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 236 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $981 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
680
shares
|
$22,093
0.0% of portfolio
|
Q1 2025
Added 207.69%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
550
shares
|
$17,869
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
500
shares
|
$16,245
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$16,245
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
500
shares
|
$16,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$16,245
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
500
shares
|
$16,245
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
400
shares
|
$12,996
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
400
shares
|
$12,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
391
shares
|
$12,703
0.0% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
250
shares
|
$8,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
237
shares
|
$7,700
0.0% of portfolio
|
Q1 2025
Added 34.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
223
shares
|
$7,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
200
shares
|
$6,498
0.0% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
174
shares
|
$5,653
0.0% of portfolio
|
Q4 2024
Reduced 72.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
162
shares
|
$5,263
0.0% of portfolio
|
Q1 2025
Added 31.71%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
153
shares
|
$4,970
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
153
shares
|
$4,970
0.0% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
128
shares
|
$4,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
123
shares
|
$3,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
117
shares
|
$3,801
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
109
shares
|
$3,541
0.0% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
102
shares
|
$3,313
0.0% of portfolio
|
Q1 2025
Reduced 84.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$3,249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
93
shares
|
$3,021
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|