Latest Institutional Transactions on Live Oak Bancshares, Inc. (LOB)
This table provides information on the latest institutional transactions involving Live Oak Bancshares, Inc. (LOB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-57KClosed |
$3.12M - $4.08M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269Closed |
$14.7K - $19.3K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-494Closed |
$27K - $35.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-205Closed |
$11.2K - $14.7K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-18.6KClosed |
$1.02M - $1.33M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.29KClosed |
$344K - $450K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-4.6KClosed |
$252K - $329K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$54.8K - $71.6K
|
1K
$28.2K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.57KClosed |
$195K - $255K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 42.86% |
$164 - $215
|
10
$282
|
|
|
Jul 30, 2021
Q2 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-152KClosed |
$8.32M - $10.9M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.06KClosed |
$168K - $219K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.3KClosed |
$235K - $308K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
206KNew |
$11.3M - $14.7M
|
206K
$5.8M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 2.04% |
$2.74K - $3.58K
|
2.4K
$67.7K
|
|
| Q1 2021 | |||||||
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20Closed |
$793 - $1.37K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14KClosed |
$204K - $352K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-103KClosed |
$4.09M - $7.07M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.36KClosed |
$133K - $230K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-15KClosed |
$595K - $1.03M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-51.7KClosed |
$2.05M - $3.54M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-12.5KClosed |
$496K - $857K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-74.7KClosed |
$2.96M - $5.12M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-331Closed |
$13.1K - $22.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
40.2KNew |
$1.59M - $2.76M
|
40.2K
$1.13M
|
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.35KClosed |
$53.3K - $92.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
3.61KNew |
$143K - $247K
|
3.61K
$102K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-58Closed |
$2.3K - $3.98K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-9.33KClosed |
$370K - $640K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$7.93K - $13.7K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-142Closed |
$3.69K - $7.12K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
30KNew |
$780K - $1.5M
|
30K
$847K
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$988
|
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.58KClosed |
$93K - $179K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
CALL |
26.4KNew |
$687K - $1.32M
|
26.4K
$745K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-100- 20.0% |
$2.6K - $5.02K
|
400
$11.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35New |
$910 - $1.76K
|
35
$988
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33New |
$858 - $1.66K
|
33
$931
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-500Closed |
$13K - $25.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$268K - $523K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.91KClosed |
$39K - $76.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
689New |
$9.22K - $18K
|
689
$19.4K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.5KClosed |
$73.6K - $144K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10.9KClosed |
$146K - $285K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$13.4K - $26.2K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-148Closed |
$1.98K - $3.87K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250Closed |
$2.65K - $4.39K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
CALL |
-70.3KClosed |
$745K - $1.23M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-403KClosed |
$4.28M - $7.08M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-20.5KClosed |
$217K - $360K
|
0
$0
|
|