Purchases and Sales Made in Q4 2024 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 9.99% |
$1.18M - $1.54M
|
337K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.1KNew |
$1.01M - $1.31M
|
26.1K
$928K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.46K+ 65.53% |
$250K - $324K
|
16.3K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 61.81% |
$103K - $134K
|
6.99K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$63.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 99.73% |
$57.9K - $75.2K
|
3K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.45K+ 16.74% |
$56.1K - $72.9K
|
10.1K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 13.08% |
$40.1K - $52.1K
|
8.98K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
722+ 1.46% |
$27.9K - $36.3K
|
50.1K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$22.8K - $29.6K
|
590
$20.9K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
551+ 3.57% |
$21.3K - $27.7K
|
16K
$568K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
356+ 3.55% |
$13.8K - $17.9K
|
10.4K
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
126+ 0.64% |
$4.87K - $6.33K
|
19.9K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
78+ 1.07% |
$3.01K - $3.92K
|
7.37K
$261K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
73+ 57.03% |
$2.82K - $3.67K
|
201
$7.13K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14New |
$541 - $703
|
14
$497
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 33.33% |
$193 - $251
|
20
$710
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$77.3 - $100
|
2
$71
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$38.7 - $50.2
|
8
$284
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99- 3.71% |
$3.83K - $4.97K
|
2.57K
$91.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 23.08% |
$5.8K - $7.53K
|
500
$17.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-415- 4.42% |
$16K - $20.8K
|
8.98K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 72.03% |
$17.3K - $22.5K
|
174
$6.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 3.76% |
$19.3K - $25.1K
|
12.8K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.98K- 1.51% |
$76.6K - $99.5K
|
129K
$4.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.2K- 20.2% |
$84.9K - $110K
|
8.68K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.1K- 70.92% |
$392K - $509K
|
4.16K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20.6K- 23.62% |
$798K - $1.04M
|
66.7K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-70.5K- 99.13% |
$2.73M - $3.54M
|
622
$22.1K
|