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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$170K - $304K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-268Closed |
$13.6K - $24.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-4.28KClosed |
$218K - $390K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.5KClosed |
$229K - $410K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.84KClosed |
$144K - $258K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-11.9KClosed |
$606K - $1.08M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.71KClosed |
$138K - $246K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15Closed |
$993 - $1.47K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$662K - $978K
|
10K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-26Closed |
$1.72K - $2.54K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-30KClosed |
$1.99M - $2.93M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-500Closed |
$33.1K - $48.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43Closed |
$2.85K - $4.21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
16New |
$1.06K - $1.56K
|
16
$617
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.68KNew |
$310K - $458K
|
4.68K
$181K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$6.62K - $9.78K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.11K- 49.95% |
$116K - $134K
|
2.11K
$81.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-24Closed |
$1.32K - $1.53K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-10.2K- 56.35% |
$562K - $649K
|
7.9K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77New |
$4.24K - $4.9K
|
77
$2.97K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.8KClosed |
$761K - $880K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-26.4KClosed |
$1.45M - $1.68M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-300Closed |
$16.5K - $19.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18New |
$991 - $1.15K
|
18
$694
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-82- 23.77% |
$4.52K - $5.22K
|
263
$10.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-8.38KClosed |
$459K - $600K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-128KClosed |
$7.03M - $9.19M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269Closed |
$14.7K - $19.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-57KClosed |
$3.12M - $4.08M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-494Closed |
$27K - $35.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.67KClosed |
$201K - $262K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-235Closed |
$12.9K - $16.8K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-205Closed |
$11.2K - $14.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-554Closed |
$30.3K - $39.7K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-18.6KClosed |
$1.02M - $1.33M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.29KClosed |
$344K - $450K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$54.8K - $71.6K
|
1K
$38.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.6KClosed |
$252K - $329K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.57KClosed |
$195K - $255K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 42.86% |
$164 - $215
|
10
$385
|
|
|
Jul 30, 2021
Q2 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-152KClosed |
$8.32M - $10.9M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.06KClosed |
$168K - $219K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.3KClosed |
$235K - $308K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
206KNew |
$11.3M - $14.7M
|
206K
$7.92M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 2.04% |
$2.74K - $3.58K
|
2.4K
$92.5K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20Closed |
$793 - $1.37K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14KClosed |
$204K - $352K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.36KClosed |
$133K - $230K
|
0
$0
|
|