LiveVox Holdings Inc (LVOX) Ownership

3.73 ↑0.00 (0.00%)

As of December 22, 2023, 3:32pm EST.

Institutions
Mutual Funds

Institutional Ownership

Golden Gate Private Equity Inc is the biggest individual institutional holder of LiveVox Holdings Inc (LVOX), owning a total of 72.1 million shares. Combined, the top 34 institutional holders of LVOX own 94.09% of the company with a total of 89 million shares.

In the latest ownership report on September 30th 2023, the top 34 institutional holders increased their combined ownership of LVOX by 448 thousand shares. 9 institutions bought 584,427 total additional shares and increased their ownership by an average of 10.54%. However 8 institutions sold 136,806 total shares and decreased their ownership by an average of 9.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of LiveVox Holdings increased by a net total of 447,621 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Golden Gate Private Equity Inc	76.137%	0.000%	72,052,784	0	2023-09-30
B. Riley Asset Management, LLC	3.938%	0.526%	3,726,276	19,500	2023-09-30
Ameriprise Financial Inc	2.342%	2.132%	2,216,319	46,256	2023-09-30
J. Goldman & Co LP	1.879%	-3.349%	1,778,606	-61,627	2023-09-30
BOOTHBAY FUND MANAGEMENT, LLC	1.489%	1.120%	1,408,729	15,600	2023-09-30
Vanguard Group Inc	1.322%	-0.883%	1,251,073	-11,142	2023-09-30
BlackRock Inc	1.090%	2.693%	1,031,630	27,056	2023-09-30
Oakmont Corp	1.057%	0.000%	1,000,000	0	2023-09-30
Tocqueville Asset Management L.P.	0.654%	0.000%	618,831	0	2023-09-30
Geode Capital Management, LLC	0.462%	2.368%	436,859	10,106	2023-09-30
State Street Corporation	0.415%	-0.042%	392,749	-165	2023-09-30
SMH Capital Inc.	0.217%	0.000%	205,000	205,000	2023-09-30
Wellington Management Company LLP	0.196%	0.000%	185,300	185,300	2023-09-30
Northern Trust Corp	0.186%	-1.253%	175,642	-2,228	2023-09-30
Atom Investors LP	0.179%	67.075%	169,068	67,875	2023-09-30
Morgan Stanley - Brokerage Accounts	0.169%	-7.304%	159,653	-12,580	2023-09-30
Bridgeway Capital Management, LLC	0.106%	-16.667%	100,000	-20,000	2023-09-30
Charles Schwab Investment Management Inc	0.069%	0.000%	65,639	0	2023-09-30
S Squared Technology, LLC	0.067%	0.000%	63,000	0	2023-09-30
Bank of New York Mellon Corp	0.051%	18.922%	48,607	7,734	2023-09-30
Rhumbline Advisers	0.049%	-1.205%	46,009	-561	2023-09-30
JPMorgan Chase & Co	0.040%	-42.876%	37,975	-28,503	2023-09-30
