Latest Institutional Purchases of Live Oak Bancshares, Inc. (LOB)
This list provides information on the latest institutional transactions involving Live Oak Bancshares, Inc. (LOB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40New |
$1.34K - $1.99K
|
40
$1.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.03% |
$569 - $845
|
51K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8New |
$268 - $398
|
8
$249
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
300KNew |
$9.5M - $12.5M
|
300K
$9.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.3K+ 0.67% |
$580K - $761K
|
2.76M
$85.9M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.6KNew |
$304K - $399K
|
9.6K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.56KNew |
$81.1K - $106K
|
2.56K
$79.8K
|
|
|
Oct 08, 2025
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.3K+ 18.88% |
$72.8K - $95.6K
|
14.5K
$451K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.21K+ 1885.47% |
$69.8K - $91.7K
|
2.32K
$72.4K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
550New |
$17.4K - $22.9K
|
550
$17.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
521New |
$16.5K - $21.7K
|
521
$16.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
223New |
$7.06K - $9.27K
|
223
$6.95K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12New |
$380 - $499
|
12
$374
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$31.7 - $41.6
|
1
$31.2
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
24.9KNew |
$889K - $1.12M
|
24.9K
$776K
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
11.3K+ 7.88% |
$402K - $505K
|
154K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
7.96KNew |
$284K - $357K
|
7.96K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
684New |
$24.4K - $30.7K
|
684
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 9.25% |
$17.9K - $22.4K
|
5.91K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 50.0% |
$8.93K - $11.2K
|
750
$23.4K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
133New |
$4.75K - $5.97K
|
133
$4.14K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
74New |
$2.64K - $3.32K
|
74
$2.31K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67New |
$2.39K - $3.01K
|
67
$2.09K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
47New |
$1.68K - $2.11K
|
47
$1.46K
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
46+ 0.5% |
$1.64K - $2.06K
|
9.22K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7New |
$250 - $314
|
7
$218
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.08% |
$179 - $224
|
6.55K
$204K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
81.8KNew |
$2.21M - $3.81M
|
81.8K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
81.2KNew |
$2.19M - $3.78M
|
81.2K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
31.5KNew |
$850K - $1.47M
|
31.5K
$982K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
28.2KNew |
$762K - $1.31M
|
28.2K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
15KNew |
$405K - $698K
|
15K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.1KNew |
$272K - $469K
|
10.1K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
8.46KNew |
$228K - $393K
|
8.46K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.06KNew |
$190K - $328K
|
7.06K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$138K - $237K
|
5.1K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5KNew |
$135K - $233K
|
5K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
124New |
$3.35K - $5.77K
|
124
$3.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
66+ 4.4% |
$1.78K - $3.07K
|
1.57K
$48.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
52New |
$1.4K - $2.42K
|
52
$1.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
15.8KNew |
$411K - $602K
|
15.8K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
4.68K+ 45.09% |
$122K - $179K
|
15.1K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.95KNew |
$76.7K - $113K
|
2.95K
$92K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
400New |
$10.4K - $15.3K
|
400
$12.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
350+ 4.07% |
$9.1K - $13.3K
|
8.95K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
46New |
$1.2K - $1.75K
|
46
$1.43K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
37New |
$962 - $1.41K
|
37
$1.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
28New |
$728 - $1.07K
|
28
$872
|
|