Lake Shore Bancorp Ownership 2024 | Who Owns Lake Shore Bancorp Now?
Institutional Ownership
8.55%
Insider Ownership
66.20%
Retail Ownership
25.25%
Institutional Holders
20.00
Lake Shore Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
M3F, INC. | 1.85% | 0.51% | 110,126 | -15,446 | -12.30% | 1,378,000 | Jun 30, 2024 |
STILWELL VALUE LLC | 1.68% | 0.65% | 100,000 | - | - | 1,251,000 | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | 1.14% | 0.03% | 68,156 | 5,959 | 9.58% | 852,632 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.91% | - | 54,126 | 44 | 0.08% | 677,116 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.53% | 0.01% | 31,469 | - | - | 393,677 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.53% | 0.00% | 31,368 | 2,292 | 7.88% | 392,414 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.50% | 0.24% | 30,118 | - | - | 362,018 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 0.01% | 28,850 | - | - | 360,914 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 0.31% | 0.00% | 18,507 | - | - | 231,523 | Jun 30, 2024 |
MORGAN STANLEY | 0.18% | - | 11,001 | 1,884 | 20.66% | 137,624 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.18% | - | 10,522 | 10,522 | 100.00% | 131,708 | Jun 30, 2024 |
UBS GROUP AG | 0.08% | - | 4,752 | 4,752 | 100.00% | 59,448 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.08% | - | 4,514 | 14 | 0.31% | 56,470 | Jun 30, 2024 |
BLACKROCK INC. | 0.07% | - | 4,386 | 367 | 9.13% | 54,869 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.02% | 0.00% | 1,000 | - | - | 11,800 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.01% | 0.00% | 400 | - | - | 5,004 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 400 | - | - | 5,004 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 186 | 22 | 13.41% | 2,327 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 50 | -38 | -43.18% | 1,000 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | - | 12 | 12 | 100.00% | 150 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STILWELL VALUE LLC | 1.68% | 0.65% | 100,000 | - | - | 1,251,000 | Jun 30, 2024 |
M3F, INC. | 1.85% | 0.51% | 110,126 | -15,446 | -12.30% | 1,378,000 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.50% | 0.24% | 30,118 | - | - | 362,018 | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | 1.14% | 0.03% | 68,156 | 5,959 | 9.58% | 852,632 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.53% | 0.01% | 31,469 | - | - | 393,677 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 0.01% | 28,850 | - | - | 360,914 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 0.31% | 0.00% | 18,507 | - | - | 231,523 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.02% | 0.00% | 1,000 | - | - | 11,800 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.01% | 0.00% | 400 | - | - | 5,004 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.53% | 0.00% | 31,368 | 2,292 | 7.88% | 392,414 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | - | 12 | 12 | 100.00% | 150 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 186 | 22 | 13.41% | 2,327 | Jun 30, 2024 |
UBS GROUP AG | 0.08% | - | 4,752 | 4,752 | 100.00% | 59,448 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.91% | - | 54,126 | 44 | 0.08% | 677,116 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 400 | - | - | 5,004 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.18% | - | 10,522 | 10,522 | 100.00% | 131,708 | Jun 30, 2024 |
