We are live on ! Find out more
LOB icon

Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$33M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$17.8M +$6.26M +405,646 +48%
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.2M +$2.49M +161,209 +23%
EA
4
Emerald Advisers
Pennsylvania
$8.46M +$1.92M +124,216 +26%
MCA
5
Mendon Capital Advisors
Florida
$5.29M +$3.5M +226,600 +155%
JAM
6
Jacobs Asset Management
New York
$5.03M +$5.47M +354,542 New
DCM
7
Driehaus Capital Management
Illinois
$4.85M -$1.19M -77,222 -18%
RA
8
Royce & Associates
New York
$4.5M +$592K +38,400 +14%
KPCM
9
Kings Point Capital Management
New York
$3.34M +$3.63M +235,380 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.1M +$3.37M +218,310 New
Ameriprise
11
Ameriprise
Minnesota
$2.9M -$104K -6,740 -3%
NC
12
Northpointe Capital
Michigan
$2.41M
BFA
13
BlackRock Fund Advisors
California
$1.83M +$42K +2,725 +2%
AWA
14
AmeriServ Wealth Advisors
Pennsylvania
$1.57M +$951K +61,620 +126%
CFA
15
Carroll Financial Associates
North Carolina
$1.45M +$1.58M +102,400 New
CRC
16
Curi RMB Capital
Illinois
$1.36M
BIT
17
BlackRock Institutional Trust
California
$1.34M +$518K +33,557 +55%
Vanguard Group
18
Vanguard Group
Pennsylvania
$1.09M -$1.63M -105,394 -58%
AIS
19
AlphaOne Investment Services
Pennsylvania
$984K +$194K +12,547 +22%
AIA
20
Avalon Investment & Advisory
Texas
$864K +$939K +60,863 New
Northern Trust
21
Northern Trust
Illinois
$661K +$545K +35,338 +315%
State Street
22
State Street
Massachusetts
$636K +$217K +14,094 +46%
CAN
23
Cetera Advisor Networks
California
$586K +$407K +26,400 +176%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$531K +$281K +18,225 +95%
BFC
25
Banc Funds Company
Illinois
$355K