Who owns Live Oak Bancshares?

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Analyze quarterly positions in Live Oak Bancshares with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Live Oak Bancshares stock

Who bought or sold Live Oak Bancshares this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 2.5M $114M 1% Dec 2023
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Diamond Hill Capital Management 1.9M $87M -10% Dec 2023
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Barrow, Hanley, Mewhinney & Strauss 1.7M $77M -4% Dec 2023
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Dimensional Fund Advisors 1.3M $60M 5% Dec 2023
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D. E. Shaw & Co 339k $15M 7% Dec 2023
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Trust Co of the South 331k $14M 0% Mar 2024
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Charles Schwab Investment Management 259k $12M 1% Dec 2023
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Vident Advisory 251k $11M 0% Dec 2023
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Hotchkis and Wiley Capital Management 230k $11M -19% Dec 2023
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Bank of New York Mellon 189k $8.6M -4% Dec 2023
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Millennium Management 183k $8.3M -30% Dec 2023
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Goldman Sachs Group 166k $7.5M -14% Dec 2023
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Norges Bank Investment Management 164k $7.5M 100% Dec 2023
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Motley Fool Wealth Management 152k $6.9M -37% Dec 2023
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Jpmorgan Chase & Co 150k $6.8M 151% Dec 2023
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Rice Hall James & Associates 145k $6.6M -3% Dec 2023
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Jupiter Asset Management 143k $6.5M 316% Dec 2023
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Profit Investment Management 129k $5.3M 0% Mar 2024
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Captrust Financial Advisors 128k $5.8M 26% Dec 2023
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Salem Investment Counselors 125k $5.2M -16% Mar 2024
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Bank of America Corporation 120k $5.5M -9% Dec 2023
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Russell Investments 117k $5.3M 4% Dec 2023
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Trillium Asset Management Corporation 110k $5.0M 91% Dec 2023
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Credit Suisse 102k $4.6M -4% Dec 2023
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RMB Capital Management 100k $4.6M 0% Dec 2023
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Mendon Capital Advisors Corp. 100k $4.6M 100% Dec 2023
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Lord, Abbett & Co 100k $4.5M 100% Dec 2023
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Commonwealth Equity Services 91k $4.1M -8% Dec 2023
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Raymond James & Associates 91k $3.8M -1% Mar 2024
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Two Sigma Advisers 90k $4.1M -32% Dec 2023
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Algert Coldiron Investors 79k $3.6M 25% Dec 2023
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Barclays 76k $3.4M 151336% Dec 2023
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Federated Investors 74k $3.4M -66% Dec 2023
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Deutsche Bank Aktiengesellschaft 70k $3.2M -1% Dec 2023
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Swiss National Bank 66k $3.0M -10% Dec 2023
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TD Asset Management 65k $3.0M 0% Dec 2023
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Victory Capital Management 61k $2.8M 101% Dec 2023
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Motley Fool Asset Management 57k $2.6M -34% Dec 2023
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Wells Fargo & Company 55k $2.5M 28% Dec 2023
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Voloridge Investment Management 54k $2.5M 28% Dec 2023
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Rhumbline Advisers 54k $2.4M 0% Dec 2023
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Citadel Advisors 52k $2.3M -51% Dec 2023
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Sequoia Financial Advisors 51k $2.3M 0% Dec 2023
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UBS Group 51k $2.3M 46% Dec 2023
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Jane Street 45k $2.0M 5% Dec 2023
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Emerald Mutual Fund Advisers, Trust 44k $2.0M 211% Dec 2023
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Chatham Capital Group 43k $1.8M 13% Mar 2024
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Alliancebernstein 41k $1.8M 0% Dec 2023
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Advisory Services Network 40k $1.8M -2% Dec 2023
