 | 0.00% | 0.11% |
| EQUITABLE TRUST CO | 10/29/2024 | 14,868 | $224,061 | 0.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 14,825 | $223,413 | -0.85% | 0.11% |
| UBS GROUP AG | 11/14/2024 | 14,398 | $216,978 | 17.41% | 0.10% |
| CENTER FOR FINANCIAL PLANNING, INC. | 10/16/2024 | 12,664 | $190,847 | 0.00% | 0.09% |
| RHUMBLINE ADVISERS | 11/12/2024 | 12,232 | $184,328 | -4.74% | 0.09% |
| FINEMARK NATIONAL BANK & TRUST | 11/13/2024 | 11,953 | $180,131 | 0.00% | 0.08% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 11,800 | $177,826 | -19.73% | 0.08% |
| KIMELMAN & BAIRD, LLC | 11/15/2024 | 11,500 | $173,305 | 0.00% | 0.08% |
| AXIM PLANNING & WEALTH | 11/06/2024 | 11,500 | $173,305 | 0.00% | 0.08% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 11,008 | $165,891 | 100.00% | 0.08% |
| ROYAL BANK OF CANADA | 11/14/2024 | 7,765 | $117,000 | 2.63% | 0.06% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 7,176 | $108,142 | 10.26% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 6,853 | $103,275 | 2.76% | 0.05% |
LCNB Corp.institutional Ownership - FAQ's
During the previous two years, 107 institutional investors and hedge funds held shares of LCNB Corp.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 757,188
VANGUARD GROUP INC: 703,406
Ritter Daniher Financial Advisory LLC / DE: 559,159
LCNB CORP: 505,086
DIMENSIONAL FUND ADVISORS LP: 401,576
GEODE CAPITAL MANAGEMENT, LLC: 299,492
35.68% of LCNB Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 7.14 M shares in the last 24 months. This purchase volume represents approximately $109.37 M in transactions.