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Live Oak Bancshares (LOB) Institutional Ownership

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+0.57 (+1.57%)
(As of 05/17/2024 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)
74
Total
Institutional Inflows
(last 12 months)
$91.13M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$48.72M
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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
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%
5/9/2024 Lord Abbett & CO. LLC12,346$513K0.0%-87.6%0.028%
5/8/2024 Motley Fool Asset Management LLC64,960$2.70M0.1%+14.3%0.145%
5/8/2024 Motley Fool Wealth Management LLC147,221$6.11M0.3%-3.4%0.329%
5/8/2024 ProShare Advisors LLC6,048$251K0.0%+8.5%0.014%
5/8/2024 Russell Investments Group Ltd.118,609$4.92M0.0%+1.7%0.265%
5/7/2024 SG Americas Securities LLC3,982$165K0.0%N/A0.009%
5/6/2024 Quantbot Technologies LP6,967$289K0.0%N/A0.016%
5/3/2024 Central Pacific Bank Trust Division10,036$407K0.1%N/A0.022%
5/1/2024 BNP Paribas Financial Markets16,674$692K0.0%+81.3%0.037%
5/1/2024 Mirae Asset Global Investments Co. Ltd.14,383$597K0.0%-8.3%0.032%
4/30/2024Concord Wealth Partners2,850$118K0.0%-11.7%0.006%
4/29/2024Commonwealth Equity Services LLC86,268$3.58M0.0%-5.3%0.193%
4/29/2024 Principal Financial Group Inc.22,630$939K0.0%N/A0.051%
4/26/2024 Pinnacle Associates Ltd.20,533$852K0.0%N/A0.046%
4/23/2024 Rice Hall James & Associates LLC138,071$5.73M0.3%-4.4%0.308%
4/23/2024 Summit Trail Advisors LLC10,250$425K0.0%-3.2%0.023%
4/22/2024 Parsons Capital Management Inc. RI13,800$573K0.0%+4.5%0.031%
4/18/2024 Chatham Capital Group Inc.43,080$1.79M0.3%+13.3%0.096%
4/16/2024 Toth Financial Advisory Corp3,320$138K0.0%+10.7%0.007%
4/16/2024 Independence Bank of Kentucky1,050$44K0.0%N/A0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC35,310$1.47M0.0%-12.6%0.079%
4/12/2024 Riverview Trust Co684$28K0.0%N/A0.002%
4/11/2024 Salem Investment Counselors Inc.125,015$5.19M0.2%-16.3%0.279%
3/11/2024 Vanguard Group Inc.2,509,008$114.16M0.0%+1.1%5.604%
2/23/2024 Mendon Capital Advisors Corp100,000$4.55M1.9%N/A0.225%
2/15/2024 Palogic Value Management L.P.25,183$1.15M0.5%-58.0%0.057%
2/14/2024 Southernsun Asset Management LLC854,090$38.86M4.5%-18.2%1.920%
2/14/2024 CenterBook Partners LP44,711$2.03M0.2%-67.6%0.101%
2/13/2024 Homestead Advisers Corp123,000$5.60M0.1%+103.6%0.277%
2/13/2024 Edge Capital Group LLC4,425$201K0.0%N/A0.010%
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2/13/2024 Rafferty Asset Management LLC35,987$1.64M0.0%+18.5%0.081%
2/13/2024 The Manufacturers Life Insurance Company 336,397$15.31M0.0%-9.1%0.756%
2/9/2024 Advisory Services Network LLC39,593$1.80M0.0%-1.6%0.089%
2/9/2024 Quest Partners LLC8,603$391K0.1%N/A0.019%
2/9/2024 Thoroughbred Financial Services LLC5,187$236K0.0%N/A0.012%
2/9/2024 Norges Bank164,256$7.47M0.0%N/A0.369%
2/8/2024 Trillium Asset Management LLC110,168$5.01M0.1%+91.4%0.248%
2/7/2024 Dimensional Fund Advisors LP1,327,754$60.42M0.0%+4.8%2.985%
2/7/2024 BNP Paribas Financial Markets9,199$419K0.0%-54.8%0.021%
2/6/2024 Charles Schwab Investment Management Inc.259,231$11.80M0.0%+1.2%0.583%
2/6/2024 Apollon Wealth Management LLC4,756$216K0.0%N/A0.011%
2/6/2024 Amalgamated Bank2,949$134K0.0%-10.4%0.007%
2/6/2024 Swiss National Bank65,600$2.99M0.0%-10.3%0.147%
2/6/2024 New York Life Investment Management LLC14,171$645K0.0%-2.9%0.032%
2/6/2024 Howe & Rusling Inc.7,858$358K0.0%-12.5%0.018%
2/5/2024 Victory Capital Management Inc.61,368$2.79M0.0%+101.2%0.138%
2/5/2024 Russell Investments Group Ltd.116,648$5.31M0.0%+3.7%0.262%
2/2/2024 Motley Fool Wealth Management LLC152,429$6.94M0.4%-37.2%0.343%
2/2/2024 Motley Fool Asset Management LLC56,833$2.59M0.2%-33.7%0.128%
2/1/2024 New York State Common Retirement Fund14,490$659K0.0%+10.8%0.033%
2/1/2024 Jennison Associates LLC9,176$418K0.0%N/A0.021%
2/1/2024 Duality Advisers LP5,478$249K0.0%N/A0.012%
2/1/2024 Handelsbanken Fonder AB6,900$314K0.0%N/A0.016%
2/1/2024 Signaturefd LLC28,333$1.29M0.0%+1.0%0.064%