MORGAN STANLEY | 0.18% | - | 11,001 | 1,884 | 20.66% | 137,624 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.08% | - | 4,514 | 14 | 0.31% | 56,470 | Jun 30, 2024 |
BLACKROCK INC. | 0.07% | - | 4,386 | 367 | 9.13% | 54,869 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 50 | -38 | -43.18% | 1,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GEODE CAPITAL MANAGEMENT, LLC | 0.18% | - | 10,522 | 10,522 | 100.00% | 131,708 | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | 1.14% | 0.03% | 68,156 | 5,959 | 9.58% | 852,632 | Jun 30, 2024 |
UBS GROUP AG | 0.08% | - | 4,752 | 4,752 | 100.00% | 59,448 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.53% | 0.00% | 31,368 | 2,292 | 7.88% | 392,414 | Jun 30, 2024 |
MORGAN STANLEY | 0.18% | - | 11,001 | 1,884 | 20.66% | 137,624 | Jun 30, 2024 |
BLACKROCK INC. | 0.07% | - | 4,386 | 367 | 9.13% | 54,869 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.91% | - | 54,126 | 44 | 0.08% | 677,116 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 186 | 22 | 13.41% | 2,327 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.08% | - | 4,514 | 14 | 0.31% | 56,470 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | - | 12 | 12 | 100.00% | 150 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 400 | - | - | 5,004 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.01% | 0.00% | 400 | - | - | 5,004 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.02% | 0.00% | 1,000 | - | - | 11,800 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 0.31% | 0.00% | 18,507 | - | - | 231,523 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 0.01% | 28,850 | - | - | 360,914 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.53% | 0.01% | 31,469 | - | - | 393,677 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.50% | 0.24% | 30,118 | - | - | 362,018 | Jun 30, 2024 |
STILWELL VALUE LLC | 1.68% | 0.65% | 100,000 | - | - | 1,251,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 50 | -38 | -43.18% | 1,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
M3F, INC. | 1.85% | 0.51% | 110,126 | -15,446 | -12.30% | 1,378,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.00% | - | 50 | -38 | -43.18% | 1,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
STILWELL VALUE LLC | 1.68% | 0.65% | 100,000 | - | - | 1,251,000 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.50% | 0.24% | 30,118 | - | - | 362,018 | Jun 30, 2024 |
GLOBAL RETIREMENT PARTNERS, LLC | 0.53% | 0.01% | 31,469 | - | - | 393,677 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.48% | 0.01% | 28,850 | - | - | 360,914 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 0.31% | 0.00% | 18,507 | - | - | 231,523 | Jun 30, 2024 |
FARTHER FINANCE ADVISORS, LLC | 0.02% | 0.00% | 1,000 | - | - | 11,800 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.01% | 0.00% | 400 | - | - | 5,004 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.01% | - | 400 | - | - | 5,004 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | - | 12 | 12 | 100.00% | 150 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.08% | - | 4,514 | 14 | 0.31% | 56,470 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 186 | 22 | 13.41% | 2,327 | Jun 30, 2024 |
