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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-393Closed |
$20K - $35.8K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-11.4KClosed |
$579K - $1.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-90Closed |
$4.58K - $8.19K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-129K- 48.53% |
$6.57M - $11.8M
|
137K
$3.87M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10.2KClosed |
$517K - $925K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20.4KClosed |
$1.04M - $1.86M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.9KClosed |
$148K - $264K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.08KClosed |
$157K - $280K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-336Closed |
$17.1K - $30.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100Closed |
$5.09K - $9.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10.4KClosed |
$529K - $947K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-28.9KClosed |
$1.47M - $2.63M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.71KClosed |
$138K - $247K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-2.95KClosed |
$150K - $268K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7KClosed |
$646K - $1.16M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-3.3KClosed |
$168K - $301K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-800Closed |
$40.7K - $72.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$170K - $304K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-4.28KClosed |
$218K - $390K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3KClosed |
$153K - $273K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-268Closed |
$13.6K - $24.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-36Closed |
$1.83K - $3.28K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.5KClosed |
$229K - $410K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.84KClosed |
$144K - $258K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-11.9KClosed |
$606K - $1.08M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.71KClosed |
$138K - $246K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15Closed |
$993 - $1.47K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$662K - $978K
|
10K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-26Closed |
$1.72K - $2.54K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-30KClosed |
$1.99M - $2.93M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-500Closed |
$33.1K - $48.9K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-43Closed |
$2.85K - $4.21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
16New |
$1.06K - $1.56K
|
16
$452
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.68KNew |
$310K - $458K
|
4.68K
$132K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$6.62K - $9.78K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-2.11K- 49.95% |
$116K - $134K
|
2.11K
$59.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-24Closed |
$1.32K - $1.53K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-10.2K- 56.35% |
$562K - $649K
|
7.9K
$223K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
77New |
$4.24K - $4.9K
|
77
$2.17K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.8KClosed |
$761K - $880K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-26.4KClosed |
$1.45M - $1.68M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18New |
$991 - $1.15K
|
18
$508
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-8.38KClosed |
$459K - $600K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-128KClosed |
$7.03M - $9.19M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-3.67KClosed |
$201K - $262K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-235Closed |
$12.9K - $16.8K
|
0
$0
|
|