LOB Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 24.90%

Insider Buying (Last 12 Months): $228,030.00

Insider Selling (Last 12 Months): $2,157,800.00

Live Oak Bancshares Insider Trading History Chart

Live Oak Bancshares Share Price & Price History

^$37.00

▲ +0.35 (0.95%)

As of 12/8/2023 01:00 AM ET

Days: 30 | 90 | 365

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Live Oak Bancshares Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/7/2023	Steve Smits	Insider	Sell	10,000	$36.25	$362,500.00	145,751
12/5/2023	Steve Smits	Insider	Sell	15,000	$35.62	$534,300.00	155,751
11/17/2023	John W. Sutherland	CAO	Sell	20,000	$33.49	$669,800.00	56,269
11/9/2023	Renato Derraik	Insider	Sell	20,000	$29.56	$591,200.00	12,928
6/12/2023	William Henderson Cameron	Director	Buy	4,000	$24.37	$97,480.00	171,217
5/12/2023	David G Lucht	Director	Buy	5,000	$20.02	$100,100.00	20,739
12/15/2022	William Henderson Cameron	Director	Buy	1,000	$30.45	$30,450.00	167,217
8/25/2022	Diane Beth Glossman	Director	Buy	2,000	$38.25	$76,500.00	64,981
3/2/2022	Steve Smits	Insider	Sell	2,747	$63.13	$173,418.11
2/9/2022	Tonya Williams Bradford	Director	Buy	275	$64.56	$17,754.00
2/9/2022	William C. Losch, III	CFO	Buy	3,125	$64.32	$201,000.00
2/9/2022	Willam Lee Williams, III	EVP	Buy	5,625	$64.37	$362,081.25
12/15/2021	Neil Lawrence Underwood	President	Sell	21,116	$85.12	$1,797,393.92
12/1/2021	Gregory W. Seward	General Counsel	Sell	5,000	$91.50	$457,500.00
11/29/2021	Neil Lawrence Underwood	President	Sell	15,000	$92.81	$1,392,150.00
11/26/2021	John W. Sutherland	CAO	Sell	5,712	$90.66	$517,849.92
11/22/2021	Neil Lawrence Underwood	President	Sell	79,853	$96.70	$7,721,785.10
11/11/2021	Steve Smits	Insider	Sell	20,000	$93.77	$1,875,400.00
11/4/2021	Diane Beth Glossman	Director	Sell	7,500	$97.90	$734,250.00
11/4/2021	Gregory W. Seward	General Counsel	Sell	6,000	$98.61	$591,660.00
11/1/2021	Susan N. Janson	Insider	Sell	13,368	$85.69	$1,145,503.92
9/2/2021	Steve Smits	Insider	Sell	25,000	$61.19	$1,529,750.00
8/27/2021	Neil Lawrence Underwood	President	Sell	17,479	$60.98	$1,065,869.42
8/25/2021	Neil Lawrence Underwood	President	Sell	16,000	$61.09	$977,440.00
8/16/2021	Neil Lawrence Underwood	President	Sell	16,521	$60.15	$993,738.15
8/6/2021	John W. Sutherland	CAO	Sell	15,125	$61.54	$930,792.50	64,744
2/8/2021	Steve Smits	Insider	Sell	15,000	$43.40	$651,000.00	151,206

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SEC Filings (Institutional Ownership Changes) for Live Oak Bancshares (NASDAQ:LOB)

