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Live Oak Bancshares (LOB) Institutional Ownership

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(As of 04/26/2024 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)
72
Total
Institutional Inflows
(last 12 months)
$93.67M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$69.68M
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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
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%
3/11/2024Vanguard Group Inc.2,509,008$114.16M0.0%+1.1%5.604%
2/23/2024Mendon Capital Advisors Corp100,000$4.55M1.9%N/A0.225%
2/15/2024Palogic Value Management L.P.25,183$1.15M0.5%-58.0%0.057%
2/14/2024Southernsun Asset Management LLC854,090$38.86M4.5%-18.2%1.920%
2/14/2024CenterBook Partners LP44,711$2.03M0.2%-67.6%0.101%
2/13/2024Homestead Advisers Corp123,000$5.60M0.1%+103.6%0.277%
2/13/2024Edge Capital Group LLC4,425$201K0.0%N/A0.010%
2/13/2024Rafferty Asset Management LLC35,987$1.64M0.0%+18.5%0.081%
2/13/2024The Manufacturers Life Insurance Company 336,397$15.31M0.0%-9.1%0.756%
2/9/2024Advisory Services Network LLC39,593$1.80M0.0%-1.6%0.089%
2/9/2024Quest Partners LLC8,603$391K0.1%N/A0.019%
2/9/2024Thoroughbred Financial Services LLC5,187$236K0.0%N/A0.012%
2/9/2024Norges Bank164,256$7.47M0.0%N/A0.369%
2/8/2024Trillium Asset Management LLC110,168$5.01M0.1%+91.4%0.248%
2/7/2024Dimensional Fund Advisors LP1,327,754$60.42M0.0%+4.8%2.985%
2/7/2024BNP Paribas Financial Markets9,199$419K0.0%-54.8%0.021%
2/6/2024Charles Schwab Investment Management Inc.259,231$11.80M0.0%+1.2%0.583%
2/6/2024Apollon Wealth Management LLC4,756$216K0.0%N/A0.011%
2/6/2024 Amalgamated Bank2,949$134K0.0%-10.4%0.007%
2/6/2024Swiss National Bank65,600$2.99M0.0%-10.3%0.147%
2/6/2024New York Life Investment Management LLC14,171$645K0.0%-2.9%0.032%
2/6/2024Howe & Rusling Inc.7,858$358K0.0%-12.5%0.018%
2/5/2024Victory Capital Management Inc.61,368$2.79M0.0%+101.2%0.138%
2/5/2024Russell Investments Group Ltd.116,648$5.31M0.0%+3.7%0.262%
2/2/2024Motley Fool Wealth Management LLC152,429$6.94M0.4%-37.2%0.343%
2/2/2024Motley Fool Asset Management LLC56,833$2.59M0.2%-33.7%0.128%
2/1/2024New York State Common Retirement Fund14,490$659K0.0%+10.8%0.033%
2/1/2024Jennison Associates LLC9,176$418K0.0%N/A0.021%
2/1/2024Duality Advisers LP5,478$249K0.0%N/A0.012%
2/1/2024Handelsbanken Fonder AB6,900$314K0.0%N/A0.016%
2/1/2024Signaturefd LLC28,333$1.29M0.0%+1.0%0.064%
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1/31/2024Federated Hermes Inc.74,090$3.37M0.0%-65.7%0.167%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 8,370$381K0.0%+36.7%0.019%
1/30/2024Cornercap 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%
1/24/2024Mirae Asset Global Investments Co. Ltd.15,679$713K0.0%+9.0%0.035%
1/23/2024DAVENPORT & Co LLC5,000$228K0.0%N/A0.011%
1/22/2024 Parsons Capital Management Inc. RI13,200$601K0.0%-3.6%0.030%
1/22/2024Allegiance 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%
1/18/2024Blue 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%
1/8/2024Harbor Capital Advisors Inc.18,530$843K0.2%-4.6%0.042%
12/18/2023Vanguard Group Inc.2,481,557$71.84M0.0%+0.6%5.579%
12/6/2023Citigroup Inc.20,519$594K0.0%-55.7%0.046%
11/30/2023American Century Companies Inc.287,714$8.33M0.0%+1.6%0.647%
11/13/2023Algert Global LLC63,208$1.83M0.1%+53.1%0.142%
11/13/2023Federated Hermes Inc.215,877$6.25M0.0%-8.6%0.485%
11/13/2023Motley Fool Asset Management LLC85,678$2.48M0.2%+2.0%0.193%
11/13/2023Fuller & Thaler Asset Management Inc.31,486$912K0.0%+5.3%0.071%
11/13/2023Dark Forest Capital Management LP60,277$1.75M0.1%-27.8%0.136%
11/13/2023CenterBook Partners LP137,966$3.99M0.5%+41.3%0.310%
