HighTower Advisors
LOB icon

HighTower Advisors’s Live Oak Bancshares LOB Stock Holding History

HighTower Advisors’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,672
Closed -$364K – 3958
2024
Q3 		$364K Buy
+7,672
New +$321K ﹤0.01% 2658
2022
Q4 		– Sell
-99,455
Closed -$3.04M – 3441
2022
Q3 		$3.04M Buy
99,455
+1,670
+2% +$59.9K 0.01% 1017
2022
Q2 		$3.31M Sell
97,785
-80
-0.1% -$3.31K 0.01% 999
2022
Q1 		$4.98M Sell
97,865
-615
-0.6% -$39.4K 0.01% 889
2021
Q4 		$8.6M Sell
98,480
-39,416
-29% -$3.28M 0.02% 661
2021
Q3 		$8.77M Buy
137,896
+65
+0% +$3.85K 0.02% 588
2021
Q2 		$8.13M Sell
137,831
-99
-0.1% -$6.21K 0.02% 603
2021
Q1 		$9.45M Sell
137,930
-19,873
-13% -$1.04M 0.03% 501
2020
Q4 		$7.49M Sell
157,803
-53,513
-25% -$2.14M 0.03% 453
2020
Q3 		$5.35M Sell
211,316
-47,656
-18% -$928K 0.03% 532
2020
Q2 		$3.76M Sell
258,972
-9,831
-4% -$133K 0.02% 602
2020
Q1 		$3.35M Buy
268,803
+4,390
+2% +$69.5K 0.02% 569
2019
Q4 		$5.03M Sell
264,413
-8,467
-3% -$157K 0.03% 540
2019
Q3 		$4.94M Buy
272,880
+4,632
+2% +$83.4K 0.03% 554
2019
Q2 		$4.6M Sell
268,248
-3,420
-1% -$56.2K 0.03% 576
2019
Q1 		$3.97M Sell
271,668
-2,778
-1% -$42.7K 0.03% 599
2018
Q4 		$4.06M Sell
274,446
-10,920
-4% -$211K 0.03% 521
2018
Q3 		$7.65M Sell
285,366
-234
-0.1% -$7.01K 0.06% 368
2018
Q2 		$8.75M Sell
285,600
-43,674
-13% -$1.28M 0.07% 312
2018
Q1 		$9.15M Buy
329,274
+1,889
+0.6% +$49.9K 0.08% 275
2017
Q4 		$7.81M Sell
327,385
-35,477
-10% -$857K 0.06% 326
2017
Q3 		$8.51M Buy
362,862
+165
+0% +$3.86K 0.07% 298
2017
Q2 		$8.78M Buy
362,697
+107
+0% +$2.56K 0.08% 283
2017
Q1 		$7.85M Buy
362,590
+212,079
+141% +$4.5M 0.08% 294
2016
Q4 		$2.78M Buy
+150,511
New +$2.5M 0.03% 588

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

HighTower Advisors's LOB Position: Q4 2024 in Review

HighTower Advisors sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 7,672 shares — an estimated $364K sold.

HighTower Advisors first reported a position in LOB in Q4 2016 and held it in 25 quarters. The position peaked at $9.45M in Q1 2021. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • HighTower Advisors reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 7,672 Live Oak Bancshares shares in Q4 2024, an estimated $364K.
  • HighTower Advisors first reported a position in Live Oak Bancshares in Q4 2016 and held it in 25 quarters.
  • HighTower Advisors's Live Oak Bancshares position peaked at $9.45M in Q1 2021.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.