Institutional Ownership Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
4,322
shares
|
$206,461
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,320
shares
|
$206,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,172
shares
|
$199,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,345
shares
|
$159,790
0.01% of portfolio
|
Q3 2023
Added 34.23%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
3,165
shares
|
$151,192
0.0% of portfolio
|
Q3 2024
Added 161.35%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
2,922
shares
|
$139,583
0.0% of portfolio
|
Q3 2023
Added 325.95%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,850
shares
|
$136,144
0.02% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,668
shares
|
$127,450
0.0% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,600
shares
|
$76,432
0.01% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,502
shares
|
$71,750
0.0% of portfolio
|
Q3 2024
Added 19.49%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,500
shares
|
$71,655
0.03% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,346
shares
|
$64,298
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,148
shares
|
$54,839
0.0% of portfolio
|
Q1 2024
Reduced 61.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
817
shares
|
$39,028
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
807
shares
|
$38,550
0.02% of portfolio
|
Q2 2022
Added 5.49%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
713
shares
|
$34,060
0.01% of portfolio
|
Q3 2024
Added 98.61%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
684
shares
|
$32,674
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
650
shares
|
$31,050
0.01% of portfolio
|
Q3 2024
Reduced 38.1%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
550
shares
|
$26,273
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$23,885
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$23,885
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
500
shares
|
$23,885
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
500
shares
|
$23,885
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
426
shares
|
$20,350
0.0% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$19,108
0.0% of portfolio
|
Q3 2023
New holding
|