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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9+ 0.15% |
$348 - $452
|
6.16K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
243New |
$9.39K - $12.2K
|
243
$7.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.56K- 1.85% |
$60.3K - $78.3K
|
82.5K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
407+ 7.85% |
$15.7K - $20.4K
|
5.59K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.62K- 4.7% |
$256K - $332K
|
134K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$38.7 - $50.2
|
1
$31.2
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
128New |
$4.95K - $6.43K
|
128
$3.99K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
400+ 7.14% |
$15.5K - $20.1K
|
6K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.79KNew |
$69.1K - $89.8K
|
1.79K
$55.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 13.08% |
$40.1K - $52.1K
|
8.98K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 72.03% |
$17.3K - $22.5K
|
174
$5.42K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 23.08% |
$5.8K - $7.53K
|
500
$15.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
30.6K+ 9.99% |
$1.18M - $1.54M
|
337K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
590New |
$22.8K - $29.6K
|
590
$18.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-415- 4.42% |
$16K - $20.8K
|
8.98K
$280K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
551+ 3.57% |
$21.3K - $27.7K
|
16K
$499K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
131KNew |
$4.38M - $6.52M
|
131K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 7.58% |
$884K - $1.31M
|
375K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.67KNew |
$257K - $381K
|
7.67K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6K- 9.17% |
$201K - $298K
|
59.4K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.5KNew |
$184K - $273K
|
5.5K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7- 12.73% |
$234 - $348
|
48
$1.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$3.35K - $4.97K
|
100
$3.12K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
212+ 2.12% |
$7.09K - $10.5K
|
10.2K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
67KNew |
$2.24M - $3.33M
|
67K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.02KNew |
$168K - $250K
|
5.02K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8New |
$268 - $398
|
8
$249
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40New |
$1.34K - $1.99K
|
40
$1.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-148- 54.41% |
$4.95K - $7.36K
|
124
$3.86K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.43KNew |
$148K - $220K
|
4.43K
$138K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-356- 1.68% |
$11.9K - $17.7K
|
20.8K
$649K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4.32KNew |
$145K - $215K
|
4.32K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.88KNew |
$163K - $243K
|
4.88K
$152K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$62.3
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$66.9 - $99.4
|
2
$62.3
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.95K+ 161.35% |
$65.4K - $97.2K
|
3.17K
$98.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.63KNew |
$155K - $230K
|
4.63K
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$569 - $845
|
51K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43+ 0.62% |
$1.44K - $2.14K
|
6.93K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 4.68% |
$143K - $212K
|
95.5K
$2.98M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 87.5% |
$23.4K - $34.8K
|
1.5K
$46.7K
|
|
| Q2 2024 | |||||||
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.3K+ 18.88% |
$72.8K - $95.6K
|
14.5K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
300KNew |
$9.5M - $12.5M
|
300K
$9.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-183K- 72.51% |
$5.78M - $7.59M
|
69.2K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.3K+ 0.67% |
$580K - $761K
|
2.76M
$85.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$81.1K - $106K
|
2.56K
$79.8K
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-389- 4.74% |
$12.3K - $16.2K
|
7.82K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
223New |
$7.06K - $9.27K
|
223
$6.95K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.6KNew |
$304K - $399K
|
9.6K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 11.89% |
$855 - $1.12K
|
200
$6.23K
|
|