Mariner Wealth Advisors »

Live Oak Bancshares shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Live Oak Bancshares by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 4.5k 47.37
2024-03-31 $218k 5.2k 41.51
2023-12-31 $209k 4.6k 45.50

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Tesla Motors (TSLA)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding Live Oak Bancshares

T. Rowe Price Investment Management
BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
State Street Corporation
Diamond Hill Capital Management
Ameriprise Financial
Southernsun Asset Management
Geode Capital Management
Nuveen Asset Management
Standard Life Aberdeen
Trust Co of the South
Northern Trust

View all funds holding Live Oak Bancshares