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Royal Bank of Canada 40k $1.8M 313% Dec 2023
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Citigroup 37k $1.7M 80% Dec 2023
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Wealth Enhancement Advisory Services 35k $1.5M -13% Mar 2024
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Legal & General Group 32k $1.5M 7% Dec 2023
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Capula Management 32k $1.4M 100% Dec 2023
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Royce & Associates 31k $1.4M -35% Dec 2023
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Signature 28k $1.3M 1% Dec 2023
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CornerCap Investment Counsel 28k $1.3M 100% Dec 2023
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Ubs Global Asset Management Americas 27k $1.2M 0% Dec 2023
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T. Rowe Price Associates 20k $926k 5% Dec 2023
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Arcus Capital Partners 20k $830k 0% Mar 2024
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Harbor Capital Advisors 19k $843k -5% Dec 2023
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Bank Of Montreal 18k $846k 100% Dec 2023
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NJ State Employees Deferred Compensation Plan 18k $819k 0% Dec 2023
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MetLife Investment Advisors 18k $801k 0% Dec 2023
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American International 17k $761k 0% Dec 2023
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Mirae Asset Global Investments 16k $713k 9% Dec 2023
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New York State Common Retirement Fund 15k $659k 11% Dec 2023
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Henderson Group 14k $648k 0% Dec 2023
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New York Life Investment Management 14k $645k -3% Dec 2023
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NISA Investment Advisors 14k $643k 0% Dec 2023
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Parsons Capital Management 14k $573k 5% Mar 2024
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Stock Yards Trust Company 13k $605k 0% Dec 2023
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State of Wisconsin Investment Board 13k $599k -44% Dec 2023
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Capital Impact Advisors 13k $573k -33% Dec 2023
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Summit Trail Advisors 10k $426k -3% Mar 2024
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Florida State Board of Administration 9.6k $437k 0% Dec 2023
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Patriot Investment Management 9.4k $390k 0% Mar 2024
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Arizona State Retirement System 9.3k $423k -2% Dec 2023
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Bnp Paribas Arbitrage, Snc 9.2k $419k -55% Dec 2023
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Jennison Associates 9.2k $418k 100% Dec 2023
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Smith, Salley & Associates 9.0k $407k 0% Dec 2023
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Quent Capital 8.9k $405k 0% Dec 2023
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Allegiance Financial Group Advisory Services 8.6k $392k -15% Dec 2023
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Quest Partners 8.6k $391k 100% Dec 2023
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Occudo Quantitative Strategies 8.5k $385k 100% Dec 2023
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CWM Advisors 8.4k $382k -21% Dec 2023
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Zurcher Kantonalbank 8.4k $381k 37% Dec 2023
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Howe and Rusling 7.9k $358k -13% Dec 2023
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Centaurus Financial 7.7k $349k 0% Dec 2023
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Ballentine Partners 7.2k $301k 0% Mar 2024
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Handelsbanken Fonder AB 6.9k $314k 100% Dec 2023
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Peachtree Investment Partners 6.5k $298k 100% Dec 2023
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Raymond James Financial Services Advisors 6.3k $260k 0% Mar 2024
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Creative Planning 6.2k $280k 100% Dec 2023
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Duality Advisers 5.5k $249k 100% Dec 2023
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Thoroughbred Financial Services 5.2k $236k 100% Dec 2023
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Davenport & Co 5.0k $228k 100% Dec 2023
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Apollon Wealth Management 4.8k $216k 100% Dec 2023
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Arbor Investment Advisors 4.6k $211k 100% Dec 2023
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Us Bancorp 4.6k $209k 0% Dec 2023
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Mariner Wealth Advisors 4.6k $209k 100% Dec 2023
