Latest Institutional Purchases of Svb Financial Group (SIVB)
This list provides information on the latest institutional transactions involving Svb Financial Group (SIVB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
619New |
$241K - $339K
|
619
$297
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
600New |
$233K - $329K
|
600
$288
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
594+ 46.52% |
$231K - $325K
|
1.87K
$898
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
574New |
$223K - $314K
|
574
$276
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
521+ 7.46% |
$203K - $285K
|
7.5K
$3.6K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
395New |
$154K - $216K
|
395
$190
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
322+ 82.35% |
$125K - $176K
|
713
$342
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
308New |
$120K - $169K
|
308
$148
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
263+ 22.91% |
$102K - $144K
|
1.41K
$677
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
226+ 19.48% |
$87.9K - $124K
|
1.39K
$665
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
209+ 47.5% |
$81.3K - $114K
|
649
$312
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
201+ 13.73% |
$78.2K - $110K
|
1.67K
$799
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
200New |
$77.8K - $110K
|
200
$96
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
189New |
$73.5K - $104K
|
189
$90.7
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
123+ 31.14% |
$47.9K - $67.4K
|
518
$249
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
121+ 27.13% |
$47.1K - $66.3K
|
567
$272
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
110+ 1.18% |
$42.8K - $60.3K
|
9.43K
$4.53K
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
108+ 16.54% |
$42K - $59.2K
|
761
$365
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
108New |
$42K - $59.2K
|
108
$51.8
|
|
Jul 26, 2022
Q2 2022
|
Jcsd Capital, LLC
|
BUY
|
- |
100New |
$38.9K - $54.8K
|
100
$48
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
97+ 19.52% |
$37.7K - $53.1K
|
594
$285
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
65New |
$25.3K - $35.6K
|
65
$31.2
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
60New |
$23.3K - $32.9K
|
60
$28.8
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
44+ 7.53% |
$17.1K - $24.1K
|
628
$301
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
43+ 26.88% |
$16.7K - $23.6K
|
203
$97.4
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
35+ 233.33% |
$13.6K - $19.2K
|
50
$24
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$5.84K - $8.22K
|
15
$7.2
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
13+ 2.19% |
$5.06K - $7.12K
|
606
$291
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 1.65% |
$4.67K - $6.57K
|
741
$356
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
12+ 2.31% |
$4.67K - $6.57K
|
532
$255
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
10+ 1.98% |
$3.89K - $5.48K
|
516
$248
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$3.89K - $5.48K
|
10
$4.8
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 83.33% |
$1.95K - $2.74K
|
11
$5.28
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
5+ 0.76% |
$1.95K - $2.74K
|
666
$320
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5New |
$1.95K - $2.74K
|
5
$2.4
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
4New |
$1.56K - $2.19K
|
4
$1.92
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4+ 0.75% |
$1.56K - $2.19K
|
539
$259
|
|
Q1 2022 | |||||||
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
92.1K+ 390.25% |
$45.5M - $67.9M
|
116K
$55.5K
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
39.9K+ 128.3% |
$19.7M - $29.4M
|
71K
$34.1K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
10KNew |
$4.94M - $7.38M
|
10K
$4.8K
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.5KNew |
$741K - $1.11M
|
1.5K
$720
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
101New |
$49.9K - $74.5K
|
101
$48.5
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
20New |
$9.89K - $14.8K
|
20
$9.6
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 2.73% |
$6.92K - $10.3K
|
526
$252
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
10New |
$4.94K - $7.38K
|
10
$4.8
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 116.67% |
$3.46K - $5.16K
|
13
$6.24
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6New |
$2.97K - $4.43K
|
6
$2.88
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3New |
$1.48K - $2.21K
|
3
$1.44
|