LCNB Corporation (LCNB) Ownership

18.20 ↑0.15 (0.83%)
As of January 27, 2023, 3:58pm EST.

Institutional Ownership

Ritter Daniher Financial Advisory LLC / DE is the biggest individual institutional holder of LCNB Corporation (LCNB), owning a total of 561 thousand shares. Combined, the top 25 institutional holders of LCNB own 30.75% of the company with a total of 3.5 million shares.

In the latest ownership report on September 30th 2022, the top 25 institutional holders increased their combined ownership of LCNB by 58 thousand shares. 9 institutions bought 156,647 total additional shares and increased their ownership by an average of 37.89%. However 8 institutions sold 99,099 total shares and decreased their ownership by an average of 11.35%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of LCNB Corporation increased by a net total of 57,548 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ritter Daniher Financial Advisory LLC / DE4.982%0.000%561,35902022-09-30
LCNB Corp4.674%5.769%526,60228,7242022-09-30
Dimensional Fund Advisors, Inc.3.899%1.378%439,2615,9692022-09-30
Vanguard Group Inc3.822%-3.380%430,597-15,0652022-09-30
Millennium Management LLC1.343%-9.781%151,275-16,4002022-09-30
Johnson Investment Counsel Inc1.286%0.032%144,840462022-09-30
FMR Inc1.037%0.000%116,82602022-09-30
Renaissance Technologies Corp1.037%-25.045%116,797-39,0252022-09-30
Geode Capital Management, LLC0.977%-0.331%110,024-3652022-09-30
Kennedy Capital Management Inc0.917%-0.161%103,294-1672022-09-30
Bridgeway Capital Management, LLC0.890%0.000%100,30002022-09-30
American Financial Group Inc0.831%0.000%93,58202022-09-30
Cetera Advisor Networks LLC0.704%0.000%79,26579,2652022-09-30
BlackRock Inc0.628%-7.321%70,724-5,5872022-09-30
Bank of New York Mellon Corp0.613%1.508%69,0631,0262022-09-30
Fourthstone LLC0.444%324.201%50,04338,2462022-09-30
Morgan Stanley - Brokerage Accounts0.436%4.774%49,0752,2362022-09-30
State Street Corporation0.318%0.000%35,86402022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.316%2.959%35,6291,0242022-09-30
Acadian Asset Management LLC0.306%-2.796%34,423-9902022-09-30
Private Wealth Strategies, L.L.C.0.266%0.371%30,0201112022-09-30
Susquehanna Fundamental Investments, LLC0.264%-41.992%29,700-21,5002022-09-30
Cornerstone Advisory LLP0.235%0.000%26,50002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ritter Daniher Financial Advisory LLC / DE4.982%0.000%561,35902022-09-30
LCNB Corp4.674%5.769%526,60228,7242022-09-30
Dimensional Fund Advisors, Inc.3.899%1.378%439,2615,9692022-09-30
Vanguard Group Inc3.822%-3.380%430,597-15,0652022-09-30
Millennium Management LLC1.343%-9.781%151,275-16,4002022-09-30
Johnson Investment Counsel Inc1.286%0.032%144,840462022-09-30
FMR Inc1.037%0.000%116,82602022-09-30
Renaissance Technologies Corp1.037%-25.045%116,797-39,0252022-09-30
Geode Capital Management, LLC0.977%-0.331%110,024-3652022-09-30
Kennedy Capital Management Inc0.917%-0.161%103,294-1672022-09-30
Bridgeway Capital Management, LLC0.890%0.000%100,30002022-09-30
American Financial Group Inc0.831%0.000%93,58202022-09-30
Cetera Advisor Networks LLC0.704%0.000%79,26579,2652022-09-30
BlackRock Inc0.628%-7.321%70,724-5,5872022-09-30
Bank of New York Mellon Corp0.613%1.508%69,0631,0262022-09-30
Fourthstone LLC0.444%324.201%50,04338,2462022-09-30
Morgan Stanley - Brokerage Accounts0.436%4.774%49,0752,2362022-09-30
State Street Corporation0.318%0.000%35,86402022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.316%2.959%35,6291,0242022-09-30
Acadian Asset Management LLC0.306%-2.796%34,423-9902022-09-30
Two Sigma Investments LLC0.285%-47.786%32,234-29,5002022-06-30
Private Wealth Strategies, L.L.C.0.266%0.371%30,0201112022-09-30
Susquehanna Fundamental Investments, LLC0.264%-41.992%29,700-21,5002022-09-30
Two Sigma Advisers, LLC0.246%-60.623%27,800-42,8002022-06-30
Cornerstone Advisory LLP0.235%0.000%26,50002022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of LCNB Corporation (LCNB), owning a total of 336 thousand shares. Combined, the top 21 mutual fund holders of LCNB own 14.13% of the company with a total of 1.6 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders decreased their combined ownership of LCNB by 187 shares. None of the mutual funds bought any additional shares. However 1 funds sold 187 total shares and decreased their ownership by an average of 0.74%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding LCNB Corporation decreased by a net total of -187 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Extended Equity Market K0.224%-0.737%25,191-1872022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.981%15.710%335,83145,5962022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.576%-0.473%290,235-1,3802022-09-30
Vanguard Extended Market Index Investor1.052%0.000%118,55702022-11-30
DFA US Small Cap Value I0.995%0.000%112,07002022-11-30
Kennedy Micro Cap0.917%-0.161%103,294-1672022-09-30
Fidelity® Low-Priced Stock0.843%-0.037%94,950-352022-10-31
Bridgeway Omni Small-Cap Value N0.520%0.000%58,60002022-09-30
Bridgeway Omni Small-Cap Value0.520%0.000%58,60002022-09-30
Fidelity® Extended Market Index0.490%0.000%55,25102022-11-30
DFA US Targeted Value I0.414%0.000%46,61602022-11-30
Bridgeway Omni Tax-Managed Sm-Cp Val N0.370%0.000%41,70002022-09-30
DFA US Small Cap I0.332%0.000%37,41002022-11-30
DFA US Micro Cap I0.317%0.000%35,72402022-11-30
WisdomTree US SmallCap Dividend ETF0.313%0.000%35,29702022-11-30
DFA US Core Equity 2 I0.269%0.000%30,26702022-11-30
BlackRock Extended Mkt Composite0.255%0.000%28,74202022-09-30
BlackRock Extended Equity Market K0.224%-0.737%25,191-1872022-12-31
DFA US Core Equity 1 I0.220%0.000%24,72802022-11-30
iShares Micro-Cap ETF0.197%0.000%22,15802022-12-30
Dimensional US Targeted Value ETF0.168%0.000%18,87102022-12-30
Fidelity® Total Market Index0.156%0.000%17,54002022-11-30

Discussions

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davieshelvy

$LCNB glad I didn’t chase this isn’t moving anytime soon with all of those call options here lol

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