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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 40.6 M +USD 14.1 M +1,007,069 +56%
Wellington Management Group
2
Wellington Management Group
Massachusetts
USD 21.1 M -USD 2.98 M -213,505 -13%
Gratus Capital
3
Gratus Capital
Georgia
USD 14.4 M – – –
Emerald Mutual Fund Advisers Trust
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
USD 10.8 M -USD 725 k -51,874 -6%
BlackRock Fund Advisors
5
BlackRock Fund Advisors
California
USD 7.84 M +USD 485 k +34,704 +7%
Emerald Advisers
6
Emerald Advisers
Pennsylvania
USD 7.15 M -USD 287 k -20,563 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
USD 5.08 M +USD 2.83 M +202,501 +135%
State Street
8
State Street
Massachusetts
USD 4.21 M +USD 466 k +33,365 +13%
Driehaus Capital Management
9
Driehaus Capital Management
Illinois
USD 3.48 M +USD 114 k +8,119 +3%
BlackRock Institutional Trust
10
BlackRock Institutional Trust
California
USD 3.47 M +USD 444 k +31,742 +15%
Kings Point Capital Management
11
Kings Point Capital Management
New York
USD 3.39 M – – –
Mendon Capital Advisors
12
Mendon Capital Advisors
Florida
USD 3.32 M -USD 3.59 M -256,650 -53%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 3.15 M – – –
Northern Trust
14
Northern Trust
Illinois
USD 2.89 M +USD 101 k +7,252 +4%
Carroll Financial Associates
15
Carroll Financial Associates
North Carolina
USD 2.59 M +USD 678 k +48,490 +37%
Geode Capital Management
16
Geode Capital Management
Massachusetts
USD 2.28 M +USD 1.37 M +98,065 +163%
Royce & Associates
17
Royce & Associates
New York
USD 1.97 M -USD 2.52 M -180,000 -57%
Cetera Advisor Networks
18
Cetera Advisor Networks
California
USD 1.7 M +USD 960 k +68,640 +138%
AmeriServ Wealth Advisors
19
AmeriServ Wealth Advisors
Pennsylvania
USD 1.59 M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
USD 1.18 M +USD 440 k +31,507 +63%
BlackRock Investment Management
21
BlackRock Investment Management
Delaware
USD 1.15 M +USD 84.4 k +6,039 +8%
Citadel Advisors
22
Citadel Advisors
Florida
USD 1.13 M +USD 1.1 M +78,639 Nuevas
TIAA CREF Investment Management
23
TIAA CREF Investment Management
New York
USD 877 k +USD 63.2 k +4,522 +8%
Charles Schwab
24
Charles Schwab
California
USD 870 k +USD 422 k +30,220 +100%
Capital Impact Advisors
25
Capital Impact Advisors
Massachusetts
USD 815 k – – –
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