VANGUARD GROUP INC | 0.91% | - | 54,126 | 44 | 0.08% | 677,116 | Jun 30, 2024 |
BLACKROCK INC. | 0.07% | - | 4,386 | 367 | 9.13% | 54,869 | Jun 30, 2024 |
MORGAN STANLEY | 0.18% | - | 11,001 | 1,884 | 20.66% | 137,624 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.53% | 0.00% | 31,368 | 2,292 | 7.88% | 392,414 | Jun 30, 2024 |
UBS GROUP AG | 0.08% | - | 4,752 | 4,752 | 100.00% | 59,448 | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | 1.14% | 0.03% | 68,156 | 5,959 | 9.58% | 852,632 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GEODE CAPITAL MANAGEMENT, LLC | 0.18% | - | 10,522 | 10,522 | 100.00% | 131,708 | Jun 30, 2024 |
UBS GROUP AG | 0.08% | - | 4,752 | 4,752 | 100.00% | 59,448 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | - | 12 | 12 | 100.00% | 150 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
Lake Shore Bancorp Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
BRIDGEWAY FUNDS INC | 0.01% | 27,150 | - | - | Mar 28, 2024 |
Vericimetry Funds | 0.01% | 790 | - | - | Mar 31, 2024 |
UNIFIED SERIES TRUST | 0.00% | 20,000 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 54,082 | -4,383 | -7.50% | Mar 31, 2024 |
Segall Bryant & Hamill Trust | 0.00% | 971 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 9,809 | 9,809 | - | Feb 29, 2024 |
VALIC Co I | 0.00% | 10,000 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 20,240 | 463 | 2.34% | Jan 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 750 | - | - | Dec 31, 2023 |
Dimensional ETF Trust | 0.00% | 3,157 | 656 | 26.23% | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 737 | - | - | Mar 28, 2024 |
EQ ADVISORS TRUST | 0.00% | 333 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 3,686 | -748 | -16.87% | Mar 31, 2024 |
Lake Shore Bancorp Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 20 | 5.26% |
31 Mar, 24 | 19 | 11.76% |
31 Dec, 23 | 17 | 13.33% |
30 Sep, 23 | 15 | -6.25% |
30 Jun, 23 | 16 | - |
31 Mar, 23 | 16 | - |
31 Dec, 22 | 16 | 6.67% |
30 Sep, 22 | 15 | -6.25% |
30 Jun, 22 | 16 | 6.67% |
31 Mar, 22 | 15 | 7.14% |
31 Dec, 21 | 14 | 16.67% |
30 Sep, 21 | 12 | 20.00% |
30 Jun, 21 | 10 | - |
31 Mar, 21 | 10 | -9.09% |
31 Dec, 20 | 11 | - |
30 Sep, 20 | 11 | -8.33% |
30 Jun, 20 | 12 | - |
31 Mar, 20 | 12 | 9.09% |
31 Dec, 19 | 11 | -8.33% |
30 Sep, 19 | 12 | -14.29% |
30 Jun, 19 | 14 | - |
31 Mar, 19 | 14 | -6.67% |
31 Dec, 18 | 15 | - |
30 Sep, 18 | 15 | 25.00% |
30 Jun, 18 | 12 | 9.09% |
31 Mar, 18 | 11 | - |
31 Dec, 17 | 11 | -8.33% |
30 Sep, 17 | 12 | -7.69% |
30 Jun, 17 | 13 | 18.18% |
31 Mar, 17 | 11 | -15.38% |
31 Dec, 16 | 13 | -13.33% |
30 Sep, 16 | 15 | 7.14% |
30 Jun, 16 | 14 | - |
31 Mar, 16 | 14 | 16.67% |
31 Dec, 15 | 12 | 20.00% |
30 Sep, 15 | 10 | -9.09% |
30 Jun, 15 | 11 | 10.00% |
31 Mar, 15 | 10 | 11.11% |
31 Dec, 14 | 9 | 12.50% |
30 Sep, 14 | 8 | -20.00% |
30 Jun, 14 | 10 | - |
31 Mar, 14 | 10 | -9.09% |
31 Dec, 13 | 11 | 10.00% |
30 Sep, 13 | 10 | -9.09% |
30 Jun, 13 | 11 | 1000.00% |
31 Mar, 13 | 1 | - |
31 Dec, 12 | 1 | -66.67% |
30 Sep, 12 | 3 | 50.00% |
30 Jun, 12 | 2 | - |
31 Mar, 12 | 2 | 100.00% |
31 Dec, 11 | 1 | -66.67% |
30 Sep, 11 | 3 | 50.00% |
30 Jun, 11 | 2 | 100.00% |
31 Mar, 11 | 1 | - |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
31 Dec, 09 | 1 | - |
30 Sep, 09 | 1 | -50.00% |
30 Jun, 09 | 2 | - |
31 Mar, 09 | 2 | 100.00% |
