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 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.66% |
$26 - $38.1
|
153
$7.33K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.68K- 47.27% |
$122K - $178K
|
5.21K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
93.6KNew |
$2.43M - $3.57M
|
93.6K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
957New |
$24.9K - $36.5K
|
957
$45.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.95KNew |
$76.7K - $113K
|
2.95K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
853+ 34.23% |
$22.2K - $32.5K
|
3.35K
$160K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28.3KNew |
$736K - $1.08M
|
28.3K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46New |
$1.2K - $1.75K
|
46
$2.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.68K+ 45.09% |
$122K - $179K
|
15.1K
$721K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$10.4K - $15.3K
|
400
$19.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
350+ 4.07% |
$9.1K - $13.3K
|
8.95K
$429K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$728 - $1.07K
|
28
$1.34K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$10K - $13.2K
|
500
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.53KNew |
$111K - $146K
|
5.53K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.1K- 24.4% |
$62.1K - $82K
|
9.59K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.7KNew |
$1.2M - $1.58M
|
59.7K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-577- 2.95% |
$11.6K - $15.3K
|
19K
$908K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$10K - $13.2K
|
500
$23.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-283- 34.85% |
$5.67K - $7.5K
|
529
$25.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$120 - $159
|
6
$287
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$956 - $1.48K
|
40
$1.92K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
7K+ 38.89% |
$167K - $259K
|
25K
$1.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.71K+ 1988.37% |
$40.9K - $63.4K
|
1.8K
$86K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
6.5KNew |
$155K - $241K
|
6.5K
$311K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.67K- 95.9% |
$112K - $173K
|
200
$9.58K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
31.2K+ 301.17% |
$746K - $1.16M
|
41.6K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.38KNew |
$200K - $310K
|
8.38K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
48.3KNew |
$1.15M - $1.79M
|
48.3K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-752- 92.84% |
$18K - $27.9K
|
58
$2.78K
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-25.8KClosed |
$617K - $957K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.1KNew |
$1.77M - $2.75M
|
74.1K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$71.7 - $111
|
10.4K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-277K- 82.27% |
$6.62M - $10.3M
|
59.7K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
41.1KNew |
$982K - $1.52M
|
41.1K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.18K+ 582.57% |
$99.8K - $155K
|
4.89K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
37.5KNew |
$896K - $1.39M
|
37.5K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
67New |
$1.6K - $2.48K
|
67
$3.21K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-322- 88.71% |
$7.7K - $11.9K
|
41
$1.96K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$454 - $704
|
19
$910
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116New |
$2.77K - $4.3K
|
116
$5.56K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 77.78% |
$167 - $259
|
2
$95.8
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$4.18K - $6.48K
|
175
$8.38K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-4.3K- 32.58% |
$103K - $159K
|
8.9K
$426K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.82% |
$23.9 - $37.1
|
123
$5.89K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.96KClosed |
$283K - $353K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-50K- 50.0% |
$1.42M - $1.77M
|
50K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$5.52M - $6.87M
|
194K
$9.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$340K - $423K
|
12K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
150KNew |
$4.27M - $5.31M
|
150K
$7.18M
|
|