Live Oak Bancshares shares owned by LPL Financial
Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Live Oak Bancshares
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Quarterly reported holdings in Live Oak Bancshares by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 32k | 34.35 |
| 2025-09-30 | $1.1M | 31k | 35.22 |
| 2025-06-30 | $795k | 27k | 29.80 |
| 2025-03-31 | $521k | 20k | 26.66 |
| 2024-12-31 | $408k | 10k | 39.55 |
| 2024-09-30 | $453k | 9.6k | 47.37 |
| 2024-06-30 | $282k | 8.0k | 35.06 |
| 2024-03-31 | $325k | 7.8k | 41.51 |
| 2023-09-30 | $224k | 7.7k | 28.95 |
| 2023-06-30 | $219k | 8.3k | 26.31 |
| 2022-12-31 | $253k | 8.4k | 30.20 |
| 2022-09-30 | $256k | 8.4k | 30.59 |
| 2022-06-30 | $291k | 8.6k | 33.88 |
| 2022-03-31 | $524k | 10k | 50.91 |
| 2021-12-31 | $914k | 11k | 87.33 |
| 2021-09-30 | $711k | 11k | 63.63 |
| 2021-06-30 | $680k | 12k | 59.01 |
| 2021-03-31 | $818k | 12k | 68.51 |
| 2020-12-31 | $527k | 11k | 47.47 |
| 2020-09-30 | $261k | 10k | 25.32 |