JFS WEALTH ADVISORS, LLC - LIVE OAK BANCSHARES INC ownership

LIVE OAK BANCSHARES INC's ticker is LOB and the CUSIP is 53803X105. A total of 209 filers reported holding LIVE OAK BANCSHARES INC in Q1 2022. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of LIVE OAK BANCSHARES INC
ValueSharesWeighting
Q3 2023$724
+61.6%
25
+47.1%
0.00%
Q2 2023$448
-1.1%
17
+13.3%
0.00%
Q4 2022$453
-92.4%
15
-92.7%
0.00%
-100.0%
Q3 2022$6,000
-25.0%
206
-9.6%
0.00%0.0%
Q2 2022$8,000
-20.0%
228
+12.9%
0.00%0.0%
Q1 2022$10,000
-44.4%
202
-3.3%
0.00%
-50.0%
Q4 2021$18,000
+38.5%
209
+4.5%
0.00%
+100.0%
Q3 2021$13,0002000.00%
Other shareholders
LIVE OAK BANCSHARES INC shareholders Q1 2022
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