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Live Oak Bancshares (LOB) Institutional Ownership

Live Oak Bancshares logo
$43.12 +0.13 (+0.30%)
(As of 12:28 PM ET)
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Institutional Ownership Changes (13F Filings) for Live Oak Bancshares (NASDAQ:LOB)

Current
Institutional Ownership
Percentage
63.95%
Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$119.04M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$73.52M
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LOB Institutional Buying and Selling by Quarter

Live Oak Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Synovus Financial Corp5,500$261K0.0%N/A0.012%
11/25/2024 Sanctuary Advisors LLC7,937$379K0.0%N/A0.018%
11/16/2024 Geode Capital Management LLC773,724$36.66M0.0%+1.8%1.718%
11/15/2024 Barclays PLC73,577$3.49M0.0%+130.5%0.163%
11/15/2024 Public Employees Retirement System of Ohio6,262$297K0.0%-68.2%0.014%
11/15/2024 MML Investors Services LLC15,966$756K0.0%+8.8%0.035%
11/15/2024 XTX Topco Ltd6,149$291K0.0%N/A0.014%
11/15/2024 Southernsun Asset Management LLC722,527$34.23M4.1%-12.0%1.605%
11/15/2024 State Street Corp1,109,413$52.55M0.0%+13.4%2.464%
11/15/2024 Stifel Financial Corp19,720$934K0.0%+59.5%0.044%
11/15/2024 Quarry LP713$34K0.0%+98.6%0.002%
11/15/2024 Motley Fool Asset Management LLC57,217$2.63M0.2%-2.0%0.127%
11/15/2024 Motley Fool Wealth Management LLC150,913$7.15M0.4%-1.6%0.335%
11/15/2024 Jacobs Levy Equity Management Inc.185,309$8.78M0.0%+82.3%0.412%
11/15/2024 Hotchkis & Wiley Capital Management LLC150,908$7.15M0.0%-14.7%0.335%
11/15/2024 HighTower Advisors LLC7,672$364K0.0%N/A0.017%
11/15/2024 Benjamin Edwards Inc.7,717$366K0.0%+62.8%0.017%
11/14/2024 Captrust Financial Advisors64,879$3.07M0.0%-2.6%0.144%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC86,830$4.11M0.0%-17.4%0.193%
11/13/2024 BNP Paribas Financial Markets25,054$1.19M0.0%+53.4%0.056%
11/13/2024 FMR LLC4,364$207K0.0%+15.0%0.010%
11/13/2024 The Manufacturers Life Insurance Company301,813$14.30M0.0%-2.5%0.670%
11/13/2024 Loomis Sayles & Co. L P221,263$10.48M0.0%+3.6%0.491%
11/12/2024 Algert Global LLC91,794$4.35M0.1%-0.5%0.204%
11/12/2024 49 Wealth Management LLC10,212$484K0.1%+2.1%0.023%
11/12/2024 Charles Schwab Investment Management Inc.278,821$13.21M0.0%+3.0%0.619%
11/9/2024 Intech Investment Management LLC6,682$317K0.0%N/A0.015%
11/7/2024 Quest Partners LLC17,146$812K0.1%+746.3%0.038%
11/6/2024 Natixis Advisors LLC20,833$987K0.0%-1.7%0.046%
11/5/2024 Victory Capital Management Inc.32,234$1.53M0.0%-44.1%0.072%
11/5/2024 Entropy Technologies LP4,322$205K0.0%N/A0.010%
11/5/2024 Apollon Wealth Management LLC4,883$231K0.0%N/A0.011%
11/4/2024 Diamond Hill Capital Management Inc.1,639,243$77.65M0.3%-8.0%3.640%
10/31/2024 Principal Financial Group Inc.23,799$1.13M0.0%-8.7%0.053%
10/29/2024 Harbor Capital Advisors Inc.10,876$515K0.0%+15.3%0.024%
10/28/2024 Rice Hall James & Associates LLC131,367$6.22M0.3%-0.8%0.292%
10/28/2024 US Bancorp DE8,134$385K0.0%+136.0%0.018%
10/25/2024 New York State Teachers Retirement System3,165$150K0.0%+161.4%0.007%
10/25/2024 abrdn plc306,124$14.50M0.0%N/A0.681%
10/24/2024 Nisa Investment Advisors LLC12,531$594K0.0%-11.3%0.028%
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10/24/2024 Arbor Investment Advisors LLC4,630$219K0.0%N/A0.010%
10/24/2024 Wealth Enhancement Advisory Services LLC19,811$938K0.0%-29.2%0.044%
10/23/2024 E. Ohman J or Asset Management AB49,626$2.35M0.1%+8.1%0.110%
10/18/2024Raymond James & Associates95,483$4.52M0.0%+4.7%0.212%
10/18/2024Blue Trust Inc.71,171$3.37M0.0%-71.9%0.158%
10/16/2024 nVerses Capital LLC1,500$71K0.0%+87.5%0.003%
