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Live Oak Bancshares

Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$87.9M -$39.5K -2,402 -0%
BlackRock
2
BlackRock
New York
$30.1M +$532K +32,402 +2%
MCA
3
Mendon Capital Advisors
Florida
$21.2M +$462K +28,149 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.2M -$648K -39,475 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.1M +$2.8M +170,414 +19%
CRC
6
Curi RMB Capital
Illinois
$13.8M +$572K +34,851 +5%
State Street
7
State Street
Massachusetts
$11.3M -$2.43M -147,837 -18%
Select Equity Group
8
Select Equity Group
New York
$8.61M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.13M -$5.7K -347 -0.1%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$5.64M -$357K -21,760 -6%
Northern Trust
11
Northern Trust
Illinois
$5.15M -$66.3K -4,034 -1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.61M -$2.28K -139 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.6M -$56.2K -3,420 -1%
BBHC
14
Brown Brothers Harriman & Co
New York
$4.12M -$103K -6,250 -3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$4.05M -$8.68M -528,644 -69%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.79M +$96.9K +5,898 +3%
SB
17
Suntrust Banks
Georgia
$3.61M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.85M +$16.4K +1,001 +0.6%
Charles Schwab
19
Charles Schwab
California
$2.56M +$87.9K +5,351 +4%
Nuveen
20
Nuveen
North Carolina
$2.3M +$2.2M +133,852 New
UCMOK
21
United Capital Management of KS
Kansas
$1.99M -$26.5K -1,613 -1%
AWA
22
AmeriServ Wealth Advisors
Pennsylvania
$1.93M
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.85M +$1.17M +71,083 +194%
CIA
24
Capital Impact Advisors
Massachusetts
$1.82M +$278K +16,936 +19%
MSE
25
MUFG Securities EMEA
United Kingdom
$1.61M