Purchases and Sales Made in Q3 2023 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.13K+ 2125.0% |
$55.2K - $81K
|
2.23K
$78.5K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2K+ 48.59% |
$52K - $76.3K
|
6.12K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.66K+ 1.98% |
$43.2K - $63.4K
|
85.7K
$3.02M
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.58K+ 5.29% |
$41.1K - $60.3K
|
31.5K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.5KNew |
$39K - $57.2K
|
1.5K
$52.9K
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.39KNew |
$36K - $52.8K
|
1.39K
$48.9K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.32K+ 4.58% |
$34.3K - $50.3K
|
30.1K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
957New |
$24.9K - $36.5K
|
957
$33.8K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
869+ 1.65% |
$22.6K - $33.1K
|
53.5K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
853+ 34.23% |
$22.2K - $32.5K
|
3.35K
$118K
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 1.11% |
$20.8K - $30.5K
|
73.1K
$2.58M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
597+ 3.68% |
$15.5K - $22.8K
|
16.8K
$593K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$10.4K - $15.3K
|
400
$14.1K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
350+ 4.07% |
$9.1K - $13.3K
|
8.95K
$316K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
249+ 0.64% |
$6.47K - $9.49K
|
39.1K
$1.38M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
247+ 13.92% |
$6.42K - $9.42K
|
2.02K
$71.4K
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
189+ 1.41% |
$4.91K - $7.21K
|
13.6K
$479K
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
189+ 1.41% |
$4.91K - $7.21K
|
13.6K
$479K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
143+ 1.53% |
$3.72K - $5.45K
|
9.46K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
96+ 10.95% |
$2.5K - $3.66K
|
973
$34.3K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
81New |
$2.11K - $3.09K
|
81
$2.86K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
50+ 0.52% |
$1.3K - $1.91K
|
9.6K
$339K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46New |
$1.2K - $1.75K
|
46
$1.62K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
41+ 0.02% |
$1.07K - $1.56K
|
251K
$8.86M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
37New |
$962 - $1.41K
|
37
$1.31K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$728 - $1.07K
|
28
$988
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
28+ 0.87% |
$728 - $1.07K
|
3.25K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
25+ 12.32% |
$650 - $953
|
228
$8.05K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 104.35% |
$624 - $915
|
47
$1.66K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$572 - $839
|
28K
$990K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 1.56% |
$416 - $610
|
1.04K
$36.9K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
12+ 0.09% |
$312 - $458
|
13.1K
$462K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 47.06% |
$208 - $305
|
25
$882
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3+ 0.02% |
$78 - $114
|
14.3K
$503K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.66% |
$26 - $38.1
|
153
$5.4K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1- 0.24% |
$26 - $38.1
|
411
$14.5K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 78.38% |
$754 - $1.11K
|
8
$282
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30- 35.29% |
$780 - $1.14K
|
55
$1.94K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 4.55% |
$1.3K - $1.91K
|
1.05K
$37.1K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-300- 0.32% |
$7.8K - $11.4K
|
92.3K
$3.26M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-358- 0.15% |
$9.3K - $13.7K
|
243K
$8.56M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-597- 7.16% |
$15.5K - $22.8K
|
7.74K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-630- 0.59% |
$16.4K - $24K
|
106K
$3.73M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-681- 93.16% |
$17.7K - $26K
|
50
$1.76K
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-781- 0.52% |
$20.3K - $29.8K
|
149K
$5.27M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.51K- 1.46% |
$39.2K - $57.5K
|
102K
$3.6M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.52K- 34.81% |
$39.6K - $58.1K
|
2.85K
$101K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2K- 14.84% |
$52K - $76.3K
|
11.5K
$405K
|