Lake Shore Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STILWELL VALUE LLC | 11/13/2024 | 121,893 | $1.64 M | 21.89% | 2.20% |
| M3F, INC. | 11/13/2024 | 110,126 | $1.49 M | 0.00% | 1.98% |
| HBK SORCE ADVISORY LLC | 11/12/2024 | 68,583 | $925,185 | 0.63% | 1.24% |
| VANGUARD GROUP INC | 11/13/2024 | 48,467 | $653,820 | -10.46% | 0.87% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 31,469 | $424,517 | 0.00% | 0.57% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 31,372 | $423,208 | 0.01% | 0.57% |
| MINERVA ADVISORS LLC | 11/08/2024 | 30,118 | $404,183 | 0.00% | 0.54% |
| COURIER CAPITAL LLC | 10/22/2024 | 18,813 | $253,787 | 100.00% | 0.34% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 18,507 | $249,659 | 0.00% | 0.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 17,500 | $236,155 | 66.32% | 0.32% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 15,794 | $213,061 | -45.25% | 0.28% |
| MORGAN STANLEY | 11/14/2024 | 11,901 | $160,551 | 8.18% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5,118 | $69,041 | 13.38% | 0.09% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4,560 | $61,514 | 100.00% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 1,000 | $13,490 | 0.00% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 11/06/2024 | 400 | $5,396 | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 400 | $5,396 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 161 | $2,172 | -13.44% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Lake Shore Bancorp, Inc.institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of Lake Shore Bancorp, Inc.. The most heavily invested institutionals were:
Stilwell Value LLC: 121,893
M3F, Inc.: 110,126
HBK Sorce Advisory LLC: 68,583
VANGUARD GROUP INC: 48,467
Global Retirement Partners, LLC: 31,469
DIMENSIONAL FUND ADVISORS LP: 31,372
9.66% of Lake Shore Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 668,266 shares in the last 24 months. This purchase volume represents approximately $8.96 M in transactions.