11/13/2023Rafferty Asset Management LLC30,367$879K0.0%-46.5%0.068%
11/9/2023Deutsche Bank AG70,512$2.04M0.0%+3.5%0.159%
11/9/2023Citigroup Inc.20,519$594K0.0%-55.7%0.046%
11/9/2023Jupiter Asset Management Ltd.34,322$994K0.0%N/A0.077%
11/8/2023Campbell & CO Investment Adviser LLC28,316$820K0.1%N/A0.064%
11/8/2023Charles Schwab Investment Management Inc.256,252$7.42M0.0%+2.4%0.578%
11/8/2023Swiss National Bank73,100$2.12M0.0%+1.1%0.165%
11/8/2023New York Life Investment Management LLC14,587$422K0.0%-13.7%0.033%
11/8/2023Trillium Asset Management LLC57,560$1.67M0.1%+17.7%0.130%
11/7/2023Quantbot Technologies LP7,637$221K0.0%+45.8%0.017%
11/6/2023Versor Investments LP15,065$436K0.1%+45.1%0.034%
11/6/2023Victory Capital Management Inc.30,497$883K0.0%+204.2%0.069%
11/2/2023 Rice Hall James & Associates LLC149,412$4.33M0.3%-0.5%0.337%
11/2/2023Diamond Hill Capital Management Inc.2,126,208$61.55M0.3%-6.3%4.793%
10/31/2023Allegiance Financial Group Advisory Services LLC10,122$293K0.2%+26.8%0.023%
10/27/2023 Allspring Global Investments Holdings LLC1,386$40K0.0%+66.0%0.003%
10/26/2023Inspire Investing LLC10,553$306K0.0%N/A0.024%
10/26/2023 Chatham Capital Group Inc.40,125$1.16M0.3%N/A0.090%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank6,122$177K0.0%+48.6%0.014%
10/24/2023Bank of New York Mellon Corp197,185$5.71M0.0%+1.4%0.445%
10/23/2023Commonwealth Equity Services LLC99,529$2.88M0.0%-3.1%0.224%
10/20/2023Harbor Capital Advisors Inc.19,424$562K0.1%-20.7%0.044%
10/19/2023 Ballentine Partners LLC7,258$210K0.0%N/A0.016%
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10/13/2023SG Americas Securities LLC14,506$420K0.0%N/A0.033%
10/13/2023 Global Retirement Partners LLC2,852$78K0.0%-34.8%0.006%
10/12/2023 Toth Financial Advisory Corp2,225$64K0.0%+2,125.0%0.005%
10/5/2023 Profit Investment Management LLC121,333$3.51M2.5%+39.7%0.274%
10/4/2023 Salem Investment Counselors Inc.167,915$4.86M0.2%+2.6%0.379%
8/15/2023Southernsun Asset Management LLC1,097,071$28.86M3.0%+19.2%2.473%
8/14/2023Howe & Rusling Inc.8,985$236K0.0%N/A0.020%
8/11/2023Westwood Holdings Group Inc.18,953$499K0.0%-3.0%0.043%
8/11/2023Hotchkis & Wiley Capital Management LLC316,708$8.33M0.0%+23.2%0.715%
8/11/2023The Manufacturers Life Insurance Company379,913$10.00M0.0%+0.5%0.857%
(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, 146 institutional investors and hedge funds held shares of Live Oak Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($114.16M), 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), Barrow Hanley Mewhinney & Strauss LLC ($17.57M), and The Manufacturers Life Insurance Company ($15.31M).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 119 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), Diamond Hill Capital Management Inc. ($469.74K), Federated Hermes Inc. ($432.52K), Salem Investment Counselors Inc. ($339.93K), abrdn plc ($339.83K), Trust Co of the South ($330.60K), and RMB Capital Management LLC ($300K).

How much institutional buying is happening at Live Oak Bancshares?

Institutional investors have bought a total of 6,353,751 shares in the last 24 months. This purchase volume represents approximately $225.34M in transactions.

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

Of the 75 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 ($518.05K), 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 4,323,697 shares in the last 24 months. This volume of shares sold represents approximately $141.49M in transactions.


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This page (NASDAQ:LOB) was last updated on 4/26/2024 by MarketBeat.com Staff

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