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 Q1 2023. The put-call ratio across all filers is 1.29 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 Q1 2023
NameSharesValueWeighting ↓
Gratus Capital, LLC 1,000,010$15,000,0003.29%
WEST CHESTER CAPITAL ADVISORS, INC 110,344$1,655,0002.81%
MENDON CAPITAL ADVISORS CORP 531,200$7,968,0001.01%
KINGS POINT CAPITAL MANAGEMENT 235,380$3,531,0000.90%
EMERALD MUTUAL FUND ADVISERS TRUST 856,594$12,849,0000.72%
JACOBS ASSET MANAGEMENT, LLC 166,500$2,498,0000.71%
EMERALD ADVISERS, LLC 596,368$8,946,0000.44%
AlphaOne Investment Services, LLC 66,547$999,0000.41%
Capital Impact Advisors, LLC 56,530$848,0000.40%
Carroll Financial Associates, Inc. 129,350$1,940,0000.36%
View complete list of LIVE OAK BANCSHARES INC shareholders