Purchases and Sales Made in Q3 2022 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.55K+ 5.51% |
$77.9K - $110K
|
48.7K
$1.71M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.29K+ 13.64% |
$70K - $98.9K
|
19.1K
$669K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.88KNew |
$57.4K - $81K
|
1.88K
$65.8K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.81KNew |
$55.3K - $78.1K
|
1.81K
$63.4K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 1.71% |
$51.1K - $72.1K
|
99.5K
$3.49M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1.64KNew |
$50.3K - $71K
|
1.64K
$57.6K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.62K+ 7.27% |
$49.7K - $70.1K
|
24K
$841K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.5KNew |
$45.9K - $64.8K
|
1.5K
$52.6K
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
1.27K+ 24.21% |
$38.8K - $54.8K
|
6.51K
$228K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.21K+ 0.65% |
$37K - $52.2K
|
186K
$6.53M
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.15K+ 10.18% |
$35.2K - $49.7K
|
12.5K
$437K
|
|
Feb 07, 2025
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
967+ 8.44% |
$29.6K - $41.8K
|
12.4K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
780+ 0.81% |
$23.9K - $33.7K
|
97.6K
$3.42M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
731+ 2.71% |
$22.4K - $31.6K
|
27.8K
$974K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
706New |
$21.6K - $30.5K
|
706
$24.8K
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
700+ 0.91% |
$21.4K - $30.2K
|
77.9K
$2.73M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
664+ 21.13% |
$20.3K - $28.7K
|
3.81K
$134K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
656+ 2.56% |
$20.1K - $28.3K
|
26.3K
$923K
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
BUY
|
- |
640+ 9.22% |
$19.6K - $27.6K
|
7.58K
$266K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
508+ 49.71% |
$15.5K - $21.9K
|
1.53K
$53.7K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$15.3K - $21.6K
|
500
$17.5K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
405+ 595.59% |
$12.4K - $17.5K
|
473
$16.6K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
346New |
$10.6K - $14.9K
|
346
$12.1K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
343+ 5716.67% |
$10.5K - $14.8K
|
349
$12.2K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
294+ 2.1% |
$9K - $12.7K
|
14.3K
$501K
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
219+ 12.34% |
$6.7K - $9.46K
|
1.99K
$69.9K
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
219+ 1.43% |
$6.7K - $9.46K
|
15.5K
$545K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
175+ 2916.67% |
$5.36K - $7.56K
|
181
$6.35K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
151New |
$4.62K - $6.52K
|
151
$5.3K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149+ 4.24% |
$4.56K - $6.44K
|
3.66K
$128K
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$3.06K - $4.32K
|
100
$3.51K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
100+ 1.59% |
$3.06K - $4.32K
|
6.39K
$224K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
95New |
$2.91K - $4.1K
|
95
$3.33K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
63+ 1.27% |
$1.93K - $2.72K
|
5.04K
$177K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58+ 7.65% |
$1.77K - $2.51K
|
816
$28.6K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
54New |
$1.65K - $2.33K
|
54
$1.89K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.16% |
$1.38K - $1.94K
|
27.6K
$968K
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
42+ 0.47% |
$1.29K - $1.81K
|
8.93K
$313K
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
32New |
$979 - $1.38K
|
32
$1.12K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
19New |
$581 - $821
|
19
$667
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
17+ 2.17% |
$520 - $734
|
802
$28.1K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.55% |
$520 - $734
|
3.13K
$110K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
16New |
$490 - $691
|
16
$561
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
16New |
$490 - $691
|
16
$561
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$214 - $302
|
7
$246
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$184 - $259
|
6
$210
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
6+ 42.86% |
$184 - $259
|
20
$702
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.07% |
$153 - $216
|
7.51K
$264K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 300.0% |
$91.8 - $130
|
4
$140
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 20.0% |
$30.6 - $43.2
|
6
$210
|