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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-389- 4.74% |
$12.3K - $16.2K
|
7.82K
$219K
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$81.1K - $106K
|
2.56K
$71.8K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.3K+ 0.67% |
$580K - $761K
|
2.76M
$77.3M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
223New |
$7.06K - $9.27K
|
223
$6.25K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.6KNew |
$304K - $399K
|
9.6K
$269K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 11.89% |
$855 - $1.12K
|
200
$5.61K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
521New |
$16.5K - $21.7K
|
521
$14.6K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
550New |
$17.4K - $22.9K
|
550
$15.4K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$31.7 - $41.6
|
6
$168
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$380 - $499
|
12
$336
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.21K+ 1885.47% |
$69.8K - $91.7K
|
2.32K
$65.1K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$31.7 - $41.6
|
1
$28
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.22K- 96.99% |
$102K - $134K
|
100
$2.8K
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
164KNew |
$5.87M - $7.37M
|
164K
$4.6M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
24.9KNew |
$889K - $1.12M
|
24.9K
$698K
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-87.2K- 87.6% |
$3.11M - $3.91M
|
12.3K
$346K
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-63.6K- 30.84% |
$2.27M - $2.85M
|
143K
$4M
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7.96KNew |
$284K - $357K
|
7.96K
$223K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 50.0% |
$8.93K - $11.2K
|
750
$21K
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
133New |
$4.75K - $5.97K
|
133
$3.73K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 9.25% |
$17.9K - $22.4K
|
5.91K
$166K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-143- 0.85% |
$5.11K - $6.41K
|
16.6K
$465K
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.08% |
$179 - $224
|
6.55K
$184K
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
11.3K+ 7.88% |
$402K - $505K
|
154K
$4.32M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.7K- 15.4% |
$559K - $703K
|
86.1K
$2.41M
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-29.5K- 67.81% |
$1.05M - $1.32M
|
14K
$393K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-84- 1.53% |
$3K - $3.77K
|
5.39K
$151K
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
46+ 0.5% |
$1.64K - $2.06K
|
9.22K
$258K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$536 - $673
|
15
$420
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
74New |
$2.64K - $3.32K
|
74
$2.07K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.3K- 8.27% |
$46.3K - $58.1K
|
14.4K
$403K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-376- 11.66% |
$13.4K - $16.9K
|
2.85K
$79.9K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$250 - $314
|
7
$196
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-340- 3.21% |
$12.1K - $15.3K
|
10.3K
$287K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
600+ 4.55% |
$21.4K - $26.9K
|
13.8K
$387K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$1.68K - $2.11K
|
47
$1.32K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
684New |
$24.4K - $30.7K
|
684
$19.2K
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-221- 18.1% |
$7.89K - $9.91K
|
1K
$28K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$2.39K - $3.01K
|
67
$1.88K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.04K- 13.56% |
$136K - $234K
|
32.1K
$900K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-15- 48.39% |
$405 - $698
|
16
$448
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-6.2K- 33.0% |
$167K - $288K
|
12.6K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.46KNew |
$228K - $393K
|
8.46K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
15KNew |
$405K - $698K
|
15K
$420K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-161- 7.96% |
$4.35K - $7.49K
|
1.86K
$52.2K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.06KNew |
$190K - $328K
|
7.06K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
81.2KNew |
$2.19M - $3.78M
|
81.2K
$2.28M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$138K - $237K
|
5.1K
$143K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.1KNew |
$272K - $469K
|
10.1K
$283K
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
81.8KNew |
$2.21M - $3.81M
|
81.8K
$2.29M
|