LOB Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 23.90%

Insider Buying (Last 12 Months): $39,760.00

Insider Selling (Last 12 Months): $1,570,334.00

Live Oak Bancshares Insider Trading History Chart

Live Oak Bancshares Share Price & Price History

^$26.67

▲ +0.098 (0.37%)

As of 03/31/2025 04:59 PM ET

Days: 30 | 90 | 365

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
11/13/2024	John W. Sutherland	CAO	Sell	12,588	$49.00	$616,812.00	14,015
10/29/2024	William Henderson Cameron	Director	Buy	1,000	$39.76	$39,760.00	202,217
8/23/2024	John W. Sutherland	CAO	Sell	20,000	$43.00	$860,000.00	26,603
5/15/2024	Tonya Williams Bradford	Director	Sell	2,600	$35.97	$93,522.00	5,870
3/11/2024	Micah S. Davis	Insider	Sell	8,613	$39.87	$343,400.31	43,864
2/29/2024	Miltom Emmett Petty	Director	Sell	10,000	$39.73	$397,300.00	121,941
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

See Full Table

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

63.95% 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
3/18/2025	California State Teachers Retirement System	33,580	$1.33M	0.0%	+5.0%	0.074%
3/17/2025	Wealth Enhancement Advisory Services LLC	19,345	$0.77M	0.0%	-2.4%	0.043%
3/12/2025	Centaurus Financial Inc.	10,630	$0.42M	0.0%	-7.0%	0.024%
2/18/2025	Barrow Hanley Mewhinney & Strauss LLC	1,540,228	$60.92M	0.2%	-0.8%	3.408%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	88,152	$3.49M	0.0%	+1.5%	0.195%
2/17/2025	Voloridge Investment Management LLC	94,222	$3.73M	0.0%	-16.7%	0.209%
2/17/2025	Two Sigma Advisers LP	6,900	$0.27M	0.0%	-39.5%	0.015%
2/17/2025	Rafferty Asset Management LLC	45,340	$1.79M	0.0%	+34.9%	0.100%
2/17/2025	Point72 Asset Management L.P.	74,120	$2.93M	0.0%	N/A	0.164%
2/17/2025	Point72 Europe London LLP	54,121	$2.14M	0.1%	N/A	0.120%
2/17/2025	ProShare Advisors LLC	9,766	$0.39M	0.0%	+49.1%	0.022%
2/17/2025	Millennium Management LLC	91,044	$3.60M	0.0%	-58.4%	0.201%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	19,714	$0.78M	0.0%	+3.6%	0.044%
2/17/2025	Jacobs Levy Equity Management Inc.	235,834	$9.33M	0.0%	+27.3%	0.522%
2/17/2025	Deutsche Bank AG	86,017	$3.40M	0.0%	+15.0%	0.190%
2/17/2025	D. E. Shaw & Co. Inc.	159,027	$6.29M	0.0%	-20.4%	0.352%
2/17/2025	Cetera Investment Advisers	15,620	$0.62M	0.0%	+29.4%	0.035%
2/17/2025	Captrust Financial Advisors	58,372	$2.31M	0.0%	-10.0%	0.129%
2/17/2025	Balyasny Asset Management L.P.	15,965	$0.63M	0.0%	+120.5%	0.035%
2/17/2025	Bank of America Corp DE	60,460	$2.39M	0.0%	-40.7%	0.134%
2/17/2025	Benjamin Edwards Inc.	8,516	$0.34M	0.0%	+10.4%	0.019%
2/17/2025	BNP Paribas Financial Markets	35,649	$1.41M	0.0%	+42.3%	0.079%
2/17/2025	Ameriprise Financial Inc.	826,456	$32.69M	0.0%	-3.1%	1.829%
2/17/2025	Algert Global LLC	96,756	$3.83M	0.1%	+5.4%	0.214%
2/17/2025	AmeriServ Wealth Advisors	112,344	$4.44M	2.4%	N/A	0.249%
2/14/2025	Jane Street Group LLC	14,805	$0.59M	0.0%	-58.6%	0.033%
2/14/2025	Northern Trust Corp	314,325	$12.43M	0.0%	+3.2%	0.696%
2/14/2025	The Manufacturers Life Insurance Company	297,083	$11.75M	0.0%	-1.6%	0.657%
2/14/2025	Tudor Investment Corp ET AL	61,280	$2.42M	0.0%	-53.7%	0.136%
2/14/2025	Aquatic Capital Management LLC	8,754	$0.35M	0.0%	N/A	0.019%
2/14/2025	Voya Investment Management LLC	10,575	$0.42M	0.0%	-7.7%	0.023%
2/14/2025	Fuller & Thaler Asset Management Inc.	50,790	$2.01M	0.0%	+1.9%	0.112%
2/14/2025	T. Rowe Price Investment Management Inc.	6,419,486	$253.89M	0.2%	-0.6%	14.206%
2/14/2025	Price T Rowe Associates Inc. MD	27,437	$1.09M	0.0%	+10.4%	0.061%
2/14/2025	Mendon Capital Advisors Corp	50,000	$1.98M	1.0%	N/A	0.111%
2/14/2025	Southernsun Asset Management LLC	796,720	$31.51M	3.9%	+10.3%	1.763%
2/14/2025	Hsbc Holdings PLC	20,491	$0.81M	0.0%	+391.2%	0.045%
2/14/2025	Stifel Financial Corp	22,791	$0.90M	0.0%	+15.6%	0.050%
2/14/2025	Tower Research Capital LLC TRC	2,078	$82K	0.0%	-70.3%	0.005%
2/14/2025	MetLife Investment Management LLC	21,135	$0.84M	0.0%	+5.9%	0.047%
2/14/2025	Dimensional Fund Advisors LP	1,418,265	$56.09M	0.0%	+0.1%	3.138%