31 Dec, 08 | 1 | -75.00% |
30 Sep, 08 | 4 | 33.33% |
30 Jun, 08 | 3 | - |
31 Mar, 08 | 3 | - |
31 Dec, 07 | 3 | 200.00% |
30 Sep, 07 | 1 | -50.00% |
30 Jun, 07 | 2 | -33.33% |
31 Mar, 07 | 3 | -25.00% |
31 Dec, 06 | 4 | 33.33% |
30 Sep, 06 | 3 | -25.00% |
30 Jun, 06 | 4 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 509,943 | -0.19% |
31 Mar, 24 | 510,938 | 2.60% |
31 Dec, 23 | 497,972 | 4.53% |
30 Sep, 23 | 476,371 | 1.28% |
30 Jun, 23 | 470,343 | 20.32% |
31 Mar, 23 | 390,902 | -13.15% |
31 Dec, 22 | 450,064 | 23.00% |
30 Sep, 22 | 365,899 | -0.46% |
30 Jun, 22 | 367,587 | -0.21% |
31 Mar, 22 | 368,347 | -1.17% |
31 Dec, 21 | 372,718 | 2.64% |
30 Sep, 21 | 363,141 | -8.91% |
30 Jun, 21 | 398,656 | -4.47% |
31 Mar, 21 | 417,313 | -11.22% |
31 Dec, 20 | 470,030 | -0.57% |
30 Sep, 20 | 472,736 | -3.21% |
30 Jun, 20 | 488,393 | 0.16% |
31 Mar, 20 | 487,625 | 0.72% |
31 Dec, 19 | 484,138 | -15.23% |
30 Sep, 19 | 571,114 | -12.47% |
30 Jun, 19 | 652,498 | -9.95% |
31 Mar, 19 | 724,578 | -0.64% |
31 Dec, 18 | 729,225 | -13.42% |
30 Sep, 18 | 842,216 | 1.04% |
30 Jun, 18 | 833,518 | 4.26% |
31 Mar, 18 | 799,433 | -8.16% |
31 Dec, 17 | 870,427 | -0.11% |
30 Sep, 17 | 871,426 | 0.15% |
30 Jun, 17 | 870,078 | 0.49% |
31 Mar, 17 | 865,875 | 0.20% |
31 Dec, 16 | 864,121 | 0.13% |
30 Sep, 16 | 863,019 | 0.85% |
30 Jun, 16 | 855,760 | 2.04% |
31 Mar, 16 | 838,643 | 8.81% |
31 Dec, 15 | 770,738 | 0.83% |
30 Sep, 15 | 764,363 | -0.39% |
30 Jun, 15 | 767,381 | 3.06% |
31 Mar, 15 | 744,614 | -1.14% |
31 Dec, 14 | 753,210 | 7.04% |
30 Sep, 14 | 703,670 | 0.33% |
30 Jun, 14 | 701,348 | 0.87% |
31 Mar, 14 | 695,285 | -0.11% |
31 Dec, 13 | 696,033 | 6.14% |
30 Sep, 13 | 655,755 | -3.50% |
30 Jun, 13 | 679,556 | 542.58% |
31 Mar, 13 | 105,754 | - |
31 Dec, 12 | 105,754 | -18.63% |
30 Sep, 12 | 129,965 | 4.50% |
30 Jun, 12 | 124,369 | 0.73% |
31 Mar, 12 | 123,472 | 16.75% |
31 Dec, 11 | 105,754 | -7.98% |
30 Sep, 11 | 114,920 | 7.56% |
30 Jun, 11 | 106,844 | 9702.20% |
31 Mar, 11 | 1,090 | -99.80% |
31 Dec, 10 | 546,502 | 14.02% |
30 Sep, 10 | 479,290 | 10.74% |
30 Jun, 10 | 432,795 | 2.97% |
31 Mar, 10 | 420,295 | 113.24% |
31 Dec, 09 | 197,095 | 2943.94% |
30 Sep, 09 | 6,475 | -97.38% |
30 Jun, 09 | 246,877 | -14.66% |
31 Mar, 09 | 289,302 | 132.93% |
31 Dec, 08 | 124,200 | -44.28% |
30 Sep, 08 | 222,890 | 14.57% |
30 Jun, 08 | 194,549 | -14.74% |
31 Mar, 08 | 228,190 | 20.20% |
31 Dec, 07 | 189,849 | 80.98% |
30 Sep, 07 | 104,900 | 93.99% |
30 Jun, 07 | 54,075 | -64.06% |
31 Mar, 07 | 150,475 | 54.15% |
31 Dec, 06 | 97,618 | -38.13% |
30 Sep, 06 | 157,784 | -1.07% |
30 Jun, 06 | 159,490 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 8.55% | 11.65% |
31 Mar, 24 | 8.57% | 11.17% |
31 Dec, 23 | 8.76% | 13.19% |
30 Sep, 23 | 8.15% | 12.59% |
30 Jun, 23 | 8.05% | 18.22% |
31 Mar, 23 | 6.65% | 10.68% |
31 Dec, 22 | 7.89% | 20.44% |
30 Sep, 22 | 6.21% | 14.70% |
30 Jun, 22 | 6.50% | 15.13% |
31 Mar, 22 | 6.56% | 16.34% |
31 Dec, 21 | 6.33% | 16.61% |
30 Sep, 21 | 6.17% | 13.61% |
30 Jun, 21 | 6.74% | 13.52% |
31 Mar, 21 | 7.06% | 11.19% |
31 Dec, 20 | 7.94% | 10.12% |
30 Sep, 20 | 8.86% | 12.85% |
30 Jun, 20 | 8.30% | 12.51% |
31 Mar, 20 | 8.14% | 9.82% |
31 Dec, 19 | 9.11% | 10.01% |
30 Sep, 19 | 9.54% | 6.16% |
30 Jun, 19 | 12.45% | 8.63% |
31 Mar, 19 | 12.01% | 5.76% |
