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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
251
shares
|
$8,029
0.0% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
250
shares
|
$7,997
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
243
shares
|
$7,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
223
shares
|
$7,133
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
221
shares
|
$7,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
201
shares
|
$6,429
0.0% of portfolio
|
Q4 2024
Added 57.03%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
200
shares
|
$6,398
0.0% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
185
shares
|
$5,918
0.0% of portfolio
|
Q4 2024
Added 311.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
176
shares
|
$5,630
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
174
shares
|
$5,566
0.0% of portfolio
|
Q4 2024
Reduced 72.03%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
170
shares
|
$5,438
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
153
shares
|
$4,894
0.0% of portfolio
|
Q3 2023
Added 0.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
128
shares
|
$4,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
127
shares
|
$4,062
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
123
shares
|
$3,934
0.0% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
121
shares
|
$3,870
0.0% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
117
shares
|
$3,742
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$3,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$3,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
85
shares
|
$2,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
48
shares
|
$1,535
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
45
shares
|
$1,439
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
40
shares
|
$1,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
40
shares
|
$1,279
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
38
shares
|
$1,215
0.0% of portfolio
|
Q4 2023
Reduced 90.75%
|