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 223 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,345
shares
|
$107,006
0.0% of portfolio
|
Q3 2023
Added 34.23%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
3,165
shares
|
$101,248
0.0% of portfolio
|
Q3 2024
Added 161.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$95,970
0.0% of portfolio
|
Q4 2024
Added 99.73%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
2,922
shares
|
$93,474
0.0% of portfolio
|
Q3 2023
Added 325.95%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,850
shares
|
$91,171
0.02% of portfolio
|
Q1 2024
Reduced 11.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,569
shares
|
$82,182
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,383
shares
|
$76,232
0.01% of portfolio
|
Q4 2024
Reduced 86.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,078
shares
|
$66,475
0.0% of portfolio
|
Q4 2024
Reduced 70.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,789
shares
|
$57,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,600
shares
|
$51,184
0.01% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,148
shares
|
$36,724
0.0% of portfolio
|
Q1 2024
Reduced 61.07%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
1,097
shares
|
$35,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
924
shares
|
$29,558
0.0% of portfolio
|
Q4 2024
Reduced 31.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
817
shares
|
$26,135
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
807
shares
|
$25,815
0.02% of portfolio
|
Q2 2022
Added 5.49%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
684
shares
|
$21,881
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
681
shares
|
$21,785
0.0% of portfolio
|
Q4 2024
Added 59.86%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
590
shares
|
$18,874
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
550
shares
|
$17,594
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
500
shares
|
$15,995
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$15,995
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
500
shares
|
$15,995
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$15,995
0.0% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
500
shares
|
$15,995
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
400
shares
|
$12,796
0.0% of portfolio
|
Q3 2023
New holding
|