Stock Transactions — LIVE OAK BANCSHARES INC

Total Bought
2,115,322
89 transactions
Total Sold
1,123,291
81 transactions
Net
+992,031
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
North Reef Capital Management LP0300,012+300,0120.000.49+0.49buy
Capital International Investors448,766718,120+269,3540.000.01+0.00buy
Blue Trust, Inc.2,055252,994+250,9390.000.14+0.14buy
CITADEL ADVISORS LLC8,439190,952+182,5130.000.01+0.01buy
CenterBook Partners LP50,524157,738+107,2140.140.34+0.20buy
Watchman Group, Inc.082,027+82,0270.000.92+0.92buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,989105,068+78,0790.000.00+0.00buy
JACOBS LEVY EQUITY MANAGEMENT, INC32,519101,670+69,1510.010.01+0.01buy
VANGUARD GROUP INC2,536,0942,604,183+68,0890.000.00-0.00buy
GOLDMAN SACHS GROUP INC150,865215,534+64,6690.000.00+0.00buy
JANE STREET GROUP, LLC13,38967,499+54,1100.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC12,43066,130+53,7000.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP1,354,4981,402,516+48,0180.020.01-0.00buy
T. Rowe Price Investment Management, Inc.6,402,4026,448,476+46,0740.160.14-0.02buy
AMERIPRISE FINANCIAL INC976,3141,021,392+45,0780.010.01-0.00buy
Qube Research & Technologies Ltd47,07778,797+31,7200.000.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC729,863759,900+30,0370.000.00-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP43,10761,018+17,9110.000.00+0.00buy
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC159,588176,908+17,3200.020.02-0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO3,10019,702+16,6020.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP016,493+16,4930.000.00+0.00buy
SEI INVESTMENTS CO6,14822,630+16,4820.000.00+0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.20,95536,685+15,7300.000.01+0.00buy
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,544,7221,560,218+15,4960.220.19-0.03buy
FIRST HAWAIIAN BANK015,451+15,4510.000.02+0.02buy
MML INVESTORS SERVICES, LLC014,673+14,6730.000.00+0.00buy
STIFEL FINANCIAL CORP012,363+12,3630.000.00+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC011,570+11,5700.000.02+0.02buy
Tower Research Capital LLC (TRC)80511,617+10,8120.000.01+0.01buy
OSAIC HOLDINGS, INC.3,48513,432+9,9470.000.00+0.00buy
Centiva Capital, LP09,745+9,7450.000.02+0.02buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM09,604+9,6040.000.00+0.00buy
TRUIST FINANCIAL CORP08,891+8,8910.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC262,324270,705+8,3810.000.00-0.00buy
Bank of New York Mellon Corp178,634186,961+8,3270.000.00-0.00buy
TRILLIUM ASSET MANAGEMENT, LLC114,960123,183+8,2230.120.11-0.01buy
SOUTHERNSUN ASSET MANAGEMENT, LLC813,315821,222+7,9073.763.47-0.29buy
LOOMIS SAYLES & CO L P206,168213,601+7,4330.010.01-0.00buy
Trexquant Investment LP06,928+6,9280.000.00+0.00buy
Rafferty Asset Management, LLC42,06748,406+6,3390.010.01-0.00buy
Motley Fool Wealth Management, LLC147,221153,367+6,1460.320.27-0.04buy
Cetera Investment Advisers5,96511,714+5,7490.000.00+0.00buy
BENJAMIN EDWARDS INC04,740+4,7400.000.03+0.03buy
ROYAL BANK OF CANADA6,21510,127+3,9120.000.00+0.00buy
CENTAURUS FINANCIAL, INC.7,66511,453+3,7880.020.03+0.00buy
Squarepoint Ops LLC11,25214,848+3,5960.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC22,63026,071+3,4410.000.00-0.00buy
EntryPoint Capital, LLC02,561+2,5610.000.04+0.04buy
MetLife Investment Management, LLC17,59319,966+2,3730.000.00-0.00buy
SG Americas Securities, LLC3,9826,282+2,3000.000.00+0.00buy
FIRST TRUST ADVISORS LP13,89216,098+2,2060.000.00-0.00buy
Allspring Global Investments Holdings, LLC1172,323+2,2060.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC97,75199,751+2,0000.080.08-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/22,06923,629+1,5600.000.00-0.00buy
Inspire Investing, LLC8,66210,086+1,4240.040.04+0.00buy
Russell Investments Group, Ltd.118,609119,948+1,3390.010.01-0.00buy
E. Ohman J:or Asset Management AB44,60045,926+1,3260.050.04-0.01buy
STATE OF WISCONSIN INVESTMENT BOARD13,25114,548+1,2970.000.00-0.00buy
PRINCIPAL SECURITIES, INC.91,257+1,2480.000.00+0.00buy
NEW YORK STATE TEACHERS RETIREMENT SYSTEM01,211+1,2110.000.00+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)8,3709,206+8360.000.00-0.00buy
AlphaQuest LLC1,2032,026+8230.010.01+0.00buy
ALLIANCEBERNSTEIN L.P.37,37038,126+7560.000.00-0.00buy
CHATHAM CAPITAL GROUP, INC.43,08043,815+7350.330.27-0.06buy
SouthState Corp0550+5500.000.00+0.00buy
Asset Dedication, LLC0521+5210.000.00+0.00buy
Swiss National Bank65,60066,100+5000.000.00-0.00buy
VOYA INVESTMENT MANAGEMENT LLC11,30511,749+4440.000.00-0.00buy
Creative Planning7,0587,469+4110.000.00-0.00buy
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0377+3770.000.00+0.00buy
Quarry LP0359+3590.000.01+0.01buy
Arizona State Retirement System9,1689,399+2310.000.00-0.00buy
LPL Financial LLC7,8388,042+2040.000.00-0.00buy
Farther Finance Advisors, LLC3150+1470.000.00+0.00buy
MATHER GROUP, LLC.133244+1110.000.00+0.00buy
Smartleaf Asset Management LLC0106+1060.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC86,26886,349+810.010.00-0.00buy
COMERICA BANK190260+700.000.00+0.00buy
EverSource Wealth Advisors, LLC065+650.000.00+0.00buy
Ballentine Partners, LLC7,2417,289+480.010.00-0.00buy
CAPTRUST FINANCIAL ADVISORS66,54766,590+430.010.01-0.00buy
JONES FINANCIAL COMPANIES LLLP034+340.000.00+0.00buy
INNEALTA CAPITAL, LLC012+120.000.00+0.00buy
CWM, LLC102112+100.000.00-0.00buy
NEW YORK STATE COMMON RETIREMENT FUND14,47914,484+50.000.00-0.00buy
ROTHSCHILD INVESTMENT LLC510+50.000.00+0.00buy
TFC Financial Management, Inc.01+10.000.00+0.00buy
Covestor Ltd34+10.000.000.00buy
DiNuzzo Private Wealth, Inc.56+10.000.00+0.00buy
PARSONS CAPITAL MANAGEMENT INC/RI13,80013,80000.040.03-0.01hold
BANC FUNDS CO LLC12,75012,75000.060.05-0.01hold
CANADA LIFE ASSURANCE Co2,9222,92200.000.00-0.00hold
Ameritas Investment Partners, Inc.3,3453,34500.000.00-0.00hold
TD ASSET MANAGEMENT INC68,75468,75400.000.00-0.00hold
HANTZ FINANCIAL SERVICES, INC.555500.000.00-0.00hold
WHITTIER TRUST CO383800.000.00-0.00hold
CENTRAL BANK & TRUST CO1,0001,00000.010.00-0.00hold
JUPITER ASSET MANAGEMENT LTD154,149154,14900.060.05-0.01hold
Bragg Financial Advisors, Inc65,40265,40200.120.10-0.02hold
EMERALD MUTUAL FUND ADVISERS TRUST14,00414,00400.030.03-0.00hold
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