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Get Institutions for : 
Live Oak Bancshares, Inc. (LOB)  
$35.41 0.26 (0.73%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 186    10
Total shares held : 
 28,498,168  
% of shares held : 
 74.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 213,090  
% of shares held change : 
   0.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $28.25  
Last Quarter's Ending Price : 
 $45.50  
Last Quarter's Average Price : 
 $33.56  
Change from last quarter's     
avg. price to the last closing  : 
1.85 (5.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 895,363
 3.14%
 
Increased Positions :
54
 1,269,274
 4.45%
 
Unchanged Positions :
40
 768,664
 2.7%
 
Decreased Positions :
62
-1,684,006
-5.91%
 
Closed Positions :
20
-267,541
-0.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   T. Rowe Price Investment Management Inc. 155 - 2024-03-31 6,402,402 $265,764,000 36,572
   VANGUARD GROUP INC 1838 - 2024-03-31 2,536,094 $105,273,000 27,086
   DIMENSIONAL FUND ADVISORS INC 1381 - 2024-03-31 1,354,498 $56,225,000 26,744
   STATE STREET CORP 1812 - 2024-03-31 1,000,452 $41,529,000 23,751
   AMERIPRISE FINANCIAL INC 905 - 2024-03-31 976,314 $40,527,000 92,018
   GEODE CAPITAL MANAGEMENT LLC 1677 - 2024-03-31 729,863 $30,301,000 16,673
   MILLENNIUM MANAGEMENT LLC 903 - 2024-03-31 572,658 $23,771,000 389,388
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1942 - 2024-03-31 262,324 $10,889,000 3,093
   Vident Advisory LLC 154 - 2024-03-31 251,862 $10,455,000 853
   J P MORGAN CHASE & CO 2223 - 2024-03-31 181,275 $7,525,000 30,840
   JUPITER ASSET MANAGEMENT LTD 243 - 2024-03-31 154,149 $6,399,000 11,264
   BANK OF AMERICA CORP /DE/ 2815 - 2024-03-31 148,910 $6,181,000 28,723
   VOLORIDGE INVESTMENT MANAGEMENT LLC 658 - 2024-03-31 122,407 $5,081,000 68,549
   Russell Investments Group Ltd. 1173 - 2024-03-31 118,609 $4,923,000 1,961
   TRILLIUM ASSET MANAGEMENT CORP 137 - 2024-03-31 114,960 $4,772,000 4,792
   BRIDGEWAY CAPITAL MANAGEMENT INC 358 - 2024-03-31 97,751 $4,058,000 6,500
   ALGERT COLDIRON INVESTORS LLC 228 - 2024-03-31 92,689 $3,848,000 13,470
   DEUTSCHE BANK AG 1443 - 2024-03-31 70,612 $2,931,000 474
   TD ASSET MANAGEMENT INC 914 - 2024-03-31 68,754 $2,854,000 3,658
   MOTLEY FOOL ASSET MANAGEMENT LLC 95 - 2024-03-31 66,150 $2,746,000 9,317
   VICTORY CAPITAL MANAGEMENT INC 1349 - 2024-03-31 63,161 $2,622,000 1,793
   RHUMBLINE ADVISERS 1855 - 2024-03-31 54,233 $2,251,000 690
   CenterBook Partners LP 226 - 2024-03-31 50,524 $2,097,000 5,813
   Qube Research & Technologies Ltd 1513 - 2024-03-31 47,077 $1,954,000 26,531
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1892 - 2024-03-31 43,107 $1,789,000 324
   CHATHAM CAPITAL GROUP INC 89 - 2024-03-31 43,080 $1,788,000 5,045
   RAFFERTY ASSET MANAGEMENT LLC 719 - 2024-03-31 42,067 $1,746,000 6,080
   SIGNATUREFD, LLC 271 - 2024-03-31 28,608 $1,188,000 275
   PRICE T ROWE ASSOCIATES INC /MD/ 1933 - 2024-03-31 22,069 $917,000 1,728
   FULLER & THALER ASSET MANAGEMENT, INC. 416 - 2024-03-31 20,955 $870,000 16,087
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1116 - 2024-03-31 17,110 $710,000 17,060
   BNP PARIBAS ARBITRAGE SA 1942 - 2024-03-31 16,674 $692,000 7,475
   DARK FOREST CAPITAL MANAGEMENT LP 207 - 2024-03-31 15,023 $624,000 1,634
   PARSONS CAPITAL MANAGEMENT INC/RI 302 - 2024-03-31 13,800 $573,000 600
   STATE OF WISCONSIN INVESTMENT BOARD 1692 - 2024-03-31 13,251 $550,000 96
   ENVESTNET ASSET MANAGEMENT INC 3390 - 2024-03-31 12,430 $516,000 1,425
   TUDOR INVESTMENT CORP ET AL 1094 - 2024-03-31 12,061 $501,000 12,061
   Squarepoint Ops LLC 1695 - 2024-03-31 11,252 $467,000 11,252
   Allegiance Financial Group Advisory Services LLC 51 - 2024-03-31 9,717 $403,000 1,095
   JENNISON ASSOCIATES LLC 563 - 2024-03-31 9,222 $383,000 46
   CWM Advisors LLC 499 - 2024-03-31 8,662 $360,000 273
   State of Tennessee Treasury Department 1484 - 2024-03-31 8,207 $341,000 8,207
   LPL FINANCIAL CORP 4046 - 2024-03-31 7,838 $325,000 204
   BALLENTINE FINN & COMPANY INC 531 - 2024-03-31 7,241 $301,000 6
   CREATIVE PLANNING 2257 - 2024-03-31 7,058 $293,000 899
   QUANTBOT TECHNOLOGIES LLC 903 - 2024-03-31 6,967 $289,000 6,967
   HRT FINANCIAL LLC 1497 - 2024-03-31 6,772 $281,000 6,772
   Peachtree Investment Partners LLC 65 - 2024-03-31 6,553 $272,000 5
   PROSHARE ADVISORS LLC 1535 - 2024-03-31 6,048 $251,000 476
   MULTIFINANCIAL SECURITIES CORP 2066 - 2024-03-31 5,906 $245,000 500
   MARINER WEALTH ADVISORS, LLC 2687 - 2024-03-31 5,248 $218,000 658
   SG AMERICAS SECURITIES LLC 1811 - 2024-03-31 3,982 $165,000 3,982
   FMR LLC 2942 - 2024-03-31 3,868 $161,000 306
   TOTH FINANCIAL ADVISORY CORP 216 - 2024-03-31 3,320 $138,000 320
   Global Retirement Partners LLC 1002 - 2024-03-31 2,831 $118,000 2
   Aquatic Capital Management LLC 978 - 2024-03-31 1,800 $75,000 1,800
   QUADRANT CAPITAL GROUP LLC 1328 - 2024-03-31 1,351 $56,000 44
   Anchor Investment Management LLC 609 - 2024-03-31 750 $31,000 250
   Riverview Trust Co 359 - 2024-03-31 684 $28,000 684
   COLONIAL ASSET MANAGEMENT, INC. 568 - 2024-03-31 272 $11,000 250
   GAMMA Investing LLC 2043 - 2024-03-31 229 $10,000 199
   HUNTINGTON NATIONAL BANK 1312 - 2024-03-31 227 $9,000 27
  62 Records found
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