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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 86.1% |
$571K - $741K
|
2.38K
$85K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.29K+ 35.99% |
$282K - $366K
|
27.6K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
914+ 9.93% |
$35.3K - $45.9K
|
10.1K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22New |
$850 - $1.1K
|
22
$784
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$1.16K - $1.51K
|
30
$1.07K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.07KNew |
$350K - $455K
|
9.07K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.18K+ 1.86% |
$200K - $260K
|
284K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.3K+ 44.34% |
$552K - $718K
|
46.5K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
743+ 7.65% |
$28.7K - $37.3K
|
10.5K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$5.16M - $6.7M
|
133K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 11.68% |
$618 - $804
|
121
$4.31K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.24K- 2.22% |
$47.9K - $62.3K
|
54.7K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
128New |
$4.95K - $6.43K
|
128
$4.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 16.04% |
$657 - $854
|
123
$4.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.23% |
$3.87K - $5.02K
|
8.03K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11KNew |
$424K - $551K
|
11K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$77.3 - $100
|
2
$71.3
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 12.5% |
$193 - $251
|
45
$1.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
940+ 17.49% |
$36.3K - $47.2K
|
6.31K
$225K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 6.67% |
$425 - $552
|
176
$6.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.14% |
$15.5K - $20.1K
|
6K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.46K+ 65.53% |
$250K - $324K
|
16.3K
$581K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.1KNew |
$1.01M - $1.31M
|
26.1K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 13.08% |
$40.1K - $52.1K
|
8.98K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$63.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.98K- 1.51% |
$76.6K - $99.5K
|
129K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99- 3.71% |
$3.83K - $4.97K
|
2.57K
$91.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 72.03% |
$17.3K - $22.5K
|
174
$6.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
722+ 1.46% |
$27.9K - $36.3K
|
50.1K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 99.73% |
$57.9K - $75.2K
|
3K
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 33.33% |
$193 - $251
|
20
$713
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 23.08% |
$5.8K - $7.53K
|
500
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 3.76% |
$19.3K - $25.1K
|
12.8K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 9.99% |
$1.18M - $1.54M
|
337K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$22.8K - $29.6K
|
590
$21K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$38.7 - $50.2
|
8
$285
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-415- 4.42% |
$16K - $20.8K
|
8.98K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.1K- 70.92% |
$392K - $509K
|
4.16K
$148K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.45K+ 16.74% |
$56.1K - $72.9K
|
10.1K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
78+ 1.07% |
$3.01K - $3.92K
|
7.37K
$263K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14New |
$541 - $703
|
14
$499
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 61.81% |
$103K - $134K
|
6.99K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$77.3 - $100
|
2
$71.3
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20.6K- 23.62% |
$798K - $1.04M
|
66.7K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.2K- 20.2% |
$84.9K - $110K
|
8.68K
$309K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.64% |
$4.87K - $6.33K
|
19.9K
$711K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
551+ 3.57% |
$21.3K - $27.7K
|
16K
$570K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
356+ 3.55% |
$13.8K - $17.9K
|
10.4K
$370K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73+ 57.03% |
$2.82K - $3.67K
|
201
$7.17K
|
|
| Q3 2024 | |||||||
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-286- 2.43% |
$9.57K - $14.2K
|
11.5K
$409K
|
|