Purchases and Sales Made in Q2 2023 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q2 2023. The information is specifically focused on institutions that hold shares of Live Oak Bancshares, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
795+ 1.65% |
$15.9K - $21.1K
|
48.9K
$1.72M
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
731New |
$14.7K - $19.4K
|
731
$25.6K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
563+ 3.0% |
$11.3K - $14.9K
|
19.3K
$678K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500New |
$10K - $13.2K
|
500
$17.5K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$10K - $13.2K
|
500
$17.5K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
437+ 0.61% |
$8.76K - $11.6K
|
71.5K
$2.51M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
400+ 2.53% |
$8.02K - $10.6K
|
16.2K
$568K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
251+ 57.97% |
$5.03K - $6.65K
|
684
$24K
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
203New |
$4.07K - $5.38K
|
203
$7.12K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
92New |
$1.84K - $2.44K
|
92
$3.23K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
73+ 9.58% |
$1.46K - $1.93K
|
835
$29.3K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 146.67% |
$441 - $583
|
37
$1.3K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
19+ 22.89% |
$381 - $503
|
102
$3.58K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17New |
$341 - $450
|
17
$596
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 187.5% |
$301 - $397
|
23
$807
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 32.0% |
$160 - $212
|
33
$1.16K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 700.0% |
$140 - $185
|
8
$281
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$120 - $159
|
6
$210
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.09% |
$80.2 - $106
|
4.38K
$153K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-46- 4.28% |
$922 - $1.22K
|
1.03K
$36.1K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-72- 7.59% |
$1.44K - $1.91K
|
877
$30.8K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 52.66% |
$1.78K - $2.36K
|
80
$2.81K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-89- 52.66% |
$1.78K - $2.36K
|
80
$2.81K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-96- 0.9% |
$1.92K - $2.54K
|
10.6K
$370K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-172- 66.93% |
$3.45K - $4.56K
|
85
$2.98K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-238- 2.49% |
$4.77K - $6.3K
|
9.32K
$327K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-264- 0.93% |
$5.29K - $6.99K
|
28K
$983K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-283- 34.85% |
$5.67K - $7.5K
|
529
$18.6K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-375- 4.66% |
$7.52K - $9.93K
|
7.67K
$269K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-501- 9.81% |
$10K - $13.3K
|
4.61K
$162K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-577- 2.95% |
$11.6K - $15.3K
|
19K
$665K
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-612- 2.08% |
$12.3K - $16.2K
|
28.8K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.05K- 24.12% |
$21K - $27.7K
|
3.29K
$115K
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.12K- 62.06% |
$22.5K - $29.7K
|
686
$24.1K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.16K- 1.24% |
$23.3K - $30.8K
|
92.6K
$3.25M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 3.08% |
$27K - $35.7K
|
42.5K
$1.49M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.68K- 6.13% |
$33.8K - $44.6K
|
25.8K
$904K
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.11K- 17.41% |
$42.4K - $56K
|
10K
$352K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.16K- 5.26% |
$43.4K - $57.3K
|
39K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.47K- 12.76% |
$49.6K - $65.5K
|
16.9K
$593K
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 5.92% |
$52.1K - $68.9K
|
41.3K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.68K- 2.52% |
$53.7K - $70.9K
|
104K
$3.63M
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.1K- 24.4% |
$62.1K - $82K
|
9.59K
$336K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.11K- 88.32% |
$62.4K - $82.5K
|
412
$14.5K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.57K- 8.41% |
$71.5K - $94.5K
|
38.9K
$1.36M
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-3.72K- 6.43% |
$74.6K - $98.5K
|
54.1K
$1.9M
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.22K- 24.41% |
$84.6K - $112K
|
13.1K
$458K
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.31K- 5.69% |
$86.3K - $114K
|
71.4K
$2.5M
|