Latest Institutional Transactions on Svb Financial Group (SIVB)
This table provides information on the latest institutional transactions involving Svb Financial Group (SIVB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.53KNew |
$708K - $1.33M
|
3.53K
$1.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.6KNew |
$1.72M - $3.24M
|
8.6K
$4.13K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
363+ 30.68% |
$72.7K - $137K
|
1.55K
$742
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
3.53KNew |
$707K - $1.33M
|
3.53K
$1.69K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 42.54% |
$125K - $235K
|
2.09K
$1K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-8- 44.44% |
$1.6K - $3.01K
|
10
$4.8
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
469+ 42.95% |
$93.9K - $177K
|
1.56K
$749
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.08K+ 81.88% |
$216K - $407K
|
2.4K
$1.15K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-20- 12.99% |
$4.01K - $7.53K
|
134
$64.3
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
20.7K+ 28.37% |
$4.15M - $7.79M
|
93.7K
$45K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 25.0% |
$601 - $1.13K
|
9
$4.32
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-1.35K- 50.24% |
$271K - $509K
|
1.34K
$643
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.5K+ 1.47% |
$501K - $942K
|
173K
$82.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1KNew |
$200K - $376K
|
1K
$480
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-5.33K- 99.66% |
$1.07M - $2.01M
|
18
$8.64
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
397+ 22.15% |
$79.5K - $149K
|
2.19K
$1.05K
|
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
BUY
|
- |
6.76K+ 2.66% |
$1.35M - $2.54M
|
260K
$125K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
38.2K+ 49.76% |
$7.65M - $14.4M
|
115K
$55.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$200 - $376
|
1
$0.48
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 16.67% |
$2K - $3.76K
|
50
$24
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-10- 2.11% |
$2K - $3.76K
|
465
$223
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.1K+ 6.87% |
$220K - $414K
|
17.1K
$8.22K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-470- 5.06% |
$94.1K - $177K
|
8.82K
$4.23K
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-45- 0.71% |
$9.01K - $16.9K
|
6.33K
$3.04K
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
24.8K+ 178.24% |
$4.96M - $9.33M
|
38.7K
$18.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4- 0.27% |
$801 - $1.51K
|
1.46K
$701
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
71+ 169.05% |
$14.2K - $26.7K
|
113
$54.2
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.2K- 1.81% |
$240K - $451K
|
65.2K
$31.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.29K+ 15.27% |
$259K - $487K
|
9.76K
$4.69K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
16New |
$3.2K - $6.02K
|
16
$7.68
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.7K+ 29.62% |
$1.34M - $2.52M
|
29.3K
$14.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$1.4K - $2.64K
|
7
$3.36
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
520+ 63.03% |
$104K - $196K
|
1.35K
$646
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
731+ 317.83% |
$146K - $275K
|
961
$461
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
68+ 0.68% |
$13.6K - $25.6K
|
10.1K
$4.85K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
194+ 18.13% |
$38.9K - $73K
|
1.26K
$607
|
|
|
Jan 26, 2023
Q4 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-3.43K- 18.53% |
$687K - $1.29M
|
15.1K
$7.24K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-400- 4.11% |
$80.1K - $151K
|
9.34K
$4.48K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-490- 80.46% |
$98.1K - $184K
|
119
$57.1
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.7K+ 18.31% |
$339K - $638K
|
11K
$5.26K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-4.37K- 36.02% |
$876K - $1.65M
|
7.77K
$3.73K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.56K- 19.3% |
$914K - $1.72M
|
19.1K
$9.16K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.93K- 44.17% |
$1.19M - $2.23M
|
7.49K
$3.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-207- 1.13% |
$41.5K - $77.9K
|
18.1K
$8.69K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-232- 4.26% |
$46.5K - $87.3K
|
5.22K
$2.51K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
695+ 3.08% |
$139K - $262K
|
23.2K
$11.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
228+ 35.35% |
$45.7K - $85.8K
|
873
$419
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
15+ 0.35% |
$3K - $5.65K
|
4.35K
$2.09K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
89+ 5.81% |
$17.8K - $33.5K
|
1.62K
$778
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 28.37% |
$40.1K - $75.3K
|
505
$242
|