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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
14.5KNew |
$444K - $562K
|
14.5K
$453K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$458 - $581
|
15
$467
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.32KNew |
$193K - $245K
|
6.32K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4New |
$122 - $155
|
4
$125
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
900+ 6.52% |
$27.5K - $34.8K
|
14.7K
$458K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.15K- 36.33% |
$249K - $316K
|
14.3K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.9K- 9.93% |
$58K - $73.6K
|
17.2K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
400New |
$12.2K - $15.5K
|
400
$12.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.5K+ 22.39% |
$45.8K - $58.1K
|
8.2K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 23.69% |
$68.7K - $87.1K
|
11.7K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
15.1K+ 177.73% |
$462K - $586K
|
23.6K
$736K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.05K+ 16.66% |
$62.7K - $79.5K
|
14.4K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.79KNew |
$54.6K - $69.3K
|
1.79K
$55.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.4K+ 1.57% |
$42.7K - $54.1K
|
90.6K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-298- 11.58% |
$9.1K - $11.5K
|
2.28K
$70.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
146+ 1.42% |
$4.46K - $5.65K
|
10.5K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.8KNew |
$208K - $263K
|
6.8K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
117New |
$3.57K - $4.53K
|
117
$3.65K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.32K- 2.51% |
$70.9K - $89.8K
|
90.2K
$2.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
9.09K+ 6.13% |
$278K - $352K
|
157K
$4.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-420- 0.74% |
$12.8K - $16.3K
|
56.5K
$1.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8+ 5.23% |
$244 - $310
|
161
$5.02K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-119- 0.91% |
$3.63K - $4.61K
|
12.9K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
380+ 9.73% |
$11.6K - $14.7K
|
4.28K
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-22.9K- 32.14% |
$698K - $885K
|
48.3K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 15.05% |
$428 - $542
|
107
$3.33K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.26K- 33.03% |
$99.7K - $126K
|
6.62K
$206K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6.18K- 13.55% |
$189K - $239K
|
39.4K
$1.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
245+ 62.66% |
$7.48K - $9.49K
|
636
$19.8K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 125.71% |
$542K - $702K
|
42K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
199+ 0.4% |
$4.61K - $5.98K
|
50.2K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
191+ 0.51% |
$4.43K - $5.74K
|
37.6K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
33.2K+ 392.96% |
$769K - $997K
|
41.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.42KNew |
$195K - $253K
|
8.42K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
90+ 145.16% |
$2.09K - $2.7K
|
152
$4.74K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1New |
$23.2 - $30
|
1
$31.2
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.61K- 16.6% |
$37.4K - $48.5K
|
8.11K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 133.33% |
$185 - $240
|
14
$436
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
125+ 0.6% |
$2.9K - $3.76K
|
20.9K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10KNew |
$232K - $300K
|
10K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$23.2 - $30
|
1
$31.2
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-791- 9.03% |
$18.3K - $23.8K
|
7.97K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46.1K+ 2880.0% |
$1.07M - $1.38M
|
47.7K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$324 - $421
|
14
$436
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12.5KNew |
$290K - $376K
|
12.5K
$390K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
135New |
$3.13K - $4.06K
|
135
$4.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
345+ 2.75% |
$7.99K - $10.4K
|
12.9K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
118New |
$2.73K - $3.54K
|
118
$3.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 88.0% |
$510 - $661
|
3
$93.5
|
|