31 Dec, 18 | 14.45% | 7.89% |
30 Sep, 18 | 13.53% | 4.90% |
30 Jun, 18 | 16.62% | 7.19% |
31 Mar, 18 | 15.20% | 7.49% |
31 Dec, 17 | 14.25% | 5.12% |
30 Sep, 17 | 16.69% | 7.96% |
30 Jun, 17 | 14.48% | 4.68% |
31 Mar, 17 | 17.59% | 5.74% |
31 Dec, 16 | 17.50% | 7.97% |
30 Sep, 16 | 14.82% | 7.37% |
30 Jun, 16 | 14.18% | 7.07% |
31 Mar, 16 | 14.16% | 8.46% |
31 Dec, 15 | 12.94% | 4.91% |
30 Sep, 15 | 16.23% | 9.35% |
30 Jun, 15 | 13.17% | 4.82% |
31 Mar, 15 | 16.53% | 5.84% |
31 Dec, 14 | 16.82% | 11.16% |
30 Sep, 14 | 12.27% | 7.88% |
30 Jun, 14 | 12.48% | 7.91% |
31 Mar, 14 | 12.56% | 8.34% |
31 Dec, 13 | 12.27% | 9.60% |
30 Sep, 13 | 11.31% | 4.63% |
30 Jun, 13 | 15.62% | 447.86% |
31 Mar, 13 | 1.87% | 55.02% |
31 Dec, 12 | 1.84% | 36.10% |
30 Sep, 12 | 2.26% | 45.70% |
30 Jun, 12 | 2.22% | 47.57% |
31 Mar, 12 | 2.16% | 62.63% |
31 Dec, 11 | 1.86% | 24.17% |
30 Sep, 11 | 2.77% | 42.80% |
30 Jun, 11 | 2.55% | 692016.67% |
31 Mar, 11 | 0.02% | 0.01% |
31 Dec, 10 | 13.25% | 19.24% |
30 Sep, 10 | 8.30% | 7.37% |
30 Jun, 10 | 10.61% | 10.83% |
31 Mar, 10 | 9.90% | 87.98% |
31 Dec, 09 | 3.35% | 27726.36% |
30 Sep, 09 | 0.11% | 0.29% |
30 Jun, 09 | 6.12% | 11.82% |
31 Mar, 09 | 7.20% | 163.83% |
31 Dec, 08 | 2.10% | 15.38% |
30 Sep, 08 | 3.69% | 35.94% |
30 Jun, 08 | 3.20% | 22.02% |
31 Mar, 08 | 3.81% | 40.40% |
31 Dec, 07 | 3.07% | 101.27% |
30 Sep, 07 | 1.74% | 217.31% |
30 Jun, 07 | 0.90% | 6.00% |
31 Mar, 07 | 3.86% | 144.06% |
31 Dec, 06 | 1.64% | 27.32% |
30 Sep, 06 | 2.45% | 35.42% |
30 Jun, 06 | 2.63% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 10 | 42.86% |
31 Mar, 24 | 7 | - |
31 Dec, 23 | 7 | 16.67% |
30 Sep, 23 | 6 | 20.00% |
30 Jun, 23 | 5 | - |
31 Mar, 23 | 5 | -16.67% |
31 Dec, 22 | 6 | 100.00% |
30 Sep, 22 | 3 | -50.00% |
30 Jun, 22 | 6 | 20.00% |
31 Mar, 22 | 5 | -28.57% |
31 Dec, 21 | 7 | 16.67% |
30 Sep, 21 | 6 | 50.00% |
30 Jun, 21 | 4 | 100.00% |
31 Mar, 21 | 2 | -33.33% |
31 Dec, 20 | 3 | 200.00% |
30 Sep, 20 | 1 | -50.00% |
30 Jun, 20 | 2 | -33.33% |
31 Mar, 20 | 3 | - |
31 Dec, 19 | 3 | -25.00% |
30 Sep, 19 | 4 | -33.33% |
30 Jun, 19 | 6 | 20.00% |
31 Mar, 19 | 5 | - |
31 Dec, 18 | 5 | - |
30 Sep, 18 | 5 | 66.67% |
30 Jun, 18 | 3 | 50.00% |
31 Mar, 18 | 2 | - |
31 Dec, 17 | 2 | - |
30 Sep, 17 | 2 | -33.33% |
30 Jun, 17 | 3 | - |
31 Mar, 17 | 3 | 50.00% |
31 Dec, 16 | 2 | -33.33% |
30 Sep, 16 | 3 | -50.00% |
30 Jun, 16 | 6 | 20.00% |
31 Mar, 16 | 5 | -16.67% |
31 Dec, 15 | 6 | - |
30 Sep, 15 | - | -100.00% |
30 Jun, 15 | 6 | 50.00% |
31 Mar, 15 | 4 | - |
31 Dec, 14 | 4 | 33.33% |
30 Sep, 14 | 3 | -40.00% |
30 Jun, 14 | 5 | -16.67% |
31 Mar, 14 | 6 | 100.00% |
31 Dec, 13 | 3 | -25.00% |
30 Sep, 13 | 4 | -60.00% |
30 Jun, 13 | 10 | - |
31 Mar, 13 | - | - |
31 Dec, 12 | - | -100.00% |
30 Sep, 12 | 1 | - |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 11 | - | -100.00% |
30 Sep, 11 | 1 | - |
30 Jun, 11 | 1 | - |
31 Mar, 11 | 1 | - |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | - |
30 Jun, 10 | 1 | - |
31 Mar, 10 | 1 | - |
31 Dec, 09 | 1 | - |
30 Sep, 09 | - | -100.00% |
30 Jun, 09 | 1 | -50.00% |
31 Mar, 09 | 2 | - |
31 Dec, 08 | - | -100.00% |
30 Sep, 08 | 3 | 200.00% |
30 Jun, 08 | 1 | - |
31 Mar, 08 | 1 | -66.67% |
31 Dec, 07 | 3 | 200.00% |
30 Sep, 07 | 1 | - |
30 Jun, 07 | 1 | - |
31 Mar, 07 | 1 | -50.00% |
31 Dec, 06 | 2 | 100.00% |
30 Sep, 06 | 1 | -75.00% |
