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Live Oak Bancshares
LOB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
USD 25.5 M +USD 8.17 M +535,876 +42%
Wellington Management Group
2
Wellington Management Group
Massachusetts
USD 23.6 M -USD 9.9 M -650,562 -28%
Gratus Capital
3
Gratus Capital
Georgia
USD 14.1 M – – –
Emerald Mutual Fund Advisers Trust
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
USD 11.3 M -USD 798 k -52,330 -6%
Emerald Advisers
5
Emerald Advisers
Pennsylvania
USD 7.28 M -USD 1.22 M -80,273 -13%
BlackRock Fund Advisors
6
BlackRock Fund Advisors
California
USD 7.18 M +USD 5.88 M +385,520 +313%
Mendon Capital Advisors
7
Mendon Capital Advisors
Florida
USD 6.87 M -USD 672 k -44,090 -8%
Royce & Associates
8
Royce & Associates
New York
USD 4.47 M – – –
State Street
9
State Street
Massachusetts
USD 3.65 M +USD 3.16 M +207,514 +408%
Kings Point Capital Management
10
Kings Point Capital Management
New York
USD 3.32 M – – –
Driehaus Capital Management
11
Driehaus Capital Management
Illinois
USD 3.29 M -USD 1.47 M -96,630 -29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 3.08 M -USD 1.74 k -114 -0.1%
BlackRock Institutional Trust
13
BlackRock Institutional Trust
California
USD 2.95 M +USD 1.76 M +115,259 +123%
Northern Trust
14
Northern Trust
Illinois
USD 2.73 M +USD 2.2 M +144,492 +296%
Vanguard Group
15
Vanguard Group
Pennsylvania
USD 2.11 M +USD 1 M +65,718 +78%
Curi RMB Capital
16
Curi RMB Capital
Illinois
USD 2.11 M -USD 380 k -24,933 -14%
Carroll Financial Associates
17
Carroll Financial Associates
North Carolina
USD 1.85 M +USD 30.3 k +1,990 +2%
AmeriServ Wealth Advisors
18
AmeriServ Wealth Advisors
Pennsylvania
USD 1.56 M – – –
BlackRock Investment Management
19
BlackRock Investment Management
Delaware
USD 1.04 M +USD 864 k +56,686 +332%
Geode Capital Management
20
Geode Capital Management
Massachusetts
USD 846 k +USD 305 k +20,001 +50%
Capital Impact Advisors
21
Capital Impact Advisors
Massachusetts
USD 798 k – – –
Renaissance Technologies
22
Renaissance Technologies
New York
USD 797 k +USD 861 k +56,500 Nuevas
TIAA CREF Investment Management
23
TIAA CREF Investment Management
New York
USD 795 k +USD 686 k +45,002 +398%
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 707 k +USD 521 k +34,152 +214%
Cetera Advisor Networks
25
Cetera Advisor Networks
California
USD 698 k – – –
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