Latest Institutional Transactions on Live Oak Bancshares, Inc. (LOB)

LOB Quotes by TradingView

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
Feb 12, 2024 Q4 2023
Royce & Associates LP

SELL
 -
-16.5K
- 34.83%
$446K - $768K
30.9K $866K
Feb 12, 2024 Q4 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
31.5K
New
$850K - $1.47M
31.5K $883K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

BUY
 -
66
+ 4.4%
$1.78K - $3.07K
1.57K $43.9K
Feb 08, 2024 Q4 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
124
New
$3.35K - $5.77K
124 $3.48K
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-416
- 2.85%
$11.2K - $19.3K
14.2K $397K
Jan 30, 2024 Q4 2023
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
28.2K
New
$762K - $1.31M
28.2K $791K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
52
New
$1.4K - $2.42K
52 $1.46K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
5K
New
$135K - $233K
5K $140K
Jan 17, 2024 Q4 2023
Trust CO Of The South

Greensboro, NC
BUY
 -
331K
New
$8.92M - $15.4M
331K $9.27M
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
37
New
$999 - $1.72K
37 $1.04K
Q3 2023
Mar 12, 2025 Q3 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
60K
New
$1.56M - $2.29M
60K $1.68M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
37
New
$962 - $1.41K
37 $1.04K
Nov 14, 2023 Q3 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
2.95K
New
$76.7K - $113K
2.95K $82.8K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 CALL
15.8K
New
$411K - $602K
15.8K $443K
Nov 14, 2023 Q3 2023
Great West Life Assurance CO

Winnipeg, A2
BUY
 -
2.24K
+ 325.95%
$58.1K - $85.3K
2.92K $81.9K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 0.66%
$26 - $38.1
153 $4.29K
Nov 14, 2023 Q3 2023
Public Employees Retirement Association Of Colorado

Denver, CO
SELL
 -
-4.68K
- 47.27%
$122K - $178K
5.21K $146K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
853
+ 34.23%
$22.2K - $32.5K
3.35K $93.8K
Nov 06, 2023 Q3 2023
Versor Investments LP

BUY
 -
4.68K
+ 45.09%
$122K - $179K
15.1K $422K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
46
New
$1.2K - $1.75K
46 $1.29K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
400
New
$10.4K - $15.3K
400 $11.2K
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
350
+ 4.07%
$9.1K - $13.3K
8.95K $251K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
28
New
$728 - $1.07K
28 $785
Q2 2023
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
500
New
$10K - $13.2K
500 $14K
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.53K
New
$111K - $146K
5.53K $155K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
59.7K
New
$1.2M - $1.58M
59.7K $1.67M
Aug 11, 2023 Q2 2023
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-577
- 2.95%
$11.6K - $15.3K
19K $531K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
500
New
$10K - $13.2K
500 $14K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

SELL
 -
-283
- 34.85%
$5.67K - $7.5K
529 $14.8K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
6
New
$120 - $159
6 $168
Q1 2023
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
40
New
$956 - $1.48K
40 $1.12K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 CALL
7K
+ 38.89%
$167K - $259K
25K $701K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1.71K
+ 1988.37%
$40.9K - $63.4K
1.8K $50.3K
Aug 02, 2023 Q1 2023
Strs Ohio

BUY
 -
6.5K
New
$155K - $241K
6.5K $182K
May 17, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-4.67K
- 95.9%
$112K - $173K
200 $5.61K
May 15, 2023 Q1 2023
Ejf Capital LLC

Arlington, VA
SELL
 -
-25.8K
Closed
$617K - $957K
0 $0
May 15, 2023 Q1 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
41.1K
New
$982K - $1.52M
41.1K $1.15M
May 15, 2023 Q1 2023
Gillson Capital LP

Chicago, IL
BUY
 -
74.1K
New
$1.77M - $2.75M
74.1K $2.08M
May 15, 2023 Q1 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
8.38K
New
$200K - $310K
8.38K $235K
May 12, 2023 Q1 2023
Verdad Advisers, LP

Boston, MA
BUY
 -
37.5K
New
$896K - $1.39M
37.5K $1.05M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
67
New
$1.6K - $2.48K
67 $1.88K
May 04, 2023 Q1 2023
Ellevest, Inc.

SELL
 -
-322
- 88.71%
$7.7K - $11.9K
41 $1.15K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
19
New
$454 - $704
19 $533
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
116
New
$2.77K - $4.3K
116 $3.25K
May 02, 2023 Q1 2023
Schubert & CO

SELL
 -
-7
- 77.78%
$167 - $259
2 $56.1
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
175
New
$4.18K - $6.48K
175 $4.91K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.82%
$23.9 - $37.1
123 $3.45K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

SELL
 -
-4.3K
- 32.58%
$103K - $159K
8.9K $249K

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