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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$50.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99- 3.71% |
$3.83K - $4.97K
|
2.57K
$72K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 99.73% |
$57.9K - $75.2K
|
3K
$84.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 72.03% |
$17.3K - $22.5K
|
174
$4.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 9.99% |
$1.18M - $1.54M
|
337K
$9.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 23.08% |
$5.8K - $7.53K
|
500
$14K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$22.8K - $29.6K
|
590
$16.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-415- 4.42% |
$16K - $20.8K
|
8.98K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 61.81% |
$103K - $134K
|
6.99K
$196K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
551+ 3.57% |
$21.3K - $27.7K
|
16K
$449K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
356+ 3.55% |
$13.8K - $17.9K
|
10.4K
$291K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
14.4KNew |
$482K - $716K
|
14.4K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.5KNew |
$184K - $273K
|
5.5K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.5K- 37.81% |
$184K - $273K
|
9.05K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 7.58% |
$884K - $1.31M
|
375K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6K- 9.17% |
$201K - $298K
|
59.4K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.67KNew |
$257K - $381K
|
7.67K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 12.73% |
$234 - $348
|
48
$1.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$3.35K - $4.97K
|
100
$2.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.53KNew |
$151K - $225K
|
4.53K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
212+ 2.12% |
$7.09K - $10.5K
|
10.2K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
67KNew |
$2.24M - $3.33M
|
67K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.02KNew |
$168K - $250K
|
5.02K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8New |
$268 - $398
|
8
$224
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40New |
$1.34K - $1.99K
|
40
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-148- 54.41% |
$4.95K - $7.36K
|
124
$3.48K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.43KNew |
$148K - $220K
|
4.43K
$124K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-356- 1.68% |
$11.9K - $17.7K
|
20.8K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.32KNew |
$145K - $215K
|
4.32K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.88KNew |
$163K - $243K
|
4.88K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 25.0% |
$33.5 - $49.7
|
3
$84.1
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$56.1
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$56.1
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.3K- 15.88% |
$76.9K - $114K
|
12.2K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$33.5 - $49.7
|
25
$701
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.95K+ 161.35% |
$65.4K - $97.2K
|
3.17K
$88.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.63KNew |
$155K - $230K
|
4.63K
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 11.32% |
$53.5K - $79.6K
|
12.5K
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$569 - $845
|
51K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 4.68% |
$143K - $212K
|
95.5K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43+ 0.62% |
$1.44K - $2.14K
|
6.93K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 87.5% |
$23.4K - $34.8K
|
1.5K
$42K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-48.8K- 40.7% |
$1.63M - $2.43M
|
71.1K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-127- 52.05% |
$4.25K - $6.31K
|
117
$3.28K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-54.3K- 43.84% |
$1.72M - $2.26M
|
69.5K
$1.95M
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-747- 2.22% |
$23.7K - $31.1K
|
32.8K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-183K- 72.51% |
$5.78M - $7.59M
|
69.2K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
300KNew |
$9.5M - $12.5M
|
300K
$8.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.75KNew |
$309K - $405K
|
9.75K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25K- 33.33% |
$792K - $1.04M
|
50K
$1.4M
|
|