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LOB NYSE

Live Oak Bancshares, Inc.
1W: +3.3% 1M: +3.1% 3M: -8.4% YTD: +7.8% 1Y: +33.1% 3Y: +71.2% 5Y: -39.4%
$37.28
-0.13 (-0.35%)
 
Weekly Expected Move ±3.9%
$33 $34 $36 $37 $38
NYSE · Financial Services · Banks - Regional · Alpha Radar Neutral · Power 58 · $1.7B mcap · 36M float · 0.730% daily turnover · Short 45% of daily vol

🏦 Institutional Activity

Latest: Q1 2026
254
Institutions Holding
-2 vs prior
46.8%
Ownership
-5.32%
23 New
76 Increased
114 Reduced
45 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-05-20 Moroz Mark Michael officer: chief banking officer F-Tax Withholding 3,163 $36.20 $115K Filing
2026-05-20 MAHAN JAMES S III officer: chief executive officer S-Sale 355 $37.15 $13K Filing
2026-05-20 MAHAN JAMES S III officer: chief executive officer S-Sale 9,645 $36.83 $355K Filing
2026-05-14 MAHAN JAMES S III officer: chief executive officer S-Sale 10,000 $36.23 $362K Filing
2026-04-30 Derraik Renato officer: chief info./digital off., bank S-Sale 75,000 $37.83 $2.8M Filing
2026-03-12 MAHAN JAMES S III officer: chief executive officer S-Sale 10,000 $32.50 $325K Filing
2026-03-11 MAHAN JAMES S III officer: chief executive officer S-Sale 10,000 $32.83 $328K Filing
2026-03-05 MAHAN JAMES S III officer: chief executive officer S-Sale 1,139 $35.89 $41K Filing
2026-03-05 MAHAN JAMES S III officer: chief executive officer S-Sale 8,861 $35.37 $313K Filing
2026-03-04 MAHAN JAMES S III officer: chief executive officer S-Sale 10,000 $36.69 $367K Filing
2026-03-02 Phifer Walter J officer: chief financial officer S-Sale 4,712 $36.58 $172K Filing
2026-03-02 Seward Gregory W officer: general counsel S-Sale 3,000 $36.70 $110K Filing
2026-02-26 MAHAN JAMES S III officer: chief executive officer S-Sale 1,246 $40.00 $50K Filing
2026-02-26 MAHAN JAMES S III officer: chief executive officer S-Sale 8,754 $39.29 $344K Filing
2026-02-25 MAHAN JAMES S III officer: chief executive officer S-Sale 2,537 $39.65 $101K Filing
2026-02-25 MAHAN JAMES S III officer: chief executive officer S-Sale 7,463 $39.21 $293K Filing
2026-02-23 Moroz Mark Michael officer: chief banking officer F-Tax Withholding 1,778 $38.30 $68K Filing
2026-02-23 Phifer Walter J officer: chief financial officer F-Tax Withholding 32 $38.30 $1K Filing
2026-02-23 Spencer Courtney officer: chief experience officer F-Tax Withholding 889 $38.30 $34K Filing
2026-02-23 Seward Gregory W officer: general counsel F-Tax Withholding 445 $38.30 $17K Filing
2026-02-23 SUTHERLAND JOHN W. officer: chief accounting officer F-Tax Withholding 87 $38.30 $3K Filing
2026-02-23 Cairns Michael officer: chief credit officer F-Tax Withholding 73 $38.30 $3K Filing
2026-02-19 MAHAN JAMES S III officer: chief executive officer S-Sale 10,000 $40.04 $400K Filing
2026-02-18 MAHAN JAMES S III officer: chief executive officer S-Sale 762 $41.15 $31K Filing
2026-02-18 MAHAN JAMES S III officer: chief executive officer S-Sale 9,238 $40.26 $372K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 3,432,899 $114M -143,088 2026-03-31 Filing
BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,621,903 $54M -103,951 2026-03-31 Filing
DIMENSIONAL FUND ADVISORS LP 1,593,185 $53M +54,750 2026-03-31 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,532,771 $51M +1,532,771 2026-03-31 Filing
STATE STREET CORP 1,437,315 $48M +128,853 2026-03-31 Filing
GILDER GAGNON HOWE & CO LLC 1,193,114 $39M +1,193,114 2026-03-31 Filing
SOUTHERNSUN ASSET MANAGEMENT, LLC 1,033,539 $34M +4,431 2026-03-31 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 908,146 $30M +908,146 2026-03-31 Filing
GEODE CAPITAL MANAGEMENT, LLC 853,958 $28M +36,522 2026-03-31 Filing
LOOMIS SAYLES & CO L P 728,129 $24M +169,719 2026-03-31 Filing
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 722,897 $24M +74,336 2026-03-31 Filing
ROYCE & ASSOCIATES LP 573,850 $19M +326,509 2026-03-31 Filing
ALGERT GLOBAL LLC 362,679 $12M +89,170 2026-03-31 Filing
NORTHERN TRUST CORP 324,387 $11M +39,295 2026-03-31 Filing
GOLDMAN SACHS GROUP INC 319,000 $11M +25,759 2026-03-31 Filing
FULLER & THALER ASSET MANAGEMENT, INC. 314,828 $10M +91,244 2026-03-31 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 290,634 $10M -1,325 2026-03-31 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 285,133 $9M -2,982 2026-03-31 Filing
RAYMOND JAMES FINANCIAL INC 262,788 $9M +42,518 2026-03-31 Filing
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 249,719 $8M -121,140 2026-03-31 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms