Purchases and Sales Made in Q1 2023 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.25K+ 47.9% |
$149K - $232K
|
19.3K
$682K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.47K+ 14.06% |
$131K - $203K
|
44.4K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.46K+ 705.82% |
$130K - $202K
|
6.23K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
5.28KNew |
$126K - $196K
|
5.28K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
5K+ 7.54% |
$120K - $185K
|
71.3K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.18K+ 582.57% |
$99.8K - $155K
|
4.89K
$173K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4.04K+ 9.17% |
$96.6K - $150K
|
48.1K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.37K+ 1.13% |
$80.4K - $125K
|
302K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.27K+ 6.38% |
$78.2K - $121K
|
54.6K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.13K+ 3.03% |
$74.8K - $116K
|
106K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.54K+ 12.34% |
$60.7K - $94.1K
|
23.1K
$816K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.71K+ 1988.37% |
$40.9K - $63.4K
|
1.8K
$63.4K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.64K+ 1.89% |
$39.1K - $60.7K
|
88.4K
$3.12M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.45K+ 22.0% |
$34.7K - $53.7K
|
8.04K
$284K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.25K+ 10.04% |
$29.9K - $46.3K
|
13.7K
$484K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 36.51% |
$27.9K - $43.3K
|
4.37K
$154K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.17K+ 15.42% |
$27.9K - $43.3K
|
8.74K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 1.13% |
$26.4K - $40.9K
|
98.5K
$3.48M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.04K+ 25.61% |
$24.9K - $38.6K
|
5.11K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
981+ 0.4% |
$23.4K - $36.3K
|
245K
$8.65M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
967+ 8.44% |
$23.1K - $35.8K
|
12.4K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
826+ 2.89% |
$19.7K - $30.6K
|
29.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
722+ 1.57% |
$17.3K - $26.8K
|
46.8K
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
572+ 4.14% |
$13.7K - $21.2K
|
14.4K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
450+ 72.12% |
$10.8K - $16.7K
|
1.07K
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
445+ 2.43% |
$10.6K - $16.5K
|
18.8K
$662K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
365+ 0.84% |
$8.72K - $13.5K
|
43.8K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
315+ 2.03% |
$7.53K - $11.7K
|
15.8K
$558K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
273+ 2.94% |
$6.52K - $10.1K
|
9.56K
$337K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$4.18K - $6.48K
|
175
$6.18K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
173+ 1.45% |
$4.13K - $6.41K
|
12.1K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116New |
$2.77K - $4.3K
|
116
$4.09K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
96+ 0.91% |
$2.29K - $3.56K
|
10.6K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
67New |
$1.6K - $2.48K
|
67
$2.37K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
56+ 207.41% |
$1.34K - $2.07K
|
83
$2.93K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50New |
$1.2K - $1.85K
|
50
$1.76K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$956 - $1.48K
|
40
$1.41K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 0.14% |
$956 - $1.48K
|
28.3K
$998K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
31New |
$741 - $1.15K
|
31
$1.09K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 18.18% |
$621 - $963
|
169
$5.97K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$454 - $704
|
19
$671
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 1.12% |
$215 - $333
|
812
$28.7K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 2.42% |
$95.6 - $148
|
169
$5.97K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 25.0% |
$71.7 - $111
|
15
$530
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$71.7 - $111
|
10.4K
$367K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.82% |
$23.9 - $37.1
|
123
$4.34K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 13.79% |
$95.6 - $148
|
25
$882
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 77.78% |
$167 - $259
|
2
$70.6
|