Live Oak Bancshares shares owned by First Trust Advisors
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Live Oak Bancshares
Tip: Access up to 7 years of quarterly data
All positions including Live Oak Bancshares held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Live Oak Bancshares by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $711k | 21k | 34.35 |
| 2025-09-30 | $752k | 21k | 35.22 |
| 2025-06-30 | $1.4M | 48k | 29.80 |
| 2025-03-31 | $524k | 20k | 26.66 |
| 2024-12-31 | $632k | 16k | 39.55 |
| 2024-09-30 | $1.6M | 33k | 47.37 |
| 2024-03-31 | $577k | 14k | 41.51 |
| 2023-09-30 | $2.5M | 86k | 28.95 |
| 2023-06-30 | $3.2M | 122k | 26.31 |
| 2022-12-31 | $332k | 11k | 30.20 |
| 2022-09-30 | $849k | 28k | 30.59 |
| 2022-06-30 | $916k | 27k | 33.90 |
| 2022-03-31 | $4.1M | 81k | 50.89 |
| 2021-12-31 | $7.0M | 81k | 87.29 |
| 2021-09-30 | $5.4M | 85k | 63.63 |
| 2021-06-30 | $6.4M | 109k | 59.00 |
| 2021-03-31 | $1.4M | 21k | 68.50 |
| 2020-12-31 | $728k | 15k | 47.43 |
| 2020-09-30 | $352k | 14k | 25.31 |
| 2020-06-30 | $217k | 15k | 14.51 |
| 2020-03-31 | $219k | 18k | 12.49 |
| 2019-12-31 | $386k | 20k | 19.00 |
| 2019-09-30 | $377k | 21k | 18.12 |
| 2019-06-30 | $436k | 25k | 17.14 |
| 2019-03-31 | $818k | 56k | 14.60 |
| 2018-12-31 | $848k | 57k | 14.81 |
| 2018-09-30 | $4.8M | 179k | 26.80 |
| 2018-06-30 | $5.0M | 162k | 30.65 |
| 2018-03-31 | $1.1M | 41k | 27.79 |
| 2017-12-31 | $1.0M | 43k | 23.84 |
| 2017-09-30 | $1.1M | 45k | 23.46 |
| 2017-06-30 | $1.1M | 47k | 24.19 |
| 2017-03-31 | $1.2M | 55k | 21.64 |
| 2016-12-31 | $921k | 50k | 18.50 |
| 2016-09-30 | $395k | 27k | 14.41 |
| 2016-06-30 | $411k | 29k | 14.12 |