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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
706New |
$21.6K - $30.5K
|
706
$19.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.6KNew |
$509K - $719K
|
16.6K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-526- 0.53% |
$16.1K - $22.7K
|
99.1K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$45.9K - $64.8K
|
1.5K
$42.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.3KNew |
$469K - $662K
|
15.3K
$433K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
151New |
$4.62K - $6.52K
|
151
$4.26K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
54New |
$1.65K - $2.33K
|
54
$1.52K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
16New |
$490 - $691
|
16
$452
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$490 - $691
|
16
$452
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-10K- 33.33% |
$306K - $432K
|
20K
$564K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$361 - $578
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-18.7KClosed |
$616K - $984K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.61K+ 66.7% |
$118K - $189K
|
9.01K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.9KClosed |
$161K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.02KClosed |
$132K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1- -0.0% |
$32.9 - $52.5
|
27K
$763K
|
|
|
Aug 15, 2022
Q2 2022
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-24K- 41.32% |
$788K - $1.26M
|
34.1K
$961K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-2.79KClosed |
$91.5K - $146K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-5.82KClosed |
$191K - $305K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-926KClosed |
$30.4M - $48.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-7.12KClosed |
$234K - $374K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-4.4K- 18.03% |
$145K - $231K
|
20K
$564K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-437- 3.22% |
$14.4K - $23K
|
13.1K
$370K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-19.7KClosed |
$646K - $1.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-6.63KClosed |
$218K - $348K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65- 1.03% |
$2.14K - $3.41K
|
6.27K
$177K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-23.7KClosed |
$779K - $1.25M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-91Closed |
$2.99K - $4.78K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2KClosed |
$65.7K - $105K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-7.39KClosed |
$243K - $388K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.44% |
$1.12K - $1.79K
|
7.78K
$219K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.42KClosed |
$178K - $284K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-593Closed |
$19.5K - $31.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.49KClosed |
$279K - $446K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.96K- 36.42% |
$130K - $208K
|
6.92K
$195K
|
|
|
Aug 09, 2022
Q2 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-280- 2.08% |
$9.2K - $14.7K
|
13.2K
$373K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
$452K - $723K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.68KClosed |
$220K - $351K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.98KClosed |
$131K - $209K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-16.8KClosed |
$552K - $882K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.8KClosed |
$651K - $1.04M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-5.73KClosed |
$188K - $301K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
430New |
$14.1K - $22.6K
|
430
$12.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
42+ 5.49% |
$1.38K - $2.21K
|
807
$22.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.1KNew |
$1.32M - $2.11M
|
40.1K
$1.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
115New |
$3.78K - $6.04K
|
115
$3.25K
|
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-4.18KClosed |
$137K - $219K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.91KClosed |
$260K - $415K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-282Closed |
$9.26K - $14.8K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 70.0% |
$1.15K - $1.84K
|
85
$2.4K
|
|