Lake Shore Bancorp Ownership 2024 | Who Owns Lake Shore Bancorp Now?


OverviewRevenueFinancialsChart

Institutional Ownership

5.15%

Insider Ownership

66.15%

Retail Ownership

28.70%

Institutional Holders

9.00

Lake Shore Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
M3F, INC.2.21%0.52%125,57223,32122.81%1,457,000Mar 31, 2024
STILWELL VALUE LLC1.76%0.60%100,000--1,160,000Mar 31, 2024
HBK SORCE ADVISORY LLC1.09%0.03%62,197-275-0.44%721,486Mar 31, 2024
VANGUARD GROUP INC0.95%-54,0821600.30%627,351Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.55%0.01%31,469--365,040,000Mar 31, 2024
MINERVA ADVISORS LLC0.53%0.21%30,118--349,369Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.00%29,0762,1387.94%342,515Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.51%0.01%28,850--339,853Mar 31, 2024
FIRST MANHATTAN CO. LLC.0.33%0.00%18,507--214,681,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.20%-11,36511,365100.00%133,880Mar 31, 2024
MORGAN STANLEY0.16%-9,117-1-0.01%105,765Mar 31, 2024
BANK OF AMERICA CORP /DE/0.08%-4,500-36-0.79%52,200,000Mar 31, 2024
BLACKROCK INC.0.07%-4,019-748-15.69%46,621Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.00%1,0001,000100.00%11,840,000Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.01%0.00%400400100.00%4,712,000Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-400400100.00%4,640,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-164-97-37.16%1,902Mar 31, 2024
ROYAL BANK OF CANADA0.00%-88-39-30.71%1,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-14--162,000Mar 31, 2024
BHZ CAPITAL MANAGEMENT, LP----13,435-100.00%-Mar 31, 2024

Lake Shore Bancorp's largest institutional shareholder is M3F, INC., holding 2.21% of the company's total share outstanding, currently valued at $1.46M. The top 10 institutional shareholders own together 8.64% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STILWELL VALUE LLC1.76%0.60%100,000--1,160,000Mar 31, 2024
M3F, INC.2.21%0.52%125,57223,32122.81%1,457,000Mar 31, 2024
MINERVA ADVISORS LLC0.53%0.21%30,118--349,369Mar 31, 2024
HBK SORCE ADVISORY LLC1.09%0.03%62,197-275-0.44%721,486Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.55%0.01%31,469--365,040,000Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.51%0.01%28,850--339,853Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.00%1,0001,000100.00%11,840,000Mar 31, 2024
FIRST MANHATTAN CO. LLC.0.33%0.00%18,507--214,681,000Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.01%0.00%400400100.00%4,712,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.00%29,0762,1387.94%342,515Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-164-97-37.16%1,902Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.20%-11,36511,365100.00%133,880Mar 31, 2024
VANGUARD GROUP INC0.95%-54,0821600.30%627,351Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-400400100.00%4,640,000Mar 31, 2024
MORGAN STANLEY0.16%-9,117-1-0.01%105,765Mar 31, 2024
BANK OF AMERICA CORP /DE/0.08%-4,500-36-0.79%52,200,000Mar 31, 2024
BLACKROCK INC.0.07%-4,019-748-15.69%46,621Mar 31, 2024
ROYAL BANK OF CANADA0.00%-88-39-30.71%1,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-14--162,000Mar 31, 2024
BHZ CAPITAL MANAGEMENT, LP----13,435-100.00%-Mar 31, 2024

