LCNB CORP - COM (LCNB)

CUSIP: 50181P100

Q4 2023 13F Holders as of 31 Dec 2023

Security identity
Holder snapshot
Share change
+222,886
Reported price per share
$15.77
Number of holders
69
Value change
+$3,571,251
Number of buys
29
Number of sells
22

Security key

50181P100

Report period

Q4 2023

Institutions

69

Top holders

10

Ownership snapshot

Top shareholders of LCNB - LCNB CORP - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Ritter Daniher Financial ...
13D/G signal
Evidence rows
50
Latest as of
30 Sep 2023
13F Highest disclosed value: $8,010,593 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Ritter Daniher Financial Advisory LLC / DE
13F
Company
13F
class O/S missing
$8,010,593
561,359 shares
30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$7,561,317
529,875 shares
30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
class O/S missing
$7,521,631
527,094 shares
30 Sep 2023
LCNB CORP
13F
Company
13F
class O/S missing
$7,055,117
494,402 shares
30 Sep 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$6,208,520
435,075 shares
30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$3,019,752
211,590 shares
30 Sep 2023
JOHNSON INVESTMENT COUNSEL INC
13F
Company
13F
class O/S missing
$2,023,467
141,799 shares
30 Sep 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$1,861,051
130,417 shares
30 Sep 2023
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
STATE STREET CORP
13F
Company
13F
class O/S missing
$1,776,701
124,506 shares
30 Sep 2023
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
class O/S missing
$1,491,000
104,516 shares
30 Sep 2023
AMERICAN FINANCIAL GROUP INC
13F
Company
13F
class O/S missing
$1,336,000
93,582 shares
30 Sep 2023
Kapstone Financial Advisors LLC
13F
Company
13F
class O/S missing
$1,294,674
90,727 shares
30 Sep 2023
NORTHERN TRUST CORP
13F
Company
13F
class O/S missing
$1,190,189
83,405 shares
30 Sep 2023
Cetera Advisor Networks LLC
13F
Company
13F
class O/S missing
$1,131,112
79,265 shares
30 Sep 2023
Bank of New York Mellon Corp
13F
Company
13F
class O/S missing
$823,627
57,717 shares
30 Sep 2023
MORGAN STANLEY
13F
Company
13F
class O/S missing
$730,307
51,177 shares
30 Sep 2023
Empowered Funds, LLC
13F
Company
13F
class O/S missing
$592,562
41,525 shares
30 Sep 2023
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
13F
class O/S missing
$574,000
40,218 shares
30 Sep 2023
Bartlett & Co. LLC
13F
Company
13F
class O/S missing
$534,000
37,400 shares
30 Sep 2023
BARTLETT & CO. WEALTH MANAGEMENT LLC
13F
Company
13F
class O/S missing
$533,701
37,400 shares
30 Sep 2023
ACADIAN ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$526,000
36,979 shares
30 Sep 2023
Private Wealth Strategies, L.L.C.
13F
Company
13F
class O/S missing
$433,325
30,366 shares
30 Sep 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
class O/S missing
$412,546
28,910 shares
30 Sep 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$368,409
25,817 shares
30 Sep 2023
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
class O/S missing
$352,882
24,729 shares
30 Sep 2023
Cornerstone Advisory, LLC
13F
Company
13F
class O/S missing
$349,615
24,500 shares
30 Sep 2023
New Republic Capital, LLC
13F
Company
13F
class O/S missing
$331,035
23,198 shares
30 Sep 2023
ROYAL BANK OF CANADA
13F
Company
13F
class O/S missing
$300,000
21,066 shares
30 Sep 2023
Cutter & CO Brokerage, Inc.
13F
Company
13F
class O/S missing
$295,960
20,740 shares
30 Sep 2023
WELLS FARGO & COMPANY/MN
13F
Company
13F
class O/S missing
$295,248
20,691 shares
30 Sep 2023
Wealthquest Corp
13F
Company
13F
class O/S missing
$282,075
19,767 shares
30 Sep 2023
TWO SIGMA ADVISERS, LP
13F
Company
13F
class O/S missing
$263,995
18,500 shares
30 Sep 2023
LSV ASSET MANAGEMENT
13F
Company
13F
class O/S missing
$260,000
18,189 shares
30 Sep 2023
EQUITABLE TRUST CO
13F
Company
13F
class O/S missing
$212,166
14,868 shares
30 Sep 2023
UBS Group AG
13F
Company
13F
class O/S missing
$200,950
14,082 shares
30 Sep 2023
Nuveen Asset Management, LLC
13F
Company
13F
class O/S missing
$198,710
13,925 shares
30 Sep 2023
BARCLAYS PLC
13F
Company
13F
class O/S missing
$187,536
13,142 shares
30 Sep 2023
Center for Financial Planning, Inc.
13F
Company
13F
class O/S missing
$180,716
12,664 shares
30 Sep 2023
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
class O/S missing
$175,450
12,295 shares
30 Sep 2023
FineMark National Bank & Trust
13F
Company
13F
class O/S missing
$170,569
11,953 shares
30 Sep 2023
Invesco Ltd.
13F
Company
13F
class O/S missing
$165,246
11,580 shares
30 Sep 2023
Axim Planning & Wealth
13F
Company
13F
class O/S missing
$164,105
11,500 shares
30 Sep 2023
RHUMBLINE ADVISERS
13F
Company
13F
class O/S missing
$160,901
11,276 shares
30 Sep 2023
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$145,226
10,177 shares
30 Sep 2023
BNP PARIBAS FINANCIAL MARKETS
13F
Company
13F
class O/S missing
$136,550
9,569 shares
30 Sep 2023
JPMORGAN CHASE & CO
13F
Company
13F
class O/S missing
$97,893
6,860 shares
30 Sep 2023
MetLife Investment Management, LLC
13F
Company
13F
class O/S missing
$81,867
5,737 shares
30 Sep 2023
AMERICAN INTERNATIONAL GROUP, INC.
13F
Company
13F
class O/S missing
$75,303
5,277 shares
30 Sep 2023
Cassady Schiller Wealth Management, LLC
13F
Company
13F
class O/S missing
$65,542
4,593 shares
30 Sep 2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
class O/S missing
$40,598
2,845 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
69
Shares
4,591,056
Rows loaded
69
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
68
Q4 2023 holders
69
Holder diff
1
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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