Purchases and Sales Made in Q4 2023 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$135 - $233
|
3
$102
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.28% |
$351 - $605
|
4.59K
$156K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-15- 48.39% |
$405 - $698
|
16
$543
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 36.17% |
$459 - $791
|
30
$1.02K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 0.32% |
$621 - $1.07K
|
7.24K
$245K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 0.81% |
$621 - $1.07K
|
2.83K
$96K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-25- 75.76% |
$675 - $1.16K
|
8
$271
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-26- 0.18% |
$702 - $1.21K
|
14.2K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-28- 0.86% |
$756 - $1.3K
|
3.23K
$109K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-28- 0.86% |
$756 - $1.3K
|
3.23K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-41- 0.02% |
$1.11K - $1.91K
|
251K
$8.52M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67- 0.4% |
$1.81K - $3.12K
|
16.7K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-108- 1.39% |
$2.91K - $5.02K
|
7.63K
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-161- 1.7% |
$4.35K - $7.49K
|
9.3K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-161- 7.96% |
$4.35K - $7.49K
|
1.86K
$63.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-180- 78.95% |
$4.86K - $8.37K
|
48
$1.63K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-341- 10.36% |
$9.2K - $15.9K
|
2.95K
$100K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-373- 90.75% |
$10.1K - $17.3K
|
38
$1.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-374- 0.53% |
$10.1K - $17.4K
|
70.1K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-416- 2.85% |
$11.2K - $19.3K
|
14.2K
$481K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 3.65% |
$13.5K - $23.3K
|
13.2K
$448K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-599- 0.65% |
$16.2K - $27.9K
|
91.7K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-664- 1.65% |
$17.9K - $30.9K
|
39.6K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-894- 4.6% |
$24.1K - $41.6K
|
18.5K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.13K- 12.54% |
$30.4K - $52.4K
|
7.86K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.17K- 0.02% |
$31.6K - $54.5K
|
6.37M
$216M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.5K- 14.82% |
$40.5K - $69.8K
|
8.62K
$293K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.6K- 4.34% |
$43.1K - $74.3K
|
35.2K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.09K- 5.21% |
$56.4K - $97.2K
|
38K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.16K- 20.51% |
$58.4K - $101K
|
8.39K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.98K- 3.76% |
$107K - $185K
|
102K
$3.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-4.93K- 3.3% |
$133K - $229K
|
144K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-6.2K- 33.0% |
$167K - $288K
|
12.6K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-7.5K- 10.26% |
$202K - $349K
|
65.6K
$2.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.17K- 46.44% |
$220K - $380K
|
9.42K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.41K- 8.45% |
$227K - $391K
|
91.1K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10.2K- 43.66% |
$275K - $474K
|
13.2K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 73.18% |
$300K - $517K
|
4.07K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-16.5K- 34.83% |
$446K - $768K
|
30.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 13.24% |
$495K - $853K
|
120K
$4.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18.6K- 11.09% |
$503K - $866K
|
149K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-26.6K- 84.54% |
$718K - $1.24M
|
4.87K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.2K- 14.12% |
$734K - $1.27M
|
165K
$5.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-28.8K- 33.67% |
$779K - $1.34M
|
56.8K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.8K- 9.12% |
$911K - $1.57M
|
336K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-34.8K- 58.03% |
$940K - $1.62M
|
25.2K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-41.7K- 31.61% |
$1.13M - $1.94M
|
90.2K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-46.9K- 77.79% |
$1.27M - $2.18M
|
13.4K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-53.3K- 18.81% |
$1.44M - $2.48M
|
230K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.6K- 59.57% |
$1.5M - $2.59M
|
37.7K
$1.28M
|