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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.08KClosed |
$1M - $1.26M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-19Closed |
$9.18K - $11.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.81KNew |
$1.36M - $1.71M
|
2.81K
$1.35K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-37Closed |
$17.9K - $22.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.61KClosed |
$779K - $978K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Parametrica Management LTD
|
SELL
|
- |
-1.26KClosed |
$609K - $765K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-46.2KClosed |
$22.3M - $28M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-9.6KClosed |
$4.64M - $5.83M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-993Closed |
$480K - $603K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.8KClosed |
$6.65M - $8.35M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.66KClosed |
$1.77M - $2.22M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$492K - $617K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.2KClosed |
$1.06M - $1.34M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.38KClosed |
$1.15M - $1.44M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-13.3KClosed |
$6.42M - $8.06M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-31Closed |
$15K - $18.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-776Closed |
$375K - $471K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
$2.42K - $3.03K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-586Closed |
$283K - $356K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.35KClosed |
$1.62M - $2.03M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8+ 1.6% |
$3.87K - $4.85K
|
508
$244
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
159New |
$76.8K - $96.5K
|
159
$76.3
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-1.74KClosed |
$843K - $1.06M
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-980Closed |
$474K - $595K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 2800.0% |
$27.1K - $34K
|
58
$27.8
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.82KClosed |
$877K - $1.1M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.07KClosed |
$3.42M - $4.29M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
63.4K+ 102211.29% |
$30.6M - $38.5M
|
63.4K
$30.4K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3Closed |
$1.45K - $1.82K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-611Closed |
$295K - $371K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-10.3KClosed |
$4.99M - $6.26M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-4.25KClosed |
$2.05M - $2.58M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-20.1KClosed |
$9.74M - $12.2M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-201Closed |
$97.1K - $122K
|
0
$0
|
|
Q1 2021 | |||||||
Jul 21, 2021
Q1 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-691Closed |
$267K - $381K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13Closed |
$5.02K - $7.17K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-50.4KClosed |
$19.5M - $27.8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-2.7KClosed |
$1.04M - $1.49M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-14.6K- 72.9% |
$5.63M - $8.05M
|
5.42K
$2.6K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$154K - $221K
|
400
$192
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-897Closed |
$346K - $495K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
3+ 300.0% |
$1.16K - $1.65K
|
4
$1.92
|
|
May 14, 2021
Q1 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.18KClosed |
$455K - $650K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-550Closed |
$212K - $303K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-410- 35.34% |
$158K - $226K
|
750
$360
|
|
May 14, 2021
Q1 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-2.23KClosed |
$861K - $1.23M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-7.15KClosed |
$2.76M - $3.94M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.23KClosed |
$474K - $677K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-30Closed |
$11.6K - $16.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-6.27KClosed |
$2.42M - $3.46M
|
0
$0
|