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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NUVEEN ASSET MANAGEMENT, LLC 1308 - 2024-03-31 378,713 $15,720,000 0
   Trust Co of the South 7 - 2024-03-31 330,600 $13,723,000 0
   INVESTOR RESOURCES GROUP LLC 6 - 2024-03-31 128,846 $5,348,000 0
   RE ADVISERS CORP 68 - 2024-03-31 123,000 $5,106,000 0
   WEST CHESTER CAPITAL ADVISORS INC 2 - 2023-09-30 112,344 $3,252,000 0
   Swiss National Bank 1666 - 2024-03-31 65,600 $2,723,000 0
   Sequoia Financial Advisors LLC 313 - 2024-03-31 51,010 $2,117,000 0
   ROYCE & ASSOCIATES LLC 696 - 2024-03-31 30,900 $1,283,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1889 - 2024-03-31 26,989 $1,120,000 0
   Arcus Capital Partners LLC 46 - 2024-03-31 20,000 $830,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN 213 - 2024-03-31 18,000 $747,000 0
   MetLife Investment Advisors LLC 1475 - 2024-03-31 17,593 $730,000 0
   JANUS HENDERSON GROUP PLC 1924 - 2024-03-31 14,233 $590,000 0
   NISA INVESTMENT ADVISORS L L C 1025 - 2024-03-31 14,131 $587,000 0
   STOCK YARDS BANK & TRUST CO 271 - 2024-03-31 13,300 $552,000 0
   BANC FUNDS CO LLC 102 - 2024-03-31 12,750 $529,000 0
   Capital Impact Advisors LLC 64 - 2024-03-31 12,582 $522,000 0
   49 WEALTH MANAGEMENT LLC 71 - 2024-03-31 10,000 $406,000 0
   SMITH, SALLEY & ASSOCIATES 187 - 2024-03-31 8,954 $372,000 0
   Quent Capital LLC 216 - 2024-03-31 8,900 $369,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1675 - 2024-03-31 8,370 $347,000 0
   HOWE & RUSLING INC 195 - 2024-03-31 7,858 $326,000 0
   CENTAURUS FINANCIAL INC. 483 - 2024-03-31 7,665 $318,000 0
   Handelsbanken Fonder AB 1400 - 2024-03-31 6,900 $286,000 0
   SYNOVUS FINANCIAL CORP 785 - 2024-03-31 5,500 $228,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1464 - 2024-03-31 5,214 $216,000 0
   SUMMIT INVESTMENT ADVISORS INC 1521 - 2024-03-31 3,345 $139,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1899 - 2024-03-31 2,922 $121,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 1189 - 2024-03-31 1,861 $77,000 0
   Laurel Wealth Advisors LLC 271 - 2024-03-31 1,600 $66,000 0
   BARTLETT & CO. LLC 841 - 2023-12-31 500 $23,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 811 - 2024-03-31 500 $21,000 0
   Center for Financial Planning Inc. 324 - 2024-03-31 500 $21,000 0
   FTB Advisors Inc. 1401 - 2024-03-31 400 $17,000 0
   COMERICA BANK 3190 - 2024-03-31 190 $8,000 0
   Providence Capital Advisors LLC 253 - 2024-03-31 200 $8,000 0
   Parallel Advisors LLC 2422 - 2024-03-31 165 $7,000 0
   Allspring Global Investments Holdings LLC 2174 - 2024-03-31 117 $5,000 0
   Semmax Financial Advisors Inc. 253 - 2024-03-31 153 $5,000 0
   BANK OF MONTREAL /CAN/ 3278 - 2024-03-31 86 $4,000 0
   CWM LLC 3735 - 2024-03-31 102 $4,000 0
   WHITTIER TRUST CO 1411 - 2024-03-31 38 $2,000 0
   Fortitude Family Office LLC 824 - 2024-03-31 37 $2,000 0
   JFS WEALTH ADVISORS, LLC 1692 - 2024-03-31 24 $1,000 0
   Lindbrook Capital LLC 2477 - 2024-03-31 30 $1,000 0
   Missouri Trust & Investment Co 386 - 2024-03-31 16 $1,000 0
   HANSON MCCLAIN, INC. 3502 - 2024-03-31 8 $0 0
   PROEQUITIES INC. 6860 - 2024-03-31 0 $0 0
   SJS Investment Consulting Inc. 1556 - 2024-03-31 11 $0 0
   PRINCIPAL SECURITIES INC. 3383 - 2024-03-31 9 $0 0
   Covestor Ltd 2934 - 2024-03-31 3 $0 0
   Farther Finance Advisors LLC 3532 - 2024-03-31 3 $0 0

  52 Records found
  1    
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