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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11- 16.92% |
$368 - $547
|
54
$2.59K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.26KNew |
$176K - $261K
|
5.26K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.1K+ 746.3% |
$506K - $752K
|
17.1K
$821K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.9K+ 0.99% |
$466K - $692K
|
1.42M
$67.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
17.7K+ 14.38% |
$592K - $880K
|
141K
$6.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-356- 1.68% |
$11.9K - $17.7K
|
20.8K
$998K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.86K+ 14.91% |
$330K - $490K
|
76K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-25.5K- 44.14% |
$852K - $1.27M
|
32.2K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.88KNew |
$163K - $243K
|
4.88K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.32KNew |
$145K - $215K
|
4.32K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-143K- 8.04% |
$4.79M - $7.13M
|
1.64M
$78.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 7.03% |
$301 - $447
|
137
$6.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$33.5 - $49.7
|
3
$144
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$95.8
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$95.8
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.27K- 8.71% |
$76K - $113K
|
23.8K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.44K+ 15.3% |
$48.3K - $71.7K
|
10.9K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 2.67% |
$134 - $199
|
146
$6.99K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.06K- 0.8% |
$35.5K - $52.8K
|
131K
$6.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
245+ 19.49% |
$8.2K - $12.2K
|
1.5K
$71.9K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.3K- 15.88% |
$76.9K - $114K
|
12.2K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.69K+ 135.97% |
$157K - $233K
|
8.13K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.95K+ 161.35% |
$65.4K - $97.2K
|
3.17K
$152K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$33.5 - $49.7
|
25
$1.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
306KNew |
$10.2M - $15.2M
|
306K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 11.32% |
$53.5K - $79.6K
|
12.5K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.63KNew |
$155K - $230K
|
4.63K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.18K- 29.22% |
$274K - $407K
|
19.8K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.7K+ 8.06% |
$124K - $184K
|
49.6K
$2.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 1.62% |
$435 - $646
|
817
$39.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$569 - $845
|
51K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 0.93% |
$3.24K - $4.82K
|
10.5K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30+ 300.0% |
$1K - $1.49K
|
40
$1.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 4.68% |
$143K - $212K
|
95.5K
$4.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43+ 0.62% |
$1.44K - $2.14K
|
6.93K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.24K- 10.7% |
$309K - $459K
|
77.1K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-182K- 71.87% |
$6.08M - $9.04M
|
71.2K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 10.0% |
$33.5 - $49.7
|
9
$431
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 87.5% |
$23.4K - $34.8K
|
1.5K
$71.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-148- 5.26% |
$4.95K - $7.36K
|
2.67K
$128K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12.1K+ 27.71% |
$406K - $604K
|
56K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.5K- 4.9% |
$151K - $224K
|
87.4K
$4.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.73K+ 36.48% |
$91.2K - $135K
|
10.2K
$488K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.41K- 14.02% |
$47.3K - $70.3K
|
8.67K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 13.0% |
$1.64K - $2.44K
|
426
$20.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-400- 38.1% |
$13.4K - $19.9K
|
650
$31.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-48.8K- 40.7% |
$1.63M - $2.43M
|
71.1K
$3.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
53+ 47.32% |
$1.77K - $2.64K
|
165
$7.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-127- 52.05% |
$4.25K - $6.31K
|
117
$5.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74+ 137.04% |
$2.48K - $3.68K
|
128
$6.13K
|