LOB NYSE
Live Oak Bancshares, Inc.
1W: +3.3%
1M: +3.1%
3M: -8.4%
YTD: +7.8%
1Y: +33.1%
3Y: +71.2%
5Y: -39.4%
$37.28
-0.13 (-0.35%)
After Hours: $36.42 (-0.86, -2.32%)
Weekly Expected Move ±3.9%
$33
$34
$36
$37
$38
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — LOB
254
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$807M
Total Invested
23
New Positions
76
Increased
114
Reduced
45
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (281 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, I | 6,490,101 | $$242M | -1,648,888 | -20.3% | 13Q | SEC ↗ |
| 2 | BlackRock, Inc. | 3,432,899 | $$128M | -143,088 | -4.0% | 7Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 3,065,542 | $$114M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 2,702,627 | $$101M | +17,181 | +0.6% | 12Q | SEC ↗ |
| 5 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,621,903 | $$60M | -103,951 | -6.0% | 13Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,593,185 | $$59M | +54,750 | +3.6% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,437,315 | $$54M | +128,853 | +9.8% | 13Q | SEC ↗ |
| 8 | GILDER GAGNON HOWE & CO LLC NEW | 1,193,114 | $$44M | — | +0.0% | 1Q | SEC ↗ |
| 9 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 1,033,539 | $$39M | +4,431 | +0.4% | 13Q | SEC ↗ |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 908,146 | $$34M | — | +0.0% | 1Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 853,958 | $$32M | +36,522 | +4.5% | 13Q | SEC ↗ |
| 12 | LOOMIS SAYLES & CO L P | 728,129 | $$27M | +169,719 | +30.4% | 2Q | SEC ↗ |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 722,897 | $$27M | +74,336 | +11.5% | 2Q | SEC ↗ |
| 14 | ROYCE & ASSOCIATES LP | 573,850 | $$21M | +326,509 | +132.0% | 2Q | SEC ↗ |
| 15 | ALGERT GLOBAL LLC | 362,679 | $$14M | +89,170 | +32.6% | 13Q | SEC ↗ |
| 16 | D. E. Shaw & Co., Inc. | 338,487 | $$13M | +63,032 | +22.9% | 12Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 324,387 | $$12M | +39,295 | +13.8% | 13Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 319,000 | $$12M | -267,482 | -45.6% | 13Q | SEC ↗ |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | 314,828 | $$12M | -132,340 | -29.6% | 13Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 290,634 | $$11M | -1,325 | -0.5% | 13Q | SEC ↗ |
| 21 | TWO SIGMA INVESTMENTS, LP | 286,160 | $$11M | +130,987 | +84.4% | 4Q | SEC ↗ |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, | 285,133 | $$11M | -2,982 | -1.0% | 13Q | SEC ↗ |
| 23 | MORGAN STANLEY | 273,097 | $$10M | -12,980 | -4.5% | 12Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 262,788 | $$10M | +42,518 | +19.3% | 6Q | SEC ↗ |
| 25 | MILLENNIUM MANAGEMENT LLC | 258,071 | $$10M | -24,862 | -8.8% | 12Q | SEC ↗ |
| 26 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 249,719 | $$9M | -121,140 | -32.7% | 13Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 239,324 | $$9M | +21,824 | +10.0% | 11Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO NEW | 234,168 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 29 | WHITTIER TRUST CO | 225,955 | $$8M | +27,078 | +13.6% | 13Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 210,184 | $$8M | +49,053 | +30.4% | 12Q | SEC ↗ |