The largest Lake Shore Bancorp shareholder by % of total assets is STILWELL VALUE LLC. The company owns 100.00K shares of Lake Shore Bancorp (LSBK), representing 0.60% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
M3F, INC.2.21%0.52%125,57223,32122.81%1,457,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.20%-11,36511,365100.00%133,880Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.00%29,0762,1387.94%342,515Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.00%1,0001,000100.00%11,840,000Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-400400100.00%4,640,000Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.01%0.00%400400100.00%4,712,000Mar 31, 2024
VANGUARD GROUP INC0.95%-54,0821600.30%627,351Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-14--162,000Mar 31, 2024
FIRST MANHATTAN CO. LLC.0.33%0.00%18,507--214,681,000Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.51%0.01%28,850--339,853Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.55%0.01%31,469--365,040,000Mar 31, 2024
MINERVA ADVISORS LLC0.53%0.21%30,118--349,369Mar 31, 2024
STILWELL VALUE LLC1.76%0.60%100,000--1,160,000Mar 31, 2024
MORGAN STANLEY0.16%-9,117-1-0.01%105,765Mar 31, 2024
BANK OF AMERICA CORP /DE/0.08%-4,500-36-0.79%52,200,000Mar 31, 2024
ROYAL BANK OF CANADA0.00%-88-39-30.71%1,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-164-97-37.16%1,902Mar 31, 2024
HBK SORCE ADVISORY LLC1.09%0.03%62,197-275-0.44%721,486Mar 31, 2024
BLACKROCK INC.0.07%-4,019-748-15.69%46,621Mar 31, 2024
BHZ CAPITAL MANAGEMENT, LP----13,435-100.00%-Mar 31, 2024

As of Mar 31 2024, Lake Shore Bancorp's largest institutional buyer is M3F, INC.. The company purchased 23.32K stocks of LSBK, valued at $1.46M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BHZ CAPITAL MANAGEMENT, LP----13,435-100.00%-Mar 31, 2024
BLACKROCK INC.0.07%-4,019-748-15.69%46,621Mar 31, 2024
HBK SORCE ADVISORY LLC1.09%0.03%62,197-275-0.44%721,486Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-164-97-37.16%1,902Mar 31, 2024
ROYAL BANK OF CANADA0.00%-88-39-30.71%1,000Mar 31, 2024
BANK OF AMERICA CORP /DE/0.08%-4,500-36-0.79%52,200,000Mar 31, 2024
MORGAN STANLEY0.16%-9,117-1-0.01%105,765Mar 31, 2024
STILWELL VALUE LLC1.76%0.60%100,000--1,160,000Mar 31, 2024
MINERVA ADVISORS LLC0.53%0.21%30,118--349,369Mar 31, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.55%0.01%31,469--365,040,000Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.51%0.01%28,850--339,853Mar 31, 2024
FIRST MANHATTAN CO. LLC.0.33%0.00%18,507--214,681,000Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-14--162,000Mar 31, 2024
VANGUARD GROUP INC0.95%-54,0821600.30%627,351Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.01%0.00%400400100.00%4,712,000Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-400400100.00%4,640,000Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.00%1,0001,000100.00%11,840,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.00%29,0762,1387.94%342,515Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.20%-11,36511,365100.00%133,880Mar 31, 2024
M3F, INC.2.21%0.52%125,57223,32122.81%1,457,000Mar 31, 2024

As of Mar 31 2024, Lake Shore Bancorp's biggest institutional seller is BHZ CAPITAL MANAGEMENT, LP. The company sold -13.44K shares of LSBK, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.20%-11,36511,365100.00%133,880Mar 31, 2024
FARTHER FINANCE ADVISORS, LLC0.02%0.00%1,0001,000100.00%11,840,000Mar 31, 2024
SRS CAPITAL ADVISORS, INC.0.01%0.00%400400100.00%4,712,000Mar 31, 2024

Lake Shore Bancorp's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 11.37K shares, valued at $133.88K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BHZ CAPITAL MANAGEMENT, LP----13,435-100.00%-Mar 31, 2024

Lake Shore Bancorp's largest sold out institutional shareholder by shares sold is BHZ CAPITAL MANAGEMENT, LP, sold -13.44K shares, valued at -, as of undefined.

Lake Shore Bancorp Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BRIDGEWAY FUNDS INC0.01%27,150--Dec 29, 2023
Vericimetry Funds0.01%790--Dec 31, 2023
UNIFIED SERIES TRUST0.00%20,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%58,4658,39216.76%Dec 31, 2023
Segall Bryant & Hamill Trust0.00%971--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%9,8099,809-Feb 29, 2024
VALIC Co I0.00%10,000--Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%20,2404632.34%Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%750--Dec 31, 2023
Dimensional ETF Trust0.00%3,15765626.23%Jan 31, 2024
NORTHERN FUNDS0.00%737--Dec 29, 2023
EQ ADVISORS TRUST0.00%333--Dec 31, 2023
iSHARES TRUST0.00%4,434--Feb 29, 2024

Lake Shore Bancorp's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 27.15K shares, compromising 0.01% of its total assets.

