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 $855 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
85
shares
|
$2,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
62
shares
|
$1,737
0.0% of portfolio
|
Q1 2025
Added 342.86%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
62
shares
|
$1,737
0.0% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
58
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
55
shares
|
$1,541
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
48
shares
|
$1,345
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
40
shares
|
$1,121
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
38
shares
|
$1,065
0.0% of portfolio
|
Q4 2023
Reduced 90.75%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
37
shares
|
$1,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
37
shares
|
$1,037
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$700
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
17
shares
|
$476
0.0% of portfolio
|
Q1 2025
Reduced 15.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
17
shares
|
$476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
16
shares
|
$448
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
16
shares
|
$448
0.0% of portfolio
|
Q4 2023
Reduced 48.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
16
shares
|
$448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13
shares
|
$364
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$196
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$168
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
6
shares
|
$168
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6
shares
|
$168
0.0% of portfolio
|
Q1 2025
Added 20.0%
|