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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.25K+ 7.61% |
$221K - $281K
|
103K
$3.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.92K- 8.21% |
$120K - $152K
|
43.8K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
841+ 145.5% |
$25.7K - $32.6K
|
1.42K
$44.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.21K+ 29.23% |
$67.4K - $85.5K
|
9.76K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.98K+ 3.8% |
$60.6K - $76.8K
|
54.2K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
18KNew |
$549K - $696K
|
18K
$560K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.52K- 16.72% |
$138K - $175K
|
22.5K
$702K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-32K- 36.99% |
$977K - $1.24M
|
54.5K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
12.4K+ 4.27% |
$378K - $479K
|
302K
$9.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.93K+ 20.19% |
$181K - $230K
|
35.3K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.05K+ 0.33% |
$154K - $195K
|
1.55M
$48.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.26K+ 15.97% |
$130K - $165K
|
30.9K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
661+ 2.15% |
$20.2K - $25.6K
|
31.4K
$979K
|
|
|
Nov 10, 2025
Q3 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-746- 3.18% |
$22.8K - $28.9K
|
22.7K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-19.7K- 40.67% |
$601K - $761K
|
28.7K
$894K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.2K+ 2.86% |
$250K - $318K
|
295K
$9.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$366 - $465
|
12
$374
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-390- 11.66% |
$11.9K - $15.1K
|
2.96K
$92.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-10- 11.76% |
$305 - $387
|
75
$2.34K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
266New |
$8.12K - $10.3K
|
266
$8.29K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.65K- 20.3% |
$50.2K - $63.7K
|
6.46K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
250+ 1.8% |
$7.64K - $9.68K
|
14.2K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$916 - $1.16K
|
30
$935
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.2K- 14.43% |
$830K - $1.05M
|
161K
$5.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.06K- 0.11% |
$93.5K - $119K
|
2.69M
$83.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 17.65% |
$458 - $581
|
70
$2.18K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-208K- 58.38% |
$6.36M - $8.06M
|
148K
$4.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-20- 9.26% |
$611 - $774
|
196
$6.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.68K- 3.03% |
$51.3K - $65K
|
53.7K
$1.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.2K- 16.59% |
$36.7K - $46.6K
|
6.05K
$188K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17+ 12.32% |
$519 - $658
|
155
$4.83K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-845K- 79.19% |
$25.8M - $32.7M
|
222K
$6.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
512+ 60.09% |
$15.6K - $19.8K
|
1.36K
$42.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.61KNew |
$202K - $256K
|
6.61K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 13.61% |
$753K - $955K
|
206K
$6.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08K+ 10.98% |
$33K - $41.9K
|
10.9K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.95K+ 9.5% |
$59.4K - $75.3K
|
22.4K
$699K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 0.05% |
$550 - $697
|
38K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
223+ 2.57% |
$6.81K - $8.63K
|
8.89K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
6.5K+ 9.22% |
$199K - $252K
|
77K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
65New |
$1.99K - $2.52K
|
65
$2.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
190New |
$5.8K - $7.36K
|
190
$5.92K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
153+ 1.44% |
$4.67K - $5.92K
|
10.8K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
22.3K+ 260.6% |
$682K - $864K
|
30.9K
$963K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
205New |
$6.26K - $7.94K
|
205
$6.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
102K+ 7761.4% |
$3.11M - $3.94M
|
103K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
178K+ 937663.19% |
$5.44M - $6.9M
|
178K
$5.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-23.1K- 67.73% |
$706K - $896K
|
11K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-250- 2.58% |
$7.64K - $9.68K
|
9.45K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 29.41% |
$458 - $581
|
36
$1.12K
|
|