Lake Shore Bancorp Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 249-43.75%
31 Dec, 23166.67%
30 Sep, 2315-6.25%
30 Jun, 2316-
31 Mar, 2316-
31 Dec, 22166.67%
30 Sep, 2215-6.25%
30 Jun, 22166.67%
31 Mar, 22157.14%
31 Dec, 211416.67%
30 Sep, 211220.00%
30 Jun, 2110-
31 Mar, 2110-9.09%
31 Dec, 2011-
30 Sep, 2011-8.33%
30 Jun, 2012-
31 Mar, 20129.09%
31 Dec, 1911-8.33%
30 Sep, 1912-14.29%
30 Jun, 1914-
31 Mar, 1914-6.67%
31 Dec, 1815-
30 Sep, 181525.00%
30 Jun, 18129.09%
31 Mar, 1811-
31 Dec, 1711-8.33%
30 Sep, 1712-7.69%
30 Jun, 171318.18%
31 Mar, 1711-15.38%
31 Dec, 1613-13.33%
30 Sep, 16157.14%
30 Jun, 16147.69%
31 Mar, 16138.33%
31 Dec, 151220.00%
30 Sep, 1510-9.09%
30 Jun, 151110.00%
31 Mar, 151011.11%
31 Dec, 14912.50%
30 Sep, 148-20.00%
30 Jun, 1410-
31 Mar, 1410-9.09%
31 Dec, 131110.00%
30 Sep, 1310-9.09%
30 Jun, 13111000.00%
31 Mar, 131-
31 Dec, 121-66.67%
30 Sep, 12350.00%
30 Jun, 122-
31 Mar, 122100.00%
31 Dec, 111-50.00%
30 Sep, 112-
30 Jun, 112100.00%
31 Mar, 111-
31 Dec, 101-
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
30 Jun, 092-
31 Mar, 092100.00%
31 Dec, 081-75.00%
30 Sep, 08433.33%
30 Jun, 083-
31 Mar, 08350.00%
31 Dec, 072100.00%
30 Sep, 071-
30 Jun, 071-50.00%
31 Mar, 072-
31 Dec, 062-33.33%
30 Sep, 063-
30 Jun, 063-

As of 31 Mar 24, 9 institutions are holding Lake Shore Bancorp's shares, representing a decrease of -43.75% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24292,622-39.89%
31 Dec, 23486,7852.19%
30 Sep, 23476,3711.28%
30 Jun, 23470,34320.32%
31 Mar, 23390,902-13.15%
31 Dec, 22450,06423.00%
30 Sep, 22365,899-0.46%
30 Jun, 22367,587-0.21%
31 Mar, 22368,347-1.17%
31 Dec, 21372,7182.64%
30 Sep, 21363,141-8.91%
30 Jun, 21398,656-4.47%
31 Mar, 21417,313-11.22%
31 Dec, 20470,030-0.57%
30 Sep, 20472,736-3.21%
30 Jun, 20488,3930.16%
31 Mar, 20487,6250.72%
31 Dec, 19484,138-15.23%
30 Sep, 19571,114-12.47%
30 Jun, 19652,498-9.95%
31 Mar, 19724,578-0.64%
31 Dec, 18729,225-13.42%
30 Sep, 18842,2161.04%
30 Jun, 18833,5184.26%
31 Mar, 18799,433-8.16%
31 Dec, 17870,427-0.11%
30 Sep, 17871,4260.15%
30 Jun, 17870,0780.49%
31 Mar, 17865,8750.20%
31 Dec, 16864,1210.13%
30 Sep, 16863,0190.85%
30 Jun, 16855,7606.42%
31 Mar, 16804,0994.33%
31 Dec, 15770,7380.83%
30 Sep, 15764,363-0.39%
30 Jun, 15767,3813.06%
31 Mar, 15744,614-1.14%
31 Dec, 14753,2107.04%
30 Sep, 14703,6700.33%
30 Jun, 14701,3480.87%
31 Mar, 14695,285-0.11%
31 Dec, 13696,0336.14%
30 Sep, 13655,755-3.50%
30 Jun, 13679,556542.58%
31 Mar, 13105,754-
31 Dec, 12105,754-18.63%
30 Sep, 12129,9654.50%
30 Jun, 12124,3690.73%
31 Mar, 12123,47216.75%
31 Dec, 11105,754-1.02%
30 Sep, 11106,844-
30 Jun, 11106,8449702.20%
31 Mar, 111,090-99.80%
31 Dec, 10546,50214.02%
30 Sep, 10479,29010.74%
30 Jun, 10432,7952.97%
31 Mar, 10420,295-
30 Jun, 09246,877-14.66%
31 Mar, 09289,302132.93%
31 Dec, 08124,200-44.28%
30 Sep, 08222,89014.57%
30 Jun, 08194,549-14.74%
31 Mar, 08228,19088.47%
31 Dec, 07121,07515.42%
30 Sep, 07104,900147.41%
30 Jun, 0742,400-69.39%
31 Mar, 07138,500110.99%
31 Dec, 0665,643-58.40%
30 Sep, 06157,7840.96%
30 Jun, 06156,277-