10/11/2024 Creative Planning10,194$483K0.0%+36.5%0.023%
10/10/2024 Inspire Investing LLC8,672$411K0.0%-14.0%0.019%
10/9/2024 Profit Investment Management LLC71,135$3.37M2.7%-40.7%0.158%
10/5/2024 Handelsbanken Fonder AB5,600$265K0.0%N/A0.012%
10/3/2024 Park Avenue Securities LLC4,320$205K0.0%N/A0.010%
10/3/2024 SG Americas Securities LLC14,293$677K0.0%+127.5%0.032%
9/23/2024 Centaurus Financial Inc.11,453$402K0.0%+49.4%0.025%
8/30/2024 Mendon Capital Advisors Corp30,000$1.05M0.9%-23.3%0.067%
8/21/2024 Truist Financial Corp8,891$312K0.0%N/A0.020%
8/16/2024 Northwestern Mutual Wealth Management Co.12,610$442K0.0%-26.3%0.028%
8/16/2024 Algert Global LLC92,261$3.24M0.1%-0.5%0.205%
8/15/2024 The Manufacturers Life Insurance Company309,552$10.85M0.0%-1.1%0.688%
8/15/2024 Millennium Management LLC489,788$17.17M0.0%-14.5%1.089%
8/15/2024 Dark Forest Capital Management LP11,506$403K0.1%-23.4%0.026%
8/14/2024 Squarepoint Ops LLC14,848$521K0.0%+32.0%0.033%
8/13/2024 Barrow Hanley Mewhinney & Strauss LLC1,560,218$54.70M0.2%+1.0%3.470%
8/13/2024 Sei Investments Co.22,630$793K0.0%+268.1%0.050%
8/13/2024 Benjamin Edwards Inc.4,740$166K0.0%N/A0.011%
8/12/2024 Inspire Investing LLC10,086$354K0.0%+16.4%0.022%
8/9/2024 Dimensional Fund Advisors LP1,402,516$49.17M0.0%+3.5%3.119%
8/9/2024 Diamond Hill Capital Management Inc.1,782,588$62.50M0.3%-0.3%3.964%
8/8/2024 Envestnet Asset Management Inc.66,130$2.32M0.0%+432.0%0.147%
8/8/2024 Federated Hermes Inc.39,403$1.38M0.0%-15.4%0.088%
8/8/2024 American Century Companies Inc.221,769$7.78M0.0%-24.3%0.493%
8/8/2024 Rice Hall James & Associates LLC132,429$4.64M0.3%-4.1%0.294%
8/6/2024 Quest Partners LLC2,026$71K0.0%+68.4%0.005%
8/5/2024 Victory Capital Management Inc.57,708$2.02M0.0%-8.6%0.128%
8/1/2024 Rhumbline Advisers50,785$1.78M0.0%-6.4%0.113%
7/31/2024 nVerses Capital LLC800$28K0.0%-80.0%0.002%
7/30/2024 Signaturefd LLC10,436$366K0.0%-63.5%0.023%
7/29/2024 Principal Financial Group Inc.26,071$914K0.0%+15.2%0.058%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank9,206$323K0.0%+10.0%0.020%
7/26/2024 Allspring Global Investments Holdings LLC2,323$81K0.0%+1,885.5%0.005%
7/26/2024 Bank of New York Mellon Corp186,961$6.56M0.0%+4.7%0.416%
7/24/2024 Allegiance Financial Group Advisory Services LLC7,392$259K0.1%-23.9%0.016%
7/18/2024Blue Trust Inc.252,994$8.87M0.1%+12,211.1%0.563%
7/16/2024 Wealth Enhancement Advisory Services LLC27,991$981K0.0%-20.7%0.062%
7/16/2024 Chatham Capital Group Inc.43,815$1.54M0.3%+1.7%0.097%
7/12/2024 SG Americas Securities LLC6,282$220K0.0%+57.8%0.014%
7/12/2024 Profit Investment Management LLC119,955$4.21M2.6%-6.9%0.267%
7/11/2024 Salem Investment Counselors Inc.91,860$3.22M0.1%-26.5%0.204%
7/9/2024 Harbor Capital Advisors Inc.9,433$331K0.0%-26.6%0.021%
7/2/2024 First Hawaiian Bank15,451$542K0.0%N/A0.034%
5/24/2024Cetera Advisors LLC5,906$245K0.0%+9.2%0.013%
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5/17/2024 Motley Fool Asset Management LLC66,150$2.75M0.2%+16.4%0.148%
5/16/2024 California State Teachers Retirement System33,395$1.39M0.0%-5.1%0.075%
5/16/2024 Jacobs Levy Equity Management Inc.32,519$1.35M0.0%N/A0.073%
5/15/2024 Public Employees Retirement System of Ohio3,100$129K0.0%N/A0.007%
5/15/2024 Price T Rowe Associates Inc. MD22,069$917K0.0%+8.5%0.049%
5/14/2024 Capital International Investors448,766$18.63M0.0%N/A1.002%
5/14/2024 Vident Advisory LLC251,862$10.46M0.2%+0.3%0.563%
5/10/2024 Vanguard Group Inc.2,536,094$105.27M0.0%+1.1%5.665%
5/10/2024 Jupiter Asset Management Ltd.154,149$6.40M0.1%+7.9%0.344%
5/9/2024 Trillium Asset Management LLC114,960$4.77M0.1%+4.3%0.257%
(Data available from 1/1/2016 forward)

