Purchases and Sales Made in Q2 2022 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.92% |
$23K - $36.8K
|
77.2K
$2.32M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
659+ 0.69% |
$21.6K - $34.6K
|
96.8K
$2.91M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
615+ 455.56% |
$20.2K - $32.3K
|
750
$22.5K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
603+ 13.79% |
$19.8K - $31.7K
|
4.98K
$150K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
430New |
$14.1K - $22.6K
|
430
$12.9K
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
219+ 12.34% |
$7.19K - $11.5K
|
1.99K
$59.9K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
207+ 0.09% |
$6.8K - $10.9K
|
220K
$6.61M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
204+ 4.3% |
$6.7K - $10.7K
|
4.95K
$149K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
156+ 24.8% |
$5.12K - $8.19K
|
785
$23.6K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
147+ 1.68% |
$4.83K - $7.72K
|
8.89K
$267K
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
121+ 0.26% |
$3.97K - $6.35K
|
46.2K
$1.39M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
115New |
$3.78K - $6.04K
|
115
$3.46K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46New |
$1.51K - $2.42K
|
46
$1.38K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
45+ 500.0% |
$1.48K - $2.36K
|
54
$1.62K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
42+ 5.49% |
$1.38K - $2.21K
|
807
$24.3K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42+ 1.37% |
$1.38K - $2.21K
|
3.12K
$93.6K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 70.0% |
$1.15K - $1.84K
|
85
$2.55K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.44% |
$1.12K - $1.79K
|
7.78K
$234K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
26New |
$854 - $1.37K
|
26
$781
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 12.87% |
$854 - $1.37K
|
228
$6.85K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
16New |
$526 - $840
|
16
$481
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$460 - $735
|
14
$421
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
8+ 133.33% |
$263 - $420
|
14
$421
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.08% |
$197 - $315
|
7.51K
$226K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6New |
$197 - $315
|
6
$180
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1- -0.0% |
$32.9 - $52.5
|
27K
$812K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4Closed |
$131 - $210
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5Closed |
$164 - $263
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 58.33% |
$230 - $368
|
5
$150
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$361 - $578
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.12% |
$1.05K - $1.68K
|
27.5K
$828K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-32- 84.21% |
$1.05K - $1.68K
|
6
$180
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-49- 0.27% |
$1.61K - $2.57K
|
17.8K
$534K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-54Closed |
$1.77K - $2.84K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-63Closed |
$2.07K - $3.31K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65- 1.03% |
$2.14K - $3.41K
|
6.27K
$188K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-80- 0.08% |
$2.63K - $4.2K
|
97.8K
$2.94M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-91Closed |
$2.99K - $4.78K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-138- 0.43% |
$4.53K - $7.25K
|
31.8K
$955K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150Closed |
$4.93K - $7.88K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-247- 4.73% |
$8.11K - $13K
|
4.98K
$149K
|
|
Aug 09, 2022
Q2 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-280- 2.08% |
$9.2K - $14.7K
|
13.2K
$397K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-282Closed |
$9.26K - $14.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-326- 0.37% |
$10.7K - $17.1K
|
88.2K
$2.65M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-379- 1.46% |
$12.5K - $19.9K
|
25.6K
$771K
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-437- 3.22% |
$14.4K - $23K
|
13.1K
$394K
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-514- 3.25% |
$16.9K - $27K
|
15.3K
$461K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-593Closed |
$19.5K - $31.1K
|
0
$0
|