Institutional Ownership Svb Financial Group (SIVB)
This table provides information about the institutional ownership of Svb Financial Group (SIVB). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 149,743 shares, which have been reported (via 13F filing form) to have a value of $71,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
151
shares
|
$72
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
80
shares
|
$38
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$31
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
60
shares
|
$28
0.0% of portfolio
|
Q4 2022
Reduced 62.73%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
29
shares
|
$13
0.01% of portfolio
|
Q2 2022
Reduced 68.48%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
28
shares
|
$13
0.0% of portfolio
|
Q2 2022
Reduced 58.82%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$4
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 99.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|