62.12% of Live Oak Bancshares stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Live Oak Bancshares Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/6/2023	Citigroup Inc.	20,519	$0.59M	0.0%	-55.7%	0.046%
11/30/2023	American Century Companies Inc.	287,714	$8.33M	0.0%	+1.6%	0.647%
11/24/2023	Deutsche Bank AG	70,512	$2.04M	0.0%	+3.5%	0.159%
11/16/2023	Tudor Investment Corp Et Al	8,839	$0.26M	0.0%	N/A	0.020%
11/15/2023	The Manufacturers Life Insurance Company	370,164	$10.72M	0.0%	-2.6%	0.832%
11/15/2023	GSA Capital Partners LLP	9,932	$0.29M	0.0%	N/A	0.022%
11/15/2023	Royal Bank of Canada	9,564	$0.28M	0.0%	+29.6%	0.022%
11/15/2023	Sei Investments Co.	11,473	$0.33M	0.0%	-14.8%	0.026%
11/15/2023	Legal & General Group Plc	30,111	$0.87M	0.0%	+4.6%	0.068%
11/15/2023	Ameriprise Financial Inc.	775,191	$22.44M	0.0%	-0.6%	1.743%
11/14/2023	California State Teachers Retirement System	36,791	$1.07M	0.0%	-5.6%	0.083%
11/14/2023	Qube Research & Technologies Ltd	8,080	$0.23M	0.0%	N/A	0.018%
11/13/2023	Algert Global LLC	63,208	$1.83M	0.1%	+53.1%	0.142%
11/13/2023	Northern Trust Corp	298,478	$8.64M	0.0%	+1.0%	0.671%
11/13/2023	Federated Hermes Inc.	215,877	$6.25M	0.0%	-8.6%	0.485%
11/13/2023	Motley Fool Asset Management LLC	85,678	$2.48M	0.2%	+2.0%	0.193%
11/13/2023	Fuller & Thaler Asset Management Inc.	31,486	$0.91M	0.0%	+5.3%	0.071%
11/13/2023	LPL Financial LLC	7,742	$0.22M	0.0%	-7.2%	0.017%
11/13/2023	Dark Forest Capital Management LP	60,277	$1.75M	0.1%	-27.8%	0.136%
11/13/2023	CenterBook Partners LP	137,966	$3.99M	0.5%	+41.3%	0.310%
11/13/2023	Envestnet Asset Management Inc.	9,588	$0.28M	0.0%	N/A	0.022%
11/13/2023	Rafferty Asset Management LLC	30,367	$0.88M	0.0%	-46.5%	0.068%
11/9/2023	Rhumbline Advisers	53,530	$1.55M	0.0%	+1.7%	0.121%
11/9/2023	Deutsche Bank AG	70,512	$2.04M	0.0%	+3.5%	0.159%
11/9/2023	Citigroup Inc.	20,519	$0.59M	0.0%	-55.7%	0.046%
11/9/2023	UBS Group AG	34,736	$1.01M	0.0%	+34.7%	0.078%
11/9/2023	Jupiter Asset Management Ltd.	34,322	$0.99M	0.0%	N/A	0.077%
11/8/2023	Campbell & CO Investment Adviser LLC	28,316	$0.82M	0.1%	N/A	0.064%
11/8/2023	Charles Schwab Investment Management Inc.	256,252	$7.42M	0.0%	+2.4%	0.578%
11/8/2023	Swiss National Bank	73,100	$2.12M	0.0%	+1.1%	0.165%
11/8/2023	New York Life Investment Management LLC	14,587	$0.42M	0.0%	-13.7%	0.033%
11/8/2023	Trillium Asset Management LLC	57,560	$1.67M	0.1%	+17.7%	0.130%
11/7/2023	Quantbot Technologies LP	7,637	$0.22M	0.0%	+45.8%	0.017%
11/6/2023	Versor Investments LP	15,065	$0.44M	0.1%	+45.1%	0.034%
11/6/2023	Victory Capital Management Inc.	30,497	$0.88M	0.0%	+204.2%	0.069%
11/2/2023	Rice Hall James & Associates LLC	149,412	$4.33M	0.3%	-0.5%	0.337%
11/2/2023	Diamond Hill Capital Management Inc.	2,126,208	$61.55M	0.3%	-6.3%	4.793%
10/31/2023	Allegiance Financial Group Advisory Services LLC	10,122	$0.29M	0.2%	+26.8%	0.023%
10/27/2023	Allspring Global Investments Holdings LLC	1,386	$40K	0.0%	+66.0%	0.003%
10/26/2023	Inspire Investing LLC	10,553	$0.31M	0.0%	N/A	0.024%
10/26/2023	Chatham Capital Group Inc.	40,125	$1.16M	0.3%	N/A	0.090%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	6,122	$0.18M	0.0%	+48.6%	0.014%
10/24/2023	Bank of New York Mellon Corp	197,185	$5.71M	0.0%	+1.4%	0.445%
10/23/2023	Commonwealth Equity Services LLC	99,529	$2.88M	0.0%	-3.1%	0.224%
10/20/2023	Harbor Capital Advisors Inc.	19,424	$0.56M	0.1%	-20.7%	0.044%
10/19/2023	Ballentine Partners LLC	7,258	$0.21M	0.0%	N/A	0.016%
10/13/2023	SG Americas Securities LLC	14,506	$0.42M	0.0%	N/A	0.033%
10/13/2023	Global Retirement Partners LLC	2,852	$78K	0.0%	-34.8%	0.006%
10/12/2023	Toth Financial Advisory Corp	2,225	$64K	0.0%	+2,125.0%	0.005%
