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 17, 2021
Q1 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-103KClosed |
$4.09M - $7.07M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-51.7KClosed |
$2.05M - $3.54M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-15KClosed |
$595K - $1.03M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-12.5KClosed |
$496K - $857K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-74.7KClosed |
$2.96M - $5.12M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-331Closed |
$13.1K - $22.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
40.2KNew |
$1.59M - $2.76M
|
40.2K
$1.55M
|
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.35KClosed |
$53.3K - $92.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.61KNew |
$143K - $247K
|
3.61K
$139K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-58Closed |
$2.3K - $3.98K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$7.93K - $13.7K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-9.33KClosed |
$370K - $640K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-142Closed |
$3.69K - $7.12K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$1.35K
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
30KNew |
$780K - $1.5M
|
30K
$1.16M
|
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.58KClosed |
$93K - $179K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
CALL |
26.4KNew |
$687K - $1.32M
|
26.4K
$1.02M
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-100- 20.0% |
$2.6K - $5.02K
|
400
$15.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$1.35K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$858 - $1.66K
|
33
$1.27K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$13K - $25.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$268K - $523K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.91KClosed |
$39K - $76.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.5KClosed |
$73.6K - $144K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
689New |
$9.22K - $18K
|
689
$26.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.9KClosed |
$146K - $285K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$13.4K - $26.2K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-148Closed |
$1.98K - $3.87K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250Closed |
$2.65K - $4.39K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-403KClosed |
$4.28M - $7.08M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-70.3KClosed |
$745K - $1.23M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-20.5KClosed |
$217K - $360K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1Closed |
$10.6 - $17.6
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 50.0% |
$17K - $28.1K
|
1.6K
$61.7K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-843Closed |
$8.94K - $14.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
400New |
$3.23K - $7.88K
|
400
$15.4K
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-90K- 50.0% |
$727K - $1.77M
|
90K
$3.47M
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.5K+ 55.1% |
$158K - $385K
|
55K
$2.12M
|
|
|
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-26.5KClosed |
$214K - $522K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-130Closed |
$1.05K - $2.56K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-107KClosed |
$864K - $2.11M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-59.4KClosed |
$480K - $1.17M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-1.2KClosed |
$9.7K - $23.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13Closed |
$223 - $253
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$6K - $6.8K
|
350
$13.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$8.58K - $9.72K
|
500
$19.3K
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
CALL |
-80KClosed |
$1.37M - $1.55M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$1.71K - $1.94K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8KClosed |
$203K - $230K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27Closed |
$437 - $550
|
0
$0
|
|