Purchases and Sales Made in Q4 2024 in Live Oak Bancshares, Inc. (LOB)
This table provides information about the institutional ownership of Live Oak Bancshares, Inc. (LOB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14New |
$541 - $703
|
14
$383
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 6.67% |
$425 - $552
|
176
$4.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9+ 0.15% |
$348 - $452
|
6.16K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7New |
$271 - $352
|
7
$191
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 33.33% |
$193 - $251
|
20
$547
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 12.5% |
$193 - $251
|
45
$1.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$77.3 - $100
|
2
$54.7
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$77.3 - $100
|
2
$54.7
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$38.7 - $50.2
|
1
$27.3
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$38.7 - $50.2
|
8
$219
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-9- 3.46% |
$348 - $452
|
251
$6.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 11.68% |
$618 - $804
|
121
$3.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 13.01% |
$734 - $954
|
127
$3.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19- 0.36% |
$734 - $954
|
5.24K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.28% |
$1.16K - $1.51K
|
10.5K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-49- 90.74% |
$1.89K - $2.46K
|
5
$137
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99- 3.71% |
$3.83K - $4.97K
|
2.57K
$70.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.23% |
$3.87K - $5.02K
|
8.03K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 23.08% |
$5.8K - $7.53K
|
500
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-208- 0.55% |
$8.04K - $10.4K
|
37.9K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-415- 4.42% |
$16K - $20.8K
|
8.98K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-422- 31.35% |
$16.3K - $21.2K
|
924
$25.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-428- 3.36% |
$16.5K - $21.5K
|
12.3K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-448- 72.03% |
$17.3K - $22.5K
|
174
$4.76K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 3.76% |
$19.3K - $25.1K
|
12.8K
$350K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-592- 2.97% |
$22.9K - $29.7K
|
19.3K
$529K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-800- 7.0% |
$30.9K - $40.2K
|
10.6K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-888- 7.75% |
$34.3K - $44.6K
|
10.6K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-928- 0.12% |
$35.9K - $46.6K
|
773K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.24K- 2.22% |
$47.9K - $62.3K
|
54.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 13.24% |
$52.2K - $67.8K
|
8.84K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.47K- 14.94% |
$56.7K - $73.7K
|
8.35K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.56K- 1.85% |
$60.3K - $78.3K
|
82.5K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-1.98K- 1.51% |
$76.6K - $99.5K
|
129K
$3.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.2K- 20.2% |
$84.9K - $110K
|
8.68K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.5K- 39.47% |
$174K - $226K
|
6.9K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.73K- 3.13% |
$183K - $237K
|
146K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4.73K- 1.57% |
$183K - $238K
|
297K
$8.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.92K- 70.3% |
$190K - $247K
|
2.08K
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.51K- 10.03% |
$251K - $327K
|
58.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.53K- 30.6% |
$252K - $328K
|
14.8K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.6K- 5.71% |
$255K - $331K
|
109K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-6.62K- 4.7% |
$256K - $332K
|
134K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.1K- 70.92% |
$392K - $509K
|
4.16K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-11.8K- 0.76% |
$454K - $590K
|
1.54M
$42.1M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12.3K- 7.16% |
$474K - $616K
|
159K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14.8K- 86.1% |
$571K - $741K
|
2.38K
$65.2K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-17.3K- 52.06% |
$670K - $871K
|
16K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-18.9K- 16.74% |
$732K - $951K
|
94.2K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20.6K- 23.62% |
$798K - $1.04M
|
66.7K
$1.82M
|