2/14/2025	First Trust Advisors LP	15,972	$0.63M	0.0%	-52.1%	0.035%
2/14/2025	Capital International Investors	2,041,706	$80.75M	0.0%	+75.8%	4.518%
2/14/2025	Banc Funds Co. LLC	12,322	$0.49M	0.1%	-3.4%	0.027%
2/13/2025	Barclays PLC	78,997	$3.12M	0.0%	+7.4%	0.175%
2/13/2025	CenterBook Partners LP	116,348	$4.60M	0.3%	-24.0%	0.257%
2/13/2025	Raymond James Financial Inc.	133,415	$5.28M	0.0%	N/A	0.295%
2/13/2025	Advisory Services Network LLC	37,458	$1.48M	0.0%	+4.5%	0.083%
2/13/2025	Legal & General Group Plc	38,627	$1.54M	0.0%	+5.9%	0.085%
2/13/2025	Invesco Ltd.	50,720	$2.01M	0.0%	+0.6%	0.112%
2/13/2025	Federated Hermes Inc.	39,931	$1.58M	0.0%	+2.8%	0.088%
2/13/2025	Quadrant Capital Group LLC	924	$37K	0.0%	-31.4%	0.002%
2/13/2025	Russell Investments Group Ltd.	108,841	$4.31M	0.0%	-5.7%	0.241%
2/13/2025	Envestnet Asset Management Inc.	124,687	$4.93M	0.0%	+64.1%	0.276%
2/13/2025	Wells Fargo & Company MN	69,939	$2.77M	0.0%	+14.1%	0.155%
2/12/2025	Thoroughbred Financial Services LLC	5,594	$0.22M	0.0%	+7.8%	0.012%
2/12/2025	Motley Fool Asset Management LLC	63,177	$2.50M	0.1%	+10.4%	0.140%
2/12/2025	Trexquant Investment LP	45,517	$1.80M	0.0%	+2.1%	0.101%
2/12/2025	Geode Capital Management LLC	772,796	$30.57M	0.0%	-0.1%	1.710%
2/12/2025	O Shaughnessy Asset Management LLC	8,353	$0.33M	0.0%	-14.9%	0.018%
2/12/2025	Watchman Group Inc.	82,526	$3.26M	0.9%	-1.9%	0.183%
2/12/2025	Barrow Hanley Mewhinney & Strauss LLC	1,540,228	$60.92M	0.2%	-0.8%	3.408%
2/12/2025	Level Four Advisory Services LLC	19,444	$0.77M	0.0%	+4.7%	0.043%
2/12/2025	Norges Bank	102,552	$4.06M	0.0%	N/A	0.227%
2/12/2025	Loomis Sayles & Co. L P	234,818	$9.29M	1.0%	+6.1%	0.520%
2/12/2025	Howe & Rusling Inc.	8,513	$0.34M	0.0%	+8.3%	0.019%
2/12/2025	JPMorgan Chase & Co.	126,743	$5.01M	0.0%	+54.4%	0.280%
2/12/2025	Motley Fool Wealth Management LLC	146,185	$5.77M	0.3%	-3.1%	0.323%
2/11/2025	Corebridge Financial Inc.	17,239	$0.68M	0.0%	-7.0%	0.038%
2/11/2025	Vanguard Group Inc.	2,631,256	$104.07M	0.0%	+0.4%	5.823%
2/11/2025	LPL Financial LLC	10,326	$0.41M	0.0%	+7.9%	0.023%
2/11/2025	KLP Kapitalforvaltning AS	6,700	$0.27M	0.0%	N/A	0.015%
2/11/2025	American Century Companies Inc.	159,090	$6.29M	0.0%	-7.2%	0.352%
2/11/2025	Quantbot Technologies LP	16,540	$0.65M	0.0%	N/A	0.037%
2/11/2025	Trillium Asset Management LLC	134,273	$5.31M	0.1%	-4.7%	0.297%
2/10/2025	one8zero8 LLC	68,001	$2.69M	0.6%	N/A	0.150%
2/10/2025	Picton Mahoney Asset Management	686	$27K	0.0%	N/A	0.002%
2/10/2025	Diamond Hill Capital Management Inc.	1,224,126	$48.41M	0.2%	-25.3%	2.709%
2/10/2025	Commonwealth Equity Services LLC	79,413	$3.14M	0.0%	+3.0%	0.176%
2/10/2025	Swiss National Bank	70,800	$2.80M	0.0%	+7.1%	0.157%
2/7/2025	AlphaQuest LLC	2,383	$94K	0.0%	-86.1%	0.005%
2/7/2025	Chatham Capital Group Inc.	54,718	$2.16M	0.4%	-2.2%	0.121%
2/6/2025	Inceptionr LLC	9,068	$0.36M	0.1%	N/A	0.020%
2/6/2025	Raymond James Financial Inc.	133,415	$5.28M	0.0%	N/A	0.295%
2/6/2025	Arizona State Retirement System	10,455	$0.41M	0.0%	+7.7%	0.023%
2/6/2025	Victory Capital Management Inc.	46,527	$1.84M	0.0%	+44.3%	0.103%
2/6/2025	Charles Schwab Investment Management Inc.	284,002	$11.23M	0.0%	+1.9%	0.628%
2/5/2025	Allegiance Financial Group Advisory Services LLC	6,313	$0.25M	0.1%	+17.5%	0.014%
2/4/2025	Bank of New York Mellon Corp	172,896	$6.84M	0.0%	+5.0%	0.383%
2/4/2025	Y Intercept Hong Kong Ltd	10,971	$0.43M	0.0%	N/A	0.024%
2/3/2025	Handelsbanken Fonder AB	6,000	$0.24M	0.0%	+7.1%	0.013%
1/31/2025	Rice Hall James & Associates LLC	129,386	$5.12M	0.3%	-1.5%	0.286%
1/31/2025	Venturi Wealth Management LLC	1,789	$71K	0.0%	N/A	0.004%
1/31/2025	Truist Financial Corp	16,310	$0.65M	0.0%	+65.5%	0.036%
1/31/2025	Sanctuary Advisors LLC	8,975	$0.36M	0.0%	+13.1%	0.020%
1/31/2025	Principal Financial Group Inc.	26,139	$1.03M	0.0%	+9.8%	0.058%
1/30/2025	Principal Securities Inc.	3,000	$0.12M	0.0%	+99.7%	0.007%
1/30/2025	Rhumbline Advisers	50,102	$1.98M	0.0%	+1.5%	0.111%
1/24/2025	abrdn plc	336,721	$13.32M	0.0%	+10.0%	0.745%
1/24/2025	Stock Yards Bank & Trust Co.	12,800	$0.51M	0.0%	-3.8%	0.028%