LOB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LOB shares?

During the previous two years, 143 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($105.27M), Diamond Hill Capital Management Inc. ($77.65M), Barrow Hanley Mewhinney & Strauss LLC ($54.70M), State Street Corp ($52.55M), Dimensional Fund Advisors LP ($49.17M), Geode Capital Management LLC ($36.66M), and Southernsun Asset Management LLC ($34.23M).Learn more on LOB's institutional investors.

What percentage of Live Oak Bancshares stock is owned by institutional investors?

63.95% of Live Oak Bancshares stock is owned by institutional investors. Learn more on LOB's institutional investor holdings.

Which institutional investors have been buying Live Oak Bancshares stock?

Of the 123 institutional investors that purchased Live Oak Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Barrow Hanley Mewhinney & Strauss LLC ($736.45K), Capital International Investors ($448.77K), Trust Co of the South ($330.60K), abrdn plc ($306.12K), Blue Trust Inc. ($252.90K), Rice Hall James & Associates LLC ($229.27K), and Dimensional Fund Advisors LP ($207.18K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 5,179,598 shares in the last 24 months. This purchase volume represents approximately $183.12M in transactions.

Which Live Oak Bancshares major shareholders have been selling company stock?

Of the 70 institutional investors that sold Live Oak Bancshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: abrdn plc ($881.50K), Federated Hermes Inc. ($397.24K), Diamond Hill Capital Management Inc. ($337.17K), Southernsun Asset Management LLC ($289.22K), Salem Investment Counselors Inc. ($217.19K), Blue Trust Inc. ($181.82K), and Motley Fool Wealth Management LLC ($99.10K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 3,685,748 shares in the last 24 months. This volume of shares sold represents approximately $127.41M in transactions.


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This page (NASDAQ:LOB) was last updated on 12/18/2024 by MarketBeat.com Staff
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