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Get Institutions for : 
Live Oak Bancshares, Inc. (LOB)  
$35.06 0.16 (0.45%) as of 4:30 Mon 5/13


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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  : 
1.50 (4.47%)  




 
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
   DRIEHAUS CAPITAL MANAGEMENT LLC 232 *New 2023-12-31 206,097 $9,377,000 206,097
   NORGES BANK 1579 *New 2023-12-31 164,256 $7,474,000 164,256
   BRIDGEWAY CAPITAL MANAGEMENT INC 358 *New 2023-12-31 91,251 $4,152,000 91,251
   EUDAIMONIA ASSET MANAGEMENT LLC 53 *New 2023-12-31 81,832 $3,723,000 81,832
   EAM Global Investors LLC 66 *New 2023-12-31 81,216 $3,695,000 81,216
   PRINCIPAL FINANCIAL GROUP INC 1871 *New 2024-03-31 22,630 $939,000 22,630
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1249 *New 2024-03-31 21,298 $884,000 21,298
   PINNACLE ASSOCIATES LTD 500 *New 2024-03-31 20,533 $852,000 20,533
   ADVISORY RESEARCH INC 252 *New 2023-12-31 10,083 $459,000 10,083
   OCCUDO QUANTITATIVE STRATEGIES LP 463 *New 2023-12-31 8,457 $385,000 8,457
   PRUDENTIAL FINANCIAL INC 2290 *New 2023-12-31 7,057 $321,000 7,057
   Handelsbanken Fonder AB 1369 *New 2023-12-31 6,900 $314,000 6,900
   CREATIVE PLANNING 2130 *New 2023-12-31 6,159 $280,000 6,159
   SYNOVUS FINANCIAL CORP 752 *New 2023-12-31 5,500 $250,000 5,500
   MULTIFINANCIAL SECURITIES CORP 1524 *New 2023-12-31 5,406 $246,000 5,406
   MARINER WEALTH ADVISORS, LLC 2648 *New 2023-12-31 4,590 $209,000 4,590
   Edge Capital Group LLC 294 *New 2023-12-31 4,425 $201,000 4,425
   nVerses Capital LLC 90 *New 2024-03-31 4,000 $166,000 4,000
   Independence Bank of Kentucky 334 *New 2024-03-31 1,050 $44,000 1,050
   Psagot Value Holdings Ltd. / (Israel) 412 *New 2023-12-31 124 $6,000 124
   MATHER GROUP, INC. 1335 *New 2024-03-31 133 $6,000 133
   Gilliland Jeter Wealth Management LLC 525 *New 2024-03-31 74 $3,000 74
   MASSMUTUAL TRUST CO FSB/ADV 1413 *New 2024-03-31 67 $3,000 67
   First PREMIER Bank 439 *New 2024-03-31 47 $2,000 47
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2988 *New 2023-12-31 50 $2,000 50
   First Command Advisory Services Inc. 513 *New 2024-03-31 15 $1,000 15
   Nelson Van Denburg & Campbell Wealth Management Gr 2706 *New 2024-03-31 7 $0 7
   Steward Financial Group LLC 1345 *New 2023-09-30 28 $0 28
   Farther Finance Advisors LLC 3417 *New 2023-12-31 3 $0 3

  29 Records found
  1    
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