Purchases and Sales Made in Q1 2024 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q1 2024. 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, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.73K+ 8.5% |
$61.7K - $77.5K
|
22.1K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.63K+ 12.2% |
$58.4K - $73.3K
|
15K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 12.95% |
$50.9K - $63.9K
|
12.4K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.19K+ 1.83% |
$42.5K - $53.4K
|
66.2K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.1K+ 12.7% |
$39.1K - $49.1K
|
9.72K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.05KNew |
$37.5K - $47.1K
|
1.05K
$37.3K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
899+ 14.6% |
$32.1K - $40.3K
|
7.06K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
853+ 0.34% |
$30.5K - $38.3K
|
252K
$8.94M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
690+ 1.29% |
$24.6K - $31K
|
54.2K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
684New |
$24.4K - $30.7K
|
684
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
658+ 14.34% |
$23.5K - $29.5K
|
5.25K
$186K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
600+ 4.55% |
$21.4K - $26.9K
|
13.8K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 9.25% |
$17.9K - $22.4K
|
5.91K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
476+ 8.54% |
$17K - $21.4K
|
6.05K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
474+ 0.68% |
$16.9K - $21.3K
|
70.6K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
324+ 0.76% |
$11.6K - $14.5K
|
43.1K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
320+ 10.67% |
$11.4K - $14.4K
|
3.32K
$118K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275+ 0.97% |
$9.82K - $12.3K
|
28.6K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
273+ 3.25% |
$9.75K - $12.2K
|
8.66K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 50.0% |
$8.93K - $11.2K
|
750
$26.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
250+ 1136.36% |
$8.93K - $11.2K
|
272
$9.65K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204+ 2.67% |
$7.28K - $9.15K
|
7.84K
$278K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
199+ 663.33% |
$7.11K - $8.93K
|
229
$8.13K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
133New |
$4.75K - $5.97K
|
133
$4.72K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
133New |
$4.75K - $5.97K
|
133
$4.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
117New |
$4.18K - $5.25K
|
117
$4.15K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
96+ 0.73% |
$3.43K - $4.31K
|
13.3K
$470K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
74New |
$2.64K - $3.32K
|
74
$2.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$2.39K - $3.01K
|
67
$2.38K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$1.68K - $2.11K
|
47
$1.67K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
46+ 0.5% |
$1.64K - $2.06K
|
9.22K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 3.37% |
$1.57K - $1.97K
|
1.35K
$47.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 13.5% |
$964 - $1.21K
|
227
$8.06K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$536 - $673
|
15
$532
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$250 - $314
|
7
$248
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6+ 0.08% |
$214 - $269
|
7.24K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.08% |
$179 - $224
|
6.55K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$71.4 - $89.7
|
2.83K
$100K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$35.7 - $44.9
|
6.25K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.12% |
$35.7 - $44.9
|
807
$28.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 16.67% |
$35.7 - $44.9
|
5
$177
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 50.0% |
$179 - $224
|
5
$177
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11- 0.08% |
$393 - $493
|
14.5K
$514K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 0.27% |
$893 - $1.12K
|
9.39K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-81- 3.79% |
$2.89K - $3.63K
|
2.06K
$72.9K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-84- 1.53% |
$3K - $3.77K
|
5.39K
$191K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-134- 1.44% |
$4.79K - $6.01K
|
9.17K
$325K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-143- 0.85% |
$5.11K - $6.41K
|
16.6K
$589K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-158- 1.38% |
$5.64K - $7.09K
|
11.3K
$401K
|