Nuveen Asset Management, LLC	0.035%	0.000%	33,180	0	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Golden Gate Private Equity Inc	76.137%	0.000%	72,052,784	0	2023-09-30
B. Riley Asset Management, LLC	3.938%	0.526%	3,726,276	19,500	2023-09-30
Ameriprise Financial Inc	2.342%	2.132%	2,216,319	46,256	2023-09-30
J. Goldman & Co LP	1.879%	-3.349%	1,778,606	-61,627	2023-09-30
BOOTHBAY FUND MANAGEMENT, LLC	1.489%	1.120%	1,408,729	15,600	2023-09-30
Vanguard Group Inc	1.322%	-0.883%	1,251,073	-11,142	2023-09-30
BlackRock Inc	1.090%	2.693%	1,031,630	27,056	2023-09-30
Oakmont Corp	1.057%	0.000%	1,000,000	0	2023-09-30
Tocqueville Asset Management L.P.	0.654%	0.000%	618,831	0	2023-09-30
Phoenix Holdings Ltd	0.629%	0.000%	584,817	584,817	2023-03-31
Geode Capital Management, LLC	0.462%	2.368%	436,859	10,106	2023-09-30
State Street Corporation	0.415%	-0.042%	392,749	-165	2023-09-30
G2 Investment Partners Management LLC	0.422%	-24.112%	392,125	-124,591	2022-12-31
Corsair Capital Management LLC	0.320%	-40.499%	297,514	-202,500	2022-12-31
SMH Capital Inc.	0.217%	0.000%	205,000	205,000	2023-09-30
Wellington Management Company LLP	0.196%	0.000%	185,300	185,300	2023-09-30
Northern Trust Corp	0.186%	-1.253%	175,642	-2,228	2023-09-30
Atom Investors LP	0.179%	67.075%	169,068	67,875	2023-09-30
Morgan Stanley - Brokerage Accounts	0.169%	-7.304%	159,653	-12,580	2023-09-30
Greenhaven Road Investment Management, L.P.	0.162%	0.000%	150,000	0	2022-09-30
HRT FINANCIAL LLC	0.100%	369.288%	100,207	78,854	2022-06-30
Bridgeway Capital Management, LLC	0.106%	-16.667%	100,000	-20,000	2023-09-30
Millennium Management LLC	0.068%	-54.888%	67,976	-82,706	2022-06-30
Charles Schwab Investment Management Inc	0.069%	0.000%	65,639	0	2023-09-30
Susquehanna International Group, LLP	0.069%	0.000%	64,331	64,331	2022-12-31
S Squared Technology, LLC	0.067%	0.000%	63,000	0	2023-09-30
Allspring Global Investments Holdings, LLC	0.053%	58.828%	49,772	18,435	2023-06-30
Bank of New York Mellon Corp	0.051%	18.922%	48,607	7,734	2023-09-30
Rhumbline Advisers	0.049%	-1.205%	46,009	-561	2023-09-30
Goldman Sachs Group Inc	0.047%	0.000%	44,307	44,307	2023-03-31
JPMorgan Chase & Co	0.040%	-42.876%	37,975	-28,503	2023-09-30
JANE STREET GROUP, LLC	0.040%	0.000%	37,377	37,377	2022-06-30
Nuveen Asset Management, LLC	0.035%	0.000%	33,180	0	2023-09-30
New York State Common Retirement Fund	0.034%	0.000%	31,674	0	2023-03-31

