Latest Institutional Purchases of Live Oak Bancshares, Inc. (LOB)
This list provides information on the latest institutional transactions involving Live Oak Bancshares, Inc. (LOB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
298+ 1.14% |
$7.92K - $12.3K
|
26.4K
$741K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
206+ 1.96% |
$5.47K - $8.51K
|
10.7K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
182+ 2.47% |
$4.84K - $7.52K
|
7.55K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
123New |
$3.27K - $5.08K
|
123
$3.45K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90+ 0.93% |
$2.39K - $3.72K
|
9.72K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
80+ 0.75% |
$2.13K - $3.31K
|
10.7K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
61+ 34.66% |
$1.62K - $2.52K
|
237
$6.64K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.54K - $2.4K
|
58
$1.63K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
53+ 4.62% |
$1.41K - $2.19K
|
1.2K
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48+ 342.86% |
$1.28K - $1.98K
|
62
$1.74K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 31.71% |
$1.04K - $1.61K
|
162
$4.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$983 - $1.53K
|
37
$1.04K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$797 - $1.24K
|
30
$841
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$452 - $703
|
17
$477
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$425 - $661
|
16
$448
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$399 - $620
|
15
$420
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$266 - $413
|
10
$280
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 22.22% |
$266 - $413
|
55
$1.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5+ 62.5% |
$133 - $207
|
13
$364
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$106 - $165
|
6
$168
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$26.6 - $41.3
|
1
$28
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 20.0% |
$26.6 - $41.3
|
6
$168
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$26.6 - $41.3
|
1
$28
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
881K+ 75.83% |
$34M - $44.2M
|
2.04M
$57.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
54.1KNew |
$2.09M - $2.72M
|
54.1K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
50KNew |
$1.93M - $2.51M
|
50K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 9.99% |
$1.18M - $1.54M
|
337K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21.5KNew |
$830K - $1.08M
|
21.5K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.07KNew |
$350K - $455K
|
9.07K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
7.56KNew |
$292K - $379K
|
7.56K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.7KNew |
$259K - $336K
|
6.7K
$188K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 61.81% |
$103K - $134K
|
6.99K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$50.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 99.73% |
$57.9K - $75.2K
|
3K
$84.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$42.4K - $55.1K
|
1.1K
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 13.08% |
$40.1K - $52.1K
|
8.98K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
940+ 17.49% |
$36.3K - $47.2K
|
6.31K
$177K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
686New |
$26.5K - $34.5K
|
686
$19.2K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$22.8K - $29.6K
|
590
$16.5K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
551+ 3.57% |
$21.3K - $27.7K
|
16K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
407+ 7.85% |
$15.7K - $20.4K
|
5.59K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.14% |
$15.5K - $20.1K
|
6K
$168K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
356+ 3.55% |
$13.8K - $17.9K
|
10.4K
$291K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250New |
$9.66K - $12.6K
|
250
$7.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
243New |
$9.39K - $12.2K
|
243
$6.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
128New |
$4.95K - $6.43K
|
128
$3.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
100New |
$3.87K - $5.02K
|
100
$2.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
85New |
$3.29K - $4.27K
|
85
$2.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9+ 0.15% |
$348 - $452
|
6.16K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7New |
$271 - $352
|
7
$196
|
|