Smith Salley Wealth Management - LIVE OAK BANCSHARES INC ownership

LIVE OAK BANCSHARES INC's ticker is LOB and the CUSIP is 53803X105. A total of 171 filers reported holding LIVE OAK BANCSHARES INC in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Smith Salley Wealth Management ownership history of LIVE OAK BANCSHARES INC
ValueSharesWeighting
Q3 2023$259,218
+14.5%
8,954
+4.1%
0.02%
+11.8%
Q2 2023$226,371
+8.0%
8,6040.0%0.02%0.0%
Q1 2023$209,679
-19.3%
8,6040.0%0.02%
-22.7%
Q4 2022$259,841
+10.1%
8,604
+11.7%
0.02%0.0%
Q3 2022$236,000
-9.6%
7,7040.0%0.02%
-4.3%
Q2 2022$261,000
-33.4%
7,7040.0%0.02%
-23.3%
Q1 2022$392,000
-41.7%
7,7040.0%0.03%
-37.5%
Q4 2021$672,000
+37.1%
7,7040.0%0.05%
+23.1%
Q3 2021$490,000
+7.7%
7,7040.0%0.04%
+5.4%
Q2 2021$455,000
-13.8%
7,7040.0%0.04%
-21.3%
Q1 2021$528,000
+44.3%
7,7040.0%0.05%
+27.0%
Q4 2020$366,0007,7040.04%
Other shareholders
LIVE OAK BANCSHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
MENDON CAPITAL ADVISORS CORP 375,000$17,797,0008.35%
WEST CHESTER CAPITAL ADVISORS, INC 112,344$5,332,0005.24%
Capital Impact Advisors, LLC 132,025$6,266,0001.54%
EJF Capital LLC 185,915$8,824,0000.88%
EAM Global Investors LLC 47,594$2,259,0000.61%
EMERALD MUTUAL FUND ADVISERS TRUST 305,607$14,504,0000.50%
DRIEHAUS CAPITAL MANAGEMENT LLC 553,013$26,246,0000.42%
Legal Advantage Investments, Inc. 10,500$498,0000.39%
Arcus Capital Partners, LLC 50,000$2,373,0000.35%
EMERALD ADVISERS, LLC 217,252$10,311,0000.34%
View complete list of LIVE OAK BANCSHARES INC shareholders