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Pathstone Holdings 4.6k $208k 100% Dec 2023
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Advisor Group Holdings 4.1k $185k -73% Dec 2023
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Summit Investment Advisors 3.3k $152k 0% Dec 2023
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Toth Financial Advisory Corporation 3.3k $138k 11% Mar 2024
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Concord Wealth Partners 3.2k $147k -1% Dec 2023
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Amalgamated Bank 2.9k $134k -10% Dec 2023
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Global Retirement Partners 2.8k $113k -1% Dec 2023
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Ronald Blue Trust 2.1k $61k 1128% Dec 2023
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Metropolitan Life Insurance Company 1.9k $85k -8% Dec 2023
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Glassman Wealth Services 1.6k $71k 4% Dec 2023
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Quadrant Capital 1.3k $60k 25% Dec 2023
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Independence Bank of Kentucky 1.1k $44k 100% Mar 2024
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Marcia E. Wade 1.0k $42k -18% Mar 2024
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Whittier Trust Co. of Nevada 806.00 $37k 10% Dec 2023
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Riverview Trust 684.00 $28k 100% Mar 2024
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Anchor Investment Management 500.00 $23k -52% Dec 2023
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Bartlett & Co. 500.00 $23k 0% Dec 2023
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Center for Financial Planning 500.00 $23k 0% Dec 2023
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Bartlett & Co. Wealth Management 500.00 $23k 0% Dec 2023
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FTB Advisors 400.00 $18k 0% Dec 2023
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GAMMA Investing 229.00 $9.5k 663% Mar 2024
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Huntington National Bank 200.00 $9.1k 0% Dec 2023
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Parallel Advisors 165.00 $7.5k 106% Dec 2023
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Semmax Financial Advisors 153.00 $5.9k 0% Dec 2023
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Mather Group 133.00 $6.1k 100% Mar 2024
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Psagot Value Holdings Ltd. / 124.00 $6.0k 100% Dec 2023
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Allspring Global Investments Holdings 117.00 $4.9k 100% Mar 2024
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CWM 102.00 $4.0k 0% Mar 2024
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Massmutual Trust 67.00 $2.8k 100% Mar 2024
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Quarry 48.00 $2.2k -79% Dec 2023
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First PREMIER Bank 47.00 $2.0k 100% Mar 2024
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Whittier Trust 38.00 $1.7k -91% Dec 2023
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Fortitude Family Office 37.00 $1.5k 0% Mar 2024
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Lindbrook Capital 30.00 $1.4k -36% Dec 2023
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JFS Wealth Advisors 24.00 $1.1k -4% Dec 2023
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Missouri Trust & Investment 16.00 $728.000000 0% Dec 2023
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Nalls Sherbakoff Group 16.00 $747.000000 -48% Dec 2023
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SJS Investment Consulting 11.00 $457.000500 0% Mar 2024
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Principal Securities 9.00 $410.000400 100% Dec 2023
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Hanson McClain Advisors 8.00 $364.000000 -76% Dec 2023
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DiNuzzo Private Wealth 6.00 $273.000000 100% Dec 2023
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Covestor 3.00 $0 -62% Dec 2023
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Farther Finance Advisors 3.00 $137.000100 100% Dec 2023
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Who sold out of Live Oak Bancshares?

Fund or Company Name Date Sold Shares Held Valued At
Cubist Systematic Strategies Sep 2023 94k $2.7M
Balyasny Asset Management Sep 2023 23k $662k
Hrt Financial Sep 2023 19k $557k
Squarepoint Ops Sep 2023 18k $510k
Arp Americas Sep 2023 15k $436k
SG Americas Securities Sep 2023 15k $420k
Two Sigma Investments Sep 2023 10k $297k
GSA Capital Partners Sep 2023 9.9k $288k
Tudor Investment Corporation Sep 2023 8.8k $256k
Aquatic Capital Management Sep 2023 4.4k $127k
Point72 Middle East FZE Sep 2023 3.0k $86k
Cary Street Partner Investment Advisory Sep 2023 1.0k $29k
Point72 Asset Management Sep 2023 957.00 $28k
Arlington Trust Dec 2023 52.00 $2.4k
Baldwin Brothers Dec 2023 50.00 $2.3k
Authentikos Wealth Advisory Sep 2023 46.00 $1.3k
Headinvest Sep 2023 37.00 $1.0k