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 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1Closed |
$10.6 - $17.6
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 50.0% |
$17K - $28.1K
|
1.6K
$45.2K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-843Closed |
$8.94K - $14.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
400New |
$3.23K - $7.88K
|
400
$11.3K
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.5K+ 55.1% |
$158K - $385K
|
55K
$1.55M
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-90K- 50.0% |
$727K - $1.77M
|
90K
$2.54M
|
|
|
May 14, 2020
Q1 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-26.5KClosed |
$214K - $522K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-130Closed |
$1.05K - $2.56K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-107KClosed |
$864K - $2.11M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-59.4KClosed |
$480K - $1.17M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Tompkins Financial Corp
|
SELL
|
- |
-1.2KClosed |
$9.7K - $23.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13Closed |
$223 - $253
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$6K - $6.8K
|
350
$9.88K
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$8.58K - $9.72K
|
500
$14.1K
|
|
|
Feb 11, 2020
Q4 2019
|
Cowen And Company, LLC
|
SELL
|
CALL |
-80KClosed |
$1.37M - $1.55M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$1.71K - $1.94K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8KClosed |
$203K - $230K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27Closed |
$437 - $550
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-94.1KClosed |
$1.52M - $1.92M
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$88.9K - $112K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-14.9KClosed |
$224K - $267K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4K- 18.18% |
$60.2K - $71.8K
|
18K
$508K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-27KClosed |
$358K - $458K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-11.4KClosed |
$151K - $193K
|
0
$0
|
|
|
Apr 30, 2019
Q1 2019
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.95KClosed |
$25.8K - $33.1K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-20.4KClosed |
$270K - $346K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-3KClosed |
$39.8K - $50.9K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Meeder Asset Management Inc
|
SELL
|
- |
-90Closed |
$1.19K - $1.53K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-1.16MClosed |
$15.9M - $30.6M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Western Standard LLC
Los Angeles, CA |
SELL
|
PUT |
-105KClosed |
$1.43M - $2.76M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
- |
8.06MNew |
$110M - $213M
|
8.06M
$227M
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.9KClosed |
$80.7K - $156K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2K+ 1.81% |
$27.4K - $52.8K
|
112K
$3.17M
|
|
|
Feb 06, 2019
Q4 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-17.4KClosed |
$238K - $460K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21KClosed |
$288K - $555K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Xponance, Inc.
|
SELL
|
- |
-376Closed |
$5.14K - $9.93K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-58.7KClosed |
$803K - $1.55M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-6.73KClosed |
$180K - $218K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-7KClosed |
$188K - $227K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-250Closed |
$6.7K - $8.11K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.3KClosed |
$411K - $498K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-71.5KClosed |
$1.68M - $2.12M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-153KClosed |
$3.53M - $3.98M
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-19.6KClosed |
$451K - $509K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-12KClosed |
$276K - $312K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-455Closed |
$9.53K - $11.7K
|
0
$0
|
|