Douglas Lane & Associates, LLC Svb Financial Group Transaction History

Douglas Lane & Associates, LLC

$7.1 Billion
Q3 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	SELL	$0.0 - $0.99 $0 - $55,168	-55,726 Reduced 40.78%	80,917 $38,000
Q1 2023 Apr 17, 2023	BUY	$0.0 - $333.5 $0 - $1.8 Million	5,394 Added 4.11%	136,643 $122,000
Q4 2022 Feb 14, 2023	SELL	$200.26 - $376.49 $128,967 - $242,459	-644 Reduced 0.49%	131,249 $30.2 Million
Q4 2022 Jan 17, 2023	BUY	$200.26 - $376.49 $6.24 Million - $11.7 Million	31,142 Added 30.91%	131,893 $30.4 Million
Q3 2022 Oct 14, 2022	SELL	$21.04 - $436.17 $14,391 - $298,340	-684 Reduced 0.67%	100,751 $33.8 Million
Q2 2022 Jul 18, 2022	BUY	$389.13 - $547.75 $544,782 - $766,850	1,400 Added 1.4%	101,435 $40.1 Million
Q1 2022 Apr 25, 2022	SELL	$494.35 - $737.77 $369,773 - $551,851	-748 Reduced 0.74%	100,035 $56 Million
Q4 2021 Jan 25, 2022	SELL	$637.64 - $755.03 $2.07 Million - $2.45 Million	-3,250 Reduced 3.12%	100,783 $68.4 Million
Q3 2021 Oct 21, 2021	SELL	$534.95 - $674.41 $983,238 - $1.24 Million	-1,838 Reduced 1.74%	104,033 $67.3 Million
Q2 2021 Jul 19, 2021	SELL	$483.33 - $606.83 $806,194 - $1.01 Million	-1,668 Reduced 1.55%	105,871 $58.9 Million
Q1 2021 Apr 19, 2021	SELL	$386.16 - $551.63 $2.52 Million - $3.6 Million	-6,531 Reduced 5.73%	107,539 $53.1 Million
Q4 2020 Jan 14, 2021	SELL	$245.3 - $387.83 $29,926 - $47,315	-122 Reduced 0.11%	114,070 $44.2 Million
Q3 2020 Oct 19, 2020	BUY	$201.65 - $259.73 $1.34 Million - $1.72 Million	6,639 Added 6.17%	114,192 $27.5 Million
Q2 2020 Jul 28, 2020	BUY	$139.34 - $236.04 $742,682 - $1.26 Million	5,330 Added 5.21%	107,553 $23.2 Million
Q1 2020 Apr 20, 2020	BUY	$130.98 - $270.79 $1.5 Million - $3.09 Million	11,424 Added 12.58%	102,223 $15.4 Million
Q4 2019 Jan 27, 2020	BUY	$188.33 - $254.21 $558,963 - $754,495	2,968 Added 3.38%	90,799 $22.8 Million
Q3 2019 Oct 16, 2019	BUY	$184.71 - $233.79 $1.93 Million - $2.44 Million	10,426 Added 13.47%	87,831 $18.4 Million
Q2 2019 Jul 08, 2019	BUY	$201.4 - $258.61 $2.47 Million - $3.17 Million	12,243 Added 18.79%	77,405 $17.4 Million
Q1 2019 Apr 23, 2019	BUY	$189.64 - $250.81 $1.59 Million - $2.1 Million	8,358 Added 14.71%	65,162 $14.5 Million
Q4 2018 Jan 17, 2019	BUY	$180.49 - $321.39 $8.07 Million - $14.4 Million	44,732 Added 370.54%	56,804 $10.8 Million
Q3 2018 Oct 09, 2018	SELL	$289.02 - $331.24 $5,780 - $6,624	-20 Reduced 0.17%	12,072 $3.75 Million
Q2 2018 Jul 23, 2018	BUY	$233.42 - $325.72 $79,829 - $111,396	342 Added 2.91%	12,092 $3.49 Million
Q1 2018 Apr 23, 2018	BUY	$227.08 - $270.72 $1.11 Million - $1.32 Million	4,872 Added 70.83%	11,750 $2.82 Million
Q4 2017 Jan 24, 2018	SELL	$181.64 - $241.7 $3,632 - $4,834	-20 Reduced 0.29%	6,878 $1.61 Million
Q3 2017 Oct 19, 2017	BUY	$160.72 - $187.09 $1.11 Million - $1.29 Million	6,898	6,898 $1.29 Million

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...

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