Mutual Fund Ownership

Columbia Small Cap Growth Inst is the biggest individual fund holder of LiveVox Holdings Inc (LVOX), owning a total of 1.8 million shares. Combined, the top 63 mutual fund holders of LVOX own 10.93% of the company with a total of 10.3 million shares.

In the latest ownership report on November 30th 2023, the top 63 fund holders increased their combined ownership of LVOX by 196 thousand shares. 8 funds bought 197,519 total additional shares and increased their ownership by an average of 25.85%. However 2 funds sold 1,291 total shares and decreased their ownership by an average of 0.28%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding LiveVox Holdings increased by a net total of 196,228 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.857%	0.000%	811,138	0	2023-11-30
iShares Russell 2000 ETF	0.543%	-0.250%	514,044	-1,290	2023-11-30
Carmignac Pf Merger Arb Plus I EUR Acc	0.511%	13.784%	483,713	58,598	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.334%	0.000%	316,097	0	2023-11-30
Fidelity Small Cap Index	0.237%	1.905%	224,670	4,200	2023-11-30
Carmignac Pf Merger Arbitrage I EUR Acc	0.217%	13.884%	204,879	24,977	2023-11-30
iShares Russell 2000 Growth ETF	0.193%	0.000%	182,609	0	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.176%	19.478%	166,844	27,200	2023-11-30
Fidelity® Extended Market Index	0.089%	0.000%	84,563	0	2023-11-30
Fidelity Extended Market Index	0.089%	0.000%	84,563	0	2023-11-30
AltShares Merger Arbitrage ETF	0.080%	0.000%	75,723	75,723	2023-11-30
State St Russell Sm Cap® Indx SL Cl I	0.080%	0.000%	75,700	0	2023-11-30
Fidelity Nasdaq Composite Index	0.073%	0.000%	69,123	0	2023-11-30
Vanguard Russell 2000 ETF	0.071%	0.980%	66,801	648	2023-11-30
Schwab Small Cap Index	0.056%	0.000%	53,042	0	2023-11-30
iShares Micro-Cap ETF	0.054%	0.000%	50,933	0	2023-11-30
Fidelity® Total Market Index	0.034%	0.000%	31,761	0	2023-11-30
Fidelity Total Market Index	0.034%	0.000%	31,761	0	2023-11-30
TIAA-CREF Small-Cap Blend Idx Inst	0.032%	0.000%	30,504	0	2023-11-30
EQ/2000 Managed Volatility IB	0.031%	0.000%	28,826	0	2023-11-30
Neuberger Berman Abs Ret Multi-Mgr I	0.024%	7.747%	22,852	1,643	2023-11-30
Fidelity Series Total Market Index	0.024%	0.000%	22,211	0	2023-11-30
Spartan Total Market Index Pool E	0.012%	0.000%	11,255	0	2023-11-30
Fidelity Small Cap Growth Index	0.010%	0.000%	9,561	0	2023-11-30
VALIC Company I Small Cap Index	0.009%	0.000%	8,595	0	2023-11-30
EQ/Small Company Index IB	0.008%	149.013%	7,570	4,530	2023-11-30
ATM Small Cap Managed Volatility K	0.006%	0.000%	6,039	0	2023-11-30
1290 VT Micro Cap K	0.004%	0.000%	3,987	0	2023-11-30
EQ/Morgan Stanley Small Cap Growth K	0.004%	0.000%	3,411	0	2023-11-30
Fidelity Flex Small Cap Index	0.003%	0.000%	3,091	0	2023-11-30
Spartan Small Cap Index Pool	0.003%	0.000%	2,883	0	2023-11-30
Symmetry Moderate Growth Port A	0.000%	-0.304%	328	-1	2023-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Columbia Small Cap Growth Inst	1.901%	0.000%	1,796,210	0	2023-09-30
Columbia Small Cap Growth	1.898%	0.000%	1,796,210	0	2023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	0.951%	0.000%	898,787	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	0.857%	0.000%	811,138	0	2023-11-30
iShares Russell 2000 ETF	0.543%	-0.250%	514,044	-1,290	2023-11-30
Carmignac Pf Merger Arb Plus I EUR Acc	0.511%	13.784%	483,713	58,598	2023-11-30
Vanguard Extended Market Index Investor	0.336%	0.000%	316,097	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.334%	0.000%	316,097	0	2023-11-30
Columbia VP Small Company Growth 1	0.279%	0.000%	263,626	0	2023-09-30
Fidelity Small Cap Index	0.237%	1.905%	224,670	4,200	2023-11-30