30 Jun, 06 | 4 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | -66.67% |
31 Mar, 24 | 6 | 20.00% |
31 Dec, 23 | 5 | 400.00% |
30 Sep, 23 | 1 | -66.67% |
30 Jun, 23 | 3 | 50.00% |
31 Mar, 23 | 2 | - |
31 Dec, 22 | 2 | -33.33% |
30 Sep, 22 | 3 | 50.00% |
30 Jun, 22 | 2 | -50.00% |
31 Mar, 22 | 4 | 100.00% |
31 Dec, 21 | 2 | - |
30 Sep, 21 | 2 | -33.33% |
30 Jun, 21 | 3 | - |
31 Mar, 21 | 3 | -40.00% |
31 Dec, 20 | 5 | - |
30 Sep, 20 | 5 | 66.67% |
30 Jun, 20 | 3 | - |
31 Mar, 20 | 3 | 50.00% |
31 Dec, 19 | 2 | - |
30 Sep, 19 | 2 | - |
30 Jun, 19 | 2 | -33.33% |
31 Mar, 19 | 3 | 50.00% |
31 Dec, 18 | 2 | -33.33% |
30 Sep, 18 | 3 | - |
30 Jun, 18 | 3 | 200.00% |
31 Mar, 18 | 1 | - |
31 Dec, 17 | - | -100.00% |
30 Sep, 17 | 1 | - |
30 Jun, 17 | - | - |
31 Mar, 17 | - | -100.00% |
31 Dec, 16 | 1 | -50.00% |
30 Sep, 16 | 2 | 100.00% |
30 Jun, 16 | 1 | - |
31 Mar, 16 | 1 | - |
31 Dec, 15 | - | -100.00% |
30 Sep, 15 | 2 | - |
30 Jun, 15 | - | - |
31 Mar, 15 | - | -100.00% |
31 Dec, 14 | 1 | - |
30 Sep, 14 | 1 | - |
30 Jun, 14 | 1 | - |
31 Mar, 14 | 1 | -66.67% |
31 Dec, 13 | 3 | 50.00% |
30 Sep, 13 | 2 | - |
30 Jun, 13 | - | - |
31 Mar, 13 | - | - |
31 Dec, 12 | - | -100.00% |
30 Sep, 12 | 1 | - |
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 | - | - |
31 Dec, 09 | - | - |
30 Sep, 09 | - | -100.00% |
30 Jun, 09 | 1 | - |
31 Mar, 09 | - | - |
31 Dec, 08 | - | -100.00% |
30 Sep, 08 | 1 | - |
30 Jun, 08 | 1 | - |
31 Mar, 08 | - | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | -100.00% |
30 Jun, 07 | 1 | - |
31 Mar, 07 | - | -100.00% |
31 Dec, 06 | 2 | - |
30 Sep, 06 | - | - |
30 Jun, 06 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 20 | 5.26% | 509,943 | -0.19% | 8.55% | 11.65% | 10 | 42.86% | 2 | -66.67% |
31 Mar, 24 | 19 | 11.76% | 510,938 | 2.60% | 8.57% | 11.17% | 7 | - | 6 | 20.00% |
31 Dec, 23 | 17 | 13.33% | 497,972 | 4.53% | 8.76% | 13.19% | 7 | 16.67% | 5 | 400.00% |
30 Sep, 23 | 15 | -6.25% | 476,371 | 1.28% | 8.15% | 12.59% | 6 | 20.00% | 1 | -66.67% |
30 Jun, 23 | 16 | - | 470,343 | 20.32% | 8.05% | 18.22% | 5 | - | 3 | 50.00% |
31 Mar, 23 | 16 | - | 390,902 | -13.15% | 6.65% | 10.68% | 5 | -16.67% | 2 | - |
31 Dec, 22 | 16 | 6.67% | 450,064 | 23.00% | 7.89% | 20.44% | 6 | 100.00% | 2 | -33.33% |
30 Sep, 22 | 15 | -6.25% | 365,899 | -0.46% | 6.21% | 14.70% | 3 | -50.00% | 3 | 50.00% |
30 Jun, 22 | 16 | 6.67% | 367,587 | -0.21% | 6.50% | 15.13% | 6 | 20.00% | 2 | -50.00% |
31 Mar, 22 | 15 | 7.14% | 368,347 | -1.17% | 6.56% | 16.34% | 5 | -28.57% | 4 | 100.00% |
31 Dec, 21 | 14 | 16.67% | 372,718 | 2.64% | 6.33% | 16.61% | 7 | 16.67% | 2 | - |
30 Sep, 21 | 12 | 20.00% | 363,141 | -8.91% | 6.17% | 13.61% | 6 | 50.00% | 2 | -33.33% |
30 Jun, 21 | 10 | - | 398,656 | -4.47% | 6.74% | 13.52% | 4 | 100.00% | 3 | - |
31 Mar, 21 | 10 | -9.09% | 417,313 | -11.22% | 7.06% | 11.19% | 2 | -33.33% | 3 | -40.00% |
31 Dec, 20 | 11 | - | 470,030 | -0.57% | 7.94% | 10.12% | 3 | 200.00% | 5 | - |
30 Sep, 20 | 11 | -8.33% | 472,736 | -3.21% | 8.86% | 12.85% | 1 | -50.00% | 5 | 66.67% |
30 Jun, 20 | 12 | - | 488,393 | 0.16% | 8.30% | 12.51% | 2 | -33.33% | 3 | - |
31 Mar, 20 | 12 | 9.09% | 487,625 | 0.72% | 8.14% | 9.82% | 3 | - | 3 | 50.00% |
31 Dec, 19 | 11 | -8.33% | 484,138 | -15.23% | 9.11% | 10.01% | 3 | -25.00% | 2 | - |
