Purchases and Sales Made in Q1 2025 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q1 2025. 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 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.85% |
$11.5K - $17.9K
|
51.2K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
400New |
$10.6K - $16.5K
|
400
$11.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
328+ 0.65% |
$8.71K - $13.6K
|
50.4K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
298+ 1.14% |
$7.92K - $12.3K
|
26.4K
$739K
|
|
|
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
$211K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
123New |
$3.27K - $5.08K
|
123
$3.44K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90+ 0.93% |
$2.39K - $3.72K
|
9.72K
$272K
|
|
|
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
$6.63K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$1.54K - $2.4K
|
58
$1.62K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
53+ 4.62% |
$1.41K - $2.19K
|
1.2K
$33.6K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
48+ 342.86% |
$1.28K - $1.98K
|
62
$1.73K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
39+ 31.71% |
$1.04K - $1.61K
|
162
$4.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$983 - $1.53K
|
37
$1.03K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30New |
$797 - $1.24K
|
30
$839
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$452 - $703
|
17
$475
|
|
|
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
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 22.22% |
$266 - $413
|
55
$1.54K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$266 - $413
|
10
$280
|
|
|
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 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$26.6 - $41.3
|
1
$28
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$26.6 - $41.3
|
7
$196
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 15.0% |
$79.7 - $124
|
17
$475
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 86.67% |
$691 - $1.07K
|
4
$112
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 25.2% |
$850 - $1.32K
|
95
$2.66K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-59- 48.76% |
$1.57K - $2.44K
|
62
$1.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-61- 35.88% |
$1.62K - $2.52K
|
109
$3.05K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-76- 41.08% |
$2.02K - $3.14K
|
109
$3.05K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-82- 10.04% |
$2.18K - $3.39K
|
735
$20.6K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-85- 0.81% |
$2.26K - $3.51K
|
10.4K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.24% |
$2.66K - $4.13K
|
7.93K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-287- 1.26% |
$7.63K - $11.9K
|
22.5K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-406- 1.92% |
$10.8K - $16.8K
|
20.7K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-548- 1.45% |
$14.6K - $22.6K
|
37.4K
$1.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-574- 84.91% |
$15.3K - $23.7K
|
102
$2.85K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-681Closed |
$18.1K - $28.1K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 0.99% |
$18.6K - $28.9K
|
70.1K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-746- 35.9% |
$19.8K - $30.8K
|
1.33K
$37.3K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-786- 7.43% |
$20.9K - $32.5K
|
9.79K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-821- 13.11% |
$21.8K - $33.9K
|
5.44K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-906- 1.55% |
$24.1K - $37.4K
|
57.5K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1K- 7.81% |
$26.6K - $41.3K
|
11.8K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 1.43% |
$26.6K - $41.4K
|
68.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.47K- 3.81% |
$39.1K - $60.8K
|
37.2K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 4.64% |
$49.2K - $76.5K
|
38.1K
$1.07M
|