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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.71K+ 1988.37% |
$40.9K - $63.4K
|
1.8K
$50.7K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
7K+ 38.89% |
$167K - $259K
|
25K
$706K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
6.5KNew |
$155K - $241K
|
6.5K
$183K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.67K- 95.9% |
$112K - $173K
|
200
$5.64K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-277K- 82.27% |
$6.62M - $10.3M
|
59.7K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
31.2K+ 301.17% |
$746K - $1.16M
|
41.6K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.38KNew |
$200K - $310K
|
8.38K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
41.1KNew |
$982K - $1.52M
|
41.1K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-25.8KClosed |
$617K - $957K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.1KNew |
$1.77M - $2.75M
|
74.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$71.7 - $111
|
10.4K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
48.3KNew |
$1.15M - $1.79M
|
48.3K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.18K+ 582.57% |
$99.8K - $155K
|
4.89K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
37.5KNew |
$896K - $1.39M
|
37.5K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
67New |
$1.6K - $2.48K
|
67
$1.89K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-322- 88.71% |
$7.7K - $11.9K
|
41
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116New |
$2.77K - $4.3K
|
116
$3.27K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$454 - $704
|
19
$536
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 77.78% |
$167 - $259
|
2
$56.4
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$4.18K - $6.48K
|
175
$4.94K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.82% |
$23.9 - $37.1
|
123
$3.47K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-4.3K- 32.58% |
$103K - $159K
|
8.9K
$251K
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-140KClosed |
$3.98M - $4.96M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$5.52M - $6.87M
|
194K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$340K - $423K
|
12K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
150KNew |
$4.27M - $5.31M
|
150K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.91KNew |
$82.8K - $103K
|
2.91K
$82.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-50K- 50.0% |
$1.42M - $1.77M
|
50K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-91.8K- 53.47% |
$2.61M - $3.25M
|
79.9K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37New |
$1.05K - $1.31K
|
37
$1.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
6.81KNew |
$194K - $241K
|
6.81K
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-12K- 1.54% |
$340K - $424K
|
763K
$21.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
401New |
$11.4K - $14.2K
|
401
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 97.89% |
$2.64K - $3.29K
|
2
$56.4
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-220- 1.59% |
$6.26K - $7.79K
|
13.6K
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
29K+ 7.55% |
$825K - $1.03M
|
413K
$11.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-19Closed |
$540 - $673
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
21.9K+ 26.22% |
$623K - $775K
|
105K
$2.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-750- 93.75% |
$21.3K - $26.6K
|
50
$1.41K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$15.3K - $21.6K
|
500
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.48KNew |
$259K - $366K
|
8.48K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.1KNew |
$341K - $481K
|
11.1K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.85K+ 326.27% |
$118K - $166K
|
5.03K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-272- 63.26% |
$8.32K - $11.7K
|
158
$4.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.62K+ 7.27% |
$49.7K - $70.1K
|
24K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.54KNew |
$231K - $325K
|
7.54K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-4.02K- 10.37% |
$123K - $174K
|
34.8K
$981K
|
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
4.47K+ 75.73% |
$137K - $193K
|
10.4K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$91.8K - $130K
|
3K
$84.7K
|
|