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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.15K- 3.16% |
$24.2K - $502K
|
35.2K
$16.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5- 0.22% |
$105 - $2.18K
|
2.25K
$1.08K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.34% |
$105 - $2.18K
|
1.46K
$698
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.34% |
$63.1 - $1.31K
|
883
$424
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 23.33% |
$147 - $3.05K
|
37
$17.8
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.85K+ 71.47% |
$38.9K - $807K
|
4.44K
$2.13K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
107+ 12.26% |
$2.25K - $46.7K
|
980
$470
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
200New |
$4.21K - $87.2K
|
200
$96
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
33K+ 23.91% |
$694K - $14.4M
|
171K
$82.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.5K+ 86.12% |
$31.5K - $652K
|
3.23K
$1.55K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
639+ 40.11% |
$13.4K - $279K
|
2.23K
$1.07K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
361+ 6.15% |
$7.6K - $157K
|
6.23K
$2.99K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
354New |
$7.45K - $154K
|
354
$170
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 66.67% |
$84.2 - $1.74K
|
2
$0.96
|
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-140K- 53.48% |
$2.94M - $61M
|
122K
$58.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
BUY
|
- |
3.28K+ 364.33% |
$69K - $1.43M
|
4.18K
$2.01K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-12.8K- 93.38% |
$269K - $5.57M
|
906
$435
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 9.69% |
$2.1K - $43.6K
|
932
$447
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.01K- 99.51% |
$21.3K - $441K
|
5
$2.4
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7- 0.46% |
$147 - $3.05K
|
1.52K
$727
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-6- 0.99% |
$126 - $2.62K
|
600
$288
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$28.8K - $596K
|
1.37K
$656
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
353+ 14.47% |
$7.43K - $154K
|
2.79K
$1.34K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
151New |
$3.18K - $65.9K
|
151
$72.5
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
15+ 0.64% |
$316 - $6.54K
|
2.38K
$1.14K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
126New |
$2.65K - $55K
|
126
$60.5
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-16- 0.64% |
$337 - $6.98K
|
2.5K
$1.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-22.4K- 50.46% |
$471K - $9.77M
|
22K
$10.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
834New |
$17.5K - $364K
|
834
$400
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 2.7% |
$2.1K - $43.6K
|
3.8K
$1.82K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
31+ 0.3% |
$652 - $13.5K
|
10.4K
$5.01K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
230+ 19.23% |
$4.84K - $100K
|
1.43K
$684
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
618+ 9.62% |
$13K - $270K
|
7.04K
$3.38K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
98+ 0.99% |
$2.06K - $42.7K
|
10K
$4.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-54- 6.32% |
$1.14K - $23.6K
|
800
$384
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-339- 20.43% |
$7.13K - $148K
|
1.32K
$634
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
16+ 1600.0% |
$337 - $6.98K
|
17
$8.16
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
127+ 15.26% |
$2.67K - $55.4K
|
959
$460
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
17New |
$358 - $7.41K
|
17
$8.16
|
|
|
Oct 11, 2022
Q3 2022
|
Community Capital Management, LLC
|
BUY
|
- |
225+ 12.86% |
$4.73K - $98.1K
|
1.98K
$948
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.83KNew |
$38.5K - $798K
|
1.83K
$878
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-704- 35.2% |
$274K - $386K
|
1.3K
$622
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.28K- 13.77% |
$2.05M - $2.89M
|
33.1K
$15.9K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-518Closed |
$202K - $284K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-30- 0.36% |
$11.7K - $16.4K
|
8.35K
$4.01K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-9Closed |
$3.5K - $4.93K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 51.38% |
$210K - $295K
|
510
$245
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-47Closed |
$18.3K - $25.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.37KClosed |
$535K - $753K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|