10/5/2023	Profit Investment Management LLC	121,333	$3.51M	2.5%	+39.7%	0.274%
10/4/2023	Salem Investment Counselors Inc.	167,915	$4.86M	0.2%	+2.6%	0.379%
8/21/2023	California State Teachers Retirement System	38,989	$1.03M	0.0%	-5.3%	0.088%
8/21/2023	Osaic Holdings Inc.	10,724	$0.28M	0.0%	+104.3%	0.024%
8/16/2023	Nuveen Asset Management LLC	462,845	$12.18M	0.0%	-12.2%	1.043%
8/15/2023	Wells Fargo & Company MN	49,575	$1.30M	0.0%	+11.8%	0.112%
8/15/2023	Bragg Financial Advisors Inc	71,392	$1.88M	0.1%	-5.7%	0.161%
8/15/2023	State of Tennessee Treasury Department	7,400	$0.20M	0.0%	N/A	0.017%
8/15/2023	Centaurus Financial Inc.	7,665	$0.20M	0.0%	-4.7%	0.017%
8/15/2023	Goldman Sachs Group Inc.	332,111	$8.74M	0.0%	+89.0%	0.749%
8/15/2023	Captrust Financial Advisors	103,562	$2.73M	0.0%	-2.5%	0.233%
8/15/2023	Royal Bank of Canada	7,380	$0.20M	0.0%	+25.4%	0.017%
8/15/2023	Rockefeller Capital Management L.P.	5,530	$0.15M	0.0%	N/A	0.012%
8/15/2023	Southernsun Asset Management LLC	1,097,071	$28.86M	3.0%	+19.2%	2.473%
8/14/2023	State of Wisconsin Investment Board	25,922	$0.68M	0.0%	-32.4%	0.058%
8/14/2023	State Street Corp	1,145,692	$30.14M	0.0%	-13.3%	2.583%
8/14/2023	Nuveen Asset Management LLC	462,845	$12.18M	0.0%	-12.2%	1.043%
8/14/2023	Howe & Rusling Inc.	8,985	$0.24M	0.0%	N/A	0.020%
8/11/2023	Westwood Holdings Group Inc.	18,953	$0.50M	0.0%	-3.0%	0.043%
8/11/2023	Credit Suisse AG	106,369	$2.80M	0.0%	-48.6%	0.240%
8/11/2023	BlackRock Inc.	2,755,640	$72.50M	0.0%	+12.6%	6.219%
8/11/2023	Hotchkis & Wiley Capital Management LLC	316,708	$8.33M	0.0%	+23.2%	0.715%
8/11/2023	State Board of Administration of Florida Retirement System	9,554	$0.25M	0.0%	N/A	0.022%
8/11/2023	The Manufacturers Life Insurance Company	379,913	$10M	0.0%	+0.5%	0.857%
8/11/2023	Geode Capital Management LLC	655,259	$17.24M	0.0%	+6.4%	1.479%
8/11/2023	Sei Investments Co.	13,473	$0.35M	0.0%	+12.5%	0.030%
8/11/2023	JPMorgan Chase & Co.	47,090	$1.24M	0.0%	-35.3%	0.106%
8/11/2023	Northern Trust Corp	295,613	$7.78M	0.0%	-2.1%	0.667%
8/11/2023	ExodusPoint Capital Management LP	18,210	$0.48M	0.0%	N/A	0.041%
8/10/2023	Osaic Holdings Inc.	10,724	$0.28M	0.0%	+104.3%	0.024%
8/10/2023	Commonwealth Equity Services LLC	102,692	$2.70M	0.0%	+4.3%	0.232%
8/10/2023	Russell Investments Group Ltd.	34,018	$0.90M	0.0%	-20.8%	0.077%
8/10/2023	US Bancorp DE	4,605	$0.12M	0.0%	-9.8%	0.010%
8/10/2023	Trillium Asset Management LLC	48,912	$1.29M	0.0%	+1.7%	0.110%
8/10/2023	Charles Schwab Investment Management Inc.	250,186	$6.58M	0.0%	+2.1%	0.565%
8/10/2023	Citigroup Inc.	46,310	$1.22M	0.0%	+3,587.1%	0.105%
8/9/2023	Dimensional Fund Advisors LP	1,210,793	$31.86M	0.0%	+1.6%	2.733%
8/9/2023	BNP Paribas Arbitrage SNC	9,989	$0.26M	0.0%	-76.9%	0.023%
8/9/2023	TD Asset Management Inc	65,096	$1.71M	0.0%	-8.7%	0.147%
8/9/2023	Swiss National Bank	72,300	$1.90M	0.0%	+1.5%	0.163%
8/8/2023	Rhumbline Advisers	52,661	$1.39M	0.0%	+12.6%	0.119%
8/8/2023	Diamond Hill Capital Management Inc.	2,269,855	$59.72M	0.3%	+3.5%	5.123%
8/8/2023	Concord Wealth Partners	3,254	$86K	0.0%	+11,521.4%	0.007%
8/7/2023	Royce & Associates LP	54,125	$1.42M	0.0%	-6.4%	0.122%
8/7/2023	Versor Investments LP	10,383	$0.27M	0.0%	-46.1%	0.023%
8/7/2023	New York Life Investment Management LLC	16,912	$0.45M	0.0%	-12.8%	0.038%
8/4/2023	American International Group Inc.	16,203	$0.43M	0.0%	+2.5%	0.037%
8/3/2023	Bank of New York Mellon Corp	194,464	$5.12M	0.0%	+3.2%	0.439%
7/31/2023	LPL Financial LLC	8,339	$0.22M	0.0%	N/A	0.019%
7/27/2023	Victory Capital Management Inc.	10,024	$0.26M	0.0%	-17.4%	0.023%
7/26/2023	Allegiance Financial Group Advisory Services LLC	7,983	$0.21M	0.1%	N/A	0.018%

