Summit Trail Advisors, LLC - LIVE OAK BANCSHARES INC ownership

LIVE OAK BANCSHARES INC's ticker is LOB and the CUSIP is 53803X105. A total of 215 filers reported holding LIVE OAK BANCSHARES INC in Q4 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of LIVE OAK BANCSHARES INC
ValueSharesWeighting
Q3 2023$305,423
+10.0%
10,5500.0%0.01%
+10.0%
Q2 2023$277,570
+7.0%
10,550
-0.9%
0.01%0.0%
Q1 2023$259,443
-18.6%
10,646
+0.9%
0.01%
-28.6%
Q4 2022$318,610
-1.4%
10,5500.0%0.01%
-17.6%
Q3 2022$323,000
-9.8%
10,5500.0%0.02%
-22.7%
Q2 2022$358,000
-33.3%
10,5500.0%0.02%
-48.8%
Q1 2022$537,000
-43.3%
10,550
-2.8%
0.04%
-29.5%
Q4 2021$947,000
-30.0%
10,850
-48.9%
0.06%
-39.6%
Q3 2021$1,352,000
+7.8%
21,2500.0%0.10%
-8.2%
Q2 2021$1,254,000
-13.8%
21,2500.0%0.11%
-29.9%
Q1 2021$1,455,00021,2500.16%
Other shareholders
LIVE OAK BANCSHARES INC shareholders Q4 2021
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