Latest Institutional Transactions on Live Oak Bancshares, Inc. (LOB)
This table provides information on the latest institutional transactions involving Live Oak Bancshares, Inc. (LOB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
882+ 4009.09% |
$23.4K - $36.5K
|
904
$23.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-82- 10.04% |
$2.18K - $3.39K
|
735
$19.2K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.87K- 4.01% |
$49.6K - $77.1K
|
44.7K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-85- 0.81% |
$2.26K - $3.51K
|
10.4K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
182+ 2.47% |
$4.84K - $7.52K
|
7.55K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
61+ 34.66% |
$1.62K - $2.52K
|
237
$6.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$452 - $703
|
17
$444
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
206+ 1.96% |
$5.47K - $8.51K
|
10.7K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
26.1K+ 20.16% |
$693K - $1.08M
|
155K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5+ 62.5% |
$133 - $207
|
13
$340
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.62K+ 28.34% |
$123K - $191K
|
20.9K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.4K+ 16.39% |
$543K - $844K
|
145K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
29.6KNew |
$787K - $1.22M
|
29.6K
$774K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
298+ 1.14% |
$7.92K - $12.3K
|
26.4K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$983 - $1.53K
|
37
$967
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
53+ 4.62% |
$1.41K - $2.19K
|
1.2K
$31.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$399 - $620
|
15
$392
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1K- 7.81% |
$26.6K - $41.3K
|
11.8K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19K- 28.47% |
$505K - $785K
|
47.7K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 100.58% |
$517K - $804K
|
38.8K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.24K+ 77.99% |
$86.1K - $134K
|
7.4K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$26.6 - $41.3
|
7
$183
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 25.2% |
$850 - $1.32K
|
95
$2.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-8.53K- 98.27% |
$227K - $353K
|
150
$3.92K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.08K- 96.25% |
$241K - $375K
|
354
$9.25K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
40.3K+ 81.29% |
$1.07M - $1.67M
|
90K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.54K+ 4.63% |
$67.4K - $105K
|
57.3K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 22.22% |
$266 - $413
|
55
$1.44K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
328+ 0.65% |
$8.71K - $13.6K
|
50.4K
$1.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$106 - $165
|
6
$157
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 35.88% |
$1.62K - $2.52K
|
109
$2.85K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.54K - $2.4K
|
58
$1.52K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
686New |
$26.5K - $34.5K
|
686
$17.9K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-800- 7.0% |
$30.9K - $40.2K
|
10.6K
$278K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250New |
$9.66K - $12.6K
|
250
$6.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
426+ 3.04% |
$16.5K - $21.4K
|
14.4K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
74.2K+ 10.27% |
$2.87M - $3.73M
|
797K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.4K+ 18.46% |
$594K - $772K
|
98.6K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.59K+ 10.44% |
$100K - $130K
|
27.4K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.2K+ 15.04% |
$435K - $565K
|
86K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.73K- 1.57% |
$183K - $238K
|
297K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.5K- 39.47% |
$174K - $226K
|
6.9K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.75KNew |
$338K - $440K
|
8.75K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.6K- 3.12% |
$1.03M - $1.33M
|
826K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.73K+ 120.54% |
$337K - $438K
|
16K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 13.24% |
$52.2K - $67.8K
|
8.84K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
960+ 1.93% |
$37.1K - $48.2K
|
50.8K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
799+ 10.35% |
$30.9K - $40.1K
|
8.52K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16.3K+ 391.16% |
$631K - $820K
|
20.5K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
11.7K+ 34.94% |
$454K - $590K
|
45.3K
$1.19M
|
|