Data available starting January 2016

Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. It operates in two segments, Banking and Fintech. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, certificate of deposits, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, it provides settlement, accounting, and securitization services for government guaranteed loans; wealth and investment management services to high-net-worth individuals and families; investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies; and an on-site restaurant location to company employees and business visitors. The company was incorporated in 2008 and is headquartered in Wilmington, North Carolina.

Today's Range

Now: $37.00

$36.65

$37.24

50 Day Range

MA: $30.82

$26.97

$37.00

52 Week Range

Now: $37.00

$17.31

$38.37

Volume

90,386 shs

Average Volume

149,951 shs

Market Capitalization

$1.65 billion

P/E Ratio

28.03

Dividend Yield

0.33%

Beta

1.51

Who are the company insiders with the largest holdings of Live Oak Bancshares?: Live Oak Bancshares' top insider investors include:
William Henderson Cameron (Director)
Steve Smits (Insider)
Diane Beth Glossman (Director)
John W Sutherland (CAO)
David G Lucht (Director)
Renato Derraik (Insider)
Neil Lawrence Underwood (President)
Tonya Williams Bradford (Director)
William C Losch III (CFO)
William L Williams III (EVP)
Learn More about top insider investors at Live Oak Bancshares.
Who are the major institutional investors of Live Oak Bancshares?: Live Oak Bancshares' top institutional investors include:
Diamond Hill Capital Management Inc. — 4.79%
Ameriprise Financial Inc. — 1.74%
The Manufacturers Life Insurance Company — 0.83%
Northern Trust Corp — 0.67%
American Century Companies Inc. — 0.65%
Charles Schwab Investment Management Inc. — 0.58%
Learn More about top institutional investors of Live Oak Bancshares stock.
Which institutional investors are selling Live Oak Bancshares stock?: Within the previous quarter, LOB stock was sold by these institutional investors:
Diamond Hill Capital Management Inc.
Rafferty Asset Management LLC
Citigroup Inc.
Citigroup Inc.
Dark Forest Capital Management LP
Federated Hermes Inc.
The Manufacturers Life Insurance Company
Harbor Capital Advisors Inc.
In the last year, company insiders that have sold Live Oak Bancshares company stock include:
William Henderson Cameron (Director)
Steve Smits (Insider)
Diane Beth Glossman (Director)
Learn More investors selling Live Oak Bancshares stock.
Which institutional investors are buying Live Oak Bancshares stock?: Within the last quarter, LOB stock was acquired by institutional investors including:
CenterBook Partners LP
Chatham Capital Group Inc.
Profit Investment Management LLC
Jupiter Asset Management Ltd.
Campbell & CO Investment Adviser LLC
Algert Global LLC
Victory Capital Management Inc.
SG Americas Securities LLC
In the previous year, these company insiders have bought Live Oak Bancshares stock:
William Henderson Cameron (Director)
Steve Smits (Insider)
Diane Beth Glossman (Director)
John W Sutherland (CAO)
David G Lucht (Director)
Renato Derraik (Insider)
Learn More investors buying Live Oak Bancshares stock.