Lake Shore Bancorp (LSBK) has 292.62K shares outstanding as of 31 Mar 24, down -39.89% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 245.15%7.35%
31 Dec, 238.37%12.52%
30 Sep, 238.17%12.46%
30 Jun, 238.10%17.87%
31 Mar, 236.73%10.82%
31 Dec, 227.89%20.44%
30 Sep, 226.21%16.02%
30 Jun, 226.23%15.61%
31 Mar, 226.32%15.79%
31 Dec, 216.33%16.59%
30 Sep, 216.17%13.61%
30 Jun, 216.74%13.52%
31 Mar, 217.06%11.33%
31 Dec, 207.89%12.14%
30 Sep, 208.06%11.70%
30 Jun, 208.30%12.96%
31 Mar, 208.00%11.73%
31 Dec, 198.26%9.30%
30 Sep, 199.42%8.49%
30 Jun, 1910.54%7.19%
31 Mar, 1912.10%7.88%
31 Dec, 1812.40%6.77%
30 Sep, 1813.53%6.82%
30 Jun, 1814.09%8.58%
31 Mar, 1812.81%7.02%
31 Dec, 1713.51%6.98%
30 Sep, 1713.91%6.64%
30 Jun, 1714.48%6.87%
31 Mar, 1714.51%7.14%
31 Dec, 1614.26%6.49%
30 Sep, 1614.82%7.37%
30 Jun, 1614.18%7.69%
31 Mar, 1613.58%7.84%
31 Dec, 1513.16%7.80%
30 Sep, 1512.99%7.48%
30 Jun, 1513.17%7.69%
31 Mar, 1513.09%7.46%
31 Dec, 1413.25%8.79%
30 Sep, 1412.27%7.88%
30 Jun, 1412.48%7.91%
31 Mar, 1412.56%8.34%
31 Dec, 1312.27%9.60%
30 Sep, 1311.31%7.99%
30 Jun, 1311.89%340.95%
31 Mar, 131.87%55.02%
31 Dec, 121.84%36.10%
30 Sep, 122.26%45.70%
30 Jun, 122.22%47.41%
31 Mar, 122.17%62.75%
31 Dec, 111.86%52.74%
30 Sep, 111.88%55.42%
30 Jun, 111.84%500368.23%
31 Mar, 110.02%0.02%
31 Dec, 109.60%13.95%
30 Sep, 108.30%14.92%
30 Jun, 107.46%15.63%
31 Mar, 106.91%-
30 Jun, 094.18%17.54%
31 Mar, 094.88%111.13%
31 Dec, 082.10%15.38%
30 Sep, 083.69%35.94%
30 Jun, 083.20%22.02%
31 Mar, 083.81%93.11%
31 Dec, 072.02%66.71%
30 Sep, 071.74%353.48%
30 Jun, 070.70%13.00%
31 Mar, 072.32%191.57%
31 Dec, 061.10%18.37%
30 Sep, 062.45%36.90%
30 Jun, 062.58%-

