Appleton Partners Inc Svb Financial Group Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$200.26 - $376.49 $2.27 Million - $4.27 Million	-11,346 Reduced 66.36%	5,751 $1.32 Million
Q3 2022 Oct 27, 2022	SELL	$21.04 - $436.17 $63,919 - $1.33 Million	-3,038 Reduced 15.09%	17,097 $5.74 Million
Q2 2022 Jul 08, 2022	BUY	$389.13 - $547.75 $75,880 - $106,811	195 Added 0.98%	20,135 $7.95 Million
Q1 2022 Apr 05, 2022	BUY	$494.35 - $737.77 $104,802 - $156,407	212 Added 1.07%	19,940 $11.2 Million
Q4 2021 Feb 03, 2022	BUY	$637.64 - $755.03 $47,185 - $55,872	74 Added 0.38%	19,728 $13.4 Million
Q3 2021 Oct 14, 2021	SELL	$534.95 - $674.41 $140,156 - $176,695	-262 Reduced 1.32%	19,654 $12.7 Million
Q2 2021 Jul 07, 2021	SELL	$483.33 - $606.83 $186,082 - $233,629	-385 Reduced 1.9%	19,916 $11.1 Million
Q1 2021 Apr 19, 2021	BUY	$386.16 - $551.63 $31,278 - $44,682	81 Added 0.4%	20,301 $10 Million
Q4 2020 Jan 19, 2021	BUY	$245.3 - $387.83 $68,684 - $108,592	280 Added 1.4%	20,220 $7.84 Million
Q3 2020 Oct 14, 2020	SELL	$201.65 - $259.73 $18,350 - $23,635	-91 Reduced 0.45%	19,940 $4.8 Million
Q2 2020 Aug 14, 2020	SELL	$139.34 - $236.04 $889,128 - $1.51 Million	-6,381 Reduced 24.16%	20,031 $4.32 Million
Q1 2020 May 04, 2020	SELL	$130.98 - $270.79 $95,615 - $197,676	-730 Reduced 2.69%	26,412 $3.99 Million
Q4 2019 Jan 13, 2020	BUY	$188.33 - $254.21 $94,729 - $127,867	503 Added 1.89%	27,142 $6.81 Million
Q3 2019 Nov 04, 2019	BUY	$184.71 - $233.79 $170,672 - $216,021	924 Added 3.59%	26,639 $5.57 Million
Q2 2019 Jul 25, 2019	BUY	$201.4 - $258.61 $310,760 - $399,035	1,543 Added 6.38%	25,715 $5.78 Million
Q1 2019 Apr 17, 2019	BUY	$189.64 - $250.81 $479,789 - $634,549	2,530 Added 11.69%	24,172 $5.38 Million
Q4 2018 Jan 17, 2019	SELL	$180.49 - $321.39 $339,140 - $603,891	-1,879 Reduced 7.99%	21,642 $4.11 Million
Q3 2018 Oct 09, 2018	BUY	$289.02 - $331.24 $379,772 - $435,249	1,314 Added 5.92%	23,521 $7.31 Million
Q2 2018 Aug 08, 2018	BUY	$233.42 - $325.72 $544,568 - $759,904	2,333 Added 11.74%	22,207 $6.41 Million
Q1 2018 Apr 11, 2018	BUY	$227.08 - $270.72 $4.24 Million - $5.05 Million	18,670 Added 1550.66%	19,874 $4.77 Million
Q4 2017 Jan 12, 2018	BUY	$181.64 - $241.7 $218,694 - $291,006	1,204	1,204 $281,000

Others Institutions Holding SIVB

# of Institutions

Shares Held

151K

Call Options Held

Put Options Held

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About SVB FINANCIAL GROUP

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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