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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

220 managers (225 13F filers) reported a position in LOB shares at 2025-03-31, 30,142,887 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
220
13F filers
225
New
40
Added
86
Reduced
51
Sold out
32
Shares held by filers
30,142,887

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fortitude Family Office, LLC37$986<0.01%013F-HRTimeline
Parkside Financial Bank & Trust30$800<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC25$667<0.01%013F-HRTimeline
Hughes Financial Services, LLC17$456<0.01%new13F-HRTimeline
CoreCap Advisors, LLC16$427<0.01%new13F-HRTimeline
Missouri Trust & Investment Co16$427<0.01%013F-HRTimeline
Stephens Consulting, LLC15$400<0.01%new13F-HRTimeline
Allworth Financial LP13$344<0.01%+513F-HRTimeline
WealthTrak Capital Management LLC10$267<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$187<0.01%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$160<0.01%+113F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$160<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$160<0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4$107<0.01%-2613F-HRTimelineGroup
Parkworth Wealth Management, Inc.1$27<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$27<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$26<0.01%new13F-HRTimeline
Hemington Wealth Management17$00%-313F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-68113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.