As of 31 Mar 24, Lake Shore Bancorp is held by 5.15% institutional shareholders, representing a 7.35% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 244-33.33%
31 Dec, 236-
30 Sep, 23620.00%
30 Jun, 235-
31 Mar, 235-16.67%
31 Dec, 226100.00%
30 Sep, 223-50.00%
30 Jun, 22620.00%
31 Mar, 225-28.57%
31 Dec, 21716.67%
30 Sep, 21650.00%
30 Jun, 214100.00%
31 Mar, 212-33.33%
31 Dec, 203200.00%
30 Sep, 201-50.00%
30 Jun, 202-33.33%
31 Mar, 203-
31 Dec, 193-25.00%
30 Sep, 194-33.33%
30 Jun, 19620.00%
31 Mar, 195-
31 Dec, 185-
30 Sep, 18566.67%
30 Jun, 18350.00%
31 Mar, 182-
31 Dec, 172-
30 Sep, 172-33.33%
30 Jun, 173-
31 Mar, 17350.00%
31 Dec, 162-33.33%
30 Sep, 163-50.00%
30 Jun, 16650.00%
31 Mar, 164-33.33%
31 Dec, 156-
30 Sep, 15--100.00%
30 Jun, 15650.00%
31 Mar, 154-
31 Dec, 14433.33%
30 Sep, 143-40.00%
30 Jun, 145-16.67%
31 Mar, 146100.00%
31 Dec, 133-25.00%
30 Sep, 134-60.00%
30 Jun, 1310-
31 Mar, 13--
31 Dec, 12--100.00%
30 Sep, 121-
30 Jun, 121-
31 Mar, 121-
31 Dec, 11--
30 Sep, 11--100.00%
30 Jun, 111-
31 Mar, 111-
31 Dec, 101-
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
30 Jun, 091-50.00%
31 Mar, 092-
31 Dec, 08--100.00%
30 Sep, 083200.00%
30 Jun, 081-50.00%
31 Mar, 082-
31 Dec, 072100.00%
30 Sep, 071-
30 Jun, 071-
31 Mar, 071-
31 Dec, 06--100.00%
30 Sep, 061-66.67%
30 Jun, 063-

4 institutional shareholders have increased their position in LSBK stock as of 31 Mar 24 compared to 6 in the previous quarter (a -33.33% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 242-60.00%
31 Dec, 235400.00%
30 Sep, 231-66.67%
30 Jun, 23350.00%
31 Mar, 232-
31 Dec, 222-33.33%
30 Sep, 22350.00%
30 Jun, 222-50.00%
31 Mar, 224100.00%
31 Dec, 212-
30 Sep, 212-33.33%
30 Jun, 213-
31 Mar, 213-40.00%
31 Dec, 205-
30 Sep, 20566.67%
30 Jun, 203-
31 Mar, 20350.00%
31 Dec, 192-
30 Sep, 192-
30 Jun, 192-33.33%
31 Mar, 19350.00%
31 Dec, 182-33.33%
30 Sep, 183-
30 Jun, 183200.00%
31 Mar, 181-
31 Dec, 17--100.00%
30 Sep, 171-
30 Jun, 17--
31 Mar, 17--100.00%
31 Dec, 161-50.00%
30 Sep, 162100.00%
30 Jun, 161-
31 Mar, 161-
31 Dec, 15--100.00%
30 Sep, 152-
30 Jun, 15--
31 Mar, 15--100.00%
31 Dec, 141-
30 Sep, 141-
30 Jun, 141-
31 Mar, 141-66.67%
31 Dec, 13350.00%
30 Sep, 132-
30 Jun, 13--
31 Mar, 13--
31 Dec, 12--100.00%
30 Sep, 121-
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--
30 Sep, 11--
30 Jun, 11--
31 Mar, 11--
31 Dec, 10--
30 Sep, 10--
30 Jun, 10--
31 Mar, 10--
30 Jun, 091-
31 Mar, 09--
31 Dec, 08--100.00%
30 Sep, 081-
30 Jun, 081-
31 Mar, 08--
31 Dec, 07--
30 Sep, 07--
30 Jun, 07--
31 Mar, 07--100.00%
31 Dec, 062-
30 Sep, 06--
30 Jun, 06--

