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Live Oak Bancshares

160 hedge funds and large institutions have $729M invested in Live Oak Bancshares in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-13
Holders Change %
-7.51%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
50
Reduced
56
Closed
30
Calls
$3.47M
Puts
$544K
Net Calls
+$2.93M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$27K -$1.21K -46 -4%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$26.3K
TRCT
128
Tower Research Capital (TRC)
New York
$23.1K -$1.89K -72 -8%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$22K +$1.92K +73 +10%
WTC
130
WhitTier Trust Company
Nevada
$19.3K
Barclays
131
Barclays
United Kingdom
$19K +$19K +731 New
Canada Life
132
Canada Life
Manitoba, Canada
$18K -$29.4K -1,122 -62%
RTC
133
Riverview Trust Company
Washington
$18K +$6.6K +251 +58%
TFP
134
Tilia Fiduciary Partners
North Carolina
$13.9K -$7.45K -283 -35%
CFFP
135
Center for Financial Planning
Michigan
$13.2K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$13.2K +$13.2K +500 New
BC
137
Bartlett & Co
Ohio
$13K +$13K +500 New
WT
138
Whittier Trust
California
$10.8K -$81.9K -3,114 -88%
QL
139
Quarry LP
New York
$5.34K +$5.34K +203 New
HNB
140
Huntington National Bank
Ohio
$5.26K
PCA
141
Providence Capital Advisors
North Carolina
$5.26K
BTI
142
Blue Trust Inc
Georgia
$4K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$3K +$559 +19 +23%
TFA
144
Toth Financial Advisory
Virginia
$2.63K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$2.47K -$45.8K -1,704 -95%
PA
146
Parallel Advisors
California
$2.11K -$2.34K -89 -53%
HFS
147
Hantz Financial Services
Michigan
$2K -$4.05K -172 -67%
BWP
148
Baldwin Wealth Partners
Massachusetts
$1.32K
AWM
149
Abound Wealth Management
Tennessee
$1.05K
MFA
150
McClarren Financial Advisors
Pennsylvania
$1K