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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$2.39K - $3.01K
|
67
$1.89K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-15- 48.39% |
$405 - $698
|
16
$452
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.46KNew |
$228K - $393K
|
8.46K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-161- 7.96% |
$4.35K - $7.49K
|
1.86K
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
15KNew |
$405K - $698K
|
15K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-6.2K- 33.0% |
$167K - $288K
|
12.6K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.06KNew |
$190K - $328K
|
7.06K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.1KNew |
$272K - $469K
|
10.1K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
62.6K+ 103.64% |
$1.69M - $2.91M
|
123K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$138K - $237K
|
5.1K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
81.2KNew |
$2.19M - $3.78M
|
81.2K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
81.8KNew |
$2.21M - $3.81M
|
81.8K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-16.5K- 34.83% |
$446K - $768K
|
30.9K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
31.5KNew |
$850K - $1.47M
|
31.5K
$889K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
66+ 4.4% |
$1.78K - $3.07K
|
1.57K
$44.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
124New |
$3.35K - $5.77K
|
124
$3.5K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-416- 2.85% |
$11.2K - $19.3K
|
14.2K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
28.2KNew |
$762K - $1.31M
|
28.2K
$797K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
52New |
$1.4K - $2.42K
|
52
$1.47K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 75.76% |
$675 - $1.16K
|
8
$226
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5KNew |
$135K - $233K
|
5K
$141K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
331KNew |
$8.92M - $15.4M
|
331K
$9.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
37New |
$999 - $1.72K
|
37
$1.04K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-373- 90.75% |
$10.1K - $17.3K
|
38
$1.07K
|
|
| Q3 2023 | |||||||
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
60KNew |
$1.56M - $2.29M
|
60K
$1.69M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
37New |
$962 - $1.41K
|
37
$1.04K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.93KNew |
$258K - $379K
|
9.93K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.95KNew |
$76.7K - $113K
|
2.95K
$83.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
93.6KNew |
$2.43M - $3.57M
|
93.6K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.68K- 47.27% |
$122K - $178K
|
5.21K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.66% |
$26 - $38.1
|
153
$4.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.24K+ 325.95% |
$58.1K - $85.3K
|
2.92K
$82.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
15.8KNew |
$411K - $602K
|
15.8K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
853+ 34.23% |
$22.2K - $32.5K
|
3.35K
$94.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28.3KNew |
$736K - $1.08M
|
28.3K
$799K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46New |
$1.2K - $1.75K
|
46
$1.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.68K+ 45.09% |
$122K - $179K
|
15.1K
$425K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
350+ 4.07% |
$9.1K - $13.3K
|
8.95K
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$10.4K - $15.3K
|
400
$11.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$728 - $1.07K
|
28
$790
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$10K - $13.2K
|
500
$14.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.53KNew |
$111K - $146K
|
5.53K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.1K- 24.4% |
$62.1K - $82K
|
9.59K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-577- 2.95% |
$11.6K - $15.3K
|
19K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.7KNew |
$1.2M - $1.58M
|
59.7K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$10K - $13.2K
|
500
$14.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-283- 34.85% |
$5.67K - $7.5K
|
529
$14.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$120 - $159
|
6
$169
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$956 - $1.48K
|
40
$1.13K
|
|