| 31 | Motley Fool Wealth Management, LLC | 209,559 | $$8M | -73,142 | -25.9% | 13Q | SEC ↗ |
| 32 | AMERICAN CENTURY COMPANIES INC | 181,787 | $$7M | +89,139 | +96.2% | 13Q | SEC ↗ |
| 33 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 178,965 | $$7M | +13,682 | +8.3% | 12Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 174,613 | $$7M | -13,954 | -7.4% | 13Q | SEC ↗ |
| 35 | DIAMOND HILL CAPITAL MANAGEMENT INC | 169,580 | $$6M | -34,513 | -16.9% | 13Q | SEC ↗ |
| 36 | Trust Co of the South | 167,500 | $$6M | — | +0.0% | 10Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 161,547 | $$6M | +79,373 | +96.6% | 12Q | SEC ↗ |
| 38 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 154,378 | $$6M | -22,024 | -12.5% | 10Q | SEC ↗ |
| 39 | WCM INVESTMENT MANAGEMENT, LLC NEW | 153,534 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 40 | STATE OF WISCONSIN INVESTMENT BOARD | 151,952 | $$6M | +12,187 | +8.7% | 4Q | SEC ↗ |
| 41 | RICE HALL JAMES & ASSOCIATES, LLC | 145,557 | $$5M | -1,409 | -1.0% | 13Q | SEC ↗ |
| 42 | UBS Group AG | 142,825 | $$5M | -17,885 | -11.1% | 13Q | SEC ↗ |
| 43 | JACOBS LEVY EQUITY MANAGEMENT, INC | 132,818 | $$5M | -133,725 | -50.2% | 9Q | SEC ↗ |
| 44 | CenterBook Partners LP | 131,529 | $$5M | -4,736 | -3.5% | 13Q | SEC ↗ |
| 45 | WHITTIER TRUST CO OF NEVADA INC | 117,136 | $$4M | +10,801 | +10.2% | 13Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 114,814 | $$4M | -19,521 | -14.5% | 13Q | SEC ↗ |
| 47 | TWO SIGMA ADVISERS, LP | 113,600 | $$4M | +49,700 | +77.8% | 12Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 106,624 | $$4M | +53,622 | +101.2% | 13Q | SEC ↗ |
| 49 | AQR CAPITAL MANAGEMENT LLC | 100,615 | $$4M | -1,786 | -1.7% | 6Q | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 100,573 | $$4M | -1,490 | -1.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,065,542 | $$114M |
| GILDER GAGNON HOWE & CO LLC | 1,193,114 | $$44M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 908,146 | $$34M |
| VANGUARD FIDUCIARY TRUST CO | 234,168 | $$9M |
| WCM INVESTMENT MANAGEMENT, LLC | 153,534 | $$6M |
| Riggs Asset Managment Co. Inc. | 71,794 | $$3M |
| Brevan Howard Capital Management LP | 50,000 | $$2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 29,394 | $$1M |
| FRANKLIN RESOURCES INC | 18,110 | $$675K |
| EQUITABLE TRUST CO | 14,722 | $$549K |
| Vanguard Global Advisers, LLC | 14,086 | $$525K |
| Vanguard Investments Australia, Ltd | 10,260 | $$382K |
| Simplicity Wealth,LLC | 8,864 | $$330K |
| Vident Advisory, LLC | 8,225 | $$307K |
| Point72 Asia (Singapore) Pte. Ltd. | 2,556 | $$95K |
| SIMPLEX TRADING, LLC | 2,204 | $$82K |
| FIFTH THIRD BANCORP | 528 | $$20K |
| Garton & Associates Financial Advis | 503 | $$19K |
| SUMMIT SECURITIES GROUP LLC | 373 | $$14K |
| Caitong International Asset Managem | 301 | $$11K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Wealth, LLC | 1,259,422 | $$47M |
| Walleye Capital LLC | 113,706 | $$4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 90,602 | $$3M |
| Verition Fund Management LLC | 60,921 | $$2M |
| Curi Capital, LLC | 50,199 | $$2M |
| MENDON CAPITAL ADVISORS CORP | 50,000 | $$2M |
| Profit Investment Management, LLC | 48,274 | $$2M |
