Creative Planning Svb Financial Group Transaction History

Creative Planning

$101 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$200.26 - $376.49 $205,066 - $385,525	1,024 Added 24.62%	5,184 $1.19 Million
Q3 2022 Nov 03, 2022	SELL	$21.04 - $436.17 $54,199 - $1.12 Million	-2,576 Reduced 38.24%	4,160 $1.4 Million
Q2 2022 Aug 15, 2022	BUY	$389.13 - $547.75 $244,373 - $343,987	628 Added 10.28%	6,736 $2.66 Million
Q1 2022 May 16, 2022	BUY	$494.35 - $737.77 $1.02 Million - $1.53 Million	2,069 Added 51.23%	6,108 $3.42 Million
Q4 2021 Feb 11, 2022	BUY	$637.64 - $755.03 $65,039 - $77,013	102 Added 2.59%	4,039 $2.74 Million
Q3 2021 Nov 10, 2021	BUY	$534.95 - $674.41 $47,075 - $59,348	88 Added 2.29%	3,937 $2.55 Million
Q2 2021 Aug 04, 2021	SELL	$483.33 - $606.83 $143,549 - $180,228	-297 Reduced 7.16%	3,849 $2.14 Million
Q1 2021 Apr 30, 2021	BUY	$386.16 - $551.63 $33,209 - $47,440	86 Added 2.12%	4,146 $2.05 Million
Q4 2020 Jan 29, 2021	SELL	$245.3 - $387.83 $112,592 - $178,013	-459 Reduced 10.16%	4,060 $1.58 Million
Q3 2020 Nov 05, 2020	SELL	$201.65 - $259.73 $107,277 - $138,176	-532 Reduced 10.53%	4,519 $1.09 Million
Q2 2020 Jul 23, 2020	BUY	$139.34 - $236.04 $124,569 - $211,019	894 Added 21.51%	5,051 $1.09 Million
Q1 2020 May 05, 2020	SELL	$130.98 - $270.79 $199,875 - $413,225	-1,526 Reduced 26.85%	4,157 $628,000
Q4 2019 Jan 30, 2020	SELL	$188.33 - $254.21 $34,087 - $46,012	-181 Reduced 3.09%	5,683 $1.43 Million
Q3 2019 Nov 01, 2019	BUY	$184.71 - $233.79 $240,492 - $304,394	1,302 Added 28.54%	5,864 $1.23 Million
Q2 2019 Jul 26, 2019	SELL	$201.4 - $258.61 $83,379 - $107,064	-414 Reduced 8.32%	4,562 $1.03 Million
Q1 2019 Apr 24, 2019	BUY	$189.64 - $250.81 $211,448 - $279,653	1,115 Added 28.88%	4,976 $1.11 Million
Q4 2018 Feb 01, 2019	SELL	$180.49 - $321.39 $222,183 - $395,631	-1,231 Reduced 24.18%	3,861 $733,000
Q3 2018 Oct 25, 2018	SELL	$289.02 - $331.24 $16,763 - $19,211	-58 Reduced 1.13%	5,092 $1.58 Million
Q2 2018 Jul 20, 2018	SELL	$233.42 - $325.72 $20,307 - $28,337	-87 Reduced 1.66%	5,150 $1.49 Million
Q1 2018 Apr 18, 2018	BUY	$227.08 - $270.72 $256,373 - $305,642	1,129 Added 27.48%	5,237 $1.26 Million
Q4 2017 Jan 17, 2018	SELL	$181.64 - $241.7 $93,726 - $124,717	-516 Reduced 11.16%	4,108 $960,000
Q3 2017 Oct 17, 2017	BUY	$160.72 - $187.09 $743,169 - $865,104	4,624	4,624 $865,000

Others Institutions Holding SIVB

# of Institutions

Shares Held

137K

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...

More about SIVB

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