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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
150KNew |
$4.27M - $5.31M
|
150K
$4.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
29K+ 7.55% |
$825K - $1.03M
|
413K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
21.9K+ 26.22% |
$623K - $775K
|
105K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$340K - $423K
|
12K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
6.81KNew |
$194K - $241K
|
6.81K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.91KNew |
$82.8K - $103K
|
2.91K
$81.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$28K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
401New |
$11.4K - $14.2K
|
401
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37New |
$1.05K - $1.31K
|
37
$1.03K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.6KNew |
$509K - $719K
|
16.6K
$465K
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.3KNew |
$469K - $662K
|
15.3K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.1KNew |
$341K - $481K
|
11.1K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.48KNew |
$259K - $366K
|
8.48K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.54KNew |
$231K - $325K
|
7.54K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.85K+ 326.27% |
$118K - $166K
|
5.03K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$91.8K - $130K
|
3K
$83.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.62K+ 7.27% |
$49.7K - $70.1K
|
24K
$670K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$45.9K - $64.8K
|
1.5K
$42K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
706New |
$21.6K - $30.5K
|
706
$19.7K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$15.3K - $21.6K
|
500
$14K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
151New |
$4.62K - $6.52K
|
151
$4.22K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
54New |
$1.65K - $2.33K
|
54
$1.51K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
16New |
$490 - $691
|
16
$448
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$490 - $691
|
16
$448
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.1KNew |
$1.32M - $2.11M
|
40.1K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.61K+ 66.7% |
$118K - $189K
|
9.01K
$252K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
430New |
$14.1K - $22.6K
|
430
$12K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
115New |
$3.78K - $6.04K
|
115
$3.22K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
42+ 5.49% |
$1.38K - $2.21K
|
807
$22.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 70.0% |
$1.15K - $1.84K
|
85
$2.38K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.44% |
$1.12K - $1.79K
|
7.78K
$218K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$662K - $978K
|
10K
$280K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.68KNew |
$310K - $458K
|
4.68K
$131K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
16New |
$1.06K - $1.56K
|
16
$448
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77New |
$4.24K - $4.9K
|
77
$2.15K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18New |
$991 - $1.15K
|
18
$503
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
206KNew |
$11.3M - $14.7M
|
206K
$5.75M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$54.8K - $71.6K
|
1K
$28K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 42.86% |
$164 - $215
|
10
$280
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.61KNew |
$143K - $247K
|
3.61K
$101K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
30KNew |
$780K - $1.5M
|
30K
$839K
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
CALL |
26.4KNew |
$687K - $1.32M
|
26.4K
$738K
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$979
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$979
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$858 - $1.66K
|
33
$923
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
689New |
$9.22K - $18K
|
689
$19.3K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.5K+ 55.1% |
$158K - $385K
|
55K
$1.54M
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
400New |
$3.23K - $7.88K
|
400
$11.2K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$8.58K - $9.72K
|
500
$14K
|
|