Purchases and Sales Made in Q2 2025 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
103K+ 38.94% |
$2.38M - $3.09M
|
367K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.2K+ 24.91% |
$838K - $1.09M
|
181K
$5.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
22.2K+ 2.8% |
$515K - $668K
|
817K
$25.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.1K+ 100.09% |
$396K - $513K
|
34.1K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
14.3K+ 16.28% |
$331K - $429K
|
102K
$3.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12.5KNew |
$290K - $376K
|
12.5K
$388K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.5KNew |
$220K - $285K
|
9.5K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.18K+ 60.99% |
$189K - $246K
|
21.6K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.58K+ 25.95% |
$129K - $167K
|
27.1K
$840K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.67K+ 1547.26% |
$85K - $110K
|
3.9K
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.06K+ 3.55% |
$70.9K - $91.9K
|
89.2K
$2.77M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.54K+ 2.82% |
$58.8K - $76.2K
|
92.5K
$2.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.22K+ 21.36% |
$51.4K - $66.7K
|
12.6K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.04K+ 37.49% |
$47.3K - $61.3K
|
7.48K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.12K+ 14.86% |
$26K - $33.7K
|
8.67K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.11K+ 15.0% |
$25.7K - $33.3K
|
8.51K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
576+ 78.37% |
$13.3K - $17.3K
|
1.31K
$40.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
469+ 430.28% |
$10.9K - $14.1K
|
578
$17.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
345+ 2.75% |
$7.99K - $10.4K
|
12.9K
$400K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
216New |
$5K - $6.49K
|
216
$6.71K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
168+ 2.12% |
$3.89K - $5.05K
|
8.1K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
146+ 1.13% |
$3.38K - $4.39K
|
13K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
135New |
$3.13K - $4.06K
|
135
$4.19K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
118New |
$2.73K - $3.54K
|
118
$3.66K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 105.41% |
$904 - $1.17K
|
76
$2.36K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38New |
$880 - $1.14K
|
38
$1.18K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37+ 10.45% |
$857 - $1.11K
|
391
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 32.76% |
$440 - $571
|
77
$2.39K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$324 - $421
|
14
$435
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 76.92% |
$232 - $300
|
23
$714
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 2.0% |
$69.5 - $90.1
|
153
$4.75K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 2.11% |
$46.3 - $60.1
|
93
$2.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$69.5 - $90.1
|
4
$124
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 66.67% |
$92.7 - $120
|
2
$62.1
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-19- 50.0% |
$440 - $571
|
19
$590
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 88.0% |
$510 - $661
|
3
$93.2
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 65.14% |
$1.65K - $2.13K
|
38
$1.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-254- 3.38% |
$5.89K - $7.63K
|
7.25K
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-330- 0.58% |
$7.65K - $9.91K
|
56.9K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-395- 43.69% |
$9.15K - $11.9K
|
509
$15.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-401- 3.74% |
$9.29K - $12K
|
10.3K
$320K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-447- 2.14% |
$10.4K - $13.4K
|
20.5K
$636K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-600- 0.18% |
$13.9K - $18K
|
330K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 8.55% |
$35.4K - $45.9K
|
16.4K
$508K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.1K- 17.8% |
$48.7K - $63.1K
|
9.7K
$301K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.16K- 4.53% |
$50K - $64.9K
|
45.6K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.63K- 17.61% |
$107K - $139K
|
21.7K
$672K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.81K- 48.95% |
$135K - $174K
|
6.05K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.15K- 39.66% |
$212K - $275K
|
13.9K
$432K
|