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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.7K+ 64.09% |
$1.88M - $2.45M
|
125K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.65K+ 14.11% |
$334K - $434K
|
69.9K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
5.96K+ 10.42% |
$230K - $299K
|
63.2K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
938+ 2.1% |
$36.3K - $47.1K
|
45.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
407+ 7.85% |
$15.7K - $20.4K
|
5.59K
$135K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.5KNew |
$639K - $831K
|
16.5K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12.3K- 7.16% |
$474K - $616K
|
159K
$3.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
182+ 0.8% |
$7.03K - $9.14K
|
22.8K
$553K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.7KNew |
$259K - $336K
|
6.7K
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$42.4K - $55.1K
|
1.1K
$26.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.4K- 13.37% |
$1.37M - $1.78M
|
229K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 0.25% |
$928 - $1.21K
|
9.63K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
757+ 7.91% |
$29.3K - $38K
|
10.3K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.2K+ 0.39% |
$395K - $513K
|
2.63M
$63.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.56KNew |
$292K - $379K
|
7.56K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.22K+ 3.22% |
$85.6K - $111K
|
71K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.73K- 3.13% |
$183K - $237K
|
146K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.7K+ 7.11% |
$182K - $236K
|
70.8K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 2.98% |
$88.9K - $116K
|
79.4K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-415K- 25.32% |
$16M - $20.8M
|
1.22M
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
68KNew |
$2.63M - $3.42M
|
68K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.28% |
$1.16K - $1.51K
|
10.5K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.3K+ 139.21% |
$360K - $467K
|
16K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.62K- 4.7% |
$256K - $332K
|
134K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$1.16K - $1.51K
|
30
$727
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22New |
$850 - $1.1K
|
22
$533
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
914+ 9.93% |
$35.3K - $45.9K
|
10.1K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.29K+ 35.99% |
$282K - $366K
|
27.6K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 86.1% |
$571K - $741K
|
2.38K
$57.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 90.74% |
$1.89K - $2.46K
|
5
$121
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$38.7 - $50.2
|
1
$24.2
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.18K+ 1.86% |
$200K - $260K
|
284K
$6.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
743+ 7.65% |
$28.7K - $37.3K
|
10.5K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.07KNew |
$350K - $455K
|
9.07K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$5.16M - $6.7M
|
133K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 11.68% |
$618 - $804
|
121
$2.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.3K+ 44.34% |
$552K - $718K
|
46.5K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
128New |
$4.95K - $6.43K
|
128
$3.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 16.04% |
$657 - $854
|
123
$2.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.23% |
$3.87K - $5.02K
|
8.03K
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11KNew |
$424K - $551K
|
11K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$77.3 - $100
|
2
$48.4
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 6.67% |
$425 - $552
|
176
$4.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
940+ 17.49% |
$36.3K - $47.2K
|
6.31K
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.14% |
$15.5K - $20.1K
|
6K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.1KNew |
$1.01M - $1.31M
|
26.1K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 13.08% |
$40.1K - $52.1K
|
8.98K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.46K+ 65.53% |
$250K - $324K
|
16.3K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$43.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.98K- 1.51% |
$76.6K - $99.5K
|
129K
$3.13M
|