Latest Institutional Sells of Svb Financial Group (SIVB)
This list provides information on the latest institutional transactions involving Svb Financial Group (SIVB) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-19Closed |
$9.18K - $11.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5Closed |
$2.42K - $3.03K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3Closed |
$1.45K - $1.82K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-125KClosed |
$48.3M - $69M
|
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
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-14.6K- 72.9% |
$5.63M - $8.05M
|
5.42K
$2.6K
|
|
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
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-6.27KClosed |
$2.42M - $3.46M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-5.83KClosed |
$2.25M - $3.22M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Svenska Handelsbanken Ab (Publ)
|
SELL
|
- |
-3.8KClosed |
$1.47M - $2.1M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-3.72KClosed |
$1.43M - $2.05M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.94KClosed |
$1.13M - $1.62M
|
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 14, 2021
Q1 2021
|
Srb Corp
Boston, MA |
SELL
|
- |
-2.23KClosed |
$861K - $1.23M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.23KClosed |
$474K - $677K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.18KClosed |
$455K - $650K
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
Park National Corp
|
SELL
|
- |
-920Closed |
$355K - $507K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-897Closed |
$346K - $495K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-725Closed |
$280K - $400K
|
0
$0
|
|
Jul 21, 2021
Q1 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-691Closed |
$267K - $381K
|
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 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-243Closed |
$93.8K - $134K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-168Closed |
$64.9K - $92.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Denali Advisors LLC
|
SELL
|
- |
-70Closed |
$27K - $38.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-30Closed |
$11.6K - $16.5K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-25Closed |
$9.65K - $13.8K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-18Closed |
$6.95K - $9.93K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14Closed |
$5.41K - $7.72K
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-13Closed |
$5.02K - $7.17K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-3Closed |
$1.16K - $1.65K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1Closed |
$386 - $552
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-12KClosed |
$2.94M - $4.64M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Parnassus Investments, LLC
|
SELL
|
- |
-10KClosed |
$2.45M - $3.88M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Poplar Forest Capital LLC
|
SELL
|
- |
-6.07KClosed |
$1.49M - $2.35M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-1.73KClosed |
$424K - $671K
|
0
$0
|
|
May 24, 2024
Q4 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-545- 4.15% |
$134K - $211K
|
12.6K
$6.04K
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-406Closed |
$99.6K - $157K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$24.5K - $38.8K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-100- 1.3% |
$24.5K - $38.8K
|
7.6K
$3.65K
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$13.5K - $21.3K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-37Closed |
$9.08K - $14.3K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-18Closed |
$4.42K - $6.98K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$3.43K - $5.43K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 06, 2020
Q3 2020
|
Times Square Capital Management, LLC
|
SELL
|
- |
-139KClosed |
$28M - $36.1M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-79.9KClosed |
$16.1M - $20.8M
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-4.56KClosed |
$920K - $1.18M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-4.02KClosed |
$811K - $1.04M
|
0
$0
|
|
Dec 14, 2020
Q3 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-3.86KClosed |
$778K - $1M
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.73KClosed |
$551K - $709K
|
0
$0
|