2 institutional shareholders have reduced their position in LSBK stock as of 31 Mar 24 compared to 5 in the previous quarter (a -60.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 249-43.75%292,622-39.89%5.15%7.35%4-33.33%2-60.00%
31 Dec, 23166.67%486,7852.19%8.37%12.52%6-5400.00%
30 Sep, 2315-6.25%476,3711.28%8.17%12.46%620.00%1-66.67%
30 Jun, 2316-470,34320.32%8.10%17.87%5-350.00%
31 Mar, 2316-390,902-13.15%6.73%10.82%5-16.67%2-
31 Dec, 22166.67%450,06423.00%7.89%20.44%6100.00%2-33.33%
30 Sep, 2215-6.25%365,899-0.46%6.21%16.02%3-50.00%350.00%
30 Jun, 22166.67%367,587-0.21%6.23%15.61%620.00%2-50.00%
31 Mar, 22157.14%368,347-1.17%6.32%15.79%5-28.57%4100.00%
31 Dec, 211416.67%372,7182.64%6.33%16.59%716.67%2-
30 Sep, 211220.00%363,141-8.91%6.17%13.61%650.00%2-33.33%
30 Jun, 2110-398,656-4.47%6.74%13.52%4100.00%3-
31 Mar, 2110-9.09%417,313-11.22%7.06%11.33%2-33.33%3-40.00%
31 Dec, 2011-470,030-0.57%7.89%12.14%3200.00%5-
30 Sep, 2011-8.33%472,736-3.21%8.06%11.70%1-50.00%566.67%
30 Jun, 2012-488,3930.16%8.30%12.96%2-33.33%3-
31 Mar, 20129.09%487,6250.72%8.00%11.73%3-350.00%
31 Dec, 1911-8.33%484,138-15.23%8.26%9.30%3-25.00%2-
30 Sep, 1912-14.29%571,114-12.47%9.42%8.49%4-33.33%2-
30 Jun, 1914-652,498-9.95%10.54%7.19%620.00%2-33.33%
31 Mar, 1914-6.67%724,578-0.64%12.10%7.88%5-350.00%
31 Dec, 1815-729,225-13.42%12.40%6.77%5-2-33.33%
30 Sep, 181525.00%842,2161.04%13.53%6.82%566.67%3-
30 Jun, 18129.09%833,5184.26%14.09%8.58%350.00%3200.00%
31 Mar, 1811-799,433-8.16%12.81%7.02%2-1-
31 Dec, 1711-8.33%870,427-0.11%13.51%6.98%2---100.00%
30 Sep, 1712-7.69%871,4260.15%13.91%6.64%2-33.33%1-
30 Jun, 171318.18%870,0780.49%14.48%6.87%3---
31 Mar, 1711-15.38%865,8750.20%14.51%7.14%350.00%--100.00%
31 Dec, 1613-13.33%864,1210.13%14.26%6.49%2-33.33%1-50.00%
30 Sep, 16157.14%863,0190.85%14.82%7.37%3-50.00%2100.00%
30 Jun, 16147.69%855,7606.42%14.18%7.69%650.00%1-
31 Mar, 16138.33%804,0994.33%13.58%7.84%4-33.33%1-
31 Dec, 151220.00%770,7380.83%13.16%7.80%6---100.00%
30 Sep, 1510-9.09%764,363-0.39%12.99%7.48%--100.00%2-
30 Jun, 151110.00%767,3813.06%13.17%7.69%650.00%--
31 Mar, 151011.11%744,614-1.14%13.09%7.46%4---100.00%
31 Dec, 14912.50%753,2107.04%13.25%8.79%433.33%1-
30 Sep, 148-20.00%703,6700.33%12.27%7.88%3-40.00%1-
30 Jun, 1410-701,3480.87%12.48%7.91%5-16.67%1-
31 Mar, 1410-9.09%695,285-0.11%12.56%8.34%6100.00%1-66.67%
31 Dec, 131110.00%696,0336.14%12.27%9.60%3-25.00%350.00%
30 Sep, 1310-9.09%655,755-3.50%11.31%7.99%4-60.00%2-
30 Jun, 13111000.00%679,556542.58%11.89%340.95%10---
31 Mar, 131-105,754-1.87%55.02%----
31 Dec, 121-66.67%105,754-18.63%1.84%36.10%--100.00%--100.00%
30 Sep, 12350.00%129,9654.50%2.26%45.70%1-1-
30 Jun, 122-124,3690.73%2.22%47.41%1---
31 Mar, 122100.00%123,47216.75%2.17%62.75%1---
31 Dec, 111-50.00%105,754-1.02%1.86%52.74%----
30 Sep, 112-106,844-1.88%55.42%--100.00%--
30 Jun, 112100.00%106,8449702.20%1.84%500368.23%1---
31 Mar, 111-1,090-99.80%0.02%0.02%1---
31 Dec, 101-546,50214.02%9.60%13.95%1---
30 Sep, 101-479,29010.74%8.30%14.92%1---
30 Jun, 101-432,7952.97%7.46%15.63%1---
31 Mar, 101-420,295-6.91%-1---
30 Jun, 092-246,877-14.66%4.18%17.54%1-50.00%1-
31 Mar, 092100.00%289,302132.93%4.88%111.13%2---
31 Dec, 081-75.00%124,200-44.28%2.10%15.38%--100.00%--100.00%
30 Sep, 08433.33%222,89014.57%3.69%35.94%3200.00%1-
30 Jun, 083-194,549-14.74%3.20%22.02%1-50.00%1-
31 Mar, 08350.00%228,19088.47%3.81%93.11%2---
31 Dec, 072100.00%121,07515.42%2.02%66.71%2100.00%--
30 Sep, 071-104,900147.41%1.74%353.48%1---
30 Jun, 071-50.00%42,400-69.39%0.70%13.00%1---
31 Mar, 072-138,500110.99%2.32%191.57%1---100.00%
31 Dec, 062-33.33%65,643-58.40%1.10%18.37%--100.00%2-
30 Sep, 063-157,7840.96%2.45%36.90%1-66.67%--
30 Jun, 063-156,277-2.58%-3---

