We are live on ! Find out more
LOB icon

Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$117M +$16.1M +688,113 +16%
BlackRock
2
BlackRock
New York
$28.6M +$3.15M +134,782 +12%
MCA
3
Mendon Capital Advisors
Florida
$27.9M +$27.8M +1,189,760 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$27M +$733K +31,355 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.7M +$4.41M +188,477 +22%
CRC
6
Curi RMB Capital
Illinois
$19.4M +$19.3M +826,709 New
EMFAT
7
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.1M +$8.66M +370,698 +160%
DCM
8
Driehaus Capital Management
Illinois
$13.7M +$6.08M +260,090 +80%
State Street
9
State Street
Massachusetts
$11.1M +$2.79M +119,277 +34%
EA
10
Emerald Advisers
Pennsylvania
$9.57M +$9.54M +408,222 New
HighTower Advisors
11
HighTower Advisors
Illinois
$8.51M +$3.86K +165 +0%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.44M +$8.42M +360,025 New
Northern Trust
13
Northern Trust
Illinois
$6.2M +$784K +33,559 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.77M +$37.6K +1,609 +0.7%
SCA
15
Stieven Capital Advisors
Missouri
$5.71M +$5.69M +243,464 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.59M +$962K +41,162 +21%
KPCM
17
Kings Point Capital Management
New York
$5.52M
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$4.83M +$626K +26,772 +15%
RA
19
Royce & Associates
New York
$3.96M -$526K -22,500 -12%
JAM
20
Jacobs Asset Management
New York
$3.59M +$3.58M +153,000 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.76M +$243K +10,416 +10%
Charles Schwab
22
Charles Schwab
California
$2.76M +$867K +37,085 +46%
CFA
23
Carroll Financial Associates
North Carolina
$2.08M +$14.4K +616 +0.7%
Goldman Sachs
24
Goldman Sachs
New York
$1.99M -$1.85M -79,242 -48%
TCIM
25
TIAA CREF Investment Management
New York
$1.31M -$14.9K -637 -1%