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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

213 managers (216 13F filers) reported a position in LOB shares at 2024-12-31, 30,353,021 shares in all. 22 filers opened a position and 25 filers sold out during the quarter.

Managers
213
13F filers
216
New
22
Added
81
Reduced
54
Sold out
25
Shares held by filers
30,353,021

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brooklyn Investment Group14$516<0.01%new13F-HRTimeline
Allworth Financial LP8$327<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$317<0.01%-113F-HRTimeline
GeoWealth Management, LLC8$316<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$238<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$198<0.01%-4913F-HRTimelineGroup
IFP Advisors, Inc2$79<0.01%new13F-HRTimeline
Global Financial Private Client, LLC2$79<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$40<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$40<0.01%13F-HRTimeline
Hemington Wealth Management20$00%+513F-HRTimelineValue filed as zero, left out of ratios.
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd3$00%013F-HRTimelineValue filed as zero, left out of ratios.