Lake Shore Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 29, 2024Sanvidge Kevin M.director, other Chairman of the BoardP-PurchaseBuy3,000$10.81$32.44K18,536
Mar 07, 2024Passafaro Ronald Jdirector-P-PurchaseBuy1,500$11.41$17.12K5,678
Nov 03, 2023LIDDELL KIM C-P-PurchaseBuy7,000$10.17$71.19K30,749

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 29, 2024Sanvidge Kevin M.director, other Chairman of the BoardP-PurchaseBuy3,000$10.81$32.44K18,536
Mar 07, 2024Passafaro Ronald Jdirector-P-PurchaseBuy1,500$11.41$17.12K5,678
Nov 03, 2023LIDDELL KIM C-P-PurchaseBuy7,000$10.17$71.19K30,749

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 04, 2024Werdein Jeffrey M.officer EVP - Commercial DivisionF-InKindSell846$11.62$9.83K16,402
Feb 14, 2024Sanvidge Kevin M.director, other Chairman of the BoardSell---14,346
Nov 24, 2023Cortellucci Robert Vofficer Chief Technology OfficerF-InKindSell77$10.74$826.98923

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 29, 2024Sanvidge Kevin M.director, other Chairman of the BoardP-PurchaseBuy3,000$10.81$32.44K18,536
Apr 25, 2024Werdein Jeffrey M.officer EVP - Commercial DivisionA-AwardBuy2,534--18,936
Apr 25, 2024Segarra Ann Mdirector-A-AwardBuy131--131
Apr 25, 2024Sanvidge Kevin M.director, other Chairman of the BoardA-AwardBuy1,190--15,536
Apr 25, 2024Sanvidge Kevin M.director, other Chairman of the BoardA-AwardBuy1,897$10.69$20.28K12,646
Apr 25, 2024Passafaro Ronald Jdirector-A-AwardBuy5,708--11,386
Apr 25, 2024Mehltretter John Ldirector-A-AwardBuy5,934--13,232
Apr 25, 2024Mehltretter John Ldirector-A-AwardBuy5,512$10.69$58.92K5,512
Apr 25, 2024McGrath John Pdirector-A-AwardBuy4,663--6,927
Apr 25, 2024LIDDELL KIM Cother Dir., Pres. and CEO of BankA-AwardBuy5,163--5,163
Apr 25, 2024Gilden Taylor Mofficer Chief Financial OfficerA-AwardBuy4,177--4,177
Apr 25, 2024DeBergalis Michelle Mdirector-A-AwardBuy578--1,376
Apr 25, 2024Brautigam Sharon Edirector-A-AwardBuy731--15,927
Apr 25, 2024Brautigam Sharon Edirector-A-AwardBuy1,897$10.69$20.28K1,897
Mar 07, 2024Passafaro Ronald Jdirector-P-PurchaseBuy1,500$11.41$17.12K5,678
Mar 04, 2024Werdein Jeffrey M.officer EVP - Commercial DivisionA-AwardBuy2,042--17,248
Mar 04, 2024Werdein Jeffrey M.officer EVP - Commercial DivisionF-InKindSell846$11.62$9.83K16,402
Feb 14, 2024Sanvidge Kevin M.director, other Chairman of the BoardSell---14,346
Nov 24, 2023Cortellucci Robert Vofficer Chief Technology OfficerF-InKindSell77$10.74$826.98923
