Ep Wealth Advisors, LLC Svb Financial Group Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jun 12, 2023	BUY	$200.26 - $376.49 $194,051 - $364,818	969 New	969 $223,000
Q2 2022 Aug 11, 2022	SELL	$389.13 - $547.75 $30,352 - $42,724	-78 Reduced 6.83%	1,064 $420,000
Q1 2022 May 20, 2022	BUY	$494.35 - $737.77 $988 - $1,475	2 Added 0.18%	1,142 $639,000
Q4 2021 Feb 17, 2022	BUY	$637.64 - $755.03 $47,185 - $55,872	74 Added 6.94%	1,140 $773,000
Q3 2021 Nov 23, 2021	BUY	$534.95 - $674.41 $154,065 - $194,230	288 Added 37.02%	1,066 $690,000
Q3 2021 Nov 16, 2021	SELL	$534.95 - $674.41 $151,925 - $191,532	-284 Reduced 26.74%	778 $690,000
Q2 2021 Aug 24, 2021	SELL	$483.33 - $606.83 $483 - $606	-1 Reduced 0.09%	1,062 $591,000
Q1 2021 May 17, 2021	BUY	$386.16 - $551.63 $5,020 - $7,171	13 Added 1.24%	1,063 $525,000
Q4 2020 Feb 18, 2021	SELL	$245.3 - $387.83 $49,060 - $77,566	-200 Reduced 16.0%	1,050 $407,000
Q3 2020 Nov 17, 2020	BUY	$201.65 - $259.73 $252,062 - $324,662	1,250 New	1,250 $301,000
Q2 2020 Aug 14, 2020	BUY	$139.34 - $236.04 $0 - $0	0 New	0 $270,000
Q1 2020 May 18, 2020	SELL	$130.98 - $270.79 $147,745 - $305,451	-1,128 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$188.33 - $254.21 $7,156 - $9,659	-38 Reduced 3.26%	1,128 $283,000
Q3 2019 Nov 18, 2019	SELL	$184.71 - $233.79 $17,547 - $22,210	-95 Reduced 7.53%	1,166 $244,000
Q2 2019 Aug 27, 2019	SELL	$201.4 - $258.61 $6,444 - $8,275	-32 Reduced 2.47%	1,261 $283,000
Q1 2019 May 20, 2019	SELL	$189.64 - $250.81 $3,982 - $5,267	-21 Reduced 1.6%	1,293 $288,000
Q4 2018 Feb 19, 2019	SELL	$180.49 - $321.39 $69,849 - $124,377	-387 Reduced 22.75%	1,314 $250,000
Q3 2018 Nov 15, 2018	BUY	$289.02 - $331.24 $64,740 - $74,197	224 Added 15.17%	1,701 $529,000
Q1 2018 May 15, 2018	SELL	$227.08 - $270.72 $71,076 - $84,735	-313 Reduced 17.49%	1,477 $354,000
Q4 2017 Feb 15, 2018	SELL	$181.64 - $241.7 $16,710 - $22,236	-92 Reduced 4.89%	1,790 $418,000
Q3 2017 Nov 15, 2017	SELL	$160.72 - $187.09 $803 - $935	-5 Reduced 0.26%	1,882 $352,000
Q2 2017 Aug 17, 2017	BUY	N/A	1,887	1,887 $332,000

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...

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