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Live Oak Bancshares shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Live Oak Bancshares

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All positions including Live Oak Bancshares held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 500 46.51
2023-09-30 $15k 500 28.95

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View all positions for Bartlett & Co. Wealth Management

Top funds holding Live Oak Bancshares

Vanguard Group
Diamond Hill Capital Management
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
D. E. Shaw & Co
Trust Co of the South
Charles Schwab Investment Management
Vident Advisory
Hotchkis and Wiley Capital Management
Millennium Management
Bank of New York Mellon
Goldman Sachs Group
Norges Bank Investment Management
Motley Fool Wealth Management
Jpmorgan Chase & Co

View all funds holding Live Oak Bancshares