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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.2K+ 2.8% |
$515K - $668K
|
817K
$25.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.63K- 17.61% |
$107K - $139K
|
21.7K
$672K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 8.55% |
$35.4K - $45.9K
|
16.4K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.11K+ 15.0% |
$25.7K - $33.3K
|
8.51K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-395- 43.69% |
$9.15K - $11.9K
|
509
$15.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.15K- 39.66% |
$212K - $275K
|
13.9K
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.81K- 48.95% |
$135K - $174K
|
6.05K
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-254- 3.38% |
$5.89K - $7.63K
|
7.25K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 76.92% |
$232 - $300
|
23
$714
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$324 - $421
|
14
$435
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
469+ 430.28% |
$10.9K - $14.1K
|
578
$17.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.06K+ 3.55% |
$70.9K - $91.9K
|
89.2K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
216New |
$5K - $6.49K
|
216
$6.71K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
135New |
$3.13K - $4.06K
|
135
$4.19K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12.5KNew |
$290K - $376K
|
12.5K
$388K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.58K+ 25.95% |
$129K - $167K
|
27.1K
$840K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-10.5K- 35.36% |
$243K - $315K
|
19.1K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
14.3K+ 16.28% |
$331K - $429K
|
102K
$3.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
103K+ 38.94% |
$2.38M - $3.09M
|
367K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1K+ 100.09% |
$396K - $513K
|
34.1K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
118New |
$2.73K - $3.54K
|
118
$3.66K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 63.94% |
$352K - $456K
|
8.57K
$266K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
345+ 2.75% |
$7.99K - $10.4K
|
12.9K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.2K+ 24.91% |
$838K - $1.09M
|
181K
$5.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
576+ 78.37% |
$13.3K - $17.3K
|
1.31K
$40.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-19- 50.0% |
$440 - $571
|
19
$590
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.67K+ 1547.26% |
$85K - $110K
|
3.9K
$121K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 88.0% |
$510 - $661
|
3
$93.2
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
146+ 1.13% |
$3.38K - $4.39K
|
13K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 2.12% |
$3.89K - $5.05K
|
8.1K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.18K+ 60.99% |
$189K - $246K
|
21.6K
$670K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.1K- 17.8% |
$48.7K - $63.1K
|
9.7K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-447- 2.14% |
$10.4K - $13.4K
|
20.5K
$636K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 66.67% |
$92.7 - $120
|
2
$62.1
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-330- 0.58% |
$7.65K - $9.91K
|
56.9K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-401- 3.74% |
$9.29K - $12K
|
10.3K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.04K+ 37.49% |
$47.3K - $61.3K
|
7.48K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 14.86% |
$26K - $33.7K
|
8.67K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$69.5 - $90.1
|
4
$124
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.5KNew |
$220K - $285K
|
9.5K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 10.45% |
$857 - $1.11K
|
391
$12.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 105.41% |
$904 - $1.17K
|
76
$2.36K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 2.11% |
$46.3 - $60.1
|
93
$2.89K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 42.16% |
$379K - $491K
|
22.4K
$697K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.0% |
$69.5 - $90.1
|
153
$4.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38New |
$880 - $1.14K
|
38
$1.18K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.54K+ 2.82% |
$58.8K - $76.2K
|
92.5K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 65.14% |
$1.65K - $2.13K
|
38
$1.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.16K- 4.53% |
$50K - $64.9K
|
45.6K
$1.41M
|