1/31/2024 Federated Hermes Inc.74,090$3.37M0.0%-65.7%0.167%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,370$381K0.0%+36.7%0.019%
1/30/2024 Cornercap Investment Counsel Inc.28,235$1.29M0.2%N/A0.063%
1/29/2024 Arbor Investment Advisors LLC4,630$211K0.0%N/A0.010%
1/26/2024 Toth Financial Advisory Corp3,000$136K0.0%+34.8%0.007%
1/24/2024 Mirae Asset Global Investments Co. Ltd.15,679$713K0.0%+9.0%0.035%
1/23/2024 DAVENPORT & Co LLC5,000$228K0.0%N/A0.011%
1/22/2024 Parsons Capital Management Inc. RI13,200$601K0.0%-3.6%0.030%
1/22/2024 Allegiance Financial Group Advisory Services LLC8,622$392K0.2%-14.8%0.019%
1/19/2024 Chatham Capital Group Inc.38,035$1.73M0.4%-5.2%0.086%
1/18/2024 Blue Trust Inc.2,136$97K0.0%+1,127.6%0.005%
1/17/2024 Patriot Investment Management Group Inc.9,418$429K0.0%-46.4%0.021%
1/17/2024Trust Co of the South330,600$15.04M4.0%N/A0.743%
1/16/2024 Raymond James Financial Services Advisors Inc.6,252$284K0.0%N/A0.014%
1/16/2024 Raymond James & Associates91,715$4.17M0.0%-0.6%0.206%
1/16/2024 Salem Investment Counselors Inc.149,290$6.79M0.2%-11.1%0.336%
1/16/2024 Profit Investment Management LLC128,846$5.86M3.4%+6.2%0.290%
1/8/2024 Harbor Capital Advisors Inc.18,530$843K0.2%-4.6%0.042%
12/18/2023 Vanguard Group Inc.2,481,557$71.84M0.0%+0.6%5.579%
12/6/2023 Citigroup Inc.20,519$594K0.0%-55.7%0.046%
11/30/2023 American Century Companies Inc.287,714$8.33M0.0%+1.6%0.647%
11/13/2023 Algert Global LLC63,208$1.83M0.1%+53.1%0.142%
11/13/2023 Federated Hermes Inc.215,877$6.25M0.0%-8.6%0.485%
11/13/2023 Motley Fool Asset Management LLC85,678$2.48M0.2%+2.0%0.193%
11/13/2023 Fuller & Thaler Asset Management Inc.31,486$912K0.0%+5.3%0.071%
11/13/2023 Dark Forest Capital Management LP60,277$1.75M0.1%-27.8%0.136%
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11/13/2023 CenterBook Partners LP137,966$3.99M0.5%+41.3%0.310%
11/13/2023 Rafferty Asset Management LLC30,367$879K0.0%-46.5%0.068%
11/9/2023 Deutsche Bank AG70,512$2.04M0.0%+3.5%0.159%
11/9/2023 Citigroup Inc.20,519$594K0.0%-55.7%0.046%
11/9/2023 Jupiter Asset Management Ltd.34,322$994K0.0%N/A0.077%
11/8/2023 Campbell & CO Investment Adviser LLC28,316$820K0.1%N/A0.064%
11/8/2023 Charles Schwab Investment Management Inc.256,252$7.42M0.0%+2.4%0.578%
11/8/2023 Swiss National Bank73,100$2.12M0.0%+1.1%0.165%
11/8/2023 New York Life Investment Management LLC14,587$422K0.0%-13.7%0.033%
11/8/2023 Trillium Asset Management LLC57,560$1.67M0.1%+17.7%0.130%
(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, 138 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. ($61.55M), Dimensional Fund Advisors LP ($60.42M), Southernsun Asset Management LLC ($38.86M), Artisan Partners Limited Partnership ($23.04M), Capital International Investors ($18.63M), and Barrow Hanley Mewhinney & Strauss LLC ($17.57M).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 116 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 ($720.95K), Capital International Investors ($448.77K), Federated Hermes Inc. ($432.52K), Salem Investment Counselors Inc. ($339.93K), Trust Co of the South ($330.60K), RMB Capital Management LLC ($300K), and Rice Hall James & Associates LLC ($229.27K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 5,774,212 shares in the last 24 months. This purchase volume represents approximately $190.01M in transactions.

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

Of the 69 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 ($908.65K), Emerald Mutual Fund Advisers Trust ($474.94K), Emerald Advisers LLC ($451.40K), Federated Hermes Inc. ($390.04K), Diamond Hill Capital Management Inc. ($218.97K), Southernsun Asset Management LLC ($190.52K), and Salem Investment Counselors Inc. ($184.04K).

How much institutional selling is happening at Live Oak Bancshares?

Institutional investors have sold a total of 4,185,166 shares in the last 24 months. This volume of shares sold represents approximately $133.50M in transactions.


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This page (NASDAQ:LOB) was last updated on 5/19/2024 by MarketBeat.com Staff

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