Fidelity® Small Cap Index	0.233%	10.656%	220,470	21,231	2023-10-31
iShares Russell 2000 Value ETF	0.223%	0.564%	207,061	1,161	2023-06-21
Carmignac Pf Merger Arbitrage I EUR Acc	0.217%	13.884%	204,879	24,977	2023-11-30
iShares Russell 2000 Growth ETF	0.193%	0.000%	182,609	0	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.176%	19.478%	166,844	27,200	2023-11-30
Columbia Trust Small Cap Growth	0.167%	12.431%	166,729	18,435	2022-09-30
Columbia Trust Small Cap Growth Founders	0.137%	-35.323%	129,408	-70,675	2023-06-30
Bridgeway Ultra-Small Company Market	0.106%	-16.667%	100,000	-20,000	2023-09-30
Fidelity® Extended Market Index	0.089%	0.000%	84,563	0	2023-11-30
Fidelity Extended Market Index	0.089%	0.000%	84,563	0	2023-11-30
AltShares Merger Arbitrage ETF	0.080%	0.000%	75,723	75,723	2023-11-30
State St Russell Sm Cap® Indx NL Cl C	0.080%	0.000%	75,700	0	2023-09-30
State St Russell Sm Cap® Indx SL Cl I	0.080%	0.000%	75,700	0	2023-11-30
Fidelity Nasdaq Composite Index	0.073%	0.000%	69,123	0	2023-11-30
Fidelity® NASDAQ Composite Index®	0.073%	0.000%	69,123	0	2023-10-31
NT R2000 Value Index Fund - NL	0.074%	-2.657%	69,036	-1,884	2023-03-31
NT R2000 Growth Index Fund - NL	0.071%	0.000%	66,956	0	2023-09-30
Vanguard Russell 2000 ETF	0.071%	0.980%	66,801	648	2023-11-30
NT R2000 Index Fund - NL	0.068%	-0.039%	64,108	-25	2023-09-30
Pender Alternative Arbitrage Plus Cl I	0.064%	0.000%	60,547	60,547	2023-10-31
Schwab Small Cap Index	0.056%	0.000%	53,042	0	2023-11-30
Pender Alternative Arbitrage Cl FF	0.054%	0.000%	51,373	51,373	2023-10-31
iShares Micro-Cap ETF	0.054%	0.000%	50,933	0	2023-11-30
NT R2000 Index Fund - DC - NL - 2	0.054%	0.067%	50,680	34	2023-09-30
Northern Trust Russell 2000 Growth Index	0.050%	0.000%	47,278	0	2023-09-30
NT R2000 Growth Index Fund - L	0.050%	0.000%	47,278	0	2023-09-30
Wellington CIF Micro Cap Equity	0.042%	0.000%	40,000	40,000	2023-09-30
The Vanguard Russell 2000 Growth Index	0.038%	0.000%	35,708	0	2023-09-30
Fidelity® Total Market Index	0.034%	0.000%	31,761	0	2023-11-30
Fidelity Total Market Index	0.034%	0.000%	31,761	0	2023-11-30
TIAA-CREF Small-Cap Blend Idx Inst	0.032%	0.000%	30,504	0	2023-11-30
EQ/2000 Managed Volatility IB	0.031%	0.000%	28,826	0	2023-11-30
Allspring Factor Enhanced Small Cap Eq	0.029%	0.000%	26,932	0	2023-10-31
Neuberger Berman Abs Ret Multi-Mgr I	0.024%	7.747%	22,852	1,643	2023-11-30
Fidelity Series Total Market Index	0.024%	0.000%	22,211	0	2023-11-30
LVIP SSgA Small Cap Index Std	0.023%	0.000%	22,100	0	2023-09-30
UBC Russell 3000 Index Trust - C	0.021%	0.000%	20,116	20,116	2023-09-30
Spartan Total Market Index Pool E	0.012%	0.000%	11,255	0	2023-11-30
Fidelity Small Cap Growth Index	0.010%	0.000%	9,561	0	2023-11-30
VALIC Company I Small Cap Index	0.009%	0.000%	8,595	0	2023-11-30
EQ/Small Company Index IB	0.008%	149.013%	7,570	4,530	2023-11-30
ATM Small Cap Managed Volatility K	0.006%	0.000%	6,039	0	2023-11-30
Comstock Capital Value A	0.004%	0.000%	4,000	4,000	2023-10-31
1290 VT Micro Cap K	0.004%	0.000%	3,987	0	2023-11-30
EQ/Morgan Stanley Small Cap Growth K	0.004%	0.000%	3,411	0	2023-11-30
NT R3000 Index Fund - L	0.004%	-0.485%	3,280	-16	2023-09-30
Fidelity Flex Small Cap Index	0.003%	0.000%	3,091	0	2023-11-30
Spartan Small Cap Index Pool	0.003%	0.000%	2,883	0	2023-11-30
BlackRock Extended Mkt Composite	0.002%	22.022%	2,161	390	2023-09-30
Russell 2000 Index Fund J	0.002%	-14.559%	1,966	-335	2023-09-30
Morgan Stanley Pathway Sm-Mid Cap Eq	0.002%	0.000%	1,882	0	2023-10-31
T. Rowe Price Small-Cap Index I	0.001%	30.787%	1,113	262	2023-09-30
Symmetry Moderate Growth Port A	0.000%	-0.304%	328	-1	2023-11-30