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LOB - Live Oak Bancshares Inc Stock Price, Fair Value and News
32.32
USD
-1.16
(-3.46%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold LOB recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
NEW
Premium
Premium
Premium
Premium
22,630
2024-04-29
Allspring Global Investments Holdings, LLC
NEW
Premium
Premium
Premium
Premium
117
2024-04-29
COMMONWEALTH EQUITY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
86,268
2024-04-29
STOCK YARDS BANK & TRUST CO
UNCHANGED
Premium
Premium
Premium
Premium
13,300
2024-04-26
First Horizon Advisors, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
400
2024-04-26
PINNACLE ASSOCIATES LTD
NEW
Premium
Premium
Premium
Premium
20,533
2024-04-25
NATIXIS ADVISORS, L.P.
NEW
Premium
Premium
Premium
Premium
21,298
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
UNCHANGED
Premium
Premium
Premium
Premium
8,370
2024-04-25
Bank of New York Mellon Corp
REDUCED
Premium
Premium
Premium
Premium
178,634
2024-04-25
Allworth Financial LP
UNCHANGED
Premium
Premium
Premium
Premium
8.00
2024-04-25
Lindbrook Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
30.00
2024-04-25
Center for Financial Planning, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
500
2024-04-25
nVerses Capital, LLC
NEW
Premium
Premium
Premium
Premium
4,000
2024-04-23
RICE HALL JAMES & ASSOCIATES, LLC
REDUCED
Premium
Premium
Premium
Premium
138,071
2024-04-23
Arbor Investment Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
Summit Trail Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
10,250
2024-04-23
Global Retirement Partners, LLC
ADDED
Premium
Premium
Premium
Premium
2,831
2024-04-23
AMALGAMATED BANK
REDUCED
Premium
Premium
Premium
Premium
1,148
2024-04-22
PARSONS CAPITAL MANAGEMENT INC/RI
ADDED
Premium
Premium
Premium
Premium
13,800
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
90,987
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
6,253
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
17,593
2024-04-19
Arcus Capital Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
20,000
2024-04-18
CHATHAM CAPITAL GROUP, INC.
ADDED
Premium
Premium
Premium
Premium
43,080
2024-04-18
SJS Investment Consulting Inc.
UNCHANGED
Premium
Premium
Premium
Premium
11.00
Rows per page:
10
25
50
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1–25 of 234
Which funds are the top buyers of LOB?
Fund Name
# Shares
$ Value
% Port.
T. Rowe Price Investment Management, Inc.
6,365,830
289,646,000
0.19%
BlackRock Inc.
2,887,100
131,363,000
-
VANGUARD GROUP INC
2,509,010
114,160,000
-
DIAMOND HILL CAPITAL MANAGEMENT INC
1,911,430
86,970,100
0.38%
BARROW HANLEY MEWHINNEY & STRAUSS LLC
1,685,440
76,687,700
0.27%
DIMENSIONAL FUND ADVISORS LP
1,327,750
60,415,200
0.02%
STATE STREET CORP
976,701
44,439,900
-
AMERIPRISE FINANCIAL INC
884,296
40,235,500
0.01%
SOUTHERNSUN ASSET MANAGEMENT, LLC
854,090
38,861,100
4.48%
GEODE CAPITAL MANAGEMENT, LLC
713,190
32,453,900
-
Rows per page:
10
1–10 of 96
Which funds have put a big percent of portfolio in LOB?
Fund Name
$ Value
% Port.
WEST CHESTER CAPITAL ADVISORS, INC
3,252,360
6.01%
SOUTHERNSUN ASSET MANAGEMENT, LLC
38,861,100
4.48%
Trust Co of the South
13,723,200
3.17%
Profit Investment Management, LLC
5,348,400
3.02%
MENDON CAPITAL ADVISORS CORP
4,550,000
1.89%
EAM Global Investors LLC
3,695,330
0.89%
Capital Impact Advisors, LLC
572,481
0.75%
EAM Investors, LLC
3,723,360
0.66%
Palogic Value Management, L.P.
1,145,830
0.51%
nVerses Capital, LLC
166,039
0.40%
Rows per page:
10
1–10 of 97
Trend of No. of funds that hold LOB
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Driehaus Capital Management LLC
9,377,410
NORGES BANK
7,473,650
MENDON CAPITAL ADVISORS CORP
4,550,000
LORD, ABBETT & CO. LLC
4,530,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC
4,151,920
BRIDGEWAY CAPITAL MANAGEMENT, LLC
4,151,920
EAM Investors, LLC
3,723,360
EAM Global Investors LLC
3,695,330
Additions
Fund Name
% Increased
BARCLAYS PLC
151,336
Blue Trust, Inc.
1,127
Tower Research Capital LLC (TRC)
718
GAMMA Investing LLC
663
JUPITER ASSET MANAGEMENT LTD
316
EMERALD MUTUAL FUND ADVISERS TRUST
210
Qube Research & Technologies Ltd
154
JPMORGAN CHASE & CO
150
Reductions
Fund Name
% Reduced
WHITTIER TRUST CO
-90.75
FULLER & THALER ASSET MANAGEMENT, INC.
-84.54
Quarry LP
-78.95
FIRST TRUST ADVISORS LP
-78.35
DARK FOREST CAPITAL MANAGEMENT LP
-77.79
OSAIC HOLDINGS, INC.
-73.18
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-70.42
CenterBook Partners LP
-67.59
Sold off
Fund Name
$ Sold
Cubist Systematic Strategies, LLC
-2,708,740
Campbell & CO Investment Adviser LLC
-819,748
Balyasny Asset Management L.P.
-662,087
HRT FINANCIAL LP
-557,000
IndexIQ Advisors LLC
-538,000
Squarepoint Ops LLC
-509,752
Versor Investments LP
-436,132
SG Americas Securities, LLC
-420,000