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Live Oak Bancshares shares owned by CWM Advisors

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by CWM Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $382k 8.4k 45.50
2023-09-30 $306k 11k 28.95

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Intuitive Surgical Com New (ISRG)
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Synopsys (SNPS)
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Amphenol Corp Cl A (APH)
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View all positions for CWM Advisors

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