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 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.66% |
$26 - $38.1
|
153
$4.77K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.7KNew |
$1.2M - $1.58M
|
59.7K
$1.86M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$10K - $13.2K
|
500
$15.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$10K - $13.2K
|
500
$15.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$120 - $159
|
6
$187
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
74.1KNew |
$1.77M - $2.75M
|
74.1K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
37.5KNew |
$896K - $1.39M
|
37.5K
$1.17M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
7K+ 38.89% |
$167K - $259K
|
25K
$779K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
6.5KNew |
$155K - $241K
|
6.5K
$203K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.71K+ 1988.37% |
$40.9K - $63.4K
|
1.8K
$56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175New |
$4.18K - $6.48K
|
175
$5.45K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
116New |
$2.77K - $4.3K
|
116
$3.61K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
67New |
$1.6K - $2.48K
|
67
$2.09K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$956 - $1.48K
|
40
$1.25K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$454 - $704
|
19
$592
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
194KNew |
$5.52M - $6.87M
|
194K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
150KNew |
$4.27M - $5.31M
|
150K
$4.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
29K+ 7.55% |
$825K - $1.03M
|
413K
$12.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
21.9K+ 26.22% |
$623K - $775K
|
105K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12KNew |
$340K - $423K
|
12K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.91KNew |
$82.8K - $103K
|
2.91K
$90.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$28.4K - $35.4K
|
1K
$31.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
401New |
$11.4K - $14.2K
|
401
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37New |
$1.05K - $1.31K
|
37
$1.15K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.6KNew |
$509K - $719K
|
16.6K
$518K
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.3KNew |
$469K - $662K
|
15.3K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11.1KNew |
$341K - $481K
|
11.1K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.48KNew |
$259K - $366K
|
8.48K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.54KNew |
$231K - $325K
|
7.54K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.85K+ 326.27% |
$118K - $166K
|
5.03K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$91.8K - $130K
|
3K
$93.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.62K+ 7.27% |
$49.7K - $70.1K
|
24K
$747K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$45.9K - $64.8K
|
1.5K
$46.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
706New |
$21.6K - $30.5K
|
706
$22K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$15.3K - $21.6K
|
500
$15.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
151New |
$4.62K - $6.52K
|
151
$4.71K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
54New |
$1.65K - $2.33K
|
54
$1.68K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
16New |
$490 - $691
|
16
$499
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$490 - $691
|
16
$499
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
40.1KNew |
$1.32M - $2.11M
|
40.1K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.61K+ 66.7% |
$118K - $189K
|
9.01K
$281K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
430New |
$14.1K - $22.6K
|
430
$13.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
115New |
$3.78K - $6.04K
|
115
$3.58K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
42+ 5.49% |
$1.38K - $2.21K
|
807
$25.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 70.0% |
$1.15K - $1.84K
|
85
$2.65K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34+ 0.44% |
$1.12K - $1.79K
|
7.78K
$242K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$662K - $978K
|
10K
$312K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
4.68KNew |
$310K - $458K
|
4.68K
$146K
|
|