Purchases and Sales Made in Q1 2022 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q1 2022. The information is specifically focused on institutions that hold shares of Live Oak Bancshares, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
219+ 12.34% |
$11.1K - $19.9K
|
1.99K
$95.5K
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
208+ 1.7% |
$10.6K - $18.9K
|
12.4K
$595K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
175+ 2.86% |
$8.91K - $15.9K
|
6.29K
$301K
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
133+ 0.42% |
$6.77K - $12.1K
|
31.9K
$1.53M
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100+ 14.29% |
$5.09K - $9.1K
|
800
$38.3K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
99+ 1.15% |
$5.04K - $9.01K
|
8.74K
$418K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
91New |
$4.63K - $8.28K
|
91
$4.36K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 69.44% |
$2.54K - $4.55K
|
122
$5.84K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
50+ 6.67% |
$2.54K - $4.55K
|
800
$38.3K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
40+ 6.79% |
$2.04K - $3.64K
|
629
$30.1K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
38New |
$1.93K - $3.46K
|
38
$1.82K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
36+ 257.14% |
$1.83K - $3.28K
|
50
$2.39K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22+ 0.43% |
$1.12K - $2K
|
5.1K
$244K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.56% |
$865 - $1.55K
|
3.07K
$147K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
11New |
$560 - $1K
|
11
$527
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
9New |
$458 - $819
|
9
$431
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5New |
$254 - $455
|
5
$239
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 20.0% |
$102 - $182
|
12
$575
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.04% |
$102 - $182
|
5.42K
$259K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 50.0% |
$102 - $182
|
6
$287
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.0% |
$50.9 - $91
|
27K
$1.29M
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$50.9 - $91
|
1
$47.9
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.82% |
$50.9 - $91
|
54
$2.59K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 3.35% |
$356 - $637
|
202
$9.67K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 77.78% |
$712 - $1.27K
|
4
$192
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32- 0.73% |
$1.63K - $2.91K
|
4.37K
$209K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 58.33% |
$3.56K - $6.37K
|
50
$2.39K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 1.26% |
$4.07K - $7.28K
|
6.28K
$301K
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-92- 2.45% |
$4.68K - $8.37K
|
3.67K
$176K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$5.09K - $9.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$5.09K - $9.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-173- 1.65% |
$8.8K - $15.7K
|
10.3K
$493K
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-233- 4.28% |
$11.9K - $21.2K
|
5.21K
$250K
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-249- 1.8% |
$12.7K - $22.7K
|
13.6K
$649K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-250- 3.13% |
$12.7K - $22.8K
|
7.74K
$371K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-268Closed |
$13.6K - $24.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-300- 2.76% |
$15.3K - $27.3K
|
10.6K
$505K
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-336Closed |
$17.1K - $30.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-349- 5.22% |
$17.8K - $31.8K
|
6.33K
$303K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-362Closed |
$18.4K - $33K
|
0
$0
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-372- 6.65% |
$18.9K - $33.9K
|
5.22K
$250K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-393Closed |
$20K - $35.8K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-432- 2.73% |
$22K - $39.3K
|
15.4K
$737K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-615- 0.62% |
$31.3K - $56K
|
97.9K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-687- 8.69% |
$35K - $62.5K
|
7.22K
$346K
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-800Closed |
$40.7K - $72.8K
|
0
$0
|