Nov 03, 2023LIDDELL KIM C-P-PurchaseBuy7,000$10.17$71.19K30,749

The last insider sell of Lake Shore Bancorp's stock was made by Werdein Jeffrey M. on Mar 04 2024, selling 846 shares at $11.62 per share (valued at $9.83K). The last insider buy of LSBK was made by Sanvidge Kevin M. on Apr 29 2024, buying 3,000 shares at $10.81 per share (worth $32.44K).

Lake Shore Bancorp Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202413--
Q1 202421200.00%
Q4 202332150.00%
Q3 202322100.00%
Q2 20231511500.00%
Q1 2023183600.00%
Q4 20221333.33%
Q3 20221--
Q1 20227--
Q4 202111100.00%
Q3 20211--
Q1 202181800.00%
Q4 20202366.67%
Q3 202021200.00%
Q2 20201--
Q1 202012--
Q4 20196785.71%
Q3 20192633.33%
Q2 20191--
Q1 20199--

13 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Lake Shore Bancorp's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 20241--
Q4 20233--
Q3 20232--
Q2 202315--
Q1 2023---
Q4 2022---
Q3 2022---
Q1 2022---
Q4 2021---
Q3 2021---
Q1 2021---
Q4 2020-2-
Q3 20202--
Q2 20201--
Q1 20202--
Q4 20191--
Q3 2019-2-
Q2 20191--
Q1 20191--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Lake Shore Bancorp's stocks.

Lake Shore Bancorp Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
HFBLHome Federal Bancorp, Inc. of Louisiana
CULLCullman Bancorp, Inc.
HMNFHMN Financial, Inc.
CWBCCommunity West Bancshares
HVBCHV Bancorp, Inc.
MGYRMagyar Bancorp, Inc.

LSBK Ownership FAQ


Lake Shore Bancorp is owned by institutional shareholders (5.15%), insiders (66.15%), and public (28.70%). The largest institutional shareholder of Lake Shore Bancorp is M3F, INC. (2.21% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).

Lake Shore Bancorp's major institutional shareholders are M3F, INC., STILWELL VALUE LLC, HBK SORCE ADVISORY LLC, VANGUARD GROUP INC, and GLOBAL RETIREMENT PARTNERS, LLC. The top five shareholders own together 6.57% of the company's share outstanding.

As of Mar 2024, there are 9 institutional shareholders of Lake Shore Bancorp.

M3F, INC owns 125.57K shares of Lake Shore Bancorp, representing 2.21% of the company's total shares outstanding, valued at $1.46M (as of Mar 2024).

As of Mar 2024, STILWELL VALUE LLC holds 100K shares of Lake Shore Bancorp (LSBK), compromising 1.76% of the company, valued at $1.16M.

HBK SORCE ADVISORY LLC is the third largest holder of Lake Shore Bancorp. The company owns 62.2K of the company's shares outstanding (worth $721.49K).