Data available starting January 2016

See Full Table

Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various banking products and services in the United States. It operates through two segments, Banking and Fintech. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, 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, the company provides settlement, accounting, and securitization services for government guaranteed loans; financing for renewable energy application industry; wealth and investment management services to high-net-worth individuals and families; and investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina.

Today's Range

Now: $26.67

$26.06

$26.84

50 Day Range

MA: $32.26

$26.55

$41.25

52 Week Range

Now: $26.67

$26.09

$50.57

Volume

348,038 shs

Average Volume

209,358 shs

Market Capitalization

$1.21 billion

P/E Ratio

18.39

Dividend Yield

0.44%

Beta

1.69

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)
Miltom Emmett Petty (Director)
John W Sutherland (CAO)
Micah S Davis (Insider)
David G Lucht (Director)
Renato Derraik (Insider)
Tonya Williams Bradford (Director)
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:
T. Rowe Price Investment Management Inc. — 14.21%
Vanguard Group Inc. — 5.82%
Capital International Investors — 4.52%
Barrow Hanley Mewhinney & Strauss LLC — 3.41%
Barrow Hanley Mewhinney & Strauss LLC — 3.41%
Dimensional Fund Advisors LP — 3.14%
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.
Millennium Management LLC
Tudor Investment Corp ET AL
Blue Trust Inc.
Bank of America Corp DE
D. E. Shaw & Co. Inc.
T. Rowe Price Investment Management Inc.
CenterBook Partners LP
In the last year, company insiders that have sold Live Oak Bancshares company stock include:
William Henderson Cameron (Director)
Steve Smits (Insider)
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:
Capital International Investors
Raymond James Financial Inc.
Raymond James Financial Inc.
AmeriServ Wealth Advisors
Norges Bank
Southernsun Asset Management LLC
Point72 Asset Management L.P.
one8zero8 LLC
In the previous year, these company insiders have bought Live Oak Bancshares stock:
William Henderson Cameron (Director)
Steve Smits (Insider)
Learn More investors buying Live Oak Bancshares stock.