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
2020
Q2 		– Sell
-400
Closed -$1K – 2491
2020
Q1 		$1K Buy
+400
New +$6.33K ﹤0.01% 2193

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Barrow, Hanley, Mewhinney & Strauss
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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
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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.