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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3New |
$1.48K - $2.21K
|
3
$1.44
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$494 - $738
|
1
$0.48
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
555New |
$354K - $419K
|
555
$266
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
544New |
$347K - $411K
|
544
$261
|
|
|
Feb 14, 2022
Q4 2021
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
200+ 0.98% |
$128K - $151K
|
20.6K
$9.89K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
80New |
$51K - $60.4K
|
80
$38.4
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
66New |
$42.1K - $49.8K
|
66
$31.7
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
50+ 42.37% |
$31.9K - $37.8K
|
168
$80.6
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
42New |
$26.8K - $31.7K
|
42
$20.2
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
33New |
$21K - $24.9K
|
33
$15.8
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
23+ 3.93% |
$14.7K - $17.4K
|
608
$292
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
20New |
$12.8K - $15.1K
|
20
$9.6
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16New |
$10.2K - $12.1K
|
16
$7.68
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 32.56% |
$8.93K - $10.6K
|
57
$27.4
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3New |
$1.91K - $2.27K
|
3
$1.44
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$1.28K - $1.51K
|
2
$0.96
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1New |
$638 - $755
|
1
$0.48
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
PUT |
2.8KNew |
$1.5M - $1.89M
|
2.8K
$1.34K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.68KNew |
$898K - $1.13M
|
1.68K
$806
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
311New |
$166K - $210K
|
311
$149
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
157+ 41.53% |
$84K - $106K
|
535
$257
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2New |
$1.07K - $1.35K
|
2
$0.96
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 33.33% |
$535 - $674
|
4
$1.92
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
63.4K+ 102211.29% |
$30.6M - $38.5M
|
63.4K
$30.4K
|
|
|
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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
1.9KNew |
$918K - $1.15M
|
1.9K
$912
|
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
159New |
$76.8K - $96.5K
|
159
$76.3
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 2800.0% |
$27.1K - $34K
|
58
$27.8
|
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8+ 1.6% |
$3.87K - $4.85K
|
508
$244
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2New |
$967 - $1.21K
|
2
$0.96
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.9KNew |
$734K - $1.05M
|
1.9K
$912
|
|
|
Apr 15, 2021
Q1 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
596New |
$230K - $329K
|
596
$286
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$154K - $221K
|
400
$192
|
|
|
May 13, 2021
Q1 2021
|
Ckw Financial Group
|
BUY
|
- |
132New |
$51K - $72.8K
|
132
$63.4
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$38.6K - $55.2K
|
100
$48
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
91New |
$35.1K - $50.2K
|
91
$43.7
|
|
|
May 17, 2021
Q1 2021
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
3+ 300.0% |
$1.16K - $1.65K
|
4
$1.92
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25KNew |
$6.13M - $9.7M
|
25K
$12K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
7.03KNew |
$1.72M - $2.73M
|
7.03K
$3.37K
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.99KNew |
$732K - $1.16M
|
2.99K
$1.43K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
800New |
$196K - $310K
|
800
$384
|
|
|
Feb 10, 2021
Q4 2020
|
Vista Capital Partners, Inc.
|
BUY
|
- |
672New |
$165K - $261K
|
672
$323
|
|
|
Feb 12, 2021
Q4 2020
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
552New |
$135K - $214K
|
552
$265
|
|
|
Jan 27, 2021
Q4 2020
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
550New |
$135K - $213K
|
550
$264
|
|
|
Feb 05, 2021
Q4 2020
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
350New |
$85.9K - $136K
|
350
$168
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
661New |
$133K - $172K
|
661
$317
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
5New |
$1.01K - $1.3K
|
5
$2.4
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
29New |
$3.8K - $7.85K
|
29
$13.9
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3New |
$565 - $763
|
3
$1.44
|
|