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 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.63KClosed |
$218K - $348K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-23.7KClosed |
$779K - $1.25M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-7.39KClosed |
$243K - $388K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65- 1.03% |
$2.14K - $3.41K
|
6.27K
$176K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2KClosed |
$65.7K - $105K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-91Closed |
$2.99K - $4.78K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.49KClosed |
$279K - $446K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-593Closed |
$19.5K - $31.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.44% |
$1.12K - $1.79K
|
7.78K
$218K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.42KClosed |
$178K - $284K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-280- 2.08% |
$9.2K - $14.7K
|
13.2K
$370K
|
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.68KClosed |
$220K - $351K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 36.42% |
$130K - $208K
|
6.92K
$194K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.98KClosed |
$131K - $209K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-16.8KClosed |
$552K - $882K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.8KClosed |
$651K - $1.04M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
430New |
$14.1K - $22.6K
|
430
$12.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-5.73KClosed |
$188K - $301K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
42+ 5.49% |
$1.38K - $2.21K
|
807
$22.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.1KNew |
$1.32M - $2.11M
|
40.1K
$1.12M
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-4.18KClosed |
$137K - $219K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
115New |
$3.78K - $6.04K
|
115
$3.22K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.91KClosed |
$260K - $415K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-282Closed |
$9.26K - $14.8K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 70.0% |
$1.15K - $1.84K
|
85
$2.38K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-393Closed |
$20K - $35.8K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.4KClosed |
$579K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-90Closed |
$4.58K - $8.19K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-129K- 48.53% |
$6.57M - $11.8M
|
137K
$3.84M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10.2KClosed |
$517K - $925K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.08KClosed |
$157K - $280K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.9KClosed |
$148K - $264K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20.4KClosed |
$1.04M - $1.86M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-336Closed |
$17.1K - $30.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$5.09K - $9.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-28.9KClosed |
$1.47M - $2.63M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.95KClosed |
$150K - $268K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10.4KClosed |
$529K - $947K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.71KClosed |
$138K - $247K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-3.3KClosed |
$168K - $301K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-800Closed |
$40.7K - $72.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7KClosed |
$646K - $1.16M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$170K - $304K
|
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
|
Ieq Capital, LLC
|
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|