| Point72 Asset Management, L.P. | 37,100 | $$1M |
| Jump Financial, LLC | 32,826 | $$1M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 32,226 | $$1M |
| MARSHALL WACE, LLP | 28,661 | $$1M |
| ExodusPoint Capital Management, LP | 23,821 | $$888K |
| Arcus Capital Partners, LLC | 20,000 | $$746K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 18,652 | $$695K |
| Dynamic Technology Lab Private Ltd | 17,980 | $$670K |
| HSBC HOLDINGS PLC | 17,060 | $$636K |
| EMERALD MUTUAL FUND ADVISERS TRUST | 14,526 | $$542K |
| Schonfeld Strategic Advisors LLC | 13,072 | $$487K |
| Qube Research & Technologies Ltd | 12,630 | $$471K |
| Palogic Value Management, L.P. | 12,500 | $$466K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYCE & ASSOCIATES LP | +326,509 | +132.0% | 573,850 |
| LOOMIS SAYLES & CO L P | +169,719 | +30.4% | 728,129 |
| TWO SIGMA INVESTMENTS, LP | +130,987 | +84.4% | 286,160 |
| STATE STREET CORP | +128,853 | +9.8% | 1,437,315 |
| ALGERT GLOBAL LLC | +89,170 | +32.6% | 362,679 |
| AMERICAN CENTURY COMPANIES INC | +89,139 | +96.2% | 181,787 |
| WELLS FARGO & COMPANY/MN | +79,373 | +96.6% | 161,547 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | +74,336 | +11.5% | 722,897 |
| D. E. Shaw & Co., Inc. | +63,032 | +22.9% | 338,487 |
| DIMENSIONAL FUND ADVISORS LP | +54,750 | +3.6% | 1,593,185 |
| JPMORGAN CHASE & CO | +53,622 | +101.2% | 106,624 |
| TWO SIGMA ADVISERS, LP | +49,700 | +77.8% | 113,600 |
| CITADEL ADVISORS LLC | +49,053 | +30.4% | 210,184 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +48,156 | +360.2% | 61,526 |
| RAYMOND JAMES FINANCIAL INC | +42,518 | +19.3% | 262,788 |
| NORTHERN TRUST CORP | +39,295 | +13.8% | 324,387 |
| SALEM INVESTMENT COUNSELORS INC | +38,205 | +100.0% | 76,410 |
| Trexquant Investment LP | +37,395 | +125.6% | 67,173 |
| GEODE CAPITAL MANAGEMENT, LLC | +36,522 | +4.5% | 853,958 |
| XTX Topco Ltd | +35,074 | +100.6% | 69,929 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | -1,648,888 | -20.3% | 6,490,101 |
| TUDOR INVESTMENT CORP ET AL | -298,197 | -84.9% | 53,137 |
| GOLDMAN SACHS GROUP INC | -267,482 | -45.6% | 319,000 |
| BlackRock, Inc. | -143,088 | -4.0% | 3,432,899 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -133,725 | -50.2% | 132,818 |
| FULLER & THALER ASSET MANAGEMENT, I | -132,340 | -29.6% | 314,828 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -121,140 | -32.7% | 249,719 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -103,951 | -6.0% | 1,621,903 |
| Empowered Funds, LLC | -83,112 | -48.2% | 89,188 |
| Motley Fool Wealth Management, LLC | -73,142 | -25.9% | 209,559 |
| PMC FIG Opportunities LLC | -57,609 | -81.5% | 13,098 |
| one8zero8, LLC | -54,950 | -72.4% | 20,985 |
| BARCLAYS PLC | -44,507 | -62.4% | 26,873 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | -34,513 | -16.9% | 169,580 |
| Nuveen, LLC | -33,911 | -31.5% | 73,577 |
| FMR LLC | -25,037 | -45.7% | 29,729 |
| MILLENNIUM MANAGEMENT LLC | -24,862 | -8.8% | 258,071 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -22,024 | -12.5% | 154,378 |
| Engineers Gate Manager LP | -20,126 | -62.6% | 12,035 |
| AMERIPRISE FINANCIAL INC | -19,521 | -14.5% | 114,814 |