30 Sep, 19 | 12 | -14.29% | 571,114 | -12.47% | 9.54% | 6.16% | 4 | -33.33% | 2 | - |
30 Jun, 19 | 14 | - | 652,498 | -9.95% | 12.45% | 8.63% | 6 | 20.00% | 2 | -33.33% |
31 Mar, 19 | 14 | -6.67% | 724,578 | -0.64% | 12.01% | 5.76% | 5 | - | 3 | 50.00% |
31 Dec, 18 | 15 | - | 729,225 | -13.42% | 14.45% | 7.89% | 5 | - | 2 | -33.33% |
30 Sep, 18 | 15 | 25.00% | 842,216 | 1.04% | 13.53% | 4.90% | 5 | 66.67% | 3 | - |
30 Jun, 18 | 12 | 9.09% | 833,518 | 4.26% | 16.62% | 7.19% | 3 | 50.00% | 3 | 200.00% |
31 Mar, 18 | 11 | - | 799,433 | -8.16% | 15.20% | 7.49% | 2 | - | 1 | - |
31 Dec, 17 | 11 | -8.33% | 870,427 | -0.11% | 14.25% | 5.12% | 2 | - | - | -100.00% |
30 Sep, 17 | 12 | -7.69% | 871,426 | 0.15% | 16.69% | 7.96% | 2 | -33.33% | 1 | - |
30 Jun, 17 | 13 | 18.18% | 870,078 | 0.49% | 14.48% | 4.68% | 3 | - | - | - |
31 Mar, 17 | 11 | -15.38% | 865,875 | 0.20% | 17.59% | 5.74% | 3 | 50.00% | - | -100.00% |
31 Dec, 16 | 13 | -13.33% | 864,121 | 0.13% | 17.50% | 7.97% | 2 | -33.33% | 1 | -50.00% |
30 Sep, 16 | 15 | 7.14% | 863,019 | 0.85% | 14.82% | 7.37% | 3 | -50.00% | 2 | 100.00% |
30 Jun, 16 | 14 | - | 855,760 | 2.04% | 14.18% | 7.07% | 6 | 20.00% | 1 | - |
31 Mar, 16 | 14 | 16.67% | 838,643 | 8.81% | 14.16% | 8.46% | 5 | -16.67% | 1 | - |
31 Dec, 15 | 12 | 20.00% | 770,738 | 0.83% | 12.94% | 4.91% | 6 | - | - | -100.00% |
30 Sep, 15 | 10 | -9.09% | 764,363 | -0.39% | 16.23% | 9.35% | - | -100.00% | 2 | - |
30 Jun, 15 | 11 | 10.00% | 767,381 | 3.06% | 13.17% | 4.82% | 6 | 50.00% | - | - |
31 Mar, 15 | 10 | 11.11% | 744,614 | -1.14% | 16.53% | 5.84% | 4 | - | - | -100.00% |
31 Dec, 14 | 9 | 12.50% | 753,210 | 7.04% | 16.82% | 11.16% | 4 | 33.33% | 1 | - |
30 Sep, 14 | 8 | -20.00% | 703,670 | 0.33% | 12.27% | 7.88% | 3 | -40.00% | 1 | - |
30 Jun, 14 | 10 | - | 701,348 | 0.87% | 12.48% | 7.91% | 5 | -16.67% | 1 | - |
31 Mar, 14 | 10 | -9.09% | 695,285 | -0.11% | 12.56% | 8.34% | 6 | 100.00% | 1 | -66.67% |
31 Dec, 13 | 11 | 10.00% | 696,033 | 6.14% | 12.27% | 9.60% | 3 | -25.00% | 3 | 50.00% |
30 Sep, 13 | 10 | -9.09% | 655,755 | -3.50% | 11.31% | 4.63% | 4 | -60.00% | 2 | - |
30 Jun, 13 | 11 | 1000.00% | 679,556 | 542.58% | 15.62% | 447.86% | 10 | - | - | - |
31 Mar, 13 | 1 | - | 105,754 | - | 1.87% | 55.02% | - | - | - | - |
31 Dec, 12 | 1 | -66.67% | 105,754 | -18.63% | 1.84% | 36.10% | - | -100.00% | - | -100.00% |
30 Sep, 12 | 3 | 50.00% | 129,965 | 4.50% | 2.26% | 45.70% | 1 | - | 1 | - |
30 Jun, 12 | 2 | - | 124,369 | 0.73% | 2.22% | 47.57% | 1 | - | - | - |
31 Mar, 12 | 2 | 100.00% | 123,472 | 16.75% | 2.16% | 62.63% | 1 | - | - | - |
31 Dec, 11 | 1 | -66.67% | 105,754 | -7.98% | 1.86% | 24.17% | - | -100.00% | - | - |
30 Sep, 11 | 3 | 50.00% | 114,920 | 7.56% | 2.77% | 42.80% | 1 | - | - | - |
30 Jun, 11 | 2 | 100.00% | 106,844 | 9702.20% | 2.55% | 692016.67% | 1 | - | - | - |
31 Mar, 11 | 1 | - | 1,090 | -99.80% | 0.02% | 0.01% | 1 | - | - | - |
31 Dec, 10 | 1 | - | 546,502 | 14.02% | 13.25% | 19.24% | 1 | - | - | - |
30 Sep, 10 | 1 | - | 479,290 | 10.74% | 8.30% | 7.37% | 1 | - | - | - |
30 Jun, 10 | 1 | - | 432,795 | 2.97% | 10.61% | 10.83% | 1 | - | - | - |
31 Mar, 10 | 1 | - | 420,295 | 113.24% | 9.90% | 87.98% | 1 | - | - | - |
31 Dec, 09 | 1 | - | 197,095 | 2943.94% | 3.35% | 27726.36% | 1 | - | - | - |
30 Sep, 09 | 1 | -50.00% | 6,475 | -97.38% | 0.11% | 0.29% | - | -100.00% | - | -100.00% |
30 Jun, 09 | 2 | - | 246,877 | -14.66% | 6.12% | 11.82% | 1 | -50.00% | 1 | - |
31 Mar, 09 | 2 | 100.00% | 289,302 | 132.93% | 7.20% | 163.83% | 2 | - | - | - |
31 Dec, 08 | 1 | -75.00% | 124,200 | -44.28% | 2.10% | 15.38% | - | -100.00% | - | -100.00% |
30 Sep, 08 | 4 | 33.33% | 222,890 | 14.57% | 3.69% | 35.94% | 3 | 200.00% | 1 | - |
30 Jun, 08 | 3 | - | 194,549 | -14.74% | 3.20% | 22.02% | 1 | - | 1 | - |
31 Mar, 08 | 3 | - | 228,190 | 20.20% | 3.81% | 40.40% | 1 | -66.67% | - | - |
31 Dec, 07 | 3 | 200.00% | 189,849 | 80.98% | 3.07% | 101.27% | 3 | 200.00% | - | - |
30 Sep, 07 | 1 | -50.00% | 104,900 | 93.99% | 1.74% | 217.31% | 1 | - | - | -100.00% |
30 Jun, 07 | 2 | -33.33% | 54,075 | -64.06% | 0.90% | 6.00% | 1 | - | 1 | - |
31 Mar, 07 | 3 | -25.00% | 150,475 | 54.15% | 3.86% | 144.06% | 1 | -50.00% | - | -100.00% |
31 Dec, 06 | 4 | 33.33% | 97,618 | -38.13% | 1.64% | 27.32% | 2 | 100.00% | 2 | - |
30 Sep, 06 | 3 | -25.00% | 157,784 | -1.07% | 2.45% | 35.42% | 1 | -75.00% | - | - |
30 Jun, 06 | 4 | - | 159,490 | - | 2.63% | - | 4 | - | - | - |
Lake Shore Bancorp Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Lake Shore Bancorp Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | 1 | 100.00% |
Q2 2024 | 17 | - | - |
Q1 2024 | 2 | 1 | 200.00% |
Q4 2023 | 3 | 2 | 150.00% |
Q3 2023 | 2 | 2 | 100.00% |
Q2 2023 | 15 | 1 | 1500.00% |
Q1 2023 | 18 | 3 | 600.00% |
Q4 2022 | 1 | 3 | 33.33% |
Q3 2022 | 1 | - | - |
Q1 2022 | 7 | - | - |
Q4 2021 | 1 | 1 | 100.00% |
Q3 2021 | 1 | - | - |
Q1 2021 | 8 | 1 | 800.00% |
Q4 2020 | 2 | 3 | 66.67% |
Q3 2020 | 2 | 1 | 200.00% |
Q2 2020 | 1 | - | - |
Q1 2020 | 12 | - | - |
Q4 2019 | 6 | 7 | 85.71% |
Q3 2019 | 2 | 6 | 33.33% |
Q2 2019 | 1 | - | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | 4 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 3 | - | - |
Q3 2023 | 2 | - | - |
Q2 2023 | 15 | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | - | - |
Q3 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | 2 | - |
Q3 2020 | 2 | - | - |
Q2 2020 | 1 | - | - |
Q1 2020 | 2 | - | - |
Q4 2019 | 1 | - | - |
Q3 2019 | - | 2 | - |
Q2 2019 | 1 | - | - |
LSBK Ownership FAQ
Who Owns Lake Shore Bancorp?
Lake Shore Bancorp is owned by institutional shareholders (8.55%), insiders (66.20%), and public (25.25%). The largest institutional shareholder of Lake Shore Bancorp is M3F, INC. (1.85% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).
Who are the major institutional shareholders of Lake Shore Bancorp?
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 6.10% of the company's share outstanding.
How many Lake Shore Bancorp shareholders are there?
As of Jun 2024, there are 20 institutional shareholders of Lake Shore Bancorp.
What percentage of Lake Shore Bancorp is owned by M3F, INC?
M3F, INC owns 110.13K shares of Lake Shore Bancorp, representing 1.85% of the company's total shares outstanding, valued at $1.38M (as of Jun 2024).
What percentage of Lake Shore Bancorp is owned by STILWELL VALUE LLC?
As of Jun 2024, STILWELL VALUE LLC holds 100K shares of Lake Shore Bancorp (LSBK), compromising 1.68% of the company, valued at $1.25M.
What percentage of Lake Shore Bancorp is owned by HBK SORCE ADVISORY LLC?
HBK SORCE ADVISORY LLC is the third largest holder of Lake Shore Bancorp. The company owns 68.16K of the company's shares outstanding (worth $852.63K).