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Live Oak Bancshares
Live Oak Bancshares. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 4 Institutional holders with a total value of $4,701,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KINGS POINT CAPITAL MANAGEMENT 235,380 3,342,000 71.09%
2 Avalon Investment & Advisory 60,863 864,000 18.38%
3 FRANKLIN STREET ADVISORS INC /NC 17,875 254,000 5.40%
4 